Confidential Proposal
Ecclesiastical
Deal Operations
An AI operations team for your brokerage — so your people close deals instead of chasing paperwork.
Ecclesiastical · 02
The problem you described
You run a brokerage where every deal lives in three places at once — a phone call, an email thread, a text — and nowhere all at once. There’s no single view of where deals stand across your brokers. Things move forward when someone remembers to push them, and stall when someone doesn’t. By the time a dropped ball surfaces, the deal’s already cold.
You’ve tried to fix this with CRMs. They die the same way every time, and you said why:
“Every CRM I’ve ever used fails because nobody enters the data.”
The tool isn’t the problem — the manual data entry is. Ask busy brokers to log every call and update every stage, and the system goes stale in weeks. Then you’re back to tracking deals in your head.
Ecclesiastical · 03
What that actually costs
Three places it shows up on Ecclesiastical’s books.
Broker hours bled on admin
Every hour a broker spends remembering to follow up, retyping notes, and reconstructing where a deal stands is an hour not spent in front of a pastor. Across even a few brokers that’s a part-time salary’s worth of your most valuable people doing clerical work.
Deals lost to a dropped follow-up
This is the real number. A church-property commission is tens of thousands of dollars — often six figures. The cost of one that slips away isn’t a software fee; it’s a lost commission.
Key-person risk
When you’re out, deal visibility goes with you. Nobody else can see the board.
Exact hours and deal counts get pinned down in discovery — but the shape holds: the cost of staying disorganized is measured in lost commissions, not software fees.
One dropped deal costs more than a full year of this system.
You don’t need it to save many.
You need it to save one.
Ecclesiastical · 05
What “fixed” looks like
The same three things you described back to me, unprompted.
Everything your business says and hears, captured automatically
Calls, emails, texts, meeting notes — all flowing into one timeline per deal and per contact, with nobody typing anything in. This is the part every CRM gets wrong and the part that makes or breaks adoption.
One screen showing every deal across every broker
Who owns it, last activity, next step, and which ones are going quiet. The board you can’t see today.
Automatic nudges that catch the dropped balls
The system tells you “nobody’s touched the Riverside deal in 12 days” — before it costs you the deal, not after.
Everything your brokers send still gets drafted, never sent — written in the broker’s own voice, held for a one-click approval. The AI does the legwork; your people keep their judgment and their relationships. The first pastor call is always human. Everything after the green light is where the AI earns its keep.
Ecclesiastical · 06
Why this works where the CRMs didn’t
Zero manual entry
The single reason CRMs die at your shop is the single thing this removes.
It’s managed — you don’t run it, we do
No new software for your brokers to learn, no IT to babysit. You watched this at your own building — the monthly bandwidth audit your manager used to keep by hand now runs itself. Same engine, your brokerage next.
You’ve already seen it work
This isn’t a demo of a someday-product — it’s the system I run my own business on. You told me you couldn’t tell my AI-drafted emails from the ones I write myself.
Ecclesiastical · 07
Discovery first.
No blind bids.
Here’s the truth most vendors won’t tell you: your operation is unique. Your phone system, your documents, your tools, the exact way your deals move — until someone maps that, any flat build price is a guess, and you’d be the one paying for the guess. Quote too low and the work gets cut to fit the price. Quote too high and you overpay for a box nobody opened.
So we don’t guess. We start with a one-week Discovery Sprint — one week to replace every guess with a number:
You commit a dollar to the build only after you can see the bottom of it — and the sprint fee credits straight back into the build, so if we move forward, discovery is effectively free.
This protects you as much as me. Nobody bids blind; nobody gets surprised.
Ecclesiastical · 08
Investment
Three phases — but only one decision in front of you today: the Discovery Sprint. Everything after it is priced only once you’ve seen the full map.
That’s CoStar — $1,500 / seat / month for a passive database that never lifts a finger on your deals. You keep it; this is the revenue layer it was never built to be.
Ecclesiastical · 09
What your $3,500/month covers
Hosting and uptime — the system stays live.
APIs and logins break; we keep the pipes flowing.
Nudges, deal logic, and broker-voice drafts, refined as you use it.
What it caught, what it flagged, where it can do more.
Your brokers get fast answers and quick tweaks.
We keep refining the system over time as your team leans on it.
We keep refining until your team uses it daily. If it isn’t part of how your brokers actually work within 60 days of launch, we keep working at no additional cost until it is. The number-one fear — “we bought it and nobody used it” — is on us to solve, not you.
We treat the pilot as an R&D partnership. If it genuinely doesn’t work for your brokerage, we revert you to where you started — no system left half-installed, no mess.
Ecclesiastical · 10
Timeline
From first yes to fully running — delivered in working pieces, about five weeks to launch.
Discovery Sprint
I map every system, rate each one for real, and hand you a guaranteed fixed build price + roadmap.
Build
Delivered in working pieces, not one big reveal; your first quick win goes live early.
Training + your first digest
Training and your first daily digest. Likely first-week win: “here are 4 deals nobody’s followed up on in 10+ days.”
Operate & improve
We operate and improve it; monthly review; ongoing improvements as your team leans on it.
Ecclesiastical · 11
One small, low-risk yes: the Discovery Sprint.
A week from now you’ll have a guaranteed fixed price, a clear roadmap, and a working preview of your own system — for a fee that disappears into the build if you move forward. The button below gets you started: you’ll secure the sprint, sign the one-page agreement, and pick your kickoff time, all in about two minutes.
Phil Lewis · ezero.ai