BACKSTAGE PASS TO PROFITS:

THE AgentOS PLAYBOOK.

AgentOS is the dedicated operational backbone for solo agents and small teams. We solve the core problem of paying for an underutilized CRM by transforming your complex system into a predictable, revenue-generating machine. Stop wasting time on admin and start closing deals—here is how our three-tiered support structure works.

AgentOS - SOLO

This is the foundational "DIY" package, designed to eliminate complexity and give you the confidence to run your own system effectively every day. Stop wasting money on a system you barely use. Our approach is built by agents, for agents, making it simple and efficient enough for anyone to operate. Once set up, you will be able to simply and efficiently use your CRM to run your entire business.

  • Foundation & Playbook: We customize and set up your entire CRM for immediate, functional use.

  • Full Smart Plan Installation: Installation of automated plans for Lead Conversion, Nurturing, Client Experience, and Post-Closing Follow-Up. Our plans are continuously updated as technology and the industry evolve.

  • Accountability Training: Receive hands-on training to build the simple daily routine that closes deals, complete with the AgentOS Database Standards and 5 Daily Steps to Success.

  • Expert Training & Community: You gain the clarity to master the system without having to be a software expert, plus access to weekly Jam Sessions, our live roundtable discussion with other users.

AgentOS - BACKSTAGE PASS

This is our "Done-For-You" package, where we actively manage your system and transactions for you, allowing you to focus 100% on client interaction. We free you from the burden of administrative tasks, allowing you to focus completely on your clients and closing deals. We work silently in the background, almost like magic, becoming your secret weapon. It's like having a brilliant assistant dedicated to your success, but you skip all the hassle—no recruiting, no training, no hiring, and no managing.

  • Worry-Free Transaction Management: We clear your schedule of administrative chaos by handling MLS listing input, Showingtime setup, Dotloop/Easy Offer management, and full contract-to-close coordination.

  • Advanced CRM Management: We actively manage your system, maintaining smart plans (which are continuously updated), categorizing leads, and ensuring perfect data hygiene behind the scenes.

  • End-to-End Automation: We take everything built in the Solo phase and put your operations on autopilot.

  • Enhanced Support & Community: You get the benefit of a dedicated administrative resource without the cost or hassle of recruiting or managing an employee, plus access to weekly Jam Sessions with other users.

AgentOS - ALL ACCESS

This is the ultimate premium plan for high-volume agents and teams ready to scale. It includes every benefit of the Backstage Pass—from automated transactions to advanced CRM management—PLUS your own full-time, dedicated assistant. We skip the high cost and hassle of staffing by providing a fully managed expert who is solely focused on your business growth.

  • Dedicated Real Assistant: A fully trained, versatile Real Assistant is dedicated to your business 40 hours per week. We handle all recruiting, training, and management.

  • Expanded Expertise: Your assistant can handle a wide range of administrative functions, including social media management, bookkeeping, and basic ISA services.

  • Priority Support & Community: You and your assistant receive our highest level of priority technical support (real-time chat/phone) for near-instant issue resolution, and you both get access to weekly Jam Sessions to stay current.

  • Smart Plan Customization: Your dedicated expert can completely customize your smart plans to perfectly fit your evolving strategy. Our plans are always continuously updated.

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