Custom CRM & Automation Platform
Built for acceleration. Engineered for efficiency. Powered by AI.
Your lean, high-performance automation engine for modern real estate investing—stop building and start selling.
Smart Growth Command Center
Your lean, high-performance automation engine awaits 🚀
Overview
Anchor Northern Investment is a new real estate investment business targeting high-net-worth partners and investors—not typical local homebuyers. You're sitting on a goldmine of LinkedIn and personal connections, but right now, you're bogged down in CRM setup, DIY automation, and learning curve headaches.
Every hour spent wrestling with tech is an hour lost to closing deals. You need your backend handled—so you can focus on high-value outreach, nurturing, and conversions. Elite Team AI will design and build a unified, AI-powered investor engagement platform tailored for your workflow—so you stop getting stuck and start moving fast.
The Problem We're Solving
Real estate investors like Anchor Northern Investment are losing time and opportunity to tech busywork and scattered, half-built systems. This results in missed investor opportunities, slow follow-up, and burnout from context switching.
| Current Process | Function | Our Solution |
|---|---|---|
| LinkedIn DMs, Emails (Manual) | Lead outreach | ✅ Automated LinkedIn/Email nurture sequences |
| DIY CRM setup in GoHighLevel | Pipeline, contact mgmt | ✅ Elite GoHighLevel build, tailored for REI |
| Basic website chatbot | Lead capture | ✅ Intelligent AI bot with real-time alerts |
| Missed notifications, "soft commits" | Lead leakage | ✅ Pipeline automations, lead scoring, reminders |
| Manual calendar bookings (or none yet) | Booking calls | ✅ Automated scheduling & follow-ups |
| Repetitive campaign setup | Tech overhead | ✅ Templated, auto-personalized campaigns |
| Zapier/Integration DIY | Tool connections | ✅ Fully mapped, "just works" automations |
Why This Matters Now
You're pre-revenue
Every week spent building is a week not selling. Time is your most valuable asset right now.
Your audience expects professionalism
High-net-worth investors expect immediate, professional responses. Missed messages kill trust and momentum.
Investor attention is rare
When an investor shows interest, automation lets you follow up instantly, 24/7, while the opportunity is hot.
Scaling now sets you up for success
Future deals, referrals, and JV opportunities depend on having systems that work. You're one automation away from your first signed deal.
The Vision: Anchor Northern Investment Growth Engine
One login. One system. Everything automated.
Email nurture for all new connections
Intelligent AI chatbot for instant engagement
Seamless booking and follow-up automations
Pipeline dashboards for soft-commit, hot, and closed prospects
Personalized workflows tailored for real estate investor outreach
No more busywork—just results
Deliverables
Phase 1: MVP Launch (2-3 weeks)
- •GoHighLevel CRM audit, clean-up, and finalization
- •Automated lead nurture & booking workflows (Training on LinkedIn, email, SMS, calendar)
- •Intelligent AI chatbot upgrade for website (live lead capture, true conversational engagement)
- •Zapier or native integration setup (connect all tools, minimize manual work)
- •Live pipeline dashboard for active, warm, and soft-commit leads
- •1:1 training (you and partner) for zero guesswork
Phase 2: Advanced Automations (Optional)
- •Investor reporting dashboards
- •Referral & review automation (if/when useful for your model)
- •Expansion to JV/partner campaigns or new verticals
- •Advanced lead scoring and qualification workflows
- •Custom reporting and analytics dashboards
Timeline
- 1Kickoff (Requirements): Within 48 hours of signing
- 2MVP Build: 2–3 weeks
- 3Go-live & Training: 1 week
- 4Ongoing Support: Included for 30 days
Investment
We know cash is tight—so you get what you need, when you need it.
| Phase | Cost |
|---|---|
| Phase 1: MVP Automation | $3,950 |
| Phase 2: Advanced Automation | $2,997 |
| Ongoing Support (after 30 days) | $295/month |
🎯 Why This Investment Makes Sense
Creative Payment Options
Split Pay
- •$1,975 on kickoff
- •$1,975 on MVP delivery
Total: $3,950
Monthly Plan
- •$1,000/month x 4 months
- •No interest, starts at kickoff
Total: $4,000
Lowest monthly payments
SaaS/Low Upfront
- •$750 setup fee
- •$495/month for as long as you need us
- •Cancel anytime
- •Elite Team AI retains core ownership
- •You keep all automations/data
Setup: $750
Monthly: $495
Lowest upfront investment!
Action Bonus (Limited Time)
Get one custom automation for free if you start by February 15th
By taking decisive action, you'll receive:
- •One custom automation (e.g., LinkedIn-to-CRM sync or custom dashboard widget)
- •Priority support during your first 30 days
- •Free consulting call on future JV/partner automation
What You Risk by Waiting
More wasted hours lost to backend busywork
Every day spent on tech setup is a day not spent on high-value investor outreach and deal-making
Missed investor opportunities due to slow follow-up
High-net-worth investors expect immediate, professional responses. Delays kill deals.
Burnout from context switching and tech fatigue
Constantly switching between building systems and selling deals creates mental fatigue and reduces effectiveness
Competitors and JV partners moving faster
While you're building, others with automated systems are capturing deals and building relationships
Investment
Choose the payment option that works best for your business needs and cash flow.
Project Phases
| Phase | Cost |
|---|---|
| Phase 1: MVP Automation | $3,950 |
| Phase 2: Advanced Automation | $2,997 |
| Ongoing Support (after 30 days) | $295/month |
Creative Payment Options
We offer flexible payment options to fit your budget and cash flow needs.
Split Pay
- •$3,500 on kickoff
- •$3,447 on delivery
- •Includes both Phase 1 & 2
- •$295/month after 30 days
Total: $6,947
Monthly Plan
- •$1,737/month x 4 months
- •No interest, starts at kickoff
- •Includes both Phase 1 & 2
- •$295/month after completion
Total: $6,947
Lowest monthly payments
SaaS/Low Upfront
- •$1,500 setup fee
- •$695/month for as long as you need us
- •Cancel anytime
- •Elite Team AI retains core ownership
- •You keep all automations/data
Setup: $1,500
Monthly: $695
Lowest upfront investment!
Why This Investment Makes Sense
- Time Savings: Reclaim 15-20 hours per week currently spent on manual outreach and follow-up
- Increased Deal Flow: Consistently engage with 3-5x more potential investors
- ROI: Just one additional deal could cover the entire investment multiple times over
- Competitive Edge: Operate with the efficiency of a much larger team
Guaranteed Performance Metrics
platform uptime guarantee
reduction in tech busywork
AI assistant availability
faster investor response time
Ready to Accelerate?
"Let's get you out of build mode and into revenue mode."
Next Steps:
- 1Review and approve proposal below
- 2Select your preferred payment option
- 3Schedule your 30-minute kickoff call
- 4Go live with MVP in 2–3 weeks and get your time back