CRM connection and daily brief
His xLeads (GoHighLevel) pipeline connected, with a daily brief of who to call first. Sellers who said yes and haven't been contacted in 3 days get flagged as urgent.
01Case study
Mayek Real Estate: a lead system that tells Tory who to call
Tory Mayek buys houses in Milwaukee. He works directly with sellers, and his business lives or dies on follow-up. He's not a tech person and didn't want to become one. So we set it up for him.
The problem
Leads came from several places and sat in the CRM. Knowing who to call first, and who was going stale, meant digging through the pipeline by hand. Marketing was a weekend job on top of the actual deals.
What we set up
Weekly lead tool
New seller leads found and fed into his CRM every week.
Website
mayekrealestate.com built and sped up, with a lead form for sellers.
Content
Facebook posts and short video reels written around real seller situations, plus blog posts for search.
How it runs now
Tory asks plain questions like "what should I work on today?" or "what's going stale?" and gets a specific answer: names, phone numbers and the stage each seller is in. The pipeline, the lead tool and the content keep running without him touching the setup.
What this would cost on AutoTasks
- Daily "who to call today" brief: 1 credit (Build)
- Weekly lead list into your CRM: 2 credits (Monthly)
- Full custom website: 6 credits (One-off)
- Social posts, 3 a week: 2 credits (Monthly)
Builds are paid once and keep running. Monthly tasks use credits each month.
Get a free automation audit.
Josh looks at your business and sends a short video with the 3 automations he'd set up first.