30-day pilot
$5,000
One bounded follow-up workflow, setup, training, and readout. The goal is a usable process, not a report alone.
No obligation to continue. Timeline begins once agreed access and inputs are available.
For established real-estate agents & small teams
Keep the relationship. Lose the scramble.
Your CRM holds contacts. Your inbox holds conversations. You still have to remember who needs attention and why. TKO sets up a consistent follow-up process around your supported tools, then helps keep it working.
30-day pilot · $5,000
Optional ongoing service · $1,500/month
Delivered by Todd Kovalsky
A recognizable problem
The tools are there. The follow-up still slips.
This is for a business with an existing book of relationships and an operator ready to use the process. It is useful when the gap is execution across your tools.
- You have to search several places before reaching out.
- New inquiries get attention, but older relationships disappear from the day.
- Nobody can reliably say which follow-ups are overdue.
- A busy week means the process goes quiet.
What the day can look like
Context and a next step, in one place.
Illustrative work view using fictional contacts. This shows the service’s intended workflow, not a ready-to-install software product or a customer result.
| Relationship | Why it needs attention | Prepared next step |
|---|---|---|
| Alex · prospective buyer | Asked about timing; follow-up is due | Review a check-in draft and confirm next steps |
| Morgan · past client | Requested a contractor referral | Confirm the referral and record the handoff |
| Taylor · website inquiry | No first response is recorded | Review the inquiry and assign an owner |
The operator checks the context and decides what to send. Configuration and interface depend on the supported tools agreed for your pilot.
The paid pilot
One workflow. A usable process. A clear readout.
01
Check the fit
We inspect the current process, confirm access and tool compatibility, and agree on one workflow and contact population before accepting the pilot.
02
Set up the workflow
Organize the agreed contacts, configure supported connections and follow-up rules, and establish a practical daily view using existing tools wherever possible.
03
Use it and review
Train the operator, run the agreed workflow, inspect exceptions, and compare follow-up coverage and overdue work with the starting baseline.
- One team and one supported CRM, with the users and contact population agreed in writing
- A baseline review of follow-up coverage and overdue work
- A daily work view with contact context and clear next actions
- Templates or drafting assistance where the tools and workflow support them
- Operator training, written handoff, and an end-of-pilot readout
- Important relationship decisions and communications remain subject to human review
Scope & pricing
Start small. Continue only if it is useful.
Scope, access, timing, and compatibility are confirmed in writing before work starts.
Keep it working
$1,500/month
Optional monitoring, troubleshooting, one monthly review, and up to four hours of support and small configuration adjustments per month.
Larger changes are separately scoped. Service hours and response expectations are agreed before continuation.
Custom implementation
From $15,000
New integrations, a bespoke application, website or content systems, or additional workflows require a separate fixed-scope proposal.
The pilot does not include rebuilding RachelOS for your business.
CRM subscriptions, messaging, hosting, and AI usage are separate from service fees. Any additional tools and costs must be agreed before use. No appointments, closings, revenue increase, or lead volume are guaranteed.
RachelOS is the proof
Built around a real operator’s day.
Todd designed and built RachelOS to connect relationship context, daily work, and human-reviewed communication. It demonstrates the approach. It does not establish a conversion or revenue result for your business.
You bring an accountable operator, an existing contact base, permission to use the relevant data, and access to the supported tools. TKO brings workflow design, configuration, implementation judgment, and a measured readout.
You retain ownership of your data and receive a written handoff. Configuration, exports, access, and any custom-code ownership are documented in the scope.
Read the RachelOS case studyOne principal · Priced up front
Which follow-up keeps slipping?
Tell me about your team, CRM, and one recurring gap. The first conversation is free. We’ll confirm fit and compatibility before proposing a paid pilot.