Offer
$49/mo for 3 months, then $89/mo if it earns the habit.
The beta validates whether the Today’s Money List + Relationship Review is worth paying for before building integrations or team complexity.
Success bar
We keep building if 4 of 10 pay or say yes now.
Weak signal: “cool idea” with no payment, no weekly use, or only one-time-report interest.
Daily Money List
Ranked relationships with why-now reason codes, safe next action, and draft/prep availability.
Draft + Prep Desk
Follow-up drafts, call prep, appointment briefs, and facts-to-verify. Manual copy only.
Weekly Review
Three to thank, three to help, three to revive, one to stop chasing, and risk queue review.
Not included
No CRM migration. No auto-send. No MLS. No ads.
This is a review-only operating rhythm, not a compliance tool or lead-gen promise.
Beta ask
Use it for one real week.
Complete three daily sessions, process ten money-list items, approve/copy three drafts or prep briefs, and complete one weekly review.
First 10 validation message
Discovery questions
- Where do follow-ups fall through today?
- How often do past clients/sphere get real value touches?
- What do you use before buyer/seller appointments?
- Would a daily 5–12 person Money List help?
- What would make this worth $89/mo?
Go / no-go
Go: 4/10 pay or commit, 6/10 say weekly review is valuable, 5/10 use a draft/prep output.
Redesign: setup takes over 20 minutes, users ask “why not CRM,” or they only want autopilot texting.