Newsletter & Email Marketing
Created and managed newsletters and email campaigns to keep clients, leads, and audiences informed and engaged.
Tools: Canva, Mailchimp, Flodesk, Follow Up Boss
I help agents and teams organize, automate, and manage the systems behind their business — from CRM and lead management to transactions, marketing, AI, and digital workflows.
I’m Ricca — a Real Estate Operations & Automation Specialist with 5+ years of combined professional experience and 2+ years focused on real estate.
I’ve supported agents and teams across CRM management, transaction coordination, listing and offer support, marketing, lead research, website operations, and day-to-day business systems.
My approach goes beyond completing individual tasks. I look at how your systems connect, identify repetitive or inefficient processes, and help organize, delegate, automate, or improve them so your business can run more smoothly.
I look at the workflow behind the task and identify opportunities to make it simpler, clearer, and more repeatable.
I use CRM automation, Zapier, AI-assisted workflows, and connected systems to reduce repetitive manual work.
I understand the operational pace of real estate — CRM, listings, transactions, deadlines, marketing, and follow-up.
A text-based overview of the systems, operations, and marketing functions I can support. I respect client confidentiality and do not publish private client materials, team photos, or identifying client information.
Created and managed newsletters and email campaigns to keep clients, leads, and audiences informed and engaged.
Tools: Canva, Mailchimp, Flodesk, Follow Up Boss
Created branded social content, managed content calendars, and supported consistent publishing across multiple platforms.
Tools: Canva, CapCut, Meta Business Suite, Instagram, Facebook, YouTube
Organized contact databases, managed lead information, applied tags, maintained records, and supported follow-up workflows.
Tools: Follow Up Boss, Lofty, KW Command, Google Sheets
Supported transaction coordination, listing and offer preparation, document organization, deadline tracking, and operational follow-through.
Tools: CRMLS, Follow Up Boss, KW Command, Trello, Google Workspace
Researched real estate leads, organized prospect information, and prepared targeted lists for outreach and marketing campaigns.
Tools: MLS Platforms, Prime Tracers, Google Sheets, CRM Systems
Organized tasks, documents, spreadsheets, SOPs, and workflows to keep day-to-day operations running smoothly and efficiently.
Tools: Google Workspace, Trello, Google Sheets, Canva, Zapier
Support can be combined around your priorities, systems, capacity, and growth stage.
CRM management, database organization, tagging, segmentation, pipeline management, follow-up systems, lead routing, and reporting.
Zapier workflows, CRM automation, automated tasks, notifications, lead capture, AI-assisted processes, and cross-platform integrations.
Transaction coordination, listing support, offer preparation, document organization, deadlines, and operational follow-through.
Email campaigns, newsletters, social scheduling, Canva content, ManyChat workflows, and marketing campaign support.
Website updates, forms, landing pages, digital troubleshooting, integrations, and GitHub-based projects.
Workflow mapping, SOP creation, documentation, process improvement, task organization, and operational system cleanup.
Monthly retainers are designed around dedicated operational capacity — not random tasks. As your systems become more efficient, the goal is to create more leverage, not more busywork.
Book a conversation and we can identify where your business is losing time, what can be organized or automated, and what level of support makes sense.
I’m comfortable working across real estate CRMs, marketing platforms, automation tools, productivity systems, websites, and digital workflows — and I can adapt to new systems quickly.
Clear priorities, organized systems, independent execution, and ongoing improvement.
We discuss your business, current systems, priorities, pain points, and where operational support would have the biggest impact.
I learn your tools and workflows, establish priorities, organize the work, and identify opportunities for improvement.
I handle the agreed operational work independently, keep systems updated, and communicate when something needs your input.
As I understand the business, I look for repetitive work that can be documented, streamlined, delegated, or automated.
If your CRM is messy, follow-up is inconsistent, transactions are taking too much time, or you're doing too much manually, let's talk about what can be improved.
I’m currently accepting new real estate clients.
Book a Systems Call