Phase 2 — Birth
"It's working — now let's make it scale and pay."
Growing Brokerages & Small Teams
2-5 agents handling 150-300+ leads per month but lacking systems for onboarding, lead routing, and payment collection.
If this sounds like you...
- Managing small teams with multiple leads but no centralized system
- Onboarding new agents manually with spreadsheets and emails
- Relying on referrals and word-of-mouth, not repeatable automation
- Losing track of who owns which lead and where money is owed
- Struggling to assign leads fairly across agents
- Chasing clients for retainers and deposits manually
Before vs. After ScaleBridger
See the measurable difference automation makes in your daily operations
Response Time
Lead Capture
Follow-ups
Booked Calls
Weekly Lead Activity Comparison
Manual follow-ups vs. automated 24/7 engagement — see the difference
Your Complete Automation Workflow
From lead capture to payment — fully automated, running 24/7
Lead Capture
24/7 booking pages
AI Qualification
Auto-tag & score
Smart Routing
Pipeline assignment
Auto-Nurture
Email + WhatsApp
Booking
Synced calendar
Payment
Stripe ready
What's In It For You
Complete system, ready to deploy — no overwhelm, just results
Agent Workspaces
Each agent gets their own branded landing page, booking calendar, and personal CRM pipeline with full autonomy.
Smart Lead Assignment
Automatically route incoming leads by source, geography, agent availability, or custom rules — no manual sorting.
Stripe + Intake Forms
Collect client retainers, service fees, or deposits directly through integrated Stripe payments with automated receipts.
Automated Onboarding
New agents and clients receive automated welcome sequences via email, SMS, and WhatsApp — no manual follow-up needed.
Unified Broker Dashboard
Management gets a bird's-eye view of all agent activity, lead status, conversion rates, and revenue metrics in one place.
Performance Tracking
Track each agent's response time, conversion rate, pipeline value, and client satisfaction scores automatically.
Complete Tech Stack — Phase 2
Everything you need, fully integrated and ready to use
Real-World Example
4-agent brokerage managing 200+ leads/month
A Dubai-based brokerage with 4 agents was drowning in lead chaos. Leads came from Instagram, referrals, and property portals but had no system to track or assign them. Agent onboarding took weeks, and they lost $12K in uncollected retainers. After implementing ScaleBridger Phase 2, they automated agent onboarding (48 hours instead of 2 weeks), assigned leads instantly by source, and collected $28K in retainers through Stripe in the first month — money they would have chased manually for weeks.
Measured Outcomes
- 100% of new agents onboarded and productive in under 48 hours
- Lead response time reduced by 35% with automatic routing
- $28K in client retainers collected automatically in month one
- Zero missed leads — every inquiry captured and assigned instantly
- Agent satisfaction increased with clear pipeline ownership
- Management saved 15+ hours/week on manual coordination
Calculate Your Revenue Growth
Adjust the inputs below to see your projected 6-month revenue with ScaleBridger automation
Frequently Asked Questions
Everything you need to know about Phase 2
How does this help small teams scale?
ScaleBridger Phase 2 automates the three biggest bottlenecks for growing teams: agent onboarding (no more manual training), lead assignment (automatic routing by rules), and payment collection (Stripe integration captures retainers instantly). Your managers stop being glorified coordinators and start being strategic leaders.
Do I need any external CRM or tools?
No. ScaleBridger SaaS provides a complete multi-user CRM, automation engine, communication suite (email/SMS/WhatsApp), payment processing (Stripe), and analytics dashboard — all under one login. Zero external integrations required unless you want them.
How do payments work with Stripe?
Stripe integration is built directly into your client intake funnels. When a client books a consultation or property viewing, they can pay a retainer or service fee right there. The payment is captured, tracked in their CRM record, and you receive instant notifications. Your Stripe account means you control everything — we never touch your money.
How fast can we implement Phase 2 for our team?
Most brokerages are live in 3–7 days. We set up agent landing pages, team calendars, lead routing rules, and Stripe integration using our guided templates. Your team gets onboarding training, and we iterate based on your feedback. No technical skills required.
Do agents keep their own pipelines or is it shared?
Both! Each agent has their own workspace with personal pipeline, calendar, and client list (data privacy built-in). Management gets a unified dashboard showing all agent activity, conversion rates, and revenue — perfect oversight without micromanaging.
Can we customize lead routing rules?
Absolutely. You can route leads by source (Instagram → Agent A), location (Dubai Marina → Agent B), availability (round-robin), performance (highest converter gets first), or custom logic. Rules update in real-time without code.
What happens to our existing leads and data?
We migrate everything. Upload your leads via CSV/Excel or integrate with your current tools (Zapier, Make, etc.). All contacts, notes, and history are preserved. We ensure zero data loss during migration.
Who owns the data and client relationships?
You do. 100%. Bring-your-own Stripe, domain, and storage. Your brand, your data, your rules. If you ever decide to leave (we hope you won't!), you can export everything. No lock-in.
Ready to Start Phase 2 — Birth?
Schedule your project timeline and book a kickoff meeting with Team ScaleBridger. We'll get you up and running in 1-2 weeks.
What's Included
- ✓Complete Phase 2 tech stack setup
- ✓1-hour strategy kickoff call
- ✓Weekly progress check-ins
- ✓White-glove onboarding support
- ✓Training for your team
- ✓30-day post-launch support
Timeline
🔒 Your information is secure. We'll never share your details without permission.
Let's Build Your Phase 2 — Birth
We'll set up your funnel, calendar, AI-assisted CRM, and ship your first wins in 1-2 weeks.