Working with me
We're about to hire a full-time Salesforce admin. Should we?
Maybe later. At a team of 10 to 50, most of the work is small changes every week: a new lead source, a new hire, an alert that broke. A retainer covers that for less than a salary, and the audit shows how much work there really is. Hire an admin or use a retainer compares the two. If you do hire, here's how to hire a Salesforce admin, with interview questions and a paid test.
We're adding reps or opening a new market. Should we fix the CRM first?
If you can, yes. More leads through the same leaks means more money lost the same way. The audit tells you what to fix before you scale, in the order I'd fix it. For the setup itself, use the checklists for adding acquisitions reps and opening a new market.
We're on Podio, REsimpli or GoHighLevel. Can you audit that?
No. The audit is built for Salesforce. If you're outgrowing another CRM or spreadsheets, the right first step is a move to Salesforce: I map what you track today, move your data and build around how your team works. See how a move to Salesforce works, or plan it on a free call.
What does it cost?
Ongoing support is a monthly block of hours, month to month, with the price shared on a free call. A full implementation is quoted as a project after a free call. For a first look at your org, the CRM Revenue Audit is a fixed price shown on its page, and the full fee comes off a build, or your first three months of support, if you go ahead within 30 days. Salesforce licenses are billed by Salesforce, so ask your account manager for a quote for your team size; teams can often get a discount.
You're in Cairo. How does that work?
I work US hours, 9am to 6pm Eastern, Monday to Friday, and reply within one business day. That's how I've worked with a home-buying company in Ohio for two years. Calls are booked at a time that suits you.
You're one person. Why not an agency?
With an agency, your project often goes through a project manager to a consultant who may never have worked in real estate. With me, the person who answers your message is the person who builds it. The honest trade-off: I'm one specialist, not a ten-person team, so I'll tell you straight on the first call what fits this week. Everything I build lives in your org and belongs to you, and I write down how each piece works so another admin could take it over.
What access do you need, and is our data safe?
For the audit, a read-only Salesforce user covers most of the review. You create the user, so you can see what it does and switch it off at any time. It does use one of your Salesforce licenses; if none is spare, we can free one or do the review on screen shares instead. Nothing in your org changes without your OK, and each quick fix (up to 3) is agreed with you first. Your data stays in your org, and I'm happy to sign your NDA before I log in.
What have you actually built?
For two years I've run the Salesforce for a two-market home-buying company in Ohio: campaign ROI by market checked against the books, missed-call alerts on every marketing number, follow-up that stops when a seller replies, a Transactions Board for every file under contract, and settings ops can change without a developer. At Pezon Properties in Pennsylvania I delivered 50+ requests, including a campaign ROI dashboard with 25 funnel metrics and a rebuilt transaction coordination app.
Do you work with teams outside the US?
Yes. Investors in Canada, the UK and Europe get the same offer and the same terms, and their working hours overlap with mine. See Salesforce for Canadian investors and Salesforce for UK property investors.
Do you train the team too?
Yes. Before Salesforce I spent eight years as an Adobe Certified Instructor and taught 8,000+ students, rated 4.9/5. Every build comes with training built around your team's daily work.
About Salesforce
Is Salesforce worth it for a wholesaling or home-buying team?
It depends on your size and how custom your process is. Investor CRMs are faster to start with. Salesforce makes sense when you need your own pipeline, reports leadership trusts, or more integrations than an investor CRM allows. I wrote the honest version, including when Salesforce is overkill: Salesforce vs investor CRMs.
How do you set up speed to lead in Salesforce?
A Flow runs the moment a lead is created: it assigns the lead to the right rep or queue, creates a callback task and sends an alert. Missed calls on marketing numbers create their own callback tasks, and a report shows how long sellers really wait. The full setup is in the speed to lead guide.
How long does a Salesforce implementation take?
Most focused builds take 6 to 12 weeks, scoped up front: the design first, then the core build (lead routing, pipeline, automations and integrations), then reports and training. Bigger builds take longer and are scoped before they start.