CASE 01/04
25 hours of admin to 4
The Challenge
Marcus was doing every follow-up call, every scheduling email, and every lead qualification himself. He had 6 properties under management and was evaluating 3 new deals — but couldn't focus on growth because he was buried in the day-to-day. He'd tried two VAs before with mixed results; neither had a system behind them.
What We Built
Delegation audit: mapped every repeating task Marcus did in a week and ranked by replaceability. AI intake system configured in GHL to qualify inbound leads 24/7 with automated SMS + email sequences. Human Ally onboarded to handle scheduling, document follow-up, and property inquiry responses. Weekly delegation review installed so Marcus only touches escalations.