Follow-up leaks
Leads, sphere contacts, past clients, and referral partners go stale because the next useful action is not visible every morning.
The paid job: protect relationship revenue.
Agents already have CRMs, content tools, email platforms, and reminder apps. The paid wedge is the missing business rhythm: turn scattered contacts, questions, appointments, trusted resources, and local expertise into reviewed next actions every week.
Content feels random
Generic AI captions are weak. Useful content should come from reviewed questions, appointment prep, resource categories, and local expertise.
Tool fatigue
A new all-in CRM is a hard sell. StackPilot should sit beside the current system as the daily review and draft desk first.
What the subscription includes.
Each module is already represented by a local prototype or pack. The offer should present them as one compounding loop, not a pile of downloads.
Who needs attention?
Money List, stale sphere, promises, appointments, resource tasks, and proof opportunities.
What should I say?
Review-only call notes, text/email drafts, recap drafts, objection prep, and follow-up libraries.
What value can I bring?
Referral/resource cards, homeowner questions, seasonal content, local guide drafts, and proof packets.
What must a human approve?
Facts, claims, contacts, sends, publishing, ads, CRM/MLS changes, referrals, and compliance-sensitive statements.
Pricing concept.
Use monthly tiers that map to increasingly valuable operating leverage. The recommended first public wedge is Pro because it combines follow-up, proof/content, appointment prep, and local guides.
Relationship rhythm
$39/mo
For agents who need a weekly operating habit before adding heavier AI workflows.
- Today Board / Money List templates
- Relationship review rhythm
- Realtor Business Plan Builder
- Follow-up field kit worksheets
- Safe AI approval checklist
Follow-up + proof OS
$89/mo
For agents who want the full weekly control room: people, prep, resources, content, and reviewed AI drafts.
- Everything in Starter
- AI Draft Desk prompts and job cards
- Referral Hub / Trusted Resource Desk
- Homeowner Content Engine
- Appointment Prep Desk
- Local Guide Builder / lead-magnet drafts
Accountability layer
$249/mo
For small teams that need shared standards, admin review, and consistent follow-up execution.
- Shared weekly review board concept
- Team referral/resource library
- Admin approval lanes
- Agent scorecard prompts
- Onboarding templates
- Broker/compliance review packet
No-input tier router
Which offer should Tim test first?
This selector is local-only. It collects nothing and triggers no checkout. It simply previews the positioning based on the agent type.
Draft-only launch readiness.
Before Tim makes this public, the launch path needs proof, boundaries, and compliance review. This artifact is a concept only: no form, no payment, no email capture, no ad, no account creation.
Offer proof
Show one finished weekly rhythm
Use fictional samples plus Tim-approved non-private examples only. No fake client proof, testimonials, screenshots, or revenue claims.
Compliance review
Review all claims
Brokerage, MLS, advertising, fair housing, privacy, referral, and professional rules must be reviewed by the right humans before launch.
Beta scope
Sell a narrow pilot
Recommended first paid test: 5–10 agents, weekly review workflow, draft-only AI, no CRM/MLS integration.
Support promise
Make setup manageable
Do not promise “done-for-you AI.” Promise a simple operating file, starter templates, and safe review habits.
Integration policy
Start CRM-adjacent
Allow manual import/copy-paste first. Live CRM, email, SMS, MLS, ad, and calendar actions require explicit approval and policy review.
Measurement
Track behavior, not hype
Measure weekly review completed, stale contacts surfaced, drafts reviewed, appointments prepared, guides created, and human-approved sends.
Draft conversion copy.
Use this as a review artifact only. It is written to avoid income guarantees, fake proof, unsafe automation claims, or live capture.
Headline: Your Realtor business has too many tabs. StackPilot turns them into a weekly operating rhythm. Subhead: See who needs follow-up, what to prepare, which local resources may help, and which drafts are ready for your review — without letting AI send, publish, update records, or make claims for you. CTA preview: Review the Realtor Hub pilot concept
Offer promise: In one week, build a relationship review board, a safe follow-up draft desk, a trusted resource hub, one appointment prep packet, and one review-only local guide draft. Important boundary: AI drafts and organizes. You approve every fact, contact, send, publication, referral, CRM/MLS change, ad, and compliance-sensitive statement.
Allowed AI jobs
Draft. Organize. Remind.
- Prepare local files from approved notes
- Summarize relationship context for review
- Draft follow-up and recap options
- Route questions into content or prep tasks
- Flag missing facts and stale relationships
Human approval gates
Do not automate trust.
- No automatic sending, posting, scheduling, or calling
- No CRM/MLS/brokerage/lender/vendor-system writes
- No legal, tax, lending, pricing, disclosure, or fair-housing-sensitive claims without review
- No private data, scraping, ads, checkout, accounts, or terms acceptance
- No vendor/client recommendations without human approval and required disclosure
Evidence applied
Why this can be subscription-worthy.
The local sprint synthesis says the strongest wedge is Today’s Money List + Relationship Review: agents pay when the product saves time, improves client experience, and protects repeat/referral business. Public NAR pages frame the agent role around major consumer transactions and professional standards; HUD Fair Housing materials reinforce that neighborhood, claims, and consumer guidance need careful review. The resulting product is intentionally CRM-adjacent and approval-first.
Repeat/referral wedgeCRM-adjacent MVPReview-only AINo fake proofNo live integrations first
Next build move
Turn this into a beta-review packet, not a public checkout.
The best next artifact is a local beta pilot packet: scope, onboarding checklist, sample weekly report, acceptance criteria, and human approval policy.