Industry & Thought Leadership

On-Site Visits

We care for our clients. Deeply. This manifests often as we spend time with them on their home turf, dealing with their problems in their world.

Our first on-site visit with a client was an experiment and the results were overwhelmingly positive. We spent two straight days in their office, combing through their processes, dissecting their CRM lead management, optimizing their financials, rebuilding their website and training their team. The following quarter was the best of their business lives. As expected, we shared the tangible results with our client base and now make a regular practice of sending out our specialized teams to work with clients throughout the country. If you think your situation requires a deeper look, and feel you need a personal touch to overhaul your 

business with a hands-on approach, an on-site visit may be a good fit.

We have personally sat with dozens of teams over the past few years to provide one-on-one and team training—to drive profitability and even build alternative revenue streams. We’ve helped teams build mortgage brokerages, insurance brokerages, expansions markets, flix & flip teams and more. We are masters of our craft and have run some of the fastest growing real estate businesses in the country. If you need a personalized approach with a caring hand, CAST Services is here for you.

Our first on-site visit with a client was an experiment and the results were overwhelmingly positive. We spent two straight days in their office, combing through their processes, dissecting their CRM lead management, optimizing their financials, rebuilding their website and training their team. The following quarter was the best of their business lives. As expected, we shared the tangible results with our client base and now make a regular practice of sending out our specialized teams to work with clients throughout the country. If you think your situation requires a deeper look, and feel you need a personal touch to overhaul your business with a hands-on approach, an on-site visit may be a good fit.

We have personally sat with dozens of teams over the past few years to provide one-on-one and team training—to drive profitability and even build alternative revenue streams. We’ve helped teams build mortgage brokerages, insurance brokerages, expansions markets, flix & flip teams and more. We are masters of our craft and have run some of the fastest growing real estate businesses in the country. If you need a personalized approach with a caring hand, CAST Services is here for you.

We understand that sometimes a telephone call or Zoom meeting just isn’t enough. If you need deep, impactful forensics and solutions management for systemic and business-breaking issues, we should talk. We have 100% client satisfaction with our on-site visits and don’t leave until the job is done. Contact us today to learn more.

“We were struggling financially for a while, then we found CAST. Chris and David flew out to Montana, gave us hope, direction, advice, and friendship. We are now back on track and strong as ever. No matter what is going on, CAST is there, and I love them like brothers. Business analytics, marketing, real estate knowledge, website design—they have it all. We truly appreciate CAST and what they are doing for the entire real estate industry.”

Mark Kuhl

“We were struggling financially for a while, then we found CAST. Chris and David flew out to Montana, gave us hope, direction, advice, and friendship. We are now back on track and strong as ever. No matter what is going on, CAST is there, and I love them like brothers. Business analytics, marketing, real estate knowledge, website design—they have it all. We truly appreciate CAST and what they are doing for the entire real estate industry.”

Mark Kuhl

Your problems are assuredly complex. If you’d like to chat with us about sending a personalized team to help, we’re all ears. Let’s talk.