Taylor Team | Keller Williams
Private Proposal

Your VA Partnership Proposal

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Prepared for Beth & Rob Taylor

Your Dedicated Virtual Assistant Partnership

A revenue-focused VA role built around what we discussed on June 8. Designed to unlock the untapped potential sitting in your database... without pulling Rob away from what he does best.

Prepared June 2026
Brad Stevens  |  outsourceaccess.com

15 Years of Relationship-Driven Real Estate

You've built something rare. A database-driven business that generates 100 deals a year on 60 minutes of daily lead gen. Your Spartan 300 relationships are so deep you know their kids' birthdays and show up at their weddings. That engine works. Here's the opportunity.

🎯

The Gap Below the 300

Your B and C contacts... there are pearls in those oysters. 700+ contacts who aren't getting Rob's personal attention, but there's real business sitting in that segment.

📊

Engagement Going Uncaptured

Email opens, social comments, website activity... people are raising their hands and you're not always catching it. That's opportunity left on the table.

📞

Follow-Up Falls Through

Rob's phone conversations generate follow-up homework... send the roofer info, share the contractor list. Right now that depends on him remembering to relay it manually.

📝

Great Content, Untapped Returns

Blog posts twice a week, three newsletter versions by region, quarterly events drawing 150 people. The content machine is running, but you're not fully monetizing the engagement it creates.

Beth nailed it: this new role should be focused on "new initiatives" rather than just taking things off your plate. You're not looking for someone to do what you're already doing. You're looking for someone to do the things you're not getting to.
🚀
The Proposed Role

Revenue-Focused Database & Campaign Specialist

This person lives inside KW Command and becomes the engine behind your non-Spartan-300 outreach. Their job is to bring fresh water to the pond and find the people who are ready to raise their hand.

1

Campaign Execution for B/C Contacts

Designing and running targeted outreach campaigns through Command for the 700+ contacts outside the Spartan 300. Think "what's your home worth in this market" type campaigns, executed consistently and tracked.

2

Database Mining & Engagement Monitoring

Watching who's opening emails, clicking links, commenting on social posts. When someone shows interest, flagging them and initiating follow-up. Moving people up the value ladder from C to B to A.

3

Air Traffic Control on Rob's Conversations

With a Plaud device capturing Rob's calls, this person reviews transcripts and to-do items. They become the Grand Central Station... assigning homework, ensuring nothing falls through the cracks, confirming every promise gets fulfilled.

4

KW Command Optimization

Becoming deeply fluent in the platform. Running reports, managing smart plans, setting up campaign sequences, tracking analytics. Finding capabilities you haven't tapped into yet and bringing ideas to the table.

5

Social Media Monitoring & Engagement

Tracking comments across Facebook, Instagram, YouTube, and Google My Business. Flagging people showing buying or selling signals. No comment sits unanswered for more than 24 hours.

6

Content Distribution & Repurposing

Taking existing assets (blog posts, newsletters, event footage) and making sure they're repurposed and pushed across all channels. Not creating from scratch, but making sure nothing you've built goes to waste.

What This Role Is NOT

To keep focus on revenue-generating activity, here's what's deliberately excluded from this first role.

Contract-to-close transaction coordination. Your Cyber Backer VAs handle that. This role is squarely focused on pipeline and revenue.

Rob's calendar and appointment prep. Maria already manages that, plus the 86 business fulfillment. No overlap here.

Heavy video production from scratch. Quick clips and content repurposing, yes. Full creative production, no. The bigger win is on the revenue side.

This new person fills the gap nobody is covering right now... the proactive outbound work on the non-300 segment and the follow-through systems around Rob's daily activity.

How It Works

A proven model we've refined across hundreds of clients. You get a dedicated, full-time team member... not a freelancer, not a gig worker. Someone who shows up every day, learns your business, and grows with your team.

1

We Match the Right Person

Based on your assessment and our conversation, we identify a VA with the right skills, personality, and real estate background for your team.

2

Custom Onboarding & Playbook

We build an OA Playbook specific to Team Taylor. Your tools, your processes, your voice, your expectations... all documented and trained on before day one.

3

Ongoing Management & Support

A dedicated operations manager oversees your VA's performance, handles any issues, and ensures the role evolves as your needs change. You're never managing this alone.

What You Get

Full-time, dedicated VA (40 hrs/week)

Dedicated operations manager

Custom OA Playbook for your team

No long-term contracts

Training and upskilling included

Replacement guarantee if needed

Tools to Supercharge the Workflow

A few things I'd recommend getting in motion alongside the VA hire. These multiply the impact of everything described above.

📱 Plaud

plaud.ai

Get the phone attachment version for Rob. Every call gets recorded, transcribed, and turned into action items. This feeds directly into the VA's air traffic control workflow.

🎬 Teleprompter

teleprompter.com

For consistent selfie-style video content. AI-generated scripts pushed directly to Rob's phone so he can knock out quick videos after appointments without thinking about what to say.

🎥 Loom

loom.com

For building your operational knowledge base. Quick screen recordings that become searchable SOPs over time. Great for training the VA and documenting processes.

💌 AM Cards

amcards.com

You're already using these brilliantly. The birthday cards with social media photos that end up on fridges six months later? That's what makes Team Taylor different. Keep going.

🏘️ Nextdoor

nextdoor.com

Set up an account and start exploring local groups. Your school district expertise is perfect for adding value there without being salesy. The VA can help manage this presence.

Your Dedicated VA Partnership

Starting at $1,895
per month for a full-time, dedicated virtual assistant
  • Full-time dedicated team member (40 hrs/week)
  • Custom OA Playbook built for your workflow
  • Dedicated operations manager
  • Ongoing training and upskilling
  • No long-term contracts... cancel anytime
  • Replacement guarantee if it's not the right fit
Think about it this way: one additional closed deal from that B/C database segment pays for this role for months. And that's just the start.

Next Steps

1

Fill Out the Assessment Tool

The assessment I shared during our call will help us get even more specific on where to start and how to structure the first 30 days.

2

Send Over Your Social Media Channels

Beth, email me the full list of all your active social media channels. This helps us understand the full landscape for the monitoring role.

3

Order the Plaud Device

Rob, seriously... order it this week from plaud.ai. The phone attachment version. It'll change your workflow overnight and makes the VA's air traffic control role 10x more effective.

4

We Match, Onboard, and Launch

Once we've got the assessment back, our team will identify the right person, build your custom playbook, and get you up and running. Typical time from green light to launch is 2-3 weeks.

🎁

Bonus: YouTube Channel Analysis

We ran a full analysis of your YouTube channel using VidIQ. Performance data on all your videos... views, engagement rates, what's working, what's not. We'll send that export over separately. Might spark some ideas on what content to double down on.

Let's Unlock What's
Already There.

What you've built over 15 years is impressive. Adding the right person in this role is going to open up a whole segment of your database that's been sitting there waiting.

Taylor Team × Outsource Access