Product Vision · Preview

The Lori Gladstone
Client Experience Platform

Not a website - a platform. A public lead engine, a private client portal, and a business-intelligence cockpit, all under one warm Blessed Moves roof.

From “Lori's website”  →  “The place North Texas families move home.”

Phase 1 · Public Website - the lead engine Phase 2 · Client Portal - the experience Phase 3 · Automation Engine - communication Phase 4 · Trusted Circle & Community Phase 5 · Business Intelligence - the cockpit
Phase 5 · The Cockpit

Business Intelligence Dashboard

The screen Lori opens with her coffee. Every number that matters to a real estate business - visitors, leads, conversions, closings, volume, commission, and marketing ROI - in one glance.

app.blessedmoves.com/dashboard
Good morning, LoriBusiness overview · June 2026
Last 30 days ▾
Website Visitors
2,847
▲ 12% vs last month
Leads
63
▲ 8%
Conversions
11
17% of leads
Marketing ROI
4.3×
▲ on ad spend
Active Listings
7
3 pending
Closings · YTD
14
▲ 4 vs 2025
Sales Volume · YTD
$6.2M
▲ 21%
Commission · YTD
$158K
gross
Leads over time
Conversion funnel
Visitors2,847
Leads63
Clients11
Closings5
Phase 1 · The Lead Engine

Public Website - built to capture, not just inform

A hero property search, featured listings, and one-tap paths to Buy, Sell, and every North Texas community. The Sell and Home-Value paths are the strongest lead generators.

blessedmoves.com

Find your next home in North Texas

Search live MLS listings - or get your home's instant value.

Search by city
FriscoProsperCelinaMcKinneyPlanoAllenLittle Elm
$525,000
Frisco · 4bd 3ba
$610,000
Prosper · 4bd 3.5ba
$465,000
McKinney · 3bd 2ba
$740,000
Celina · 5bd 4ba
Phase 1 · The SEO Machine

A landing page for every community

One page per city - Frisco, Prosper, Celina, McKinney, Plano, Allen, Little Elm - each with a live market report, schools, dining, parks, and active listings. This is what wins Google in North Texas.

blessedmoves.com/communities/frisco-tx

Living in Frisco, TX

Market report · schools · dining · parks · neighborhoods · homes for sale

Market ReportSchoolsRestaurantsParksShoppingNeighborhoodsActive Listings
$625K
Median sale price
38
Days on market
$233
Price / sqft
312
Homes for sale
Blind spot worth naming: the real growth lever here isn't the pages themselves - it's pairing them with her Google Business Profile + reviews so these community pages rank. The pages are the asset; local SEO + reviews are the distribution. We build both.
Phase 2 · The Experience

Client Portal - after they log in

Where a lead becomes a cared-for client. Saved homes, new matches, messages, documents, and a live view of exactly where they are in the journey.

app.blessedmoves.com/portal
Welcome back, Margaret.
You're in the Home Search stage - 3 new matches this week.
12
Saved Homes
Your favorites
3
New Matches
This week
2
Messages
From Lori
5
Documents
Contracts & guides
Phase 2 · The Magic Moment

Buyer & Seller Journey trackers

Instead of just showing homes, we show progress. Clients love seeing exactly where they are and what's next - it turns anxiety into anticipation, and referrals into a habit.

Buyer Journey Live for Margaret

Consultation
Mortgage Pre-Approval
Home SearchYOU ARE HERE

Seller Journey Live for the Reeds

Preparing Home
Photography
Listed & LiveYOU ARE HERE
Phase 3 · The Automation Engine

Communication that never sleeps

Every family stays warmly informed - and no lead is ever forgotten. Welcomes, guide deliveries, milestone updates, seasonal notes, and review invites, each sent at the right moment, in Lori's voice.

app.blessedmoves.com/automations
Active automations
6 running
Welcome to your journey
When a new client signs
Auto
Your guide is here
When a family requests the Family Guide
Auto
A gentle journey update
At each milestone in the transaction
Auto
A seasonal note
Quarterly - presence, never a pitch
Auto
Would you share a word?
After the move settles - the review invite
Auto
We're still here
When a lead goes 60 days quiet
Auto
Phase 4 · The Trusted Circle & Community

Never handed a phone number and left alone

The concierge network - movers, organizers, estate-sale pros, stagers, attorneys, senior-care advisors - coordinated for the family. Plus the Blessed Moves membership: monthly Zoom table-talks and a members' library for families in transition.

app.blessedmoves.com/circle
Movers
Gentle crews
Organizers
Downsizing help
Estate-sale pros
Respectful sales
Stagers
Homes at their best
Estate attorneys
Wills & titles
Senior-care advisors
Housing & care
The Blessed Moves Circle · membership
Monthly Zoom table-talks · members' library · guest experts from Lori's vetted circle
Join free
Blind spot worth naming: Blessed Moves accepts no fee, commission, or membership from any vendor it introduces - that promise, made public, is the strongest trust line on the whole platform. Keep it front and center.
Recommended Build Order

Revenue first - build in the order that pays

The full platform is a multi-month build. Sequenced so each phase starts earning before the next begins - distribution over polish.

Ship first

Lead Engine

→ generates leads & listings now
  • Home search + IDX listings (BoldTrail)
  • Instant Home Value (ATTOM - already connected)
  • Sell path + Seller Strategy generator
  • 3-4 top community pages (Frisco, Prosper, McKinney, Celina)
Then

Client Portal

→ retention, referrals, trust
  • Login + buyer/seller journey trackers
  • Saved homes & new matches
  • Documents + messages
  • Remaining community pages
Then

Automation Engine

→ nurture, retention, no lead lost
  • Welcome + guide-delivery + milestone emails
  • Seasonal notes + review invites (auto)
  • Re-engagement for quiet leads
  • Push notifications on every new lead
Then

Trusted Circle

→ concierge value + community
  • Coordinated vendor network (no vendor fees)
  • Blessed Moves membership + Zoom table-talks
  • Members' library & guides
  • Referrals become a habit
Then

BI Cockpit

→ optimize what's working
  • Visitors, leads, conversion funnel
  • Listings, closings, volume, commission
  • Marketing ROI by source
  • Ties the leads → clients → closings loop
Where we already are: the branded document system (Seller Strategy · Buyer Report · One-Page), ATTOM auto-fill, the lead capture + admin, and CRM push are built - they slot straight into “Sell” and the BI funnel. This preview shows where they grow into.