For Caring Transitions owners
13 AI employees, each with one job. They quote, list, promote, close out and report. You approve anything final.
The roster · 13 hires · one job each
The org chart
The teams follow a project from the first walkthrough to the last invoice. Pick a team to see who is on it, what each one does and what waits for your approval.
You · Owner
Approves anything final. Only you make a sale go live.
Win the job · reports to you
From the walkthrough to a signed contract, with a record of how the job really went.
Next buildsDesigned from owner calls. Built around your process.
Hire 01
Turns a walkthrough into a quote you can stand behind.
You approve · every quote before it goes to a client
Hire 02
Turns the approved quote into your contract.
You approve · every contract before it is sent for signature
Hire 03
Keeps the quote and shows how the job really went.
You approve · nothing. It only reads and reports
Build the sale · reports to you
From photos in a folder to checked listings in CT Seller, ready for your review.
Live todayRunning in a working franchise today.
Hire 04
Notices new work the moment it arrives.
You approve · nothing. It watches and reports
Hire 05
Turns raw photos into draft listings.
You approve · every listing before it goes live
Hire 06
A second set of eyes on every listing.
You approve · the items it set aside
Hire 07
Looks for steps that cost your team time.
You approve · every change. It only proposes
Fill the sale · reports to you
More of the right bidders on every auction, and the right buyer for a single high-value item.
Next buildsDesigned from owner calls. Built around your process.
Hire 08
Gets each auction in front of the right bidders.
You approve · every post and email before it goes out
Hire 09
Finds the right buyers for one high-value item.
You approve · the price, the wording and every reply to a buyer
Close the sale · reports to you
Clean invoices after the hammer falls, and one page that shows how the sale went.
Next buildsDesigned from owner calls. Built around your process.
Hire 10
Checks and corrects every invoice after an auction closes.
You approve · the list, before any invoice is edited
Hire 11
Puts each sale on one page you can print.
You approve · what goes on the page. You choose the measures
Run the project · reports to you
Every project tracked from consultation to final invoice, with the paperwork done.
Next buildsDesigned from owner calls. Built around your process.
Hire 12
Keeps every project moving, from consultation to final invoice.
You approve · the stages and who gets which tasks
Hire 13
Turns donation photos into the client's report.
You approve · every report before it goes to the client
The Listings team runs in a working franchise today. The other hires are designed from calls with owners and are built around your process, one at a time.
How the work divides
Before anything is built, you and I sort each task into a lane. You always know what an AI employee will do alone and what waits for a person.
1
It finishes the task with no one touching it. You see the result.
Example Sorting sale photos into the right lot folders.
2
It does the work, then stops for a person to review, send or post.
Example A quote drafted from your walkthrough notes, waiting for your OK.
3
A person has to act. The AI employee creates the task, supplies the content and follows up.
Example Posting an item in a Facebook group that only lets members post.
Your rules
A mistake in a live sale is expensive to undo. These rules are in every build.
No AI employee sets or changes a price.
A person approves every sale before launch.
Quotes, contracts, posts and client emails wait for your OK.
Every listing is checked again. Anything it cannot verify is set aside for you.
The old value, the new value and the reason. You can always see what happened.
No posting bots. Where a platform requires a person to post, your team gets the finished post as a task.
The build
You tell me where your hours go. I tell you which hire would take that work, and which would not help.
I learn your process, build each AI employee, and test it on your real work before you rely on it. We meet every week.
The tools sit in your accounts, with your files and your data. I teach you to run each hire and to change it.
Start here
Twenty minutes, no slides. You leave knowing which hire would take the most work off your team.