CoastTransaction Studio

Coast · Sister Offer

Your social leads, organized—without hiring a full-time assistant.

Agent Ops + Social Lead Flow is batched, asynchronous support that cleans up your link-in-bio, organizes your leads, and builds a simple follow-up system—so nothing slips.

Lead capture + tracking (DMs, forms, link-in-bio)

Follow-up scripts + streamlined workflows

Weekly batching + predictable turnaround

Built for busy agents—save time to focus on closing deals

Not transaction coordination. This is the calm back-end that keeps your follow-up running.

This is for you if—

  • Producing agents getting leads from IG/TikTok/FB DMs
  • Agents who hate admin but want consistent follow-up
  • Anyone not ready to hand off full transaction files yet
  • Agents who want to create systems and start using social media + automations to their advantage
  • Anyone who wants to save time to focus on closing deals

Not a fit if—

  • Same-day/on-call requests (unless a rush fee is available)
  • Unlimited custom content creation
  • Teams needing a full-time VA replacement

This offer is intentionally calm: one request channel, batched approvals, and a predictable cadence.

What You Get

What you actually get

Built for agents who want a simple system that runs, without adding meetings to their week. All systems are online for easy access on the go. You'll have access to communicate with a real person!

Social Lead Capture System

Link-in-bio cleanup + a simple funnel path that tells every lead what to do next.

Lead Organization

Tags, stages, and a single "next action" rule so your pipeline stays clean.

Follow-up Kit

Scripts, templates, and a weekly plan that feels human, not spammy.

Weekly Ops Support

One request channel for your needs and edits. Batched approvals, calm cadence, real progress.

Optional: Scheduling Support

Booking help so leads don't die in the DMs.

Optional: Social Management

Support with posting + ops, focused on consistent assets, not endless custom content.

How It Works

How it works

A simple process that protects your time, and keeps your follow-up consistent. Everything is set up online for easy access on the go.

01

Fill out the intake form

Quick form covering your goals, current tools, and lead sources—just clarity.

02

Onboarding call

One video call to discuss your goals, walk through how this works, and choose systems based on your needs and budget.

03

Setup sprint (if needed)

We build the funnel path, tracking, and your follow-up kit so the system can run. Includes setup on automation tools and software that are already working.

04

Weekly batching begins

Submit requests by Tuesday 12pm MT. We work in a calm cadence so nothing gets chaotic. No meetings after onboarding unless you prefer them.

Included

1 free video call every 3 weeks to check in and adjust as needed.

Additional Calls

$25 per 30 minutes for any calls beyond the included check-in.

Note: Response ≠ resolution. You'll always get an acknowledgement, next step, and ETA within the cadence, but some outcomes depend on third parties/tools.

Packages

Packages

Structured support, built to protect your time. Monthly pricing is shared on the onboarding call so we can match the right cadence to your needs and budget.

Founding client spots

Limited 15–25% off for 90 days in exchange for testimonial/case study permission.

The Setup Sprint - Social Lead Funnel

One-time

$535

Starting from messy or undefined follow-up

  • Strategy session
  • Lead magnet/offer copy (1 page, unless magnet is self provided)
  • Landing page design
  • CRM integrations
  • Lead delivery + notification automation
  • Bio + profile optimization (IG + optional TikTok)
  • Link-in-bio build (sections, CTAs, tracking links)
  • DM keyword flow + response scripts (for common inquiries)
  • 30-day posting + CTA plan (what to post + what to say)
  • Setup on automation tools + software that are already working
Book a Fit Check

Funnel Support + Organization

Monthly

$350

For agents who want lead flow + systems, not full social management

  • Weekly lead tracker cleanup + follow-up prompts
  • Link-in-bio updates (as needed)
  • Script updates + light DM triage (tag/sort/tee up)
  • Monthly mini-report: what's converting + what to tweak
Book a Fit Check

Funnel + Scheduling

Monthly

$600

Everything in Funnel Support + content scheduling

  • Everything in Funnel Support + Organization
  • 12 posts/month scheduled (captions + basic design/repurpose)
  • Monthly content calendar
Book a Fit Check

Coast Social Management

Monthly

$850

For higher-volume agents

  • Everything in Funnel + Scheduling
  • 20 posts/month scheduled
  • Weekly engagement prompts + comment/DM sorting
  • Categorizing/tagging leads (not real-time replying)
Book a Fit Check

FAQ

FAQ

The quick answers to the questions agents ask before they commit.

Is this transaction coordination?

No. This is a separate service focused on lead flow + follow-up operations. Transaction coordination (contract-to-close) is a different service that you can also add.

Do I have to switch CRMs?

No. We can work with what you have. The goal is to simplify first, then improve, not force a big migration.

What does async mean?

No meetings required after onboarding. One request channel for your needs and edits. Work delivered in batches with a predictable turnaround.

Can you do same-day tasks?

Not as a standard. If a rush fee is available and we have capacity, we can sometimes accommodate.

Will you talk to my clients?

By default, this is back-end support. If client-facing communication is needed, we'll define it clearly in your package.

What about video calls?

1 free video call every 3 weeks is included. Additional calls are $25 per 30 minutes.

Get Started

Stop losing warm leads to messy follow-up.

Fill out the form to get started. We'll schedule an onboarding call to discuss your goals, walk through how this works, and choose systems based on your needs and budget—no meetings after that unless you prefer them.

Preferred

Book a Fit Check

Short, calm, and specific. No pressure, just clarity.

Schedule Now

Calm, premium operations—built for real estate that happens after hours.

Or send a message

Or email directly: [email protected]