Made for owners who live on follow-up.
Pick yours. Your free map shows exactly how it would work for you.
Real estate
Live nowShowing follow-ups, buyer and seller check-ins, past-client touches, listing prep and CRM notes. Built and used daily in Marc’s own real estate business.
Common apps: Gmail or Outlook, Google Calendar, Follow Up Boss, kvCORE, Lofty or HighLevel, MLS and RPR (browser login), zipForms, DocuSign, Dotloop
Map my systemMortgage
ReadyApplication follow-ups, document reminders, rate check-ins and realtor partner updates, drafted for your OK.
Common apps: Email and calendar, Your CRM, Encompass or your LOS (browser login), Pricing and lender portals (browser login)
Map my systemInsurance
ReadyRenewal reminders, quote follow-ups and policy review check-ins.
Common apps: Email and calendar, Applied Epic or EZLynx (browser login), Carrier portals (browser login)
Map my systemFinancial advisors
ReadyReview meeting prep, client check-ins and notes, with your firm’s compliance rules in place.
Common apps: Email and calendar, Redtail or Wealthbox (browser login), Docs and notes
Map my systemHome services
ReadyEstimate follow-ups, booking and review requests.
Common apps: Email and calendar, Jobber or ServiceTitan (browser login), Google reviews
Map my systemTeams & coaches
ReadyRecruiting follow-up, team tasks, meeting notes and client updates. Tier 3 adds growth coaching with Griffin.
Common apps: Email and calendar, Your CRM, Zoom or Google Meet notes
Map my system“Ready” means the system works for this industry today; we tailor the setup on your Session Zero. Connection types are typical and confirmed per app.
See your system in 90 seconds.
Free. No card. You get your own map and what your time is worth.