Real estate agent building her own brand for independence
A custom automation and brand-building system to help Heather grow her client base, stay top-of-mind with past buyers, and build the foundation for going independent—all without the social media grind.
Prepared July 2026 · Confidential
BOLDWRIGHT
HEARD
The Starting Point
What We Heard
Heather is a top-producing agent at Lori Droessler Real Estate. She wants to build her own brand and client systems before potentially going independent in 2-5 years. She hates social media but knows she needs to stay visible. Her biggest gaps: no personal CRM, no automated follow-up, and no system to turn past buyers into repeat clients and referrals.
😩
Social Media Drains You
You thought you'd enjoy it. You don't. Every post feels like a blank page. You're spending mental energy on something that doesn't feel like real work.
👻
Past Clients Disappear
You build great relationships during transactions. Then two years pass and you realize you never followed up. Those referrals and repeat listings walk to someone else.
📋
No Personal Client System
Your contacts live in Paragon and the office's systems. You don't have your own list, your own CRM, or any way to reach people independently if you ever leave.
📊
No Visibility Into Your Business
You don't know your slow months, your average closings, or which past clients are ready to sell. You're flying blind on cash flow and pipeline planning.
BUILD
The Solution
Here's What We're Building
We build systems that work while you focus on clients.
Less time on social media. More closings in your pipeline.
Automated Client Follow-Up
Stay top-of-mind with past buyers automatically. We set up email sequences that check in at the right intervals—so you're their first call when they're ready to sell or refer a friend.
12x
more touchpoints per year
Social Media That Runs Itself
We research what posts actually get engagement in real estate, build a content engine, and schedule posts automatically. You review once a week. That's it.
10%
of your current time spent
Your Own Client Database
We export and organize your contacts into a system you own. Tag by buyer, seller, year, price point. Run smart searches. Take it with you if you ever go independent.
100%
portable and yours
What We Deploy
The Stack
Simple tools. Powerful results. We handle the tech so you don't have to.
01
CRM & Contact Hub
Your own client database with smart tags, search, and segmentation. Built for a realtor's workflow.
02
Email Automation
Scheduled check-ins, market updates, and referral nudges. Set it and forget it.
03
Social Media Engine
AI-assisted post creation and auto-scheduling across Facebook and Instagram.
04
Business Dashboard
Track closings, commissions, slow months, and pipeline at a glance. Know your numbers.
05
Personal Website
A simple site with your branding, listings, and contact info. People find you, not just Lori.
GET
Deliverables
What You Walk Away With
📇
Personal CRM Setup
We export your Paragon contacts and build you a clean, tagged database you own and control.
✉️
Automated Email Sequences
Past buyer check-ins, anniversary emails, referral asks—all scheduled and running automatically.
📱
Social Media Content System
A library of proven post formats plus auto-scheduling. You approve, we post.
🌐
Personal Website
A clean, mobile-friendly site with your brand, bio, and listings. Optimized for local search.
📊
Business Analytics Dashboard
See your closings by month, commission totals, and slow periods. Plan your outreach around real data.
🔔
Engagement Auto-Responder
When someone comments or messages on social, they get an immediate, friendly reply asking for their business.
The Plan
Timeline to Launch
We move fast. You'll see results in weeks, not months.
Week 1
Discovery & Data Export
Export contacts from Paragon, map your client history, define segments
Week 2
CRM & Email Setup
Build your personal database, create first email sequences
Weeks 3-4
Social & Website Build
Launch your personal website, set up social media content engine
Week 5
Dashboard & Training
Build your analytics dashboard, walk you through everything
Week 6+
Ongoing Support
We maintain, monitor, and optimize. You focus on selling houses.
The Investment
What It Costs
Foundation Build
CRM setup, contact export, website, social engine, dashboard
$2,500
Email Automation Package
Past buyer sequences, referral campaigns, market updates
$1,200
Monthly Subscription
Ongoing maintenance, social posting, system updates, support
$295/mo
Total Investment
$3,700 + $295/mo
🛡️
What's Included
All software licenses, integrations, and tool subscriptions are included in your monthly fee. One invoice. No surprise charges.
📈
Expected ROI
One additional closing per year pays for this entire system. At your commission rate, you'd need roughly $120,000 in sales to cover the annual cost. That's half a house in your market.
WHY
Why Us
Why BoldWright
We Get Small Business
Thor's mom started her own shop. Kevin's parents owned a small business. We've watched entrepreneurs grind. We build tools for people like you, not enterprise corporations.
We've Been In Your Shoes
We're building our own company right now. Same fears, same cash flow questions, same need to stay lean. We don't overcharge because we know what it feels like.
We Maintain It For You
You don't become a tech expert. We build it, we run it, we fix it. You review and approve. That's the deal.
You're already a top producer running on word-of-mouth and hustle. We're going to pour gas on that fire without adding hours to your week.
"Drop your business off with us. Come back running."
Let's Go
Ready to Start?
Ready to build your brand and your independence? Here's what happens next.
01
Book Your Demo
August 25th is on the calendar. We'll show you exactly what we built.
02
Pick Your Priorities
Tell us which pain point to tackle first. CRM? Social? Follow-up? Your call.
03
We Build It
Fast implementation. You'll see working systems within weeks.
04
You Grow
More closings, more referrals, more options. Whether you stay or go independent.