System Proposal
Prepared by OxyScale AI
Your business has a strong foundation. You have an established client base, a solid network of referring agents, and a team that knows the work inside out. The processes you have in place got you to where you are today.
Currently, the operation runs across a combination of physical books, spreadsheets, a whiteboard, OneDrive, and Google Calendar. Quotes are written up on-site and processed manually. Calendar entries are created by hand. Agent enquiries come through as phone calls and texts. Photos taken at properties are transferred to OneDrive between appointments. Listing statuses on realestate.com are checked manually to track what has sold or gone under offer.
The team manages a high volume of inbound communication from agents. The office handles scheduling, but agents often reach out directly as well, which adds to the daily workload. Follow-ups on open quotes can be difficult to stay on top of during busy periods with back-to-back appointments across the city.
There is limited visibility at the moment on metrics like quote conversion rates, which agents are generating the most work, or how many leads come in that never get quoted. These are insights that become more valuable as the business continues to grow.
The opportunity is not about fixing what is broken. It's about giving the business the infrastructure to handle the volume it's already doing more efficiently, and to scale from here without adding more manual work to the plate.
This is also not like hiring a new team member. A new employee takes weeks to onboard, needs training, has sick days, and can only work on one thing at a time. This system is implemented ready to go from day one. It does not need to learn your processes because we build your processes into it before it goes live. From the moment it's switched on, it's handling leads, generating quotes, sending invoices, updating your CRM, monitoring listings, and following up on open quotes - all at the same time, across every job, without missing a step.
It delivers the same level of detail and professionalism for every single client, every single job, every single time. No bad days. No forgotten follow-ups. No inconsistency. Just a reliable system running in the background so your team can focus on the work that actually moves the business forward.
We have structured three tiers based on the scope of what we build and manage for you. Every tier includes a monthly retainer to keep the system running, monitored, and improving.
Timeframe: 6 - 8 weeks depending on how long it takes to receive the required information from you.
Payment: All tiers are paid 50% upfront to commence the build. The remaining 50% is due on delivery once you are satisfied with the system. The retainer begins once the system goes live.
The build gets you live. The retainer keeps you running.
This system is not a piece of software we install and walk away from. It's a fully managed service - actively monitored, maintained, and improved on an ongoing basis. Think of it like subscribing to a platform like Salesforce or HubSpot, except this one is built entirely around how your business operates, not how a generic software company thinks it should.
Let us put some numbers around it. We will use a conservative baseline of $1,000,000 in annual revenue. If your business does more than that, the maths only gets better.
That is based on $1M. If your business is doing more than that, the maths only gets better.
Please email me for any questions, happy to help.
jordan@oxyscale.ai 0478 197 600