Wait! You're not done yet.
Complete these two quick steps so your call is efficient and as helpful to you as possible.
[First Name], your calendar invite is on its way. Please stay on this page and complete the steps below. They let us focus the call on your firm's real needs.
- Book your call
- Gather a few details
- Bring the right people
Gather a few details
Having these details handy helps make your call as valuable as it can be.
- Your portfolio at a glanceProperty types, number of properties, units or square feet, and main markets.
- Your team, roughly by functionAbout how many people work in acquisitions, asset management, accounting, and property management.
- The systems you use todayProperty management, accounting, CRM, document storage, and whether your team works in Microsoft Teams or Slack.
- Two or three processes that eat the most timeFor example underwriting a deal, monthly investor reporting, lease turnover, or invoice processing. Bonus points for anything that waits on vendors, tenants, or another team.
Want to share early? Reply to your calendar confirmation email with your answers and we'll review them before the call. Totally optional.
Bring the right people
- Forward the invite to anyone who'd weigh in on a decisionOften a partner, your Chief Operating Officer or Chief Financial Officer, or the leader who owns the processes you listed. It saves you from repeating everything later.
- Plan to join by video from a quiet spotIt makes for a better conversation.
- Jot down your questionsNothing is off the table, including how other firms like yours are getting started.
How the call works
It's a working conversation, not a pitch. Here's the order we'll follow.
Your firm and your goals
Where your portfolio is today, where you want it to be, and what's getting in the way.
Where the hours go
We'll walk through the processes you picked and find the steps that slow your team down.
Whether it's a fit
Our conversation will help us understand if Sophia is a fit for your business. If it isn't, we'll tell you plainly and try to find you some help somewhere else.
Your team learns AI. Sophia automates your slowest work. You scale without adding headcount.
Your team gets fluent in AI
Six 90-minute interactive sessions built around your own workflows, with hands-on practice and live Q&A. Every session is recorded and shared with your leadership team.
Your slowest work runs itself
Sophia builds custom workflows on top of the systems you already use. Your team approves the results right in Microsoft Teams or Slack, and the first workflows typically go live 30 to 45 days from kickoff.
You see the results in hours and dollars
Mission Control in the Sophia platform tracks every workflow, and a monthly scorecard measures time and money saved against where you started.
Jim Small has spent 25+ years in real estate, including overseeing a property management business with $2.5B in assets, and has been using AI in real estate for almost a decade. He built Sophia for privately held owners and operators like you.
What other firms are saying
"We're going to end up reaping millions of dollars in advantage from the marketplace by having this competitive edge on AI technology."
"The dollar value for the skills you acquire, as long as you retain them and continue to use them, is pretty invaluable and priceless."
"This enables our workforce to do a lot more without adding people. I would highly recommend it."
Good questions to have answered before the call
Do we need AI experience or an in-house tech team?
No. Our training starts with the fundamentals, and the Sophia team builds and maintains the workflows for you.
Do we have to replace our current systems?
No. Sophia runs on top of the systems you already use, like your property management, accounting, and CRM software. Your team works with it in Microsoft Teams or Slack.
Does this mean reducing our team?
Sophia gives your people back the hours they spend on repetitive work, so you can take on more properties without adding headcount. Any change in team size can happen gradually through normal attrition.
How soon would we see results?
First production workflows typically go live 30 to 45 days from kickoff, while your team is still in training. We'll walk through the full timeline on the call.
What does it cost?
It depends on your team and which workflows you want built. Once we understand your firm, we'll put together a proposal that fits. The cost of the AI models behind Sophia is included in your membership.
What if I need to reschedule?
No problem. Use the reschedule link in your confirmation email to pick a new time.
Other questions? Bring them to the call.
You're all set
Once you've finished the two steps, there's nothing else to do. We look forward to speaking with you and learning about your firm.
The Sophia CRE team