For Agents · System Builds

Build your brand. Build your voice. Then let your system do the heavy lifting.

We start with a call to map how you already work your business. Then I grow your backend around the things you're already doing, so it feels like you and actually gets used.

Book a free consultation Download the booklet (PDF)

A free call to talk through how you work and which option fits. Or see the options first.

Grow without losing yourself. Jenny Scott

I've Been There

I know what it feels like when leads slip through the cracks.

I know what it's like to build a business from the ground up. And I know what it's like to have leads and clients fall through the cracks because my systems weren't set up properly. Not because I didn't care, but because there are only so many hours in a day.

Sound familiar?

A lead comes in on a busy showing day, and by the time you follow up, they've found another agent.
Your past clients haven't heard from you since closing day, and you find out they bought or sold with someone else.
You pay for a CRM you barely open.
You know you should send the newsletter, the check-in, the market update. It never makes the list.
Your marketing doesn't sound like you, so you don't post at all.

Every one of those is a relationship, and a referral, you worked hard for. That's why I don't just set up your system. I build it and implement it, so the follow-up happens even on the days you can't.

Proof, not promises

I built it for my own business first.

I'm a REALTOR® with eXp Realty in Nova Scotia. My business runs on relationships and referrals, and for a long time my backend didn't keep up. So I set up AI as my trained assistant, in my voice, and let it take the time-sink tasks. The relationships stay human.

A full voice and brand interview, so everything I send sounds like me.
A relaunched website with interactive maps for people relocating to Nova Scotia.
A completely overhauled CRM with nurture campaigns and follow-ups in my voice.
A full guide suite: relocation, buyer and seller guides, plus a monthly market update.
Rooted HQ, the free dashboard I built for The Grounded Agent community.

Now I do the same for agents in Nova Scotia and Ontario.

Why This Is Different

Most AI setups stall after the first session.

A lot of AI builders do the setup with you, then leave the rest to your own timing. Loading campaigns, finishing guides, connecting tools: it all lands back on your plate. Life gets busy, listings come first, and the system never goes live.

My approach

I do the implementation work after our session, so you end up with a backend that's actually running, not another to-do list.

Because let's face it: agents aren't famous for following through.

Your Clients Stay Yours

I'm here to build your system, not my book of business.

I'm a licensed agent too, so I want to be clear: when you're my client, your clients are off-limits. I have no plan, now or later, to contact, market to or take on anyone in your business.

A signed agreement with every build. Confidentiality and non-solicitation, in writing, before I see anything.
Your data stays in your accounts. I work by screen share wherever I can, and I never export your contacts to myself.
Nothing kept. When we're done, I delete anything I held and confirm it to you in writing.
No referrals out. If one of your contacts ever finds me on their own, I tell you first and send them back to you.

The Full System

What we build.

Brand kit & voice

Your colours, fonts and look, plus a voice and tone reference so everything you send sounds like you.

Your website

A site on your new brand that tells people who you are and how to work with you.

Local, buyer & seller guides

Your local area guide plus buyer and seller guides, as print-ready PDFs.

Your activity dashboard

Like Rooted HQ, but built around your business: what to do and what to create each week.

AI assistant & connected tools

Claude set up as your VA in your voice, linked to your CRM, email and calendar where your platforms allow it.

CRM & campaigns

Contacts organized and follow-up campaigns written in your voice, so no one falls through the cracks.

Add on later: a content creation platform, social templates, or whatever your business needs next.

Your Path

From first morning to a system that actually runs.

Map it out

A call to map how you work your business and what you're already doing.

The Working Morning $497

We build your foundation together on screen share.

Where most agents stall

The session ends and the rest is left to you. The system never goes live.

The Full System Reboot $3,500

I do the implementation for you. What you paid for the morning counts toward it.

A working system

Your dashboard shows what to do each week, and your campaigns follow up for you.

Ongoing care $350/month

Optional: I keep it all current every month.

Choose How We Work

Three ways to build it.

Done with you

The Working Morning

$497

One full morning on screen share

We build together, live, and you learn how it all works as we go.

Map how you work your business
Brand voice interview
AI assistant set up in your voice
First campaigns built together
You leave knowing how to run and update it

Best for: agents who want to learn the system and run it themselves.

Book your morning

Done for you

The CRM Rebuild

$1,750

For agents who already have a brand and voice · payment plans available

Hand over your brand and voice, and I rebuild your CRM around them, then load it so it's running.

Contacts cleaned up, organized and tagged
Follow-up plans rebuilt so no one falls through the cracks
Email campaigns written in your existing voice
Everything loaded and live, not left for you to finish

Best for: agents with a brand in place and a CRM that isn't pulling its weight.

Book a call to start

Premium · Done for you

The Full System Reboot

$3,500

Per agent · teams of 5+: $2,500 per agent · payment plans available

Everything on this page, built from scratch and implemented for you. Three calls in one week; I do the building in between.

Call 1 · Map it out. How you work, your brand and your voice.
I build. Brand kit, website, guides, dashboard, AI assistant, CRM and campaigns.
Call 2 · Review. We walk through it and refine.
Call 3 · Handoff. How to use it day to day.

Best for: busy agents and teams who'd rather hand it off.

Book a call to start

Upgrade anytime and what you've paid counts. Start with the Working Morning or the CRM Rebuild, and that amount comes off the Full System Reboot. Prefer to do it yourself? Rooted HQ has my AI prompts, free.

Make It Yours

Add-ons & ongoing care.

Add these to the Working Morning or the CRM Rebuild. They're already included in the Full System Reboot.

AI assistant, in your voice

Claude set up as your VA from the brand and voice you already have.

$497

AI assistant, connected

The same assistant, linked to your CRM, email and calendar where your platforms allow it.

$750

AI assistant + activity dashboard

Your assistant plus a dashboard that shows what to do and what to create each week.

$797

Extra nurture campaign

A 5–6 email campaign in your voice, loaded and live. Or a pack of three for $597.

$250

After your build

Ongoing care

Reserve your spot and I keep your system current: monthly market numbers and averages, plus updates to your guides, campaigns and dashboard.

$350per month

The Fine Print

Good to know.

No guaranteed results. This is a brand and systems setup. It doesn't guarantee leads, production, sales or income. Results depend on how you use it and on your market.

You're responsible for accuracy. AI can get things wrong. Review and fact-check everything built or drafted, including market stats, legal or tax details and listing info, before it goes out.

Your compliance. Make sure your marketing and messages follow your brokerage's policies, your regulator's advertising rules, and privacy and anti-spam (CASL) laws.

Your accounts. Software subscriptions (AI, CRM, website and email tools) aren't included and stay in your name. Change your passwords after the build if you shared any.