Staging Co × Lever
5 lanes. 9 steps. One operator-friendly system to replace the click-typing — built around your pipeline, your margin, and your 100-warehouse vision.
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Section 1
The 5 lanes you and Jonah landed on April 9, broken into 9 concrete build steps. Phase 1 = plumbing (HubSpot ↔ Trello ↔ QB). Phase 1.5 = playbook (Alyssa's design rules, written down). Phase 2 = the new inventory system + scanning + dashboards. Phase 3 = the polish (custom UIs).
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Your sales reps see the tier before the call — no wasted discovery time on unqualified prospects.
Deal closes. Customer record auto-creates in QB. No hand-typing names, addresses, contract values.
Deal closes in HubSpot. Trello card appears with full staging details. Heather's team sees the job instantly.
When staging is complete, the invoice auto-drafts with labor + furniture costs. You see margin in real-time.
Alyssa's design intuition codified into rules. New locations train to her standard — not "be like Alyssa" guesswork.
A real database replaces Stageforce. Every piece tracked: location, status, attributes. Forecasting-ready.
A stager scans a piece with their phone. The inventory database updates in real-time. Heather knows where everything is, instantly.
Your command center (revenue, margin by tier/location, lead pipeline). Heather's ops dashboard (utilization, crew cost per job, transfers).
Branded interfaces for each role. Brandon's dashboard, Heather's ops view, Alyssa's piece-picker — all feel like Staging Co.
Section 2
Parallel track to the main rollout. The vision model + Cody Key's MLS feed + FSBO scraper is already pre-validated. You don't have to wait for Phase 1 to start feeding leads to your sales reps.
89%
Vision model accuracy classifying listing photos as EMPTY / SPARSE / STAGED
~$15/mo
Inference cost at San Antonio metro scale (≈ 1,000 listings/month)
25/day/rep
Target: fresh batch of scored leads in every rep's queue each morning
Two data sources you already have an in on. Cody Key — Brandon's friend, San Antonio broker with MLS subscriber access — unlocks the SABOR listing feed legally under NAR Article 16 (home staging counts as a different real estate service). That covers roughly 800–1,200 active listings per month. The FSBO.com scraper (running via Apify) catches the 10–20% of the market where sellers list privately — usually higher-motivation sellers, better ROI for staging.
The vision model sits between the feed and your sales reps. It looks at the primary listing photo and tags each property:
Batch runs at 6am daily. By the time your reps log in, they see prioritized leads — no manual list-building.
EMPTY confidence 0.99
"This is what you want to find." Top-of-queue: ready for a Staging Co intervention.
STAGED confidence 0.99
"Already sold or styled — skip." Deprioritized so reps don't waste time chasing.
Section 3
Heather walked through 18 reports + 7 data sections during our April 9 discovery. Below is the review surface — pick what you care about, mark the rest "skip." This is the live tool, not a screenshot. You'll authenticate the same way you did to land on this page.
lever.lovebuiltautomations.com/stagingco/review
Open in a new tab ↗If the embed doesn't load, use the "Open in a new tab" link above. You may be prompted to authenticate a second time — same email-PIN flow.
Section 4
The five we need answers on to lock the rollout dates. Won't take long — but each one shapes the sequencing.
Staging Logistics Services / white-label wholesale partners change the data model significantly. If it's all in-house jobs, simpler. If we'll be servicing partner brokers too, we plan for that on day one.
Lever-built custom (you own the code, the data model, the roadmap) versus license an off-shelf product. We've sketched both — and at 9+ locations the math leans build, but you tell us your appetite.
(a) Merchant account live, KYB complete?
(b) Is pay-at-close your default proposal route, or an alternate?
(c) Which HubSpot deal-stage labels map to Titus checkout states (we have a proposal — confirm or correct)?
This is a Phase 1 gate. QB Desktop has no public REST API. If you're on Desktop today, we re-plan Phase 1 around a file-import path — different sequencing, but workable.
Three things to confirm with him: (a) which MLSs he has subscriber access to, (b) the subscriber agreement permits sharing the feed with a tech vendor, (c) he's interested in a San Antonio pilot partnership.
Section 5
Five concrete things to walk out of today's meeting with. Nothing fancy — just the items that unblock Phase 1 kickoff.
Jonah drafts a short email with 3 lead-gen discovery questions. Brandon forwards or warm-intros.
API keys, naming conventions, mapping logic. We send the form; Brandon + Heather fill in over coffee.
Target: within 2 weeks. Lanes 1–4 take ≈ 4 weeks once we start; you'd see HubSpot→Trello→QB live by mid-June.
A working session over Zoom: actual ops flow, intake → invoice, where the friction is, what's still manual today.
Question framework sent in advance. Can overlap with Heather's walkthrough day to save you a trip.