Know where every referral stands.
I’m a relocation and global mobility specialist, business developer, and AI strategist and implementer. I help relocation companies find the gaps, put their data to work, and build AI that supports their people instead of replacing them.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Agent | Market | Status | Last check-in |
| 2 | Agent A | Raleigh | Active | Today |
| 3 | Agent B | Greensboro | Training | 2 days ago |
| 4 | Agent C | Durham | Active | Yesterday |
| 5 | Agent D | Fayetteville | On leave | 9 days ago |
| 6 | Agent E | Winston-Salem | Active | Today |
- Status
- Closed
- Agent
- Agent C, Durham
- Referral fee
- Recorded
- Last contact
- 2 days ago
- Open items
- None
- New referral arrivesPicked up the moment it landsAutomatic
- Record created, agent matchedMarket, price point, and availabilityAutomatic
- Updates drafted and queuedWelcome notes and status follow-upsAutomatic
- Weekly report compiledReady before your Monday meetingAutomatic
- Exceptions flaggedAnything unusual goes to a personYour team
AI that extends your team, not replaces it
The part of AI that matters most is the bridge between your people and the tools: knowing what to hand off, what to keep, and how to ask.
Pick one service, or combine them
Every service stands on its own, or combine them into a turnkey package.
Status and discrepancy audit
Where is every referral, client, and dollar? I compare your systems, reports, and records, then list every place they disagree and what each gap is costing you.
| Referral | Portal says | Your records say | Result |
|---|---|---|---|
| Transferee A | Closed | Closed | Match |
| Transferee B | Under contract | Closed | Status gap |
| Transferee C | Active | Active | Match |
| Transferee D | Closed | Fee not recorded | Missing fee |
| Transferee E | Not in portal | Closed | Missing record |
Data cleanup and reconciliation
Fix duplicate and incomplete records, define what each field means, and leave your team with one source of truth.
Referral tech and portal review
See what you pay for across referral software, relocation company portals, and memberships, what your team uses, and what to change. I have expert working knowledge of eRelocation and its suite of tools.
Agreement and network review
Read your referral agreements and network terms side by side, compare total cost to results, and prepare for renewals.
Process mapping
Document how a referral moves from intake to close, who owns each step, and where work stalls or gets dropped.
AI strategy for relocation and mobility
Where AI fits in your program, what to automate first, and what to leave to people. You get a clear roadmap, not a list of tools.
AI implementation, turnkey
I build and launch the assistants and workflows for intake, status updates, follow-ups, and reporting, and train your team to run them.
Business development and partner growth
I coach your team and show you where to improve, then help you build a plan for the partnerships and programs you want to grow. I don’t cold-call on your behalf.
Program build and scale-up
Structure, roles, procedures, and reporting for a new relocation department or one that has outgrown how it works today.
Fractional program management
Ongoing oversight on a monthly retainer. Need a whole department run instead? Ask about managed service.
Audits are fixed-fee. Other work is hourly, by project, or on retainer.
How an engagement works
Most start small, with a short look at what you have.
First look
A short call and a review of a sample of your records. You hear what I see and whether more work makes sense, with no obligation.
Findings
A written list of discrepancies, risks, and fixes, ranked by what matters most.
Fix
I clean up the data, redraw the process, or rework the agreements, alongside your team.
Keep it working
Optional check-ins or ongoing management so the gaps don’t come back.
Guardrails around your data
The data is already in your systems. I put it at your fingertips and build the workflows around it, with clear rules to help keep personal information from leaking.
What I build
- Map the work firstSo automation fits how your team really operates
- Automate the repetitive stepsIntake, follow-ups, status updates, and reporting
- Train your teamSo they use the tools with confidence
How I handle your data
- Sensitive from the startTransferee and client information is treated as protected
- Share only what a task needsPersonal details stay out of tools that don’t need them
- Written rules for staffWhat can and can’t go into AI tools
Tools I work with
I recommend whichever AI tool fits your team and budget, and I keep learning as the tools change.
For websites, databases, and automation. I build on affordable, widely used tools your team can keep running, and I recommend keeping your data in accounts you own.
I build where you already work. I only need access to what the project requires, and you stay in control of it.
A quick hello
I’ve run these programs
I lead relocation and affiliated services for a regional brokerage in North Carolina. Before that, I ran national referral and affinity programs, where I worked on corporate partnerships, agent experience, and operations.
The work I enjoy most is finding where things stand and where they don’t match. I know which questions to ask, and I explain the answers in plain terms.
- Nearly a decadein real estate and relocation
- National program leadershipBoth corporate referral and affinity programs
- Industry membershipsWorldwide ERC and Relocation Directors Council
- AI strategist and implementerBuilds systems and automations, not just prompts
- eRelocation expertiseExpert working knowledge of the platform and its suite of tools
- Based in Raleigh, NCWorking with teams anywhere
If you can think it, I can build it
Tell me what you’re trying to fix, and I’ll follow up with next steps.