Expert Collaborative: A GoHighLevel CRM Build for a Realtor With No Time to Spare | JD Collective
Case Study · Real Estate Team Leadership & Coaching
Expert Collaborative: 74 opportunities. Month one. First CRM he'd ever used.
John leads a team of 50+ agents at Expert Collaborative in Gilbert, AZ, manages 12 rental homes, runs his Resilient Coaching program, and still shows houses and lists homes himself. He had never used a CRM. Sticky notes and whiteboards were the system. JD Collective built his first one.
Client
John Evenson
Industry
Real Estate Team & Coaching
Location
Gilbert, AZ
Platform
GoHighLevel
Expert Collaborative
74 Opportunities Month 1
4 Past Clients Recovered
AI Assistant
First CRM Build
Done For You
JD Collective
GoHighLevel CRM
Real Estate Coaching
Real Results
Expert Collaborative
74 Opportunities Month 1
4 Past Clients Recovered
AI Assistant
First CRM Build
Done For You
JD Collective
GoHighLevel CRM
Real Estate Coaching
Real Results
Running everything.
On sticky notes.
John's day starts delivering mail before it turns into showing houses to buyers, meeting sellers to list their homes, managing his 12 rental properties, and leading a team of more than 50 agents at Expert Collaborative. After that, he's trading stocks, running multiple social media groups, and building out his Resilient Coaching program, on top of being a husband and dad. John had never used a CRM. Whiteboards and sticky notes were how he kept it all together, and whatever came next had to actually be easy for him to use, not just powerful on paper.
A complete system built for someone
who had never touched a CRM.
JD Collective designed a complete GoHighLevel system built around a business owner who had never touched a CRM: a new website with SEO integration to help him rank at the top of Google search, a full CRM with automation and workflows for both buyer and seller leads, intake forms that route every lead straight into the right pipeline stage, a product and payment setup for Resilient Coaching, and an AI assistant that could hold real conversations with leads while John was still out delivering mail.
What Was Built
✓
A new website with SEO integration built to get John ranking at the top of Google search
✓
A full CRM, his first ever, with automation and workflows for both buyer and seller leads
✓
Intake forms that make sure every incoming lead lands in the correct pipeline stage automatically
✓
Product setup and payment links for the Resilient Coaching program
✓
An AI assistant that holds conversations with leads in real time, even while John is out delivering mail
✓
A system simple enough for someone brand new to CRMs to actually run day to day
From whiteboards and sticky notes
to 74 opportunities in month one.
In the first month alone, John's new system generated 74 opportunities, real leads captured and organized instead of scattered across whiteboards and sticky notes. His AI assistant also went back through old contacts and found 4 people who had already bought or sold a house without him, past clients who had simply been forgotten in the shuffle of everything else John runs. For someone managing a 50+ agent team, 12 rental properties, and a coaching business on top of showing homes himself, having a system working in the background instead of nothing is the whole difference.
"Wait, what?? Dude, thanks! This is amazing. This site is sick, and everyone who's seen it thinks I paid a fortune for it."
74
Opportunities generated in the first month
4
Past clients the AI assistant found and recovered
0
CRMs he had used before this one
Build Something Similar
Running a team, a coaching business, or more than you can track on sticky notes? Let's build your system.
JD Collective builds the CRM, the AI assistant, and the automations that keep everything moving while you stay in production.
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