Practical Automation for Independent Brokerages
Lead Response Starter
$650 one-time setup; $200 per month fee
BEST FOR FIRST-TIME CLIENTS: Start with one lead source and one CRM or Sheets integration.
- One supported lead source
One CRM or Google Sheets integration
Instant lead capture and routing
Automated email or SMS follow-up
Team notifications
Basic appointment handoff
Monitoring and minor maintenance
Monthly performance summary
Dormant Database Recovery
$750 setup; $250 per month
One approved database or CRM export to clean, segment, and re-engage your existing contacts list.
- Data cleanup and duplicate checks
Segmented re-engagement workflow
Reply and opportunity routing
Suppression and opt-out handling
Monitoring and maintenance
Monthly recovery summary
Growth Follow-Up System
$1,500 one-time setup; $400 per month
Up to three supported lead sources and one CRM integration for a multi-step follow-up system.
- Multi-step follow-up
Lead routing and status updates
Appointment handoff
Workflow monitoring
Monthly optimization review
Software subscriptions, messaging charges, CRM fees, and usage-based API costs are billed separately unless stated in a written proposal. Final scope is confirmed after a workflow review. We do not guarantee lead volume, appointments, closings, or revenue.
Custom Workflows
Can I start with one workflow? Yes. We recommend starting with one focused system to prove it works before expanding.
What counts as a supported integration? A supported integration is one GreenLight confirms as technically feasible during the workflow review. Compatibility depends on the client’s tools, plan, permissions, and available API or connector.
Is there a long-term contract? Recurring service is billed monthly. Cancellation timing, setup work, and any minimum term are confirmed in the written proposal and plan policy.
What happens before setup begins? We review the workflow, confirm access and technical feasibility, agree the scope in writing, and collect the required setup information before implementation.
SIMPLE, MANAGED AUTOMATION
Start with one focused workflow, prove it works, and expand only when it makes business sense.
What the monthly retainer covers
Core Coverage
Monitoring
Minor Adjustments
Maintenance
Service
Checks
Updates
Summary
Ongoing Protection
Included
Included
Included
Status
Active
Active
Active
Service Highlights
Monitoring and failure checks: We keep eyes on your automations so data doesn't get lost in the gaps.
Minor workflow adjustments: As your business processes evolve, we tweak the automation to match.
Integration maintenance & Monthly results summary: We manage API updates and provide a concise report on workflow activity each month.
Custom scope and quote. For brokerages needing additional integrations, complex routing, or several connected workflows.
Not sure which option fits? Book a free workflow review.