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, promises, appointments, and follow-up notes into reviewed next actions every day and one accountable Relationship Review every week.
Proof is too vague
Usage counts are not enough. A paid beta needs captured “I would have missed this” moments tied to specific relationships, not generic testimonials.
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.
The first paid offer should present one compounding loop, not a pile of labs: import or add relationships, work the Money List, approve/copy reviewed drafts manually, log outcomes, and prove whether multiple relationships were protected.
Who needs attention?
Explainable ranked cards for due promises, stale leads, upcoming appointments, past clients, and scheduled returns.
What needs a weekly decision?
Promises, stale hot leads, prep needs, parked relationships, risks, wins, and return-to-Today handoffs.
What is ready for review?
Follow-up drafts, recap drafts, call agendas, inputs-used disclosures, and approval-for-manual-use receipts.
What proved value safely?
Missed-moment proof by relationship, proof breadth, no-send receipts, and visible blocks for facts, claims, CRM/MLS writes, ads, and public actions.
Pricing concept.
Keep the first paid wedge narrow. Pro is the product to validate now; Starter, Team, Content, Referral, and Guide Builder concepts stay deferred until the Money List + Relationship Review habit proves it can retain users.
Solo Starter
Later
Do not lead with this until beta feedback proves price is the blocker rather than habit clarity.
- Money List templates only
- Weekly review checklist
- Limited or no AI drafts
- No checkout yet
- No public Starter promise until Pro learning is clear
Money List + Review Desk
$89/mo
For busy solo agents who need a daily relationship operating desk, not another CRM or automation suite.
- Today’s Money List with reason codes
- Weekly Relationship Review
- Manual/CSV starter import + cleanup
- Review-only Draft Desk and Prep Desk
- Approval receipts and proof breadth
- 1 workspace, 1 user, no live integrations
Team / Content / Referral
Later
Capture demand as research, but do not sell these as the current MVP.
- Team roles and admin lanes
- Referral/resource directory depth
- Content and local guide workflows
- Checkout and billing
- Live CRM, email, SMS, MLS, calendar, or ad integrations
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, Today’s Money List, Weekly Relationship Review, draft/prep approval receipts, 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 return sessions, weekly review completed, drafts/prep approved for copy, outcomes logged, missed-moment proof, and relationships with attached proof. Do not count app-sent messages.
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 loose follow-ups. Realtor Hub turns them into a daily Money List and weekly Relationship Review. Subhead: See who needs follow-up, why they surfaced, what draft or prep is ready for review, and which relationships the app actually protected — 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, load 10 relationships, work Today’s Money List on multiple days, approve/copy review-only drafts or prep briefs manually, complete one Relationship Review, and capture at least one “I would have missed this” proof moment. Important boundary: AI drafts and organizes. You approve every fact and choose any external action manually. Realtor Hub does not send, schedule, post, write to CRM/MLS, launch ads, or prove client contact.
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. Current CRM adoption guidance also points to the same product rule: keep required data minimal, make daily/weekly rituals visible, and measure whether the workflow helped instead of adding broad features. The resulting product is intentionally CRM-adjacent, approval-first, and proof-aware.
Repeat/referral wedgeCRM-adjacent MVPReview-only AINo fake proofNo live integrations first
Next build move
Use the workable app as the source of truth.
This page is now a conservative pricing concept. The real product evidence should come from the local app: First Relationship Win, week-one sessions, approved-for-copy receipts, Relationship Review completion, and proof breadth across relationships.