Best for - Solo agents or small business owners who need essential administrative support to stay organized and consistent.

• Up to 15 hours per month

• Task Management & Scheduling Support

• Email organization and follow-up tracking

• Document preparation and file management

• Data entry and CRM updates

• Basic client communication support & IT services

• Basic Bookkeeping

• Monthly Progress Report

Best for: Real estate teams or growing businesses needing expanded administrative and marketing support to build momentum.

• Up to 30 hours per month

• Includes all services from the Foundation Plan, plus:

  • Advanced transaction coordination (up to 2 transactions/month)

  • Listing management (MLS entry, timelines, disclosures)​

  • Marketing support (social media posts, flyers, or email campaigns)

  • Client communication and appointment coordination

  • Priority task turnaround

Best for: High-volume agents or business owners who want full-service assistance to elevate their productivity and focus on growth.

• Up to 50 hours per month

• Includes all services from the Momentum Plan, plus:

  • Full transaction coordination (up to 4 transactions/month)

  • Listing concierge services 

  • Small Process Improvement Projects

  • CRM optimization and workflow automation setup

  • Monthly analytics and performance reporting

  • Dedicated communication channel for real-time updates