Services
Client Acquisition, Onboarding & Management
One done-for-you service that connects qualified opportunities, consultation preparation, onboarding, and ongoing client operations.
Service #1
Client Acquisition
We identify your ideal buyers and sellers, launch targeted advertising campaigns, qualify incoming opportunities, and book appointments directly onto your calendar.
- Ideal buyer and seller profiles aligned with your market
- Targeted advertising campaigns and opportunity qualification
- Appointments booked directly onto your calendar
Service #2
Client Onboarding
We prepare prospects for consultations, collect necessary information, coordinate onboarding paperwork, and help move opportunities toward signed representation agreements.
- Consultation preparation and information collection
- Coordination of onboarding paperwork
- Support moving opportunities toward signed representation agreements
Service #3
Client Management
We manage your CRM workflows, automate administrative follow-ups, track client progress, and coordinate routine tasks so you can focus on serving clients and closing deals.
- CRM workflows and automated administrative follow-ups
- Client progress tracking
- Routine task coordination to support your client relationships
How The Engagement Works
1. Growth Call
We discuss your market, ideal buyers and sellers, current pipeline, and operational needs.
2. Implementation & Setup
We agree on client criteria and set up campaigns, onboarding processes, and CRM workflows around the goal of 3 additional buyer or seller clients in 90 days.
3. Management & Optimization
We provide 90 days of management and optimization across acquisition, onboarding, and supporting client operations.
4. Progress Reviews
We review opportunities and client progress together, refining the supporting processes as we work toward the goal. Outcomes are not assured.
What We Need From You
Focus on meeting buyers and sellers, building relationships, providing professional representation, and closing transactions. Keep your calendar available and share progress updates. Genbound handles the supporting acquisition and operational processes.