Leads that went cold in the CRM. Referrals nobody circled back on. Past clients who would list again — if anyone asked. Send your URL — we’ll name the first leak worth testing, free, from your public site alone.
Sample console — fictional data. Nothing here is client information.
Deals rarely die at the negotiating table. They die between stages — a lead goes quiet, a referral loop never closes, an anniversary passes. The audit walks your pipeline the way a lead experiences it, then names the first leak worth testing.
They came in hot, got one call, then slid below the fold. The CRM knows exactly how long — nobody looks.
Cold, warm, and urgent contacts ranked from your existing CRM or inbox history — with re-approach drafts waiting for a yes.
Someone said “I’ll connect you” three weeks ago. Nobody closed the loop, and it feels awkward to ask now.
Approval-controlled follow-through drafts for buyer, seller, and referral conversations — momentum without the awkwardness.
The relationship exists. The anniversary passes. The listing goes to whoever called.
Re-invites drafted from your closed files, held for your yes — plus a weekly pipeline report so the asking happens on schedule.
See what this looks like on your pipeline — free leak read →
| Operation | Where it leaks first | First sprint we’d test |
|---|---|---|
| Broker-owner team | Pooled leads go stale between agents — first touch depends on who noticed | One ranked reactivation queue, re-approach drafts held for approval |
| Referral-heavy operator | Intros promised in passing, loops never closed | Follow-through drafts queued the moment a loop opens |
| Owner-led group | Past clients age out of the sphere quietly | Re-invites drafted from closed files, plus a weekly pipeline report |
No CRM replacement, no client-record imports — the free read uses your public site and your answers, nothing else. See exactly how the sprint runs →
Every read returns as a short document — the walk of your public site, each observation labeled verified or assumed, and the one sprint we’d test first. We publish a full sample so you can see the thinking.
No. Every client-facing message is drafted, then held. You approve, edit, or hold it — and every decision stays logged with a timestamp.
Not for the free read — it uses your public website and your answers only. Inside a sprint, the system works alongside your CRM and inbox history; it organizes follow-up, it never replaces the system of record.
No — drips send on schedule; this prepares judgment calls: which stale lead to revive, what to say, when a person should approve it. It sits alongside what you run today.
Only your email and website URL are required — everything else helps but can wait.