Pipeline & opportunity build
Designs pipeline stages that match the real sales process and keeps opportunities moving through them.
CRM setup, import & segmentation
Imports contacts, builds the tagging structure and keeps segmentation clean as the list grows.
Account & sub-account setup
Sets up the agency account and client sub-accounts with the right permissions and branding.
Calendar sync & channel management
Keeps availability synced across every platform so the same night is never double-booked.
Booking & reservation management
Confirms, modifies and cancels reservations; keeps booking records accurate across channels.
Guest communication & inquiry response
Answers guest messages and pre-booking questions across every listing platform, on a shift rota so nothing waits overnight.
Lead follow-up & nurturing
Works new and aged leads through follow-up sequences until they book or disqualify.
Listing management & MLS entry
Enters and updates listings, uploads photos and keeps MLS data accurate.
Transaction coordination
Manages the file from contract to close: deadlines, signatures, disclosures and escrow follow-up.
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