About

Build Our Google-First Brokerage Platform CRM + SEO or IDX + Back Office + Marketing Automation — Ongoing Partnership About Us We are a CRE and residential brokerage in Metro Detroit. Current assets include Google Workspace lightly configured, a Webflow site, and a library of documents ready for field mapping. We are open to other tech and not married to any specific tools and want a partner who can ship a clean MVP fast and evolve it with us. This is a one-time build and ongoing engagement; we want a long-term relationship. Project Overview Design and implement a streamlined, Google-centric stack that unifies CRM, SEO-optimized website with IDX, back-office compliance and commissions, and full marketing automation email and SMS, funnels, analytics. Keep the stack lean, reliable, and extensible. Scope of Work Foundation Google-First Google Workspace architecture shared drives, folder templates, auto-provisioning, role-based access, retention and archives, backups SSO, least-privilege permissions, audit logs, security baselines two-step, DLP Unified CRM CRE and Residential Entities Leads, Contacts and Companies, Properties, Listings, Deals and Transactions, Tasks and Notes and Activity, Showings and Feedback, Commissions and Escrow Gmail and Calendar sync, dedupe and enrichment, SLA timers, pipelines resi buy or sell, CRE sale or lease, off-market Record-level permissions and change history Website Webflow plus IDX plus Funnels Technical SEO schema for Organization, LocalBusiness, RealEstateListing, sitemaps, redirects IDX search, saved searches and alerts, agent bios, booking and showing, chatbot, strong CTAs Seller valuation funnels; all forms to CRM with UTM and source capture E-Signature and Forms DocuSign or Dropbox Sign templates, roles and routing, Connect webhooks; audit trails to Drive Document generation from CRM agreements, addenda, CDA to PDF to e-sign Back Office Compliance and Commissions and Accounting Transaction checklists by deal type; broker approvals; compliance dashboard and storage Commission engine plans and splits, referrals, broker fees; CDA generator; agent statements Escrow ledger with approvals and reconciliation support Accounting integration GL mapping to QuickBooks, AP and AR summaries, year-end 1099s Data and Integrations MLS and Realcomp IDX or RESO where permitted, CRE data CoStar, LoopNet, Crexi inputs, parcel and owner APIs Lockbox and eKEY fields and showing data; feedback capture; schedule sync Valuation and Underwriting CMA templates resi and CRE, auto-filled comps; underwriting calculators cap, DSCR, IRR, T-12, pro forma with branded PDF export Marketing Automation and Growth Ops Email Marketing mass and automated ESP setup ConvertKit, Mailchimp, HubSpot, HighLevel or best fit you propose Domain authentication SPF, DKIM, DMARC; custom tracking domain; list warming plan Audience model and segments buyers, sellers, landlords, investors, agents, geos, price bands Lifecycle journeys new lead nurture, re-engagement, past-client, seller prep, investor drip, open-house and showing follow-ups A or B testing, send-time optimization, deliverability monitoring SMS and Voice and Call Tracking Twilio, JustCall, CallRail; call recording with consent prompts, dynamic numbers per campaign, attribution into CRM Marketing Studio Auto-generate OMs and flyers Docs or Slides to PDF, social packs, listing microsites Webflow CMS Google Business Profile review requests and monitoring; social and email calendars; UTM standards Ads and Lead Gen optional Google Ads and Meta pixeling, retargeting audiences fed by CRM events; lead forms to CRM Attribution and Analytics First-touch, last-touch, multi-touch attribution; funnel dashboards traffic to MQL to SQL to Closed Looker Studio dashboards for pipeline, GCI, conversion, CAC and ROI; campaign-level performance Compliance CAN-SPAM and CASL consent capture, footer controls, one-click unsubscribe, preference center TCPA consent fields and timestamping for SMS Team Comms and Work Management In-CRM email and call and SMS logging; mentions, SLA timers, escalations Kanban boards for deals and projects with automations and checklists Automations Apps Script or Zapier or Make Lead intake to dedupe to round-robin or territory assignment to tasks and SLAs to Drive folders to notifications Stage changes to required docs and checklists to broker approvals to compliance status Signed docs to file and rename and index to flip checklist items to notify TC and broker Marketing flows form submit to segment and journey; showing to feedback request; post-close to review and referral sequence Existing Assets You Will Leverage Google Workspace minimal config Webflow website Docs library ready for field mapping agreements, addenda, CDAs, and more Deliverables System design ERD, data dictionary, permissions, automation map, marketing data flows Shared Drive structure and auto-provision scripts CRM app CRE and resi with pipelines, tasks and SLAs, activity logging Transactions and Back-Office app checklists, compliance, commissions and CDA, escrow, agent statements Webflow integrations IDX, forms and webhooks, chatbot, bookings, CTAs E-sign templates and routing and audit trails to Drive Marketing stack ESP setup, domain auth, segments, journeys, call tracking, dashboards CMA and underwriting calculators with branded PDF export Looker Studio dashboards pipeline, agent leaderboard, campaign ROI SOPs and runbooks plus security and backup plan Preferred Stack Open to Alternatives Google Drive, Docs, Sheets, Slides, Gmail, Calendar, AppSheet, Apps Script, Looker Studio Website Webflow plus IDX provider compatible with Webflow E-Sign DocuSign or Dropbox Sign Automations Apps Script, Zapier, Make ESP Mailchimp, ConvertKit, HubSpot, HighLevel propose and justify Telephony or SMS or Tracking Twilio, JustCall, CallRail If you prefer Airtable, HubSpot, Retool, HighLevel as the core, propose the architecture and how you will keep it lean and Google-friendly Success Criteria New Webflow or IDX lead hits CRM in 60s or less, assigned with tasks, folder auto-created, notifications sent Stage change updates required docs and approvals; compliance dashboard stays accurate with zero blockers at close Executed docs auto-filed named and indexed and flip checklist items to complete CDA and agent statements calculate correct splits and fees; escrow ledger reconciles Marketing authenticated domain, baseline deliverability above 95 percent, distinct nurtures live, attribution visible in dashboards; measurable lift in MQL to SQL and SQL to Closed Qualifications End-to-end brokerage builds links or brief case studies Google Workspace admin, Apps Script, AppSheet or your proposed alternative Webflow and IDX and SEO wins E-signature automation at scale; document templating Commission plans, CDAs, escrow and trust familiarity Marketing ops ESP setup, domain auth, segmentation, automations, analytics Security, SSO, permissions, audit and retention Nice to Haves MLS, RESO, Realcomp familiarity; CRE data flows CoStar, LoopNet, Crexi Parcel APIs; chatbot tooling; ad ops Google and Meta Airtable, HubSpot, HighLevel, Retool architectures Engagement Phase 0 Audit and Plan field mapping, imports and dedupe, folder templates, tool choices MVP Build CRM and intake, back office compliance and commissions, Webflow and IDX, core journeys Ongoing features, dashboards, portals, recruiting hub, monitoring and optimization We want a long-term partner to grow and evolve with us How to Apply Three to five relevant projects problem, solution, outcome; stack Your recommended architecture one to two paragraphs and why MVP milestone plan with timeline Monthly support plan hours, SLAs, monitoring Budget ranges for MVP and for ongoing Helpful Extras Loom of a past commissions and compliance build Sample CDA or agent statement redacted you automated ERD sketch for contacts, companies, properties, listings, deals, commissions, marketing entities