02 - SYSTEMS

Built to scale before it has to.

The systems, CRM, and workflows that make growth sustainable, built before the pipeline opens, not after.

This phase builds on what Presence establishes, and it's part of an ongoing partnership rather than something we offer on its own.

CRM PIPELINE FLOW
Lead In
Lead enters
CRM tagged
Subscribed to sequence
Wait 3 days
Nurture
Email 1 sent
Wait 4 days
Call booked?
Email 2 sent
Follow-up
Wait 7 days
Call booked?
Follow-up SMS
Wait 7 days
Convert
Signed?
Change status: Client
Add to newsletter
End sequence
Automations
Lead in
Tag CRM
Day 3
Email
Signed
Client
Conversion
Email
74%
Call
58%
Close
32%
Segments
Investor
RE Fund
Broker
PM Co.
Dev Co.
Lender

WHAT WE BUILD

Systems & infrastructure.

Every system we build is designed around how your business actually operates, not a generic template.

Foundations Accordion

An honest look at your current systems: the software you're using, how it's set up, and whether it's actually working for you or against you.

A clear path from first contact to close, whether it's a new lead or someone already in your network, so nothing sits waiting for someone to remember it.

Duplicate, outdated, and disorganized data cleared out, so your systems run on information you can actually trust.

Your contacts organized by who they are and where they are in the process, so every message reaches the right person at the right time.

Configured to match how relationships actually move through your business, new leads and your existing sphere alike.

Everything connected wherever possible, so information moves automatically across your tools instead of getting re-entered by hand.

Nurture sequences and triggers that move relationships forward automatically, tagging, following up, and recording activity, so your systems stay current without anyone manually keeping track.

THE OPERATIONS

Less falls through the cracks.

Leads don't get lost. Communication is thought out before it's needed. If someone on your team leaves tomorrow, the system holds, because none of it lived in one person's head.

BUILT AROUND YOU

Your business, just more efficient.

We don't hand you a new way of working. We build around how you already operate, so the system fits the business you've built instead of asking you to fit it.

Let's build what holds it all together.

We'll build the infrastructure that makes growth sustainable, not just possible.

Services start at $3,600 / month