Free consultation · No obligation
Book a Free Meeting With the Kowan Team
Speak with our team about your current CRM, lead process, and automation opportunities. We will discuss where AI qualification, routing, follow-up, and reporting can create a more structured real estate lead operation.
01
Book a time
Choose a slot that works for your team. No preparation is required beyond knowing your current CRM and lead process.
02
Walk us through your workflow
We discuss your CRM, lead sources, qualification process, assignment rules, follow-up challenges, and reporting requirements.
03
Get an honest assessment
We identify suitable automation opportunities and what a realistic implementation could look like for your operation.
What we cover in the meeting
- Your current CRM and workflows
- Lead sources and entry points
- Qualification process
- Assignment and routing rules
- Follow-up challenges
- Reporting requirements
- Suitable automation opportunities
- A realistic implementation approach