Section 1 — The Problem
Where Your Hours Go
These time-costs come from your 4/2 discovery walkthrough and 4/7 proposal call:
| Manual Step | Your Time | VA Time |
|---|---|---|
| TC Docs entry per file | ~10 min | ~30 min |
| Transaction summary email | Manual reply-all + paste, every deal | — |
| Disclosure audit + DocuSign tagging | Manual, every deal | — |
| SkySlope entry | — | Manual, every deal |
| Daily email triage | ~150 emails/day | — |
| Listing side (Glide + HomeLight + signatures) | Manual, every listing | — |
Section 2 — What Changes and Why It Pays
The Shift
- — What gets built: Six high-ROI workflow automations, one per month, ranked by time saved per dollar of complexity.
- — What you keep: Every tool you already use — SkySlope (broker mandate), Glide (ZipForms licensing), DocuSign (C.A.R. forms), HomeLight (disclosure packages), TC Docs, Google Sheets, Gmail. Nothing to migrate. Nothing to relearn.
- — What changes: The manual steps inside those tools quietly disappear, one at a time. Six hours back in Month 1, 15+ by Month 3, 30+ by Month 6.
- +TC fee: $400 per buyer-side file, $500 per listing-side file (your stated rates, Bay Area mid-market)
- +Volume baseline: 40 active files/month (from your “20 deals in 2 weeks” on the March 24 call)
- +New agent-client model: ~3 files/month per new agent signed, mixed buyer/listing → ~$1,350 MRR per new client
- +Conversion assumption: ~5 hours/week of relationship-building yields 1 new agent-client signed every ~6–8 weeks
- +These are conservative capacity estimates, not guaranteed results.
Time-Back → Revenue Capacity
| Stage | Reclaimed Time | Re-Deployed To | New Agent-Clients Realistically Signed | Monthly Revenue Uplift |
|---|---|---|---|---|
| End of Month 1 | ~2.5 hours/week | Initial outreach, follow-up with warm leads | 0–1 new agent-client | $0 – $1,350 |
| End of Month 3 | ~10 hours/week (~2 hrs/workday) | Weekly meetups, demo calls, agent onboarding | 1–2 new agent-clients | $1,350 – $2,700 |
| End of Month 6 | ~15 hours/week (~3 hrs/workday) | Full sales motion: meetups + relationship building + new agent onboarding | 3–4 new agent-clients | $4,050 – $5,400 |
Section 3 — Implementation Roadmap
Six Sprints. Six Months. One Manual Step Eliminated Each Time.
Duration
6 sprints in 6 months
First Automation Live
Day 14
Month 1 — Weeks 1–4
Contract Intake → Transaction Summary + Email Blast
Week 1 — Setup
- Collect all access: Gmail OAuth, SkySlope login, DocuSign, Glide, HomeLight, eXp broker account
- Inventory C.A.R. + county-specific forms in current use
- Capture 3 sample transactions (1 purchase, 1 listing, 1 edge case)
- Stand up n8n workspace + Claude Code extraction agent in your accounts
Week 2 — Ship Sprint 1
- Auto-detect ratified contract in inbox
- Extract every field (price, EMD, COE, contingency dates, parties, escrow officer, listing TC)
- Auto-generate transaction summary PDF in your existing template format
- Auto-draft reply-all email with critical dates baked in — you review and click send
Month 2 — Weeks 5–8
Disclosure Audit Agent + DocuSign Template Library
Week 1
- Build the C.A.R. + county-specific required-disclosure ruleset (Alameda, Contra Costa, fire zone, trust, year-built)
- AI checks incoming disclosure package, outputs missing-item checklist to your phone
- Human sign-off gate stays — you approve before anything moves forward
Week 2
- Build DocuSign template library for every C.A.R. form (signature blocks pre-placed — they’re deterministic)
- Auto-apply templates when VA drops a package + auto-assign signing roles
Month 3 — Weeks 9–12
Email Triage Daily Digest
Week 1
- Classify all incoming emails by transaction file, urgency, action needed
- Generate a 7am daily digest: “5 emails need response today, here’s why” with a link to each
- No auto-delete — guardrail-first, you stay in control of the inbox
Week 2
- Tune classification rules against your actual inbox (2 weeks of live data from Sprints 1–2)
- Edge-case handling: multi-file emails, CC-only threads, escrow officer blasts
- Accuracy gate: ≥95% correct classification before full rollout
Month 4 — Weeks 13–16
Critical Dates → Calendar + Spreadsheet Auto-Sync
Week 1
- Parse ratified contract → compute COE, EMD, contingency removal, inspection, appraisal, loan deadlines
- Apply C.A.R. weekend and holiday roll rules automatically
Week 2
- Push deadlines into your Google Calendar with 48-hr advance pings
- Auto-update your tracking spreadsheet (your real CRM, color-coded, preserved exactly as-is)
Month 5 — Weeks 17–20
SkySlope Auto-Entry + TC Docs Auto-Fill
Week 1
- Determine whether SkySlope supports a direct API (eXp configuration) — if not, use browser automation
- Auto-push ratified contract + split PDF into correct SkySlope sections (broker compliance preserved)
Week 2
- Browser automation maps extracted contract data into TC Docs (new buyer transaction → all fields populated)
- Handle the “agent not in database” case — pull from MLS lookup or contract footer
Month 6 — Weeks 21–24
Listing-Side Full Stack: Glide + HomeLight + Stamping + QA + Handoff
Week 1
- New listing agreement → auto-create Glide entry + auto-pull C.A.R. + county forms from agent’s ZipForms
- Auto-send the seller email template with hyperlinks + Glide tutorial videos
- Auto-build disclosure package after Glide signing complete + sync into DocuSign for full package
- HomeLight upload + stamp placement automation (browser automation with white-space detection)
Week 2 — QA + Handoff
- Full QA pass — run 20+ historical transactions through the entire pipeline, eval accuracy ≥98%
- Document the system, train you on the n8n dashboard (visibility-only, no admin)
- Decide on continuation or clean exit
Section 4 — Scope
What’s Included — and What’s Not
What’s Included
- —Six production-grade automations, delivered monthly
- —All automations run in YOUR accounts (Gmail, n8n instance, SkySlope, DocuSign, Glide, HomeLight, Google Workspace)
- —You own everything — no vendor lock-in
- —Edge-case tuning + accuracy guarantees
- —Live Slack/text support during business hours
- —Monthly 30-min check-in and sprint demo
- —Full documentation at handoff
- —Optional $500/mo continuation retainer
What’s NOT Included
- —No app build, no UI, no portal — automation layer only
- —NOT replacing SkySlope (eXp broker mandate)
- —NOT replacing Glide (ZipForms licensing requirement)
- —NOT replacing DocuSign or HomeLight
- —NOT replacing TC Docs (your CRM stays your CRM)
- —No new software for you to learn
Section 5 — Your Investment
Your Investment
$500 / month
6-month integration engagement · $3,000 total
Payment: first Monday of each month
Includes: 6 monthly sprints, all automations hosted in your own accounts, edge-case tuning, live Slack/text support during business hours, monthly 30-minute check-in and sprint demo, full documentation at handoff.
After Month 6, optional month-to-month continuation at $500/mo. Cancel anytime.
Optional: Fast-Track Payoff
Once the ROI starts hitting — say, after Month 2 or Month 3 when the time-back is undeniable — you have the option to pay the remaining balance as a single payment and compress all remaining sprints into a single accelerated 4-week build cycle.
How it works
- —Anytime after Month 1, pay the remaining balance ($3,000 minus what you’ve already paid)
- —Remaining sprints get compressed into a single 4-week sprint cycle
- —Total cost stays $3,000 — no discount, no penalty
- —You get the full system live up to four months sooner
Why this might make sense
- —If you sign your first new agent-client by Month 2 (~$1,350 MRR), waiting another four months for the full system means leaving $5,400 of compounding capacity on the table
- —Fast-tracking lets you redeploy time savings into client signing immediately, not gradually
Best fit if: Your new-client signing pace from time-back exceeds projections — the ROI is hitting hard enough that locking in the full system sooner pays for itself many times over.
Section 6 — Next Steps
Three Steps. No Surprises.
Confirm direction
Review the roadmap and pricing. If anything needs to flex — sprint order, scope, timing — we adjust before kickoff. No surprises after we start.
Sign + activate
Counter-sign the engagement letter, pay Month 1 ($500), and we send the credentials checklist same day.
Kickoff sprint begins
Week 1 is access collection and sample data. Day 14, Sprint 1 ships to production. Your first ROI hits before the second invoice.