Real Estate Investors and Agents


We build tracking systems that give you real visibility into your business performance, so
you can make decisions from data instead of guesses.

Without clear numbers, it is hard to know which marketing works, where leads are lost and what to fix first.

Paid, organic and offline channels in one place.

Sheets built for the way your business runs, beyond marketing.
Clear views for every review meeting.
Choose your industry to see example metrics.
See which lead sources bring deals, what each deal costs and where your pipeline is stuck.
| # | Metric | What It Shows |
|---|---|---|
| 01 | Leads by source | Where your sellers are coming from |
| 02 | Cost per lead | Ad spend divided by leads per channel |
| 03 | Appointment rate | How many leads book a call or walkthrough |
| 04 | Offers made | Offers sent in the selected date range |
| 05 | Deals closed | Closed deals by source and month |
Metrics are customized to your business.






We learn what you need to track and where your data lives.
We build the sheet and connect your CRM, ad accounts and other data sources.
We walk you through it so you can use it with confidence.
Every lead source, cost per lead and ROI by channel.
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Leads, deals and revenue by source and month.
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Performance, time and payroll sheets.
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Your KPI sheet shows leads, conversions, ad spend and ROI clearly, so you always know what’s working and where to improve.
You can start with GoHighLevel and add more services as your business grows.
Conversion-focused websites and funnels that send leads straight into your CRM.
Local SEO and Google Business Profile optimization to grow organic leads in your area.
Pipelines, workflows, CRM, calendars and email/SMS automations so your business runs with minimal manual effort.
Yes. We build fully automated systems with real-time syncing, so there’s no manual data entry.
[Add your answer, e.g. Google Sheets / Excel]
Yes. We can track offline channels like TV, newspaper and referrals alongside digital channels.
We set up KPI tracking and reporting that clearly shows leads, conversions, ad spend and ROI.
No. We build sheets that are easy to understand and guide you through using them.
Yes. We build employee performance, time tracking, productivity and payroll sheets.
Talk directly with our experts. Get answers, quick strategies and clarity for your next step.