Raise Capital Without The Chaos —
Build the CRM, Outreach & Follow-Up System That Turns Conversations Into Commitments — Together in 6 weeks, built With you.
Done-With-You System + Coaching for Real Estate Professionals Who Are Ready to Stop Dropping the Ball and Start Closing the Gap Between Interest and Investment
Watch First: Why I designed This for People Still Using Sticky Notes, Spreadsheets & Calendly
Built on GoHighLevel, this system is designed to replace the mess of sticky notes, spreadsheets, and call links — without overwhelming you.
Your chaos ends this week.
Let’s build your system together.
Your 6-Week Path to Clarity and Control
Here's exactly what we’ll build — and when.
You don’t need to guess. Just show up, do the work, and watch it come together.
Week 1:
Foundation
Your CRM shell is built. We’ll structure your contacts, connect your calendar, and set up your business phone and text system.
Week 2:
Credibility
Launch a booking page that builds trust. Create a branded “About Me” + automated appointment reminders that make you look pro.
Week 3:
Qualification
Discovery process.
We’ll build custom fields and form questions to uncover who’s qualified — and who’s not.
Then set up workflows that tag, sort, and route leads so you only follow up with the right people.
Week 4:
Launch
Your system goes live. You’ll be tracking convos, following up automatically, and ready to scale your real estate business
Week 5:
Optimization
We’ll review performance, simplify what’s not working, and strengthen what is — turning your CRM into a real command center.
Week 6:
Outreach
You’ll learn how to turn FB group conversations into booked calls using ethical cold outreach strategies that actually work.
Escape Real Estate Chaos
Hey there, Bill Welch here in sunny Colorado Springs, CO.
If you're anything like most capital raisers I work with you’re not lacking opportunity — you’re lacking a system that turns curiosity into committed capital.
Because here’s the truth:
Capital raising chaos doesn’t come from doing too little.
It comes from juggling too many tools — with no clear process to follow up and close.
Maybe you’re raising while working a W-2.
Maybe your calendar, CRM, and call notes are spread across sticky notes, Google Sheets, and memory.
Maybe good leads fall through the cracks — because your follow-up isn’t dialed in.
Or maybe…
You’ve realized you’re the bottleneck — and it’s time to build something that runs without you.
That’s where People, Process, and System come in.
It’s the foundation we build inside the Chaos Buster Challenge — so you can raise capital consistently, even when life gets busy.
If that sounds like you, let’s build your People, Process, and System — together.
What You Get with the Done-With-You Setup Package
You’re Not Buying Tech.
You’re Building Your Business' Backbone.
👥 PEOPLE (Support + Strategy)
✅ 6 Weeks of 1-on-1 Coaching with Bill Welch
✅ On-demand Tech Support via Text + Loom
✅ Access to Trusted Tools & Templates I Use to build investor trust
🔁 PROCESS (Workflows + Follow-Up)
✅ Custom Contact Tracker for Organizing Investor Leads
✅ Automated Follow-Up for Potential Partners, Lenders, & Buyers
✅ Investor Call Framework to Build Credibility & Convert Interest
⚙️ SYSTEM (Tech Setup Done With You)
✅ GoHighLevel CRM Setup to Centralize Your Capital Raising
✅ Branded Booking Calendar + “About Me” Credibility Page
✅ Business Phone + Text Setup for Clear Communication
✅ 14-Day GHL Trial + $10 Credit
✅ GHL Training Vault (Lifetime Access)