CRM sales operating system

Your CRM already has the deals. This system makes sure none of them die in it.

We are the operations team behind a top-performing cash-offer business. We bring the same crew and the same discipline into your CRM — every reply caught and filed, tomorrow's outreach built tonight, and not one message sent without your rep's approval.

The problem

It's not a lead problem. It's an operations problem.

01

Replies sit unread for hours while sellers talk to whoever answered first.

02

Missed calls never become callbacks.

03

Your database is full of sellers who went quiet because nobody followed up at the right moment.

04

Your best rep starts every morning deciding who to contact instead of selling.

What we do

What we do

  1. 1

    Nothing sits unread.

    We build the monitoring discipline into your team's day: inbound texts, emails, and missed calls checked on a set cadence, every reply filed into the record word for word, with a follow-up task attached. A procedure so mechanical it stays perfect on your team's worst day.

  2. 2

    Tomorrow gets built tonight.

    We set up the nightly routine and train your team to run it: walk the follow-up list, pull out the sold and active properties, rank what's left by the substance of the conversations, and draft the next day's outreach from each seller's actual history — waiting for your rep's approval in the morning.

  3. 3

    Your deals stay protected.

    The moment a seller replies on a shared queue record, the system moves ownership to your rep. We configure it and test it live during the Setup. Nobody works your warm conversation cold.

  4. 4

    Your rep approves every word.

    The system prepares; the human judges. Not one message goes out with your rep's name on it that he hasn't approved exactly as written. That's what makes the volume safe.

  5. 5

    Opt-outs are handled forever.

    The system knows the difference between a no and a stop — one is a future deal, the other is a liability — and it never contacts an opt-out again. Ever.

Your CRM

Works on the CRM you already have.

We bring the crew, not software. Our method runs today in Salesforce — and it maps onto HubSpot, GoHighLevel, Follow Up Boss, Pipedrive, and Zoho, because it is built on procedures and discipline, not on any one platform. A readiness audit confirms the fit before anyone commits.

  • Salesforce
  • HubSpot
  • GoHighLevel
  • Follow Up Boss
  • Pipedrive
  • Zoho

Offers

Three ways to work with us

THE AUDIT

Start here

$750 — credited toward your Setup

A full readiness review of your CRM, your lists, and your follow-up discipline. You get a written report: what's leaking, and exactly what a Setup would fix. The Audit fee is credited in full toward your Setup.

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Most popular

THE SETUP

From $6,500 — one time

The flagship. Over four weeks we build the entire system into your CRM — configured lists, task rules, trackers, and templates written in your reps' voices — then train your team live, on your real leads, until they run it without us. The Rulebook, customized to your shop, is part of the build.

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THE CHECKUP

Monthly

From $750/mo

Once you're running: a monthly review of your filings, drafts, opt-out compliance, and nightly runs, with a written report. Drift caught monthly never becomes damage.

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Setup pricing is by team size: up to 5 reps $6,500 · 6–15 reps $9,500 · 16+ reps $12,500. Checkup: $750/mo up to 5 reps, $1,250/mo above that.

The math

One deal pays for it. The rest is margin.

Less than one deal

A single assignment fee or flip margin in this business commonly runs $10,000 to $30,000. The Setup starts at $6,500, once — priced by team size. The system costs less than the one deal it exists to recover.

Your leads are already paid for

This does not buy you new leads. Your database is full of sellers you already spent money to reach, quietly expiring because follow-up slipped. The Setup recovers them.

One closing covers the year

One extra closing a year covers the Setup and a full year of Checkups combined. And the Audit that starts it all, $750, is credited in full toward your Setup.

The alternative is hiring help at $2,000 to $4,000 a month, every month — and still having no system for them to follow.

Reps: the Rep Setup is $1,950, one time. One extra closing pays for it many times over.

Your numbers will vary. The ratio won't: this costs less than a single deal.

For Reps

The reps at the top of the leaderboard don't have faster hands. They have a better system.

Second Shift now sets up individual reps, not just companies. We configure your book in your CRM, build your templates in your voice, set the ownership claim so queue replies land in your name the moment a seller answers, and build your nightly prep routine — then train you on it in one working session, on your live records. You make the calls. You approve every word. You just stop losing deals to a messy book and a slow morning.

One extra closing pays for it many times over.

Set up my book

Our team

Who runs it

We're working operators, not consultants. We run this exact system inside a live cash-offer business every day — hundreds of records monitored, a fresh outreach batch built every night, every reply filed and verified. This isn't a framework invented for a course. It's a working operation — and the Setup installs that same operation in your CRM: configured for your shop, your team trained to run it.

FAQ

Questions teams ask first

Do we need Salesforce?+

No. Our team runs this operation in Salesforce today, but the method is procedures and discipline, not software — it maps onto HubSpot, GoHighLevel, Follow Up Boss, Pipedrive, and Zoho, and our readiness audit confirms your CRM can carry it before you commit.

Does anything get sent automatically?+

Never. The system drafts from templates we build in your reps' voices; your rep approves the exact wording of every message before it sends.

How fast do new leads get contacted?+

Our new-lead workflow is built for minutes, not hours — settled templates, one approval from your rep, delivery verified on both channels, and a log entry that only claims what actually delivered.

What happens when a seller opts out?+

We record it, file it as proof, and that person is never contacted again — not in any batch, not in any nightly run, ever. And we know the difference between "stop" and "not right now."

Why not just hire an assistant or do this in-house?+

You can hire hands. What we bring is the discipline already built — the filing standards, the ranking method, the drafting rules, the opt-out guardrails — proven in a live, high-volume operation, plus a team that runs it from day one instead of learning on your leads.

What does the Setup actually involve?+

Four weeks, in your CRM, on your real leads. We configure the lists, task rules, trackers, and templates, customize the Rulebook to your shop, and train your team live — running the first cycles with them, then watching them run it. It ends with a sign-off: your team operates the system without us in the room.

How much of our rep's time does it take?+

About a 30-minute approval session each morning, plus the selling itself. The watching, filing, ranking, and drafting are our job.

What do you need from us to start?+

One rep whose name is on the messages, access to your CRM for the audit, and a morning slot for approvals. We handle the rest.

Why don't you just run it for us?+

Because a system your team can't run isn't an asset — it's a dependency. We build it into your CRM and train your team until it's theirs. That ownership is worth more than renting our hours, and it's why the Checkup exists: we stay close enough to catch drift, without your operation depending on us.

Talk to us

Ask a question

Thinking about this for your team? Ask anything — We answer every question personally, usually within one business day.