Ken, here is everything we built, and how to use it.

Your funnel hub shows every way you help people: buying from sellers who do not want to deal with agents, moving hard to sell properties, lending, and your realtor and mortgage services. Every form on it feeds your new CRM, so no lead gets lost.

• First draft delivered Aug 20, and you signed off on it
• The site code is stored in your own GitHub account, and it runs on your own Vercel account. You own it.
• Live and working at kenbossard.com

Your own CRM account, named Kenbossard.com, set up under kennethbossard@gmail.com. Our team is configuring and organizing it now around your lead management and follow-up. Your login credentials come to you as soon as setup is complete. See "How to log in" below for the steps.

• Leads from your website land here automatically
• Texts, emails and calls with each lead sit on one contact record
• Works on your phone through the LeadConnector app

For your security, passwords never go on this page. You set your own password when you first log in.

When someone fills out a form on your website, they land in your CRM automatically, ready for follow-up. No copying, no manual entry, no lead lost in an inbox.

• Connecting each website form to your CRM
• Testing every form end to end to confirm each lead is captured correctly
• Once testing passes, your follow-up sequences run on these leads

We built a snapshot named for you, Ken Bossard. It is the complete setup your CRM runs on: your text messages, your emails, and the follow-up that goes with them.

14 text messages

8 emails

Your texts and emails run as automatic sequences, so a lead who fills out your form hears from you right away and keeps hearing from you until they book a call.

• Seconds: instant reply by text and email
• Day 1, Day 3, Day 7: follow-up until they respond or book
• After they book: reminders, plus a re-engagement text if they miss the call
• After a closing: thank you, review request and referral ask

Texting turns on as soon as your phone number and business registration are in place. Phone carriers require that registration before any automated text sends. Details are in "What we need from you."

This is the piece that works your leads while you work your projects. When a seller, buyer or borrower reaches out, the AI answers right away, asks your qualifying questions, and books them on your calendar. You step in when a real conversation is ready.

• Built into your CRM and connected to your website forms
• Goes live on the same phone number setup as your texting
• You can read every AI conversation in your CRM and take over at any time

The build and setup are included. Text messages, minutes and AI usage run through your account at cost once it is on.

Your account is under kennethbossard@gmail.com. Use it to browse off-market deals and run numbers on them.

You are also a member of TheDealMaker.ai Network. You asked how to get credit for introducing the 100 D.C. wholesalers you are marketing to, even without a Facebook connection. Send us the list of names and we add them to our CRM tagged to you as the referral partner.

Your private channel is where you get 1-on-1 help from our team during business hours. It is also where Doug has been reviewing your New Hartford bids, payoff letter, insurance and draw schedule since Sept 7.

• Tuesdays, 12pm ET: TheDealMaker.ai live session
• Wednesdays, 5pm ET: Growth Collective Mastermind and Hot Seat on Zoom

The Business Brain pulls your SOPs, programs, meeting notes and reference material into one AI your family team can ask questions of, so the whole business runs off the same playbook. We start the build the day your materials arrive.

The list of what to send is in the next section.