Find the money already sitting in your pipeline.
In a relationship business, revenue leaks quietly — stale leads, dormant referral sources, deals with no next step, warm relationships gone cold. A one-week audit surfaces exactly where the money is, and hands you AI-drafted reactivation ready to send.
Where the money leaks.
Prospects who were warm 40+ days ago and quietly fell off everyone's radar. The follow-up that never happened.
The people who used to send you deals and haven't heard from you in months. Relationships decay without touch.
CRM entries sitting with no scheduled action — the deals that die in the gap between "interested" and "closed."
Replies, intros, and asks that scrolled out of view before anyone acted on them.
What you get — in one week.
The week.
Pipeline + CRM pull
You give me read access (or an export). I map what's there and how it's structured.
Leak analysis
AI + my CRE eye surface the stale opportunities, dormant sources, and no-next-step records — ranked by money impact.
Reactivation drafting
Personalized outreach drafted for the top 25, in your voice. Plus the 30-day recovery sequence.
Review & handoff
45-min review: I walk you through the reports, the messages, and the plan. You leave ready to send.
One week. Fixed fee, plus HST. Most brokers earn the audit fee back from the first call they make off the report. If a recurring follow-up engine makes sense afterward, that's a separate optional engagement.
Common questions.
What CRM do you work with?
Most of them — I work from an export or read access. We confirm your specific system on the fit call. The analysis isn't CRM-specific; the leaks are universal.
Is my client data safe?
Yes — handled under PIPEDA, and as a TRESA registrant myself I understand the confidentiality obligations. We agree on data handling before anything moves.
Will the messages sound like AI?
No — that's the whole point. They're drafted in your voice with real context from the relationship, then you review every one before sending. Generic AI spam kills CRE relationships; this is the opposite.
What if I want it run for me ongoing?
That's the Managed AI Revenue Ops engine ($2K+/mo) — a recurring layer that keeps the stale-lead review, drafting, and pipeline accountability running. We'd scope it after the audit proves the value.
Residential or commercial?
Built for commercial, but the leak patterns (stale leads, dormant sources, no next step) apply to any relationship-driven sales business.
Why you and not a generic consultant?
I'm a working broker. I've sat in your pipeline. I know the difference between a lead that's genuinely cold and one that just needs the right nudge — and so the report is built on judgment, not just data filtering.
You've already done the hard part — earning the relationships.
The audit just makes sure none of them slip away unclaimed. Book a fit call and I'll tell you honestly whether there's enough in your pipeline to make it worth a week.