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Personalized AI + CRM coaching for real estate professionals

Build an AI + Lofty CRM system you understand and can run.

Your technology should make business easier. Get practical, hands-on coaching to clean up your CRM, improve follow-up, and put AI to work.

$2,000/ coaching month 4 private 60-minute sessions each month

Month-to-month · Direct support · Apex Membership included

Inman award winner Lofty partner badge
Adam Gillespie, founder of Apex Elite AI

What we build together

Less busywork. Better systems.

Real tools for real estate. No extra software just for the sake of it.

01 / LOFTY CRM

Follow-up that doesn't fall through the cracks.

Organize your database, create Smart Plans, and make the next step clear.

02 / PRACTICAL AI

AI that helps you get work done.

Create Custom GPTs, repeatable prompts, and useful marketing or client workflows.

Where you might be starting What coaching can help build

An underused database

Organized tags, segments, and nurture workflows

Inconsistent follow-up

Smart Plans and repeatable communication processes

AI experiments you don't use consistently

Reusable prompts, Custom GPTs, and practical workflows

Disconnected business processes

Documented systems you can operate and improve

Examples only. Your roadmap is built from your own assessment and priorities.

How coaching works

Start where you are. Build what matters next.

We look at what's already working, find the gaps, and build a plan around your business—not a generic syllabus.

01

Consult

Talk through your goals and confirm coaching is the right fit.

02

Assess

Complete the Apex Assessment so we can identify your existing strengths, system gaps, and highest-priority improvements.

03

Build

Work together, test solutions, and improve what you've built.

04

Operate

Learn to manage your systems independently and confidently.

The coaching program

Real work. Real progress.

Personalized coaching that goes beyond advice and into your actual business.

$2,000 per coaching month

THE HEART OF YOUR COACHING MONTH

04 PRIVATE
working sessions

60 minutes each Strategy + implementation

SUPPORT BUILT INTO THE PROGRAM

Your personal roadmap

A personalized AI + CRM implementation plan based on your assessment, goals, existing technology, and current skill level.

Hands-on implementation

Build, configure, test, and troubleshoot together.

Direct coach support

Priority help and messaging between sessions.

Full Apex Membership

Masterminds, courses, Custom GPTs, and community.

MEMBERSHIP INCLUDES

Tuesday AI and Thursday CRM Masterminds, Smart Plans, templates, resources, and ongoing community access during active coaching.

Month-to-month. No long-term coaching contract.

Sessions are subject to the 45-day use requirement in the coaching terms. Support and membership benefits apply during active coaching.

Adam Gillespie, Realtor and founder of Apex Elite AI

Meet Adam Gillespie

Real estate first. Technology that serves it.

Adam is a Realtor, AI educator, CRM strategist, and founder of Apex Elite AI. His approach is straightforward: forget the tech hype and focus on what actually improves your business.

AI shouldn't replace the Realtor. It should give you more time for people.

  • Founder of Apex Elite AI
  • Co-Founder, HIVO AI
  • 2024 Inaugural Inman AI Award Winner
  • Industry expert in artificial intelligence and CRMs
  • Teaching brokerages on CRM systems since 2017
  • Brokerage technology transformation leader
  • Real estate coach and mentor

Coaching uses the Apex methodology developed by Adam. Your assigned coach is confirmed before enrollment.

Client stories

Hear it from the people doing the work.

Real estate professionals share their experience working with Apex Elite AI. Stories play muted, one after another. Tap any video for sound.

AnnReal estate agent
ChrisReal estate agent
TalesaReal estate agent
TracyReal estate agent

Teams & brokerages

One team.
One clearer system.

Lead routing, shared workflows, and handoffs work better when everyone follows a plan. We scope team and brokerage projects around your people and technology.

Custom scope and pricing.

Common questions

Straight answers.
No guesswork.

Everything people usually ask before booking. Don’t see your question?

Ask it on a consultation
How much is private coaching?

$2,000 per coaching month. It includes four private 60-minute sessions, a personalized roadmap, direct coach support, hands-on implementation, and full Apex Membership during active coaching.

Is this a class or actual implementation?

Both learning and building. We work directly on the systems in your business, test what you build, and help you understand how to operate them.

How long does coaching last?

Most clients spend approximately 2–3 months in intensive coaching, depending on complexity and progress. There is no long-term coaching contract, so you can pause or return later.

Can I reach my coach between sessions?

Yes. During active coaching you have direct messaging and priority support for implementation questions and troubleshooting.

What if I fall behind?

We review what is blocking progress and adjust the next session when needed. Your coach can help troubleshoot implementation questions between calls. Progress depends on your participation and the work completed between sessions.

Will Adam personally coach me?

Adam developed the Apex coaching methodology. Your assigned coach and delivery arrangements are confirmed before enrollment.

What happens when I finish?

You keep the systems and skills you've built. Ongoing Apex Membership is optional and is currently listed at $197 per month for community, masterminds, courses, and resources.

Do I need to use Lofty?

Lofty is a major specialty. If you use another CRM, we'll review your setup during the consultation to confirm whether coaching is a good fit.

How do I enroll?

Start with a consultation so we can confirm coaching is the right fit. When you're ready, you'll complete a short enrollment form, review and sign the coaching agreement, and then complete payment. Already decided? Start your enrollment.

Ready to build?

Make your systems work. Get your time back.

Practical coaching. Real implementation. More time to focus on your clients.

$2,000/month  ·  Four private sessions  ·  Membership included

Already decided? Start your enrollment

$2,000/monthMonth-to-month
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