THE PROBLEM
Public records aren't a workflow.
The team needed a way to turn Philadelphia permit data into useful property context without replacing Follow Up Boss.
PHILADELPHIA · AI CONSULTING · TEAM TRAINING
Your team has work to do. More software isn't always the answer. We find where AI can help, train your people, and connect the tools you already use.
Based in South Jersey. Working with Philadelphia businesses.
01 / START WITH THE WORK
Copying data. Chasing answers. Wondering where AI fits. Start with one task that slows your team down, not a whole new tech stack.
AI STRATEGY
Map the friction, compare the opportunities, and leave with a ranked roadmap.
Explore AI strategy ↗ 02TEAM TRAINING
Practice your team's actual tasks, with clear rules for client data and human review.
Explore the workshop ↗ 03WORKFLOW AUTOMATION
Move information between your CRM, spreadsheets, and apps without the repeat work.
Explore automation ↗02 / BUILT HERE. PUT TO WORK.

For the top Philadelphia Real Estate team.

THE PROBLEM
The team needed a way to turn Philadelphia permit data into useful property context without replacing Follow Up Boss.
WHAT WE BUILT
Daily permit pulls, owner and zoning enrichment, scoring, and routing into the team's CRM. Uncertain records stay in a manual-review queue.
WHAT CHANGED
The team can review scored records, see which need attention, and route opportunities by department. Revenue and time savings have not yet been measured.
03 / A CLEAR NEXT STEP
Start with your work. We'll help you choose the right next move.
A free 30-minute call to understand your team, tools, and bottlenecks.
Choose the right starting point: a strategy roadmap, hands-on workshop, or a scoped build.
Train your people, test the workflow, and make the handoff clear.

YOUR GUIDE
Founder, More Life Consulting
Author of Winning With AI
BEFORE WE TALK
Yes. Real estate is one specialty, not the whole business. We help growing teams apply AI to their existing workflows, from internal knowledge and training to administration and CRM automation.
Usually, the starting point is what you already use. We assess the workflow and available integrations before recommending a build or another tool.
Yes. The AI Small-Wins Workshop combines hands-on team training with a written roadmap. See the workshop format and pricing.
The first 30-minute conversation is free. The AI Small-Wins Workshop is $2,500. Custom implementation is scoped after we understand the workflow, access requirements, and review process.
YOUR NEXT MOVE
Bring the task that keeps coming back. We'll talk through where to start.
Book a free 30-minute call↗Free 30-minute call · No need to have it all figured out