Private page for Lisa · nothing here touches Brivity or your clients

Lisa — five minutes, one page.

Here’s what we already know, so you repeat nothing: Cabrera Realty Group at Resi Realty, and Brivity is your CRM. Correct anything as we go.

🔒 We will never ask for your password. Ever. Nothing here touches Brivity or your clients. You can pause or stop any time with one word.

1 · What's the ONE thing you most want off your plate?

Chasing new leadsOld-database follow-upMissed callsAppointment remindersSomething else

2 · If SAGE improved one thing first, which result would matter most? (the only required one)

Every new lead answered fastMissed calls texted backOld contacts re-engagedAppointments followed upReferrals trackedSeller inquiries handledBuyers pre-qualifiedContract-to-close nudges

3 · Where do new leads mostly come from today?

ZillowSign callsReferralsSocialWebsiteOpen housesOther

4 · How do you actually use Brivity day-to-day?

Everything lives thereMostly contactsBarely touch itHonestly? Not sure

5 · What would feel like a useful, measurable win?

Faster first replyFewer leads slippingMore appointmentsTime back each week

6 · Best way to reach you about this?

TextCallEmailVoice notes

7 · Anything off-limits, or worrying you?

Here's what I heard 💬

Next: Ryan sends you one short plan for the one thing you picked. You say YES, CHANGE IT, or NOT NOW. We prove it with test data first — Brivity and your clients untouched. Reply PAUSE or STOP at any point and everything halts, no questions.

This page stores and sends nothing by itself — no accounts, no tracking. Screenshot or copy your summary above and text it to Ryan — it goes from you to him directly, nothing else.