SERVICE OFFERINGS
focus on what you do best,
and we will handle the rest
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WORK WITH OPSUITE
WORK WITH OPSUITE
Sales Coaching & Accountability
Sales coaching is a strategic and personalized approach to improving the performance and effectiveness of sales teams
within an organization.
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Working from the brokerage’s yearly goals, guide all agents through the Career Growth Initiative and create a 4-1-1 based on their personal goals.
The 4-1-1 is to be based upon the actions they will take to hit the goals listed on their Career Growth Initiative by clearly identifying the
three main sources for lead generation.
Weekly accountability calls will be conducted to determine their success with the weekly
goals they’ve set for themselves.When successful in their weekly goals, coaching calls will be focused around helping the agent determine other areas of
growth to enhance both their personal and professional lives.When unsuccessful in their weekly goals, coaching calls will be focused on the gaps as well as creating actionable tasks to
improve for the current and following weeks -
Please inquire
Consulting
Consulting is the proposed solution for those who are seeking help with the direction and structure of their business moving forward. We will dive into your business, audit, and help you move forward with confidence.
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5 Year Growth Plan: We will build a 5-year growth plan based upon your growth goals year over year. The growth plan will include clear objectives, goals, and financial projections.
Economic Model: The Economic Model will be built using the net income goal to calculate operating expenses and cost of sale. By utilizing our calculations, we will create a model with SMART goals outlining the number of transactions needed to achieve the goals working backward to the simple number of contacts needed to be made each day.
Budget Model: The Budget Model will be built using the net income goal to calculate operating expenses and cost of sale. By utilizing our calculations, we will create a model for expenses with exact percentages and dollar amounts for each category of expenses to include: salaries, lead generation, occupancy, communication/technology, education/dues, auto, equipment/furnishings, supplies/office expenses, insurance, and professional services.
36-Touch Development: The 36-Touch Development will consist of 24 emails, 4 quarterly calls, 4 events, and 4 tangible items. All dates and ideas will be solidified to create a plan to be executed within the year.
Ongoing Consulting (Recommended Quarterly): Ongoing business consulting services will be provided on a requested basis, depending on your preferences and the nature of the engagement. We are committed to a long-term partnership to ensure sustained growth and success for your organization.
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$150/hour
Estimated Duration: 12 hours
Bookkeeping
Your Profit-Focused Bookkeeping Partner
You're not just selling homes. You're running a business.
And just like any business, staying profitable, tax-ready, and
in control of your finances starts with clean books.
Our bookkeeping services are tailored specifically for real
estate professionals and small business owners who want:
Clarity on where their money is going
Confidence in tax season
Support managing irregular income
Insights to plan for growth
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Bank & Credit Card Reconciliation: We reconcile all business checking, savings, and credit card accounts to ensure your numbers are accurate and up-to-date.
Receipt Management & Reconciliation: We collect, organize, and reconcile your receipts including meals and entertainment—with clearly labeled documentation.
Contractor Payment Tracking: Track payments to 1099 Independent Contractors for smooth year-end reporting and 1099 prep.
Audit-Ready Digital Folder: Each month, you’ll receive a fully organized digital folder that includes:
PDF scans of all checks written and deposits made
PDF scans of receipts (with cover sheets for meals/entertainment)
Bank & credit card statements
Clean monthly spreadsheets per bank account
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Pricing starts at $250/month
We ask for a 3-month commitment, followed by month-to-month service
Active Listing Management
Let’s face it - the market has shifted. You're doing everything right: pricing strategically, hosting showings, and staying visible. But as days on market increase, so do your clients’ concerns. Your sellers want answers, and they want them now.
That’s where we come in.
Our Active Listing Management Package is designed to help you stay ahead of the questions with weekly insights, timely listing updates, and proactive communication tools so you can keep your clients confident and your listings competitive.
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Listing Monitoring & Seller Reports
Weekly performance reports
Days on Market (DOM)
Zillow views & saves
Total showings
Feedback received
Neighborhood comps
Market update & pricing context
Sent via a professional seller-friendly webpage
Showing Agent Feedback Follow-Up
Reach out to agents who’ve shown the property
Collect detailed showing feedback
Relay insights to help guide seller decisions
Listing Refresh
Updated listing verbiage
Photo rearrangement
New primary photo
Recommendations for new photos, twilight shots, or staging updates
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1 listing - $75 per week
2 listings - $75 per listing/week
3 listings - $65 per listing/week
Listing Management
Perfect for agents who want listing setup support without full- service coordination.
We understand that listing a property is more than just uploading it to the MLS - it’s about creating a seamless, professional, and elevated experience for both you and your clients.
That’s why we offer two levels of Listing Management support to meet you where you are in your business.
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Add important dates to Agent calendar
MLS input & listing documents setup
Add listing as Coming Soon if necessary
Create & update listing information in Agent CRM
Confirm Document in CRM for compliance
Obtain HOA documents
Set up ShowingTime
Remind Agent to Install Sign & Lockbox at property
*Note: Agent is responsible for getting all documents signed by clients.
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Our white-glove service that handles the full listing lifecycle, soyou can focus on what you do best - serving your clients.
Send Introduction Email to Sellers
Create Group Text with Sellers and Agent
Work with clients to have all compliance documents signed
Scheduling of photography
Facilitate all necessary vendor coordination
Creation of listing flyers
Send Brochures to Preferred Printer (agent expense)
Send “Next Steps” email to Sellers once Active in MLS
Creation of listing flyers
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Lite Listing Management: $150
Full Listing Managemet: $299
Transaction Coordination
Your White Glove Contract-to-Close Partner
At OpSuite, we don’t just “check boxes”, we become a true
extension of your business. Our high-touch Transaction
Coordination service allows you to stay in your zone of
genius, serving clients, winning deals, and growing your
business, while we handle the details that ensure your
contracts close smoothly and professionally.
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Full-Service Expertise: We manage every step from
executed contract to closing, including timelines,
documentation, vendors, and compliance.Clear, Consistent Communication: Your clients receive
timely updates via email and text—we keep them informed
and confident throughout the process.Compliance-Ready File Management: No missed
signatures, no late submissions—we make sure your
brokerage, CRM, and document portals are up to date and
accurate.Stress Reduction for You: With us managing inspections,
appraisals, walkthroughs, and more, you can focus on new
business while we handle the rest.White-Glove Client Experience: We operate with a
concierge mindset, always aiming to reflect your
professionalism and brand values. -
$499 per transaction
We do offer a 15% discount if you represent both the buyer and seller on a transaction
Hiring and Recruiting
Your Strategic Partner in Talent Acquisition and Onboarding
Finding the right people for your business doesn’t have to be a gamble. At OpSuite, we combine strategic recruiting with personalized onboarding support to help you find and retain high-performing talent who align with your mission, values, and goals.
We start by gaining a deep understanding of your business culture and the role you're hiring for, then we activate our proven systems to identify the best candidates for your team.
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Initial Phone Interview (15 minutes)
Personality Assessment
Background & Reference Check
Personality Verification Interview
Life Story & Motivational Interview
In Person/Virtual Team Meeting with Client
Offer & Expectations
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Our recruiting fee is divided into two payments:
Covers sourcing, screening, interviews, assessments, administrative time, and candidate
managementNon-refundable
Final Payment (Due Upon Candidate Acceptance)
Due when the candidate formally accepts the position
Subject to our 90-Day Placement Guarantee
Marketing
Our marketing services are designed specifically for real estate professionals who want to show up consistently without adding more to their plate. From social media and email marketing to branding and listing collateral, we help create strategic marketing that supports your business goals and works alongside your systems.
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Our marketing services include:
Social Media Management
Email Marketing
Brand Assets and Collateral
Website Design
and more!
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Payment is dependent on scope of projects. Please see our full marketing guide here.
Events and Education
Bring Sam to your team or brokerage for impactful training designed to help agents think and operate like CEOs. From systems and operations to scaling, leadership, time management, and business growth, Sam’s classes are practical, actionable, and built for real implementation.
OpSuite loves partnering with brokerages, teams, and industry events to provide meaningful value to attendees. Whether through sponsorship, educational support, or on-site engagement, we’re passionate about showing up for the real estate community and helping agents grow stronger businesses.
The Cost of Hiring OpSuite
Hiring in house
🅧 Recruiting, hiring, onboarding, and training
🅧 Constant need for accountability
🅧 Cap on knowledge and experience level
🅧 Salary of $45,000+ and bonuses/incentives
🅧 Cost of providing benefits
🅧 Cost of payroll taxes and payroll service provider
🅧 Needs for office space and equipment
🅧 Cost of Workers’ Compensation Insurance
🅧 Travel expenses, if necessary
Total Estimated: $60,000-$75,000/year
VS
Hiring OpSuite
✔️ Licensed and Insured
✔️ Cost Savings (utilize only needed services) and cost predictability
✔️ Rapid deployment
✔️ Access to specialized skills
✔️ Scalability by allowing you to easily scale operations up or down according to business needs without complexities of hiring or firing
✔️ Consistency, efficiency, and flexibility
✔️ Access to technology
✔️ Reduction of HR
✔️ Improved compliance
Get In Touch
Frequently Asked Questions
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We offer a range of solutions designed to meet your needs—whether you're just getting started or scaling something bigger. Everything is tailored to help you move forward with clarity and confidence.
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Yes—while we are based in Jacksonville—we offer coaching, consulting, hiring, and more to agents all over the United States.
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OpSuite is not:
A virtual assistant company
A task-only service provider
A one-size-fits-all admin solution
Just a transaction coordination company