The 20-minute audit that shows you where your leads are leaking — and fixes it live.
I’ll walk through your site and Realtor.ca profile, build you a working AI assistant trained on your listings and tone, and show it qualify a real lead in under 60 seconds — all on the call.
If you like it, you keep it for $497/mo. If not, no hard feelings — the demo is yours either way.
Book My Free Audit →
See Pricing
✓ No pitch
✓ Hard 20-min stop
✓ Demo yours to keep
First-response time
Lead coverage
/month, fully managed
Yours to keep
The Problem
Most leads who fill your form at 9pm are gone by morning.
Your CRM follows up after the lead is captured. The gap is the first 60 seconds — and that’s where the leak is.
What You Get
A working AI assistant — yours to keep.
Six things land in your inbox by the end of the call. All free. All real.
Live audit of your lead flow
I screen-share, walk through your site and Realtor.ca profile, and point out 2–3 specific gaps in your first-hour response.
A customized AI assistant
Pre-loaded with your name, brokerage, neighborhoods, and listings. Not a generic chatbot — built before the call so you watch it run.
A real lead simulation
We send a test inquiry mid-call. You see the response time, the listings it surfaces, and the showing it books — all in under a minute.
Your demo link to keep
After the call you get a link to your customized assistant. Share it, ping it from your phone, live with it for 48 hours. Yours either way.
A specific dollar number
Based on your monthly lead volume and current close rate, I’ll show you what slow response is costing you per month. No guessing.
Zero pressure to buy
If you want to keep going: $497/mo managed or $1,200 one-time. If not, you keep the demo and we close the loop clean. No follow-up barrage.
How The Call Runs
20 minutes. Three blocks. Hard stop.
Two questions
I ask how leads come in today and what your gut close-rate is. You talk, I listen, I take notes.
~5 min
Live diagnose
Screen-share your site and profile. I name 2–3 specific lead leaks and put a dollar number on them.
~5 min
Demo runs live
Switch to your customized AI. We send a real lead. You watch it qualify, surface listings, and book a showing.
~10 min
A lead came in at 11:47pm Tuesday. By morning, the AI had already qualified them, sent three listings in their range, and booked a Saturday showing. That one booking covered six months of the subscription.
Book Your Audit
Pick a 20-minute slot.
Mornings or evenings, weekdays or weekends. I customize the demo before the call, so booking 24+ hours out gets you a tighter walkthrough.
Calendly inline widget will be placed here once the booking link is finalized. Until then, email info@planext.ca with two times that work and we’ll lock it in.
FAQ
The questions every agent asks.
I’m not technical — I won’t know how to manage it.+
That’s exactly why the $497/mo managed tier exists. I do all the management. You get a monthly performance email and that’s it. Nothing for you to log into.
What if it answers a lead wrong?+
Two things. One: it’s trained on your listings and tone, and we tune monthly so it gets better. Two: every conversation you’d rather handle personally, you can take over from your phone — the AI hands off the second you reply. Worst case, it gets the lead far enough that you can finish the conversation, instead of the lead waiting hours for you in the first place.
My brokerage already gives me a CRM. Don’t I have this?+
Most CRMs follow up with email drips after the lead is captured. The gap I’m filling is the first 60 seconds — before the CRM even knows the lead exists. The two work together; this isn’t a CRM replacement. I integrate with Lofty, Chime, Follow Up Boss, and KvCore.
I tried a chatbot before and it sucked.+
The off-the-shelf ones are scripted FAQ bots — they answer “what are your hours” and that’s about it. This one actually qualifies the lead and books the showing. If it doesn’t work better than what you tried, I refund you. That simple.
Can you send me a proposal first?+
I don’t do proposals — I do demos. Book the audit and you get a working version of the system, customized to you, in 20 minutes. If price or scope is the unclear part, ask me on the call and I’ll answer in 30 seconds.
Is there a cheaper option?+
Yes — a light tier at $197/mo: chat widget plus email capture, no SMS handoff, no monthly tuning. Most realtors who start light upgrade within 60 days because the tuning is what keeps the AI sounding like them. You can also pay $1,200 one-time and own the system outright.
I need to talk to my partner / team.+
Easy. Two options — I run the same demo for both of you, takes 20 minutes, you book it on my calendar. Or forward this page; the demo link you get after the call works for them too.
How is this different from Lofty / Chime / Follow Up Boss / KvCore?+
Those are CRMs — they manage the lead after it lands. They don’t answer in 60 seconds with your tone and listings, and they don’t book showings autonomously. Use them together — Planext fills the gap from form-fill to first conversation, then your CRM takes over.
What does the audit actually cost?+
Nothing. The audit is free, the customized demo is free, and the demo is yours to keep — whether you sign up or not. The only thing that costs anything is choosing to keep the AI running for you long-term.
The leads that came in today are already gone.
Book the audit. See the system run live. Walk away with a working demo whether you buy or not.
Book My Free Audit →
Email Sunny
Built in Vaughan · For GTA realtors · Demo yours to keep
