BoundOS Managed Follow-Up · For Real-Estate Agents, RIAs & Boutique Teams
Your CRM holds contacts. Your inbox holds conversations. You still have to remember who needs attention and why. TKO sets up an ambient follow-up operating layer around your supported tools—capturing context and surfacing the next action without replacing your CRM.
Database Health Assessment · $500
Ongoing service from $500/month
Delivered by Todd Kovalsky
Why traditional CRMs stall
Operators do not ignore CRMs because they are undisciplined—they ignore tools that demand manual data entry and give back 300 overdue tasks. BoundOS keeps your existing CRM as the filing cabinet and adds a daily execution view beside it.
The Morning Cockpit View
Illustrative work view using fictional contacts. This shows the service’s intended daily batting-lineup workflow, not a ready-to-install software product or a guaranteed 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 engagement.
How it starts
01
The Database Health Assessment imports your contacts, confirms access and tool compatibility, and shows which relationships are dated and eligible before any monthly service starts.
02
Organize the agreed contacts, configure supported connections and follow-up rules, and establish a practical daily view using existing tools wherever possible.
03
Train the operator, run the agreed workflow, inspect exceptions, and compare follow-up coverage and overdue work with the starting baseline.
Scope & pricing
Scope, access, timing, and compatibility are confirmed in writing before work starts.
$500
$500 one-time · credited to setup within 60 days
Import your contacts and receive a Database Health Report: who has a dated relationship, who is eligible to contact, and what a recovery plan would involve.
$1,500 setup
+ $500/month
$1,500 setup + $500/month
A segment plan, approved sequence copy you load into your CRM, and a daily lineup of who to contact and why. You make the calls and log a one-word disposition.
$2,500 setup
+ $1,200/month
$2,500 setup + $1,200/month
Everything in Core, with the sequences loaded and run in your CRM for you, replies triaged into the lineup within one business day, and a weekly review.
CRM subscriptions, messaging, hosting, and AI usage are separate from service fees. Any additional tools and costs must be agreed before use. Monthly service requires an operator who makes the calls and logs a disposition, and a holdout group we do not contact. No appointments, closings, revenue increase, or lead volume are guaranteed.
Product detail, onboarding, and the application for BoundOS live on the BoundOS site, by TKO Solutions: boundos.com.
RachelOS is the proof
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 studyBoundOS improves follow-up around an existing contact base. The broader Owned Demand & Governed AI Engine adds a defined buyer-content and inquiry path, supported integrations, and review controls in a separately scoped build.
Explore the $7,500–$15,000 build →One principal · Priced up front
Tell me about your team, CRM, and one recurring gap. The first conversation is free. We’ll confirm fit and compatibility before proposing an assessment.