THE PROBLEM
You May Not Need More Leads. You May Need Better Follow-Up.
- Brokerages often fund outreach that is answered late or ignored. GreenLight establishes managed workflows to make lead acknowledgment and routing more consistent. using your current tools.
Delayed Response
Inquiries lose value when they are not acknowledged immediately.
Inconsistent Engagement
Promising opportunities vanish when manual follow-up becomes unmanageable.
Limited Visibility
It remains difficult to improve conversion without data on lead outcomes.
MANAGED SERVICES
Lead Response Starter
A managed follow-up system for brokerages ready to capture and nurture incoming leads. We connect one lead source to your existing CRM or Google Sheet. The service includes automatic immediate acknowledgments, three scheduled follow-up steps, and direct agent notifications. We monitor for workflow technical errors and handle duplicate lead filtering while providing a monthly activity summary.
Suitable for small brokerages that want more consistent lead handling. Fee: $650 setup + $200/month. SaaS and messaging costs are separate.
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DATABASE RE-ENGAGEMENT
Dormant Database Recovery
A managed re-engagement service to identify active interest within your existing contact lists using professional automation.
We review the approved database export, remove obvious duplicates, and segment records according to the written scope.
We implement a focused email sequence, strictly observing permissions. Activity is monitored to classify interested parties.
Agents receive alerts for positive replies. Includes a monthly activity report to track re-engagement technical performance.
Suitable for brokerages with an older contact list they are permitted to re-engage.
Fixed Fee: $750 setup + $250/month. External data and usage-based API costs are separate.
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Our Process for Implementation
01
Review
We review your existing tools and lead sources to confirm technical feasibility.
02
Define
We document the specific scope and requirements for your focused automation workflow.
03
Deploy
We implement the workflow and test for failures before transitioning to a live state.
04
Monitor
We monitor for technical errors and provide you with a monthly activity summary.
Automation Audit
Identify where follow-up gaps are occurring in your current stack. We will review your tools, confirm what can be automated, and provide a clear scope for one focused workflow improvement.
Transparency and Expectations
Software subscriptions, messaging charges, CRM fees, and usage-based API costs are separate unless included in a written proposal. Results also depend on lead quality, agent follow-through, client permissions, and market conditions. GreenLight does not guarantee appointments, closings, or revenue.
Number of Agents
Monthly Lead Volume
Lead capture status
Delivery confirmation
System failure logs
Activity summary
Software compatibility check
Workflow technical health
Monthly service overview
Google Sheets
Follow Up Boss
GoHighLevel
Keep the Tools You Already Use.
We verify that our managed workflows can connect to your current software during the initial review.
GreenLight focuses on making your current tech stack more efficient rather than requiring you to switch platforms.
Gmail
Zoho
Calendly
HubSpot
Pipedrive
Website Form
Service Limitations
GreenLight provides managed configuration and monitoring of specific workflows.
Automation With Clear Boundaries
GreenLight manages the technical steps of follow-up. Your agents remain responsible for professional advice, relationships, and negotiation.
Where technically feasible, lead data stays in the client’s existing tools.
Workflow logic respects opt-out and DNC requests.
We monitor workflow runs and flag technical failures; third-party uptime is outside GreenLight’s control.
Service Information
Context regarding our managed automation services.
How does GreenLight work with my current CRM?
After reviewing your tools and permissions, we confirm whether an available API or connector can support the agreed workflow.
How many workflows are included?
Each managed service tier is focused on implementing and monitoring one specific, high-priority workflow to ensure stability and accuracy.
Who pays for the automation software and API costs?
The client is responsible for all third-party subscriptions, CRM fees, and usage charges unless specifically outlined in a separate written agreement.
Do you guarantee any specific sales results?
No. We manage technical implementation and monitoring. Results also depend on lead quality, agent follow-through, client permissions, and market conditions.
