Confidential Proposal·For high-volume realtors·April 2026

While you sleep,your pipeline works.

A proprietary marketing automation system designed specifically for real estate. An AI engine that captures, qualifies, and routes every lead — built from the first line of code to close more deals.

One-time setup
$2,700 USD
Per location
$250/mo
Go-live
14 days
01 · The promise

Qualified leads entering your pipeline in seconds — without ever touching your phone.

Capture, qualification, and automated response — the three things you lose today every time a lead comes in and isn't answered fast enough.

If you're processing 50+ deals a year, this proposal makes sense. If you're just starting out and still building pipeline from scratch, wait — there are cheaper options for that stage.

What we offer is the same architecture we built and operate for a mortgage lender in Houston, processing real originations daily. Adapted for real estate, no shortcuts.

02 · Visual funnel

Out of 1,000 leads coming in,
how many actually close?

Each stage with its own mechanic. Each filter an optimization opportunity. This is how a lead travels through the system — with real mockups of every touchpoint.

01 · Awareness · Social Sources

The lead sees your ad.

Meta Ads, Instagram, TikTok, Zillow, referrals. We capture multi-channel traffic with copy and creative that actually resonates.

1,000
Leads
Instagram real estate ad mockup
META ADS
02 · Capture · Landing + Form82%

They click and leave their info.

Landing page designed specifically for real estate with intelligent form, UTM tracking, and real-time CRM sync.

820
Captured
Real estate landing page mockup
LANDING
03 · Qualify · AI Scoring75%

AI qualifies them in 2 seconds.

Hot · warm · cold. Scoring trained with your specific criteria: budget signals, response speed, intent keywords, location match.

615
Qualified
AI scoring dashboard
AI SCORING
04 · Nurture · Multi-channel67%

It responds in <60 seconds.

WhatsApp, email, SMS. Automated sequences in your voice, your tone. AI handles the conversation until the lead is ready for you.

412
Engaged
WhatsApp conversation mockup
WHATSAPP
05 · Book · Appointment20%

Books the showing in one tap.

Calendar synced with your real schedule. Available slots auto-shown, multi-channel reminders, confirmations without human intervention.

82
Showings
Calendar booking mockup
BOOKING
06 · Close · Deal Signed71%

And you close the deal.

Illustrative example: 58 closes from 1,000 leads. ~5.8% end-to-end conversion in well-optimized operations — meaningful uplift over industry average.

58
Closed
Sold sign with family
CLOSED

Up to ~5.8% end-to-end conversion is what we see in well-optimized operations. Industry average without automation: 1.2–2.5% (source: Lead Response Management Study, MIT). The difference comes from speed of response + consistency in follow-up — not from generating more traffic.

03 · The math

Applied to your current operation.

Conservative projection. If you process less, scale down. If you process more, the delta scales proportionally.

Average realtor · 200 leads/mo · $8,500 commission
Leads received per month
200
Current conversion (lead → close)
2.5%
Current monthly revenue
$42,500
Conversion w/ <60s response + AI scoring
~5.8%
Potential monthly revenueillustrative projection
$0

Projected delta: +$56,100/mo in this illustrative scenario — not because we generate more leads, but because we convert better the ones you already have. Projection based on typical industry ranges. Actual results vary by market, vertical, and operation. This is not a guarantee.

Powered by AI · Always on

One brain connected to
every point of your operation.

Not a stack of tools. An intelligence engine that observes, decides, and acts — capturing, qualifying, and routing every lead to the right channel, at the right moment, with the right message.

While you sleep, the engine is working. When you wake up, you only review leads ready to close.

24/7
Always on
<60s
Latency
7
Live channels
AILISTINGSLEADSWHATSAPPCALENDARSMSEMAILCRM
REALTOR CO-PILOT·CONTINUOUS LEARNING
04 · The system inside

The AION platform — built for you.

Developed from scratch with deep research in real estate marketing. The difference with kvCORE, BoomTown, or Follow Up Boss isn't the brand — it's how it's designed for your specific operation.

Real estate CRM dashboard
Dashboard view · real-time pipeline KPIs

6 functional blocks

Each one independent, all of them connected.

Core engine
AION Platform · real estate native
Custom 7-stage pipeline, granular roles, KPI dashboard, listing portal integration.
Speed
<60s
Automated response to 100% of leads, 24/7.
Intelligence
AI lead scoring
Every lead classified hot/warm/cold on arrival.
Channels
5+
WhatsApp, email, Meta Ads, portals — unified.
Sequences
Automated nurture
12+ pre-built sequences for real estate.
Booking
1-tap
Direct scheduling synced to your calendar.
What this means in practice
A lead comes in at 2:47 AM on a Saturday. By 2:47:32 AM they've already received a WhatsApp response, been qualified, and booked a showing — while you sleep.
05 · Process

From signed to live system. 14 days.

Five structured phases with verifiable deliverables at each one. You always know exactly where we are.

1
Kickoff + discovery
2
Technical build
3
Automations + QA
4
Team training
5
Go-live + hypercare
01 · Day 0–2

Kickoff + discovery

90-minute session. We map your lead sources, current processes, team, and qualification criteria.

90 min sessionWorkspace setup
02 · Day 3–6

Technical build

Pipelines, fields, roles, landing, forms, initial integrations.

PipelineLandingIntegrations
03 · Day 7–10

Automations + QA

WhatsApp/email sequences, routing, notifications. End-to-end QA.

SequencesRoutingQA
04 · Day 11–12

Team training

Two recorded 60-min sessions. Operating playbook, credentials handed over.

2 sessionsPlaybook PDFCredentials
05 · Day 13–14

Go-live + hypercare

Official launch. Intensive support first week (4h SLA).

Production7d hypercare30d review
06 · What we deliver

One-time setup: $2,700 USD.

Everything your operation needs to launch. 50% on signing, 50% at go-live.

Included in the one-time setup
5 components · 14 days · in production
AION workspace + 7-stage pipeline
Dedicated workspace, per-user roles, custom fields, KPI dashboard
$4,800
Landing page + multi-source forms
Responsive design, UTM tracking, webhooks, SSL, hosting first 12 months
$3,200
AI scoring + trained automations
Hot/warm/cold classification, multi-channel auto-response
$4,500
Multi-channel integrations
WhatsApp Business API, email, Meta Lead Ads, listing portals
$3,800
Training + handoff
2 recorded sessions, operating playbook, 7 days of hypercare
$3,200
Retail value if you bought it piece by piece
$19,500
Your investment to launch
April 2026 cohort price
$2,700
07 · Pricing model

Simple. À la carte.

One setup. Pay per active funnel. Add brand management if you want it. Cancel or modify any month with 15 days notice — no lock-in.

One-time setup

Sales Funnel Build

$2,700USD · once

Complete sales funnel: AION workspace, 7-stage pipeline, AI scoring, multi-channel integrations, training. Built and live in 14 days.

  • AION workspace + custom 7-stage pipeline
  • Landing page + multi-source forms (one location included)
  • AI scoring trained with your criteria
  • WhatsApp + email + SMS automated sequences
  • Meta Lead Ads + Zillow integrations
  • 2 recorded training sessions + operating playbook
  • 7 days of intensive post-launch hypercare
Per location

Funnel + Landing

$250USD/month

Each location/funnel runs independently with its own dedicated landing page and tracking. Add as many as you operate.

  • Dedicated landing page per location
  • Independent UTM tracking and analytics
  • Location-specific lead routing
  • Performance dashboard per funnel
  • Continuous optimization included
Optional addon

Brand & Content Mgmt

$300USD/month

Full corporate branding management. AION owns your visual identity end-to-end so you stay top-of-mind with your audience.

  • Complete brand identity strategy
  • Templates + brand guidelines
  • 2 weekly social posts (IG + FB)
  • 1 weekly short-form video (Reels/TikTok)
  • Bi-daily Stories
  • Scripts + copywriting + content calendar
  • AION operates the entire branding workflow
Sample · Brand & Content output

Your Instagram, elevated.

Cohesive feed in your brand palette. Editorial design language. Posts written to position you as the expert in your market — not just “just listed” spam.

Mockup shown is illustrative — final brand will match your specific identity.

Instagram feed mockup

Ad spend not included. We recommend $500–$1,500/mo per active funnel. Goes directly to Meta/Google, auditable from your Business account, no markup. We operate the campaigns as part of your retainer.

08 · How we select

We don't work with every realtor. And that's good for you.

Every build is custom. Our capacity is up to 10 onboardings per month.

Selection criteria

We accept you if...

The system only pays off if your operation already has volume and you're ready to operate with discipline. If you fit, we start. If not, we tell you honestly what to do first.

You fit if
  • You process or aim to process 50+ deals per year
  • You already have lead volume (even if disorganized)
  • Your market justifies ad spend ≥ $500/mo
  • You'll actually use the system, not just 'have' it
You don't fit if
  • You're starting from scratch with no client base
  • You only want a 'pretty' CRM without operating it
  • Your team can't commit to two 60-min training sessions
09 · Frequently asked

Real objections. Direct answers.

Integrations · channels · partners
AI Scoring·Zillow·Realtor.com·Meta Lead Ads·WhatsApp Business·Google Ads·Mailchimp·Twilio·Calendly·DocuSign·MLS·Stripe·AI Scoring·Zillow·Realtor.com·Meta Lead Ads·WhatsApp Business·Google Ads·Mailchimp·Twilio·Calendly·DocuSign·MLS·Stripe·
Next step

Book 30 minutes. Leave with a decision.

Not a generic pitch. We review your current operation, show you the system running live, and give you specific numbers for your case. By the end you'll know exactly if you fit — and if you do, when we start.

Book a 30-min call
Up to 10 onboardings per month · April 2026 cohort · valid 30 days