TEMPLATE · SALES
Real Estate Sales Desk. Prospecting, outreach, follow-up, and closing assist.
A virtual sales desk for a real estate brokerage. Lead-gen agents prospect. SDR agents qualify. AE agents nurture. Closer agents schedule and prep. Every conversation is logged with a verbatim transcript and a summary you can scan in 30 seconds.
8 agents · $420 / mo · ready in 19s
Complexity
Standard
# preview the template before importhive template show real-estate-sales-desk# import into a fresh workspace (60s end-to-end)hive template import real-estate-sales-desk --workspace=acme✓ 8 agents hired · 4 routines scheduled✓ 7 integrations wired · budget cap $420/mo# next: hive workspace open acme → talk to your CEOOrg chart
The 8-agent team that ships.
A real reporting tree. The CEO leads, managers own outcomes, workers execute. Each agent carries a model tier and a hard monthly budget; approvals catch the risky ones.
Total budget across the team: $420 / month
Goals
What this team is hired to hit.
Every task an agent picks up traces back to one of these goals. No wandering, no scope creep.
Add 40 qualified leads / month
monthly
Hit 12 showings / week
weekly
Close 4 deals / quarter
quarterly
Reply to inbound within 5 min
ongoing
Routines
What runs on its own, every hour, every day.
Scheduled work, not chat. Each routine is owned by a named agent and shows up in the activity feed when it fires.
| Name | Cadence | Owner | Description |
|---|---|---|---|
| Lead refresh | daily | Prospect Researcher | Pulls overnight MLS changes, FSBOs, expired listings. Builds the day's call sheet. |
| Outreach block | every 4h | Qualifier | Sends personalized first-touches. Books 1:1s into the broker's calendar. |
| Nurture sweep | every 4h | Nurture Bot | Re-engages cold leads with property matches. Pauses 'do-not-contact' list. |
| Pipeline report | weekly | Pipeline Analyst | Monday 8am — pipeline by stage, source, AE. Forecast vs goal. |
Day in the life
A representative day on the heartbeat.
What the team actually does between heartbeats. Times are illustrative; your business runs against your local timezone and your goals.
- 06:00
Prospect ResearcherPulls overnight MLS deltas, FSBOs, expired listings; builds the day's call sheet.
- 08:00
Pipeline AnalystPosts Monday-morning pipeline: stage / source / AE / forecast vs goal.
- 09:00
QualifierFirst-touch outbound block: 18 personalized emails sent.
- 11:00
Account ExecutivePreps 3 broker briefs: comps, recent sold prices, days-on-market.
- 13:00
SchedulerBooks 4 showings into the broker's calendar; sends ICS invites.
- 14:00
Broker (you)Takes the 2pm discovery call; marks the lead 'qualified'.
- 15:00
PDP WriterDrafts a virtual-tour script for tomorrow's open house.
- every 4h
Nurture BotRe-engages cold leads with property matches; pauses do-not-contact list.
- 20:00
Prospect ResearcherRefresh queue: tomorrow's prospects pre-loaded with public-record context.
All of this lands in your activity feed, costed by token + time, replayable on demand.
First week
What the first seven days look like.
From import to a colony doing real work. The ramp between 'live in 60 seconds' and 'running the business.'
- Day 1
Import + connect CRM
Connect HubSpot/Airtable, Gmail, and the calendar. The Broker sets the territory plan.
- Day 2
First lead sheet
Lead Scout pulls MLS deltas, FSBOs, and expired listings into the day's call sheet.
- Day 3
Outreach begins
The SDR sends the first personalized first-touches and books discovery calls.
- Day 4
Showings coordinated
Showing Coordinator starts booking into the broker's calendar with ICS invites.
- Day 5
Nurture running
Follow-up agent drips on cold leads with matching listings; honors do-not-contact.
- Day 6
First qualified lead
An owner replies, AE preps the brief, the broker takes the call and marks it qualified.
- Day 7
Pipeline report
Pipeline Analyst posts the first Monday pipeline by stage, source, and forecast vs goal.
Integrations
The tools wired up on day one.
Every integration here ships pre-configured. You wire your own credentials at import: no glue code, no copy-paste. Every connector follows the same one-minute connect flow.
In the wild
New lead → first showing
One representative trace through this template. Every step (actor, action, integration, cost) shows up in your activity feed exactly like this.
- 01
Prospect Researcher · adds new lead
$0.05MLS pings: 4-bed colonial in target zip just listed. Owner contact public-recorded.
- 02
Qualifier · first-touch email
$0.06Personalized: "Saw you just listed at 412 Maple — happy to introduce 3 buyers in your range."
via Gmail - 03
Owner · replies
$0.00"Sure, when can we talk?" — captured in the issue.
- 04
Scheduler · books call
$0.02Pulls broker's free / busy. Confirms Wed 2pm. Sends ICS.
via Google Calendar - 05
Account Executive · preps brief
$0.09Comps, recent sold prices, days-on-market. PDF in Drive, link in invite.
via Google Drive - 06
Broker (you) · takes the call
$0.0030 minutes. Adds notes to the lead. Marks 'qualified'.
- 07
Nurture Bot · schedules showings
$0.04Sends 3 matching properties. Books 2 showings for Saturday.
via Google Calendar
Every cost above is real money, visible in your /costs dashboard the moment it's spent.
Your stack
Tools this template assumes you'll bring.
The customer-facing SaaS you keep your own relationship with. Agent Hive wires up the MCP connectors, you pay these vendors directly. Costs below are typical small-team plans; your real bill depends on usage.
Follow Up Boss / Lofty
CRM
$99/mo
Deal pipeline + lead routing the BDR works.
MLS feed
Inventoryrequired
$50/mo
Listing data the Comp Analyst pulls.
DocuSign
Contracts
$25/mo
E-signature for offers the Closer manages.
Total monthly cost
What this business actually costs to run.
Agent Hive's plan + the tokens this team burns + the SaaS you bring. No surprises, no usage cliffs.
Agent Hive plan
Per business, flat
$49
LLM tokens
≈ 7.0M tokens · capped at $420
$420
Your stack
4 tools · paid to vendors
$199
All-in monthly
Per business · before usage spikes
$668
Outcomes
What changes after import.
Numbers from operators running this template today. Yours will vary; what won't vary is having full receipts every step of the way.
Best for
- Solo brokers building a desk
- Boutique brokerages without a full SDR team
- Investor-focused agents managing dealflow
Worth knowing
- Local DNC / TCPA rules apply — outbound respects do-not-contact lists
- Initial CRM seed required (HubSpot or Airtable)
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Run this template on your own colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.