Greater Vancouver Area
Platforms involved
A solo agent in Greater Vancouver was generating 15 to 25 leads per month through kvCORE's built-in lead gen and Facebook Ads. The problem: kvCORE's automation was set to default sequences that hadn't been touched since setup. New leads were getting a generic email 24 hours after opting in - and nothing after that. The agent was manually following up when she remembered, which meant leads were going cold within 72 hours. She was also paying separately for DocuSign, a Calendly Pro subscription, and a Mailchimp account she'd barely used. Three tools, three logins, three monthly charges - none of them talking to each other.
💰 Cost Savings
We replaced DocuSign ($25/mo) and Calendly Pro ($16/mo) with tools already included in her existing subscriptions - saving $41/mo with zero change in workflow. The Mailchimp account was cancelled and replaced with kvCORE's built-in email, which already had her contacts.
The one-time setup work - the systems, automations, and infrastructure we put in place before the ongoing management begins.
Audited and rebuilt the kvCORE Smart CRM - cleaned up 400+ contacts, removed duplicates, properly tagged by lead source and status
Built a 14-touch lead nurture sequence inside kvCORE's behavioral automation - triggered by property views, saved searches, and form submissions, not just time delays
Connected Facebook Lead Ads directly to kvCORE via Zapier - new leads enter the pipeline within 60 seconds with source tagging and immediate text trigger
Replaced the standalone Calendly subscription with kvCORE's built-in booking - saved $16/mo and kept everything in one platform
Replaced DocuSign with GoHighLevel's e-signature tool for offer documents and buyer agreements - saved $25/mo
Built a conditional logic buyer consultation intake form - routes based on pre-approval status, price range, and timeline to different pipeline stages with different follow-up sequences
Set up Google Workspace for the business - professional email, Google Drive folder structure for active listings, transaction documents, and client files
Built a Zapier workflow to parse new kvCORE leads into a Google Sheet deal tracker with source, date, and status columns - her 'at a glance' view without logging into kvCORE
Created a past client re-engagement campaign - 3-touch sequence to 180 dormant contacts that hadn't heard from her in 6+ months
The ongoing work included in the monthly membership - monitoring, maintaining, updating, and improving the systems we've built.
Monitor kvCORE pipeline daily - re-trigger any lead that hasn't had activity in 5 days with a personalized check-in text
Review and update behavioral automation triggers - adjust based on which property types and price ranges are getting the most engagement
Deploy the monthly market update email newsletter to her full database - template managed and sent on schedule
Manage Google Workspace - update shared drive permissions, set up new folders for active listings, maintain email filters and labels
Monitor Facebook Lead Ad form connections - verify new leads are flowing into kvCORE correctly and fix any broken Zap triggers
Review and refresh the buyer consultation intake form - update price ranges, add new neighborhoods, adjust routing logic as the market shifts
Audit e-signature workflows - ensure offer documents and buyer agreements are routing correctly and getting completed
Track automation health - review delivery rates, open rates, and response rates monthly and adjust sequences that aren't performing
Quarterly: rebuild the past client re-engagement campaign with fresh content and updated market stats
The Result
Lead response time dropped from 2 to 3 days to under 2 minutes. Recovered 8 to 12 cold leads per month. Eliminated 3 tool subscriptions saving $85/mo.
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