What We Do
Running a growing business often means juggling multiple tools, apps, and tasks that don’t talk to each other.
AskCarlos brings everything together, creating one connected system that saves you time, reduces manual work, and gives you the clarity to scale confidently.
Our Core Services
Systems Integration
We connect your CRMs, lead sources, and marketing tools into one organized, automated system.
Eliminate scattered data and duplicated work so every lead, message, and deal flows through a single, trackable pipeline.
CRM & Automation Setup
We implement a custom GoHighLevel CRM designed for real estate and service-based businesses.
Automate lead responses, task reminders, and communication so you never miss a follow-up and save hours every week.
AI Workflow Design
We build AI assistants that handle follow-ups, lead routing, and client communication for you.
Reduce repetitive work and stay responsive 24/7 with smart automations that keep your business running even when you’re offline.
Process Mapping & Documentation
We map your current workflows and create detailed SOPs, dashboards, and reports.
See exactly how your business operates and identify where to simplify — gaining total clarity and control over your operations.
Ongoing Managed Service & Optimization Support
We continuously monitor and refine your systems to ensure they perform as your business grows.
Stay efficient and stress-free knowing your automations are updated, optimized, and managed by experts who understand your business.
Our 3-Step Process
MAP
We start by mapping out every tool, workflow, and lead source you’re using. This gives you a complete picture of where time is wasted, what’s overlapping, and what’s missing so you finally understand how your business runs behind the scenes.
End-to-end setup and documentation so clients fully understand their systems
Integrated lead tracking and automation tools (identified during mapping phase)
Achieve clarity with documented processes and data dashboards
Eliminate tech overwhelm through simplified integrations
BUILD
Next, we design and implement your custom CRM, automations, and AI workflows. Everything is tailored to how your real-estate or service business actually works — no cookie-cutter templates.
Custom CRM built for real estate and service businesses
AI assistants that automate follow-ups and client communication
Integrated lead tracking and automation tools (now implemented)
Custom personalized AI system for your business
Save 10+ hours per week by automating manual tasks
Never lose a lead again thanks to connected systems
Scale operations without adding more staff
OPTIMIZE
Once your automations are in place, we stay involved through ongoing support and system optimization. You’ll have clear documentation and guidance so you always understand how everything works, and confidence knowing your setup continues to deliver results as your business evolves.
Ongoing support with measurable performance dashboards
Flexible delivery models (DFY, DWY coaching, or retainer support)
Gain time freedom and peace of mind knowing your business runs smoothly
Maintain clarity with data dashboards that show what’s working
Ready To Simplify Your Systems?
Let’s build a system that works for you so you can focus on clients, not chaos.