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AI Operating Systems

I built a custom AI system for my business. Now I want to build one for yours.

Not a tech vendor. Not a generalist agency. Built inside an active brokerage. Proven on real transactions.

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Built By
Nolan Scott Business Broker
IBBA Business Broker Credentialed
MBA in Business
PMP Project Management Professional
PMI-ACP Agile Certified Practitioner
Licensed in Georgia + Tennessee
eXp Commercial + eXp Realty
Paul Soniat Lead Engineer
Manager, App Development at AccessHope
8+ years full-stack engineering, healthcare + fintech
Finance background, University of New Orleans
Builds in React, Node.js & Python
Finance-trained on both sides of the team. Real standing in financial services, business brokering, and commercial + residential real estate.
The problem

Your competitors are already automating. Most people offering to help have never worked a deal.

01Generic AI tools were not built for relationship-driven businesses. They give you a chatbot. What you actually need is a system that knows your clients, your pipeline, and your deal flow, and runs quietly in the background while you work.
02Every hour spent on inbox triage, follow-up drafts, and manual reporting is an hour you are not in front of a client or working a deal. That cost is real. It just does not show up on a P&L.
03Most AI consultants have never closed a deal, signed a listing, or sent a real LOI. The systems they build reflect that. Everything built here was proven on active transactions before it was offered to anyone else.
01
What we build

Custom-built systems. Your accounts. Your assets.

Every engagement starts with an audit of your actual workflow. Everything we build lives in infrastructure you own. We hold the build knowledge. You hold the keys.

Inbox & Admin

The morning routine, automated

  • Inbox labeler, categorizer, and auto-reply drafter
  • Daily brief: email, calendar, and deal activity in one digest
  • AI assistant you email directly and get a response back, no new interface
  • Meeting notes auto-routed to your CRM and task list
Custom-configured for your workflow. Runs inside Gmail. You own the flows.
Deal Documents

On-demand document engine

  • LOI drafter
  • Offering memorandum writer
  • Deal reviews: red flags, gaps, and LOI conditions
  • Buyer and seller client roadmap packages
Custom-made, repeatable skill libraries built for your practice. Run on-demand in seconds.
Content & Presence

Consistent without the effort

  • LinkedIn post engine built from your deal data
  • Email newsletter builder
  • Monthly market update send
  • Auto-scheduling to your content calendar
Branded to your voice, scheduled from your accounts. No third-party posting tools required.
Reporting

Numbers without the manual pull

  • Weekly metrics auto-pull
  • Pipeline reporting dashboard
  • Pre-call briefing from CRM history and recent email threads
  • Closed-deal 30/60/180-day follow-up sequences
Custom dashboards built in your n8n. You own them the day they go live.
Outreach & Prospecting

Pipeline that fills itself

  • Prospect sourcing and enrichment
  • Cold outreach sequences sent from your own inbox
  • Reply classification routed straight to your queue
  • LinkedIn inbox triage and reply drafting
Outreach sends from your address, your voice. We build the system. You control the send.
CRM & Pipeline

Deal-stage automation

  • CRM cleanup, stage and field standardization
  • Deal-stage automation with auto activity logging
  • Stage-triggered follow-up sequences
  • Lead scoring
Full CRM buildout included at Full Stack. Core includes simple MCP automation through Claude skills.
02
Pricing

Monthly. No upfront project fees.

Two monthly tiers and a project option. Six-month minimum on the monthly plans, with a 30-day window to exit if it is not a fit.

MOST POPULAR
Core
The full automation suite for brokers and agents who want everything running without a CRM rebuild.
$2,500 /mo
Six-month minimum · 30-day exit window · then month-to-month
  • Daily brief, suggested replies, and reply classification running straight in your inbox
  • Email labeling and cleanup, LinkedIn inbox triage, calendar management
  • Meeting follow-up: summaries, action items, and a follow-up draft
  • Claude skill library: up to eight custom documents matched to your brand
  • Personalized intelligence brief built around your business
  • One custom automation built for you every one to two months
  • 2 hours of strategy calls per month
  • Async support, 1 to 2 business day response
GET STARTED
Full Stack
For team leaders and producers who want full CRM automation, a deeper build cadence, and priority access.
$4,500 /mo
Six-month minimum · 30-day exit window · then month-to-month
  • Everything in Core
  • Full CRM automation, your choice of Close, HubSpot, or Pipedrive
  • Faster build cadence with a priority queue
  • Custom flows and custom Claude skills built around your workflow
  • Weekly 1-hour strategy meetings
  • Priority support
GET STARTED
PROJECT-BASED
Consulting
One-off AI projects, data analysis, and business consulting. Scoped and priced per engagement.
Scoped per project
No minimum · defined deliverable
  • Anything materially larger than the normal build cadence
  • One-off data analysis or financial modeling
  • A single custom skill for a document or process you already run
  • AI strategy consultation
GET STARTED
Month one: your base system goes live — daily assistant, inbox triage, email labeling, LinkedIn triage, calendar, meeting follow-up, and your document library.

After that: we build one custom automation for your business every one to two months, chosen from your industry's catalog. What's possible depends on the software you run, which we confirm during setup before anything is promised.

A build is a new workflow. An enhancement is a change inside a workflow that already exists.
You own the platform. These run on your accounts, not ours.
n8n
Your automation infrastructure. ~$50/mo on your card. When the engagement ends, every workflow we built stays live under your login.
Claude
Your Claude account and API key, on your card. Skills and flows we build run under your credentials. Nothing we built disappears when you move on.
Calendly
Scheduling and routing, on your account. ~$12/mo. Booking links, intake forms, and CRM triggers all stay intact after the engagement.
Netlify
Hosting for any deliverables and client-facing pages we build. ~$9/mo unless you have an existing hosting provider, in which case we use yours.

Read the full pricing breakdown — what the fee buys, what it does not, and how to evaluate any quote →

We also set up an AI note-taker on your account for meeting capture and CRM routing. Your CRM stays on your existing plan. Any enrichment or skip-trace APIs used in prospecting flows are usage-billed to your card, not bundled. Any other third-party tools specific to your workflow are client-paid as well.

03
How it works

Four steps from intro call to running system

01
02
03
04
Discovery call

Audit your current workflow. Identify the 2 to 3 places where automation moves the most revenue.

Scoped proposal

A proposal built around your specific gaps, not a template. You know exactly what you are getting before month one starts.

Build month

Systems go live within 30 days. You see output in the first month, every time. That is the only timeline we run.

Compound monthly

Each month adds a new layer. Systems that started as a single workflow become a full operating stack over time.

Who this is for

Built for high-touch businesses where relationships close deals

Primary

Business brokers

Buyer outreach, listing pipeline management, NDA workflows, LOI drafting, seller nurture. The full deal lifecycle automated from one system, built by someone who runs one.

Business brokerage playbook →
Primary

Real estate agents and teams

Lead follow-up, contract workflows, drip sequences, and client communication running in the background while you work deals. Same stack, built for your cadence.

CRE brokerage playbook → Property management playbook →
Strong fit

Financial services professionals

CPAs, financial advisors, and insurance professionals who run relationship-heavy practices. Exit planning, client intake, document generation, and follow-up, all automated without losing the personal touch.

CPA & accounting playbook → Capital markets playbook →
Strong fit

High-touch service businesses

Any business where manual admin is the gap between capacity and revenue. The industries change. The bottleneck is the same.

See all six playbooks → Sales outreach programs →
Why Nolan Scott Team

Built by a practitioner, not an agency

What you get here
→Every system built and stress-tested inside an active brokerage practice before it gets sold to anyone else
→An IBBA-credentialed broker and M&A engineer who understands deal structure, buyer psychology, and seller timelines from the inside
→Flows and skills built inside your own accounts. The day the engagement ends, everything we built is still running under your login
→Documented SOPs and hands-on training so your team can operate and extend the systems without calling us
→A build that compounds monthly. Month six looks nothing like month one
Generic AI agencies
×Consultants who have never closed a deal telling you how to automate the process of closing one
×Template outputs dressed up as custom work, with no awareness of how your actual client relationships operate
×Proprietary platforms that lock your workflows inside their system, cancel the subscription and it all disappears
×One-time project deliverables with no documentation, no training, and no one to call when something breaks six weeks later
×Generic automation that ignores the compliance, deal structure, and relationship nuance that makes your industry different
Ready to build

Start with a free discovery call

30 minutes. We audit your current workflow, find the highest-leverage automation opportunities, and tell you exactly what we would build. No pitch deck, no proposal until we know it fits.

SCHEDULE A DISCOVERY CALL
Or reach out directly: nolan@nolanscottteam.com