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Build an AI follow-up CRM in Google Sheets: How do I build a real estate CRM in Google Sheets with AI?

Make a Google Sheet with tabs for your contacts, every touch, your deals and dated reasons to reach out. Then have AI read it each week, name who needs a touch and the real reason, and draft a note that you check and send yourself.

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More At-Bats Use AI to create the next useful conversation before somebody has to chase you.

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INNOVATION LAB · NORTH · AUGUST 4, 2026Use AI to create the next useful conversation before somebody has to chase you.

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  1. INNOVATION LAB · NORTH · AUGUST 4, 2026

    More At-Bats

    Use AI to create the next useful conversation before somebody has to chase you. · Presented by Build Things That Build Things

  2. OPEN THIS NOW

    Open the Class App.

    The CRM, one-shot prompts, and live workflow are waiting here. · students.aiacceleration.ai/classes/compass-more-at-bats · Bring five client-safe relationships or use the fictional samples.

  3. THE CLASS IN ONE SENTENCE

    More at-bats means more useful conversations—not more messages.

    Contact exchange. Quiet lead. Deal touchpoint. After close. · WHY · NOW? · NEW CONTACT · QUIET LEAD · DEAL TOUCHPOINT · AFTER CLOSE

  4. WHERE BUYERS FOUND THEIR AGENT

    Most buyers found their agent through a relationship or prior experience.

    57% · BUYER RELATIONSHIP OR PRIOR EXPERIENCE · 40% through a friend, neighbor, or relative. 17% through an agent they had used before. · 40% · FRIEND · NEIGHBOR · RELATIVE · 17% · PRIOR AGENT · 57% · BUYER SOURCE · Source: NAR 2025 Home Buyers and Sellers Generational Trends, Exhibit 4-4.

  5. WHY GOOGLE SHEETS

    Google Sheets becomes an AI-native CRM when AI does the administration.

    The Sheet stays inspectable and portable. AI reads it, updates it, and prepares the next-action queue. · AI-NATIVE · CRM · CONTACTS · TOUCHPOINTS · DEALS · NEXT ACTION

  6. IMMEDIATELY AFTER CONTACT EXCHANGE

    One contact exchange can create the first follow-up and the next one.

    Contact exchange → lead research → initial draft → CRM entry → next value touch. · 1 · CONTACT EXCHANGE · human signal · 2 · LEAD RESEARCH · public + relevant · 3 · INITIAL DRAFT · useful first touch · 4 · CRM ENTRY · memory + permission · 5 · NEXT VALUE TOUCH · why now?

  7. LIVE · INSIDE THE APP

    Watch one raw conversation become the next at-bat.

    AI organizes → researches → drafts → proposes the CRM update. The human reviews once.

  8. LEAD WARMING WITHOUT CHECKING IN

    Find the reason before you write the message.

    CRM review → lead research → deal research → useful reason → custom outreach. · 1 · CRM · REVIEW · 2 · LEAD · RESEARCH · 3 · DEAL · RESEARCH · 4 · REAL · REASON · 5 · CUSTOM · OUTREACH · SEASONAL · LOCAL EVENT · VENDOR · MAINTENANCE · MARKET · OPEN PROMISE

  9. AFTER A DEAL TOUCHPOINT

    Every deal touchpoint creates the next communication job.

    Analyze the last touch → compare the deal state → extract promises and gaps → prepare the next update. · 1 · LAST TOUCH · 2 · DEAL STATE · 3 · PROMISES + GAPS · 4 · NEXT UPDATE

  10. AFTER CLOSE

    Closing begins the longest communication window in the relationship.

    Local vendors. Upcoming events. Home maintenance. An earned testimonial or referral request. · HOME · VENDOR · EVENT · MAINTENANCE · EARNED ASK

  11. BUILD-ALONG

    Use the app to create your first five useful at-bats.

    A new contact. A quiet lead. An active deal. A past client. One relationship you choose.

  12. WHAT YOU LEAVE WITH

    Leave with a CRM that creates reasons to communicate.

    A working Sheet. One-shot prompts. A weekly queue. Five reviewed at-bats.

The whole class, in one cell.

Read and practice on this page. Everything on this page is free: the recording, the slides, the prompts, and the workbook. No account needed. The free portal account is for downloading the files.

Recording · 1 h 6 minWatch on YouTube
Where
Innovation Lab North, Compass Lakeside, Hendersonville
When
August 4, 2026

Each class was taught live by Ryan Wanner to working real estate agents.

Build it row by row.

The answer in 8 steps, in the order the class teaches it. Set up the sheet first, then let AI read it.

  1. Make a sheet with four tabs

    Contacts holds each person, how you met, how they like to hear from you and what they've agreed to. Touchpoints logs every touch. Deals tracks each deal's stage and next step. Value Calendar lists dated reasons to reach out.

  2. Log a new contact the same day

    Snap the business card or talk a quick note into AI, and let it fill in the row. Keep how you met, what they need, anything you promised and how they said you can reach them.

  3. Log every touch and every promise

    Each text, call or email gets a row: what they needed, what you promised, who owns it and when it's due. That way each touch builds on the last one instead of starting over.

  4. Ask AI who needs a touch this week

    Paste in only the rows the job needs, or use Gemini inside Sheets if your plan has it. Ask AI to rank who needs a touch and why, and to flag anyone you shouldn't contact.

  5. Make AI find a real reason

    A real reason is a promise you made, a seasonal home task, a local event with a confirmed date, or a real change in their deal or market. If there isn't one yet, AI should say so and suggest what to look up.

  6. Let AI draft, then you review and send

    AI drafts the note and the sheet update. You check every fact, fix anything that doesn't sound like you and press send yourself. Then log only what you actually sent.

  7. Keep a vendor list for after closing

    Gather the plumbers, painters and other pros you trust in one tab, and give AI only those contacts. After closing, send a seasonal note with a vendor who fits. Ask AI to help keep the list current.

  8. Check your inputs once a week

    Count what you control: contacts with a next step, promises kept and useful touches sent. Then look at replies and referrals. Keep what earns real conversations and drop what doesn't.

Use the class workbook · Get the supporting files

Read and work through the lesson here. Downloadable files use your free student account.

Logged from the recording.

Ryan's own words, with the time each one starts. Tap a time to open the class at that moment.

  1. Watch from 6:25

    “not, hey, just checking in, right? Cuz people get that text, they ignore it, they sometimes text back. There's no value add to that.”

    A check-in text gives the client nothing to act on, so every touch in the sheet needs a reason.

  2. Watch from 8:54

    “one conversation can become the next at bat. AI organizes, researches, drafts, and then proposes the CRM update.”

    AI does the admin work: it sorts your notes, looks things up, drafts the note and suggests the sheet update.

  3. Watch from 10:26

    “oftentimes closing begins the longest communication window in the relationship and a lot of people miss it.”

    The sheet keeps you useful after closing, the stretch Ryan says a lot of agents miss.

  4. Watch from 13:58

    “more at bats is the input. More business is the output.”

    Set goals for the touches you control, then learn from the replies and referrals that follow.

  5. Watch from 19:29

    “you shared the closing document checklist. The client needed a missing warranty record. The promise made was send the warranty contact.”

    One row in the touch log holds what happened, what the client needed and what you promised to do.

  6. Watch from 20:28

    “go through my CRM, identify any outstanding things that I need to do and draft all outbound communication. Do not send anything.”

    You can ask AI to read the sheet, list what you owe people and draft every note, without sending any of them.

  7. Watch from 20:48

    “for me personally, if there's anything that's irreversible, I like to have a review step for a human”

    Anything you can't undo, like a sent message, gets a human review first.

  8. Watch from 29:26

    “you can just literally dictate into an AI and say, "Hey, fill out my CRM with this guy's contact info."”

    Right after you meet someone, you can talk the details into AI and let it fill in the row.

  9. Watch from 41:47

    “Do some research and just create reasons for me to reach out. Don't fabricate them, but go find what those reasons could be”

    AI can go looking for a real reason to reach out, but it must not make one up.

Where the follow-up breaks.

Each red corner marks a cell to fix before the next touch goes out.

Sending “just checking in”
It gives the client nothing new, so it's easy to ignore. If you can't name a real reason to reach out, have AI look for one before you write.
Letting AI press send
A sent message can't be taken back. Let AI draft the note and the sheet update, then read it, fix it and send it yourself.
Keeping the history in your head
If a touch or a promise isn't logged, your next message starts from zero. Log what happened, what you promised, who owns it and when it's due.
Letting AI make up a reason
Ask it to find reasons, not invent them. Anything it can't back with a source or your own records stays marked VERIFY and stays out of the message.
Going quiet after closing
Closing starts the longest stretch of the relationship. A seasonal note with a vendor you trust is still useful long after the deal is done.
Treating a business card as a yes
Meeting someone isn't consent to put them on your email list. Note how each person said you can reach them, and honor every opt-out.
Fictional contacts, drawn for this page. The verified fact in C3 is the only reason E3 exists. Row 2 has no reason yet, so AI goes looking for one. Row 5 opted out, so nobody writes at all.

You leave with a Google Sheet that turns relationship memory, deal history and verified timing into the next useful human touch. AI organizes and drafts. You reach out only with a real, verified reason.

The whole workbook, in five tabs.

More At-Bats: Build Your AI-Native CRM. What you're building: a Google Sheets CRM that turns relationship memory, deal history, and verified timing signals into the next useful human touch.

Setup: Two ways to run it

The two ways to run the CRM, compared row by row
Gemini in Google Sheetsworkspace.google.com/products/sheetsChatGPT or Claude beside the Sheetchatgpt.com
What it doesAnalyze, organize, and draft directly beside the CRM record while the Sheet remains visible and editable.Use the same prompt pack even if Gemini is not available inside your Google account.
Best forYou have an eligible Google Workspace or Google AI plan and want AI inside the Sheet.You already work in ChatGPT or Claude and want the Sheet to remain the source of truth.
Set it up
  1. Download the AI-native Realtor CRM from the class page
  2. Upload it to Google Drive and open with Google SheetsChoose File → Save as Google Sheets if Drive has not converted it automatically.
  3. Open Ask Gemini if it is availableAvailability depends on plan, administrator, language, and rollout. The workbook works without it.
  1. Open your preferred AI in a new chatPaste only the minimum rows needed for the task.
First five minutes
  1. Use the fictional practice copy until you understand the structure.
  2. Before adding real records, follow the import guide to clear sample inputs in a separate copy.
  3. Log actual sends as Sent and inbound conversations as Received. Keep outbound drafts separate.
  4. Open DEMO RUN and inspect the full fictional workflow.
  5. Run one one-shot Prompt Pack job and keep its output in Draft.
  1. Copy one prompt from the PROMPT PACK tab.
  2. Paste only the relevant contact, touchpoint, deal, or value rows.
  3. Paste raw signal; let the model organize it and mark missing information VERIFY.
  4. Review the result against the Sheet.
  5. Log only what you actually send or complete.
CostCore Sheets is available with a Google account. Gemini features require an eligible plan and may not appear for every member.Use the foundational model you already have. No specialized CRM AI is required for class.

crm-rules.md: Your relationship operating agreement

A short set of rules that keeps every CRM analysis useful, permissioned, and human-approved. Paste it at the top of any AI chat that reads your Sheet.

crm-rules.md — your relationship operating agreement
# CRM Rules## GoalCreate more useful, timely, permissioned conversations. More messages is not success.## SourcesRead Contacts, then Touchpoints, then Deals, then Value Calendar. Preserve history.## Draft StateResearch and draft only. Never send or change an external record without me.## VerificationMark missing names, dates, facts, sources, permission, owners, and due dates VERIFY.## Privacy and Fair HousingUse the minimum data required. Never infer protected classes or neighborhood suitability.## Find the ReasonIf the record does not contain a verified reason yet, return RESEARCH FOR A REASON and name a seasonal, local, property, vendor, market, or open-promise research target.

Recipes: Five jobs, one row each

Each row is one job you hand your AI. The fx line is the short instruction. Its full prompt lives once, in the Prompt Pack below.

  1. Immediately after contact exchange

    ReadsCONTACTShow we metpermissionpublic research

    Research → draft → record. The send remains a human decision.

    Paste the raw note, transcript, voice-memo transcription, contact card plus context, or inquiry into the One-Shot Contact Exchange prompt. Do not organize it first. Return EXTRACTED SIGNAL, RESEARCH / VERIFY, one short DRAFT, exact CONTACTS and TOUCHPOINTS patches, and NEXT AT-BAT + HUMAN DECISION as separate blocks. Do not search for private information, enroll the contact, send, or update the CRM.

    Full prompt: P1, One-shot: contact exchange → reviewed CRM handoff

    The output must

    • 3 to 5 relevant public facts with source URLs and as-of dates.
    • One draft under 90 words that proves the conversation was heard.
    • Exact CONTACTS and TOUCHPOINTS fields including permission, promise owner, due date, approval state, and next step.
    • AI organized the raw signal; missing facts are marked VERIFY.
  2. CRM review and value-first outreach

    ReadsCONTACTSTOUCHPOINTSDEALSVALUE CALENDAR

    A sequence date is not a reason. Require a real, verified reason to help.

    Run the One-Shot Weekly Queue prompt. Classify each bounded record as ACTION, RESEARCH FOR A REASON, or DO NOT CONTACT; rank the useful at-bats; draft only for ACTION records; and return the exact CRM patch and human approval check.

    Full prompt: P2, One-shot: rank this week's useful-touch queue

    The output must

    • Ranked by relevance, evidence, permission, and time sensitivity.
    • No generic checking-in language.
    • Draft and CRM recommendation are separate.
    • No action conflicts with permission or opt-out state.
  3. After a deal touchpoint

    ReadsDEALSlast 3 TOUCHPOINTS

    Separate facts, commitments, client need, risk, next touch, and CRM update. Extract owners and due dates. Draft the smallest useful proactive update. Do not give legal, inspection, lending, tax, valuation, or pricing advice.

    Full prompt: P3, Analyze the last deal touchpoint

    The output must

    • Facts remain separate from recommendations.
    • Every commitment has an owner and due date or VERIFY.
    • The draft answers the next likely client question.
    • Professional decisions remain with the agent.
  4. Post-deal care sequence

    ReadsCONTACTSclosed DEALVALUE CALENDARapproved vendors

    Build a 12-month post-deal care sequence using only verified property facts, stated preferences, current local sources, and approved vendors. Include 7-day, 30-to-90-day, seasonal, anniversary, and earned testimonial or referral moments. No generic monthly drip.

    Full prompt: P4, Build a post-deal care sequence

    The output must

    • Every touch has timing, trigger, value, research, source, expiration, and approval check.
    • No guessed home equipment, condition, or client life event.
    • Event dates and vendors require current verification.
    • Testimonial or referral ask follows a positive signal, not a calendar alone.
  5. Weekly input and output review

    ReadsDASHBOARDCONTACTSTOUCHPOINTSDEALS

    Analyze the last 30 days. Separate inputs I control from outputs I monitor. Identify which inputs earned the strongest conversations, which activity created motion without value, which promise or deal is at risk, the 10 best at-bats for next week, and what I should stop doing. Do not claim causation from a small sample.

    Full prompt: P5, Input goals versus output goals

    The output must

    • Inputs and outputs stay separate.
    • Evidence appears beside each recommendation.
    • Uncertainty is explicit.
    • The final queue contains no opt-outs or permission conflicts.

Checks: Six rules before anything leaves Draft

Think of them as data validation for your outreach. Tick them as you review a draft.

Plan: Your first seven days

  1. TODAY

    Complete the fictional example, then prepare a separate copy for real records

    Clear the sample inputs using the import guide before adding real contacts. Preserve calculated columns.

  2. BEFORE YOU LEAVE

    Complete one full proactive communication loop

    Record → analysis → research → draft → human review → sent or held → logged next step.

  3. 48 HOURS

    Complete 3 useful touches from 3 different moments

    One new contact, one quiet relationship, and one active or post-deal touch.

  4. THIS WEEK

    Log every promise and every response

    If it is not in Touchpoints with an owner and date, the system cannot protect the relationship.

  5. DAY 7

    Review inputs and outputs

    Keep what earned useful conversation. Repair or remove what produced empty activity.

AI-Native CRM Prompt Pack

Use one prompt at a time. Give the AI the raw signal you already have—a note, transcript, voice-memo transcription, contact card, email, or CRM excerpt. Do not organize it first; that is part of the AI's job. Keep all external communication in Draft until you review and send it. A draft is not a send.

Across every prompt, avoid protected-class inference, steering, neighborhood-suitability claims, and other Fair Housing risk. Flag uncertainty for human review instead of completing it with an assumption.

One-shot: contact exchange → reviewed CRM handoff

Turn the raw contact signal below into a reviewed CRM handoff. Do the organization for me.Use only the source artifact and public sources you can cite. Do not search for private personal information. Do not infer protected-class, family, financial, health, or lifestyle details.RAW SOURCE ARTIFACT[Paste the note, transcript, voice-memo transcription, contact card plus context, email, or other client-safe source exactly as you have it.]Before producing the handoff:- extract the name, how we met, stated need, human detail, geography, channel permission, promises, timing, and unknowns- distinguish explicit facts from your interpretation- if one missing fact would make any communication inappropriate—especially identity or permission—ask no more than 2 short questions; otherwise mark the gap VERIFY and continueProduce 5 separate blocks:1. EXTRACTED SIGNAL- show the organized contact facts, relationship context, need, permission, promise, and timing you extracted- quote no more than the few words needed to support an important interpretation2. RESEARCH / VERIFY- separate public research you can complete from facts that require the agent or client- for completed research, include the source URL and as-of date- mark every unresolved fact VERIFY3. DRAFT- under 90 words- prove I remember the actual conversation- give one useful next step- no fake urgency, no generic "checking in," no invented familiarity4. CRM PATCH- exact CONTACTS fields: relationship type, lead source, current need, human detail, permission, next action, and next-action date- exact TOUCHPOINTS fields: summary, client need, promise, owner, due date, next step, approval state, and source notes- keep missing values as VERIFY instead of guessing5. NEXT AT-BAT + HUMAN DECISION- name the next useful at-bat and why its timing is earned- recommend SEND, HOLD, or NO ACTION- explain the decision in one sentence- list what must be verified before any promised resource or external claim is deliveredDo not send anything or change the CRM. The human will approve the draft and apply the patch.

One-shot: rank this week's useful-touch queue

Act as my CRM analyst. I will give you a bounded set of CONTACTS, TOUCHPOINTS, DEALS, and verified VALUE CALENDAR rows.Goal: find the best reasons for proactive communication this week. More messages is not success. Timely, relevant, permissioned conversations are success.For each contact, complete the analysis in one pass:1. Summarize the last meaningful touch.2. Identify open promises, missing next steps, stale timing, or permission conflicts.3. Classify the record as ACTION, RESEARCH FOR A REASON, or DO NOT CONTACT.4. Identify one real reason to help now and the evidence supporting it.5. List what must be researched or verified.6. Draft one short value-first message only for ACTION records.7. Recommend the exact CRM update, owner, and next-touch date.Rules:- Use only verified facts or label them VERIFY.- Do not invent a life event, property fact, motivation, relationship, or urgency.- Do not infer protected classes or neighborhood suitability.- Do not recommend communication that conflicts with the permission field or an opt-out.- Do not draft "just checking in."- Do not send or change the CRM.Rank ACTION first, then RESEARCH FOR A REASON. Keep DO NOT CONTACT visible at the bottom so the system explains why communication is not allowed.Return: Rank | Contact ID | Decision | Reason now | Evidence | Research needed | Draft | CRM patch | Human approval check.

Analyze the last deal touchpoint

Read this deal row and the last 3 touchpoints.Separate the analysis into:FACTS- What happened- What changed in the deal- Dates, milestones, and people explicitly namedCOMMITMENTS- What I promised- What the client promised- Owner and due date for each- Mark missing owner or date as VERIFYCLIENT NEED- What the client asked, feared, misunderstood, or needs next- Use only what the record supportsRISK- The next likely communication failure, delay, or surprise- Do not give legal, inspection, lending, tax, or pricing adviceNEXT TOUCH- Recommend the smallest useful proactive update- Draft it in under 120 words- State what must be verified before I sendCRM UPDATE- Proposed next action- Owner- Due date- Deal-stage change, if the evidence supports oneDo not send or write to the CRM. I will review the recommendation.

Build a post-deal care sequence

Build a 12-month post-deal care sequence for this client and home.Use only:- verified property facts I provide- the client's stated preferences and permission- current local sources you can cite- verified vendors I provide or approveInclude possible moments for:- 7-day loose ends and document questions- 30-to-90-day settling-in help- seasonal home maintenance- local events with verified dates and source URLs- vendor introductions with a reason and any required disclosure- home anniversary or equity review when relevant- testimonial or referral request only after a positive signal or completed winFor every touch, provide:Timing | Trigger | Client value | Research required | Draft | Source | Expiration date | Human approval check.Rules:- No generic monthly drip.- Do not guess the home's equipment, age, condition, HOA, or maintenance needs.- Do not infer protected-class or family information.- Events must have a verified date and URL.- Vendors must be current and approved before the name appears in client copy.- A calendar date alone does not earn a testimonial or referral request.- Do not send anything.

Input goals versus output goals

Analyze the last 30 days of my Dashboard, Contacts, Touchpoints, and Deals.Separate:INPUTS I CONTROL- contacts entered with a dated next step- records reviewed- useful touches approved and sent- promises completed by the due date- research briefs completedOUTPUTS I MONITOR- replies- qualified conversations- referrals- opportunities advanced- deals opened or closed- opt-outs or relationship riskThen answer:1. Which inputs are associated with the strongest conversations?2. Which activity produced motion but no useful outcome?3. Which relationship or deal is at risk because of a missed promise or stale next step?4. What are the 10 best at-bats for next week, and why?5. What should I stop doing?Do not claim causation from a small sample. Show the evidence, state uncertainty, and keep recommendations bounded to the records provided.

Google Sheets AI-column examples

These features require an eligible Google Workspace or Google AI plan. Paste the formula into Google Sheets only after replacing the cell range with the row you intend to analyze.

=AI("Summarize the last touch, extract any promise and due date, and flag missing facts. Use only this row.", A2:N2)

=AI("Categorize the next best action as Research, Value Touch, Deal Update, Post-Close Care, Referral Ask, or No Action. Explain in 12 words or fewer. Do not infer missing facts.", A2:P2)

=AI("Draft a useful follow-up under 70 words using only this row. If the row does not contain a verified reason, return RESEARCH FOR A REASON and name one seasonal, local, property, vendor, market, or open-promise research target.", A2:P2)

Generated output is a draft. Verify it before you use it.

The class files, in one table.

Create a free student portal account to download this class's files.

  1. AI-Native Realtor CRM

    Google Sheets-ready CRM with Contacts, Touchpoints, Deals, Value Calendar, Dashboard, and Prompt Pack.

    Excel workbook55 KBFree account

    Get the file: AI-Native Realtor CRM
  2. AI-Native CRM Import Guide

    Google Sheets import steps, tab definitions, weekly rhythm, and the human approval gate.

    Markdown7 KBFree account

    Get the file: AI-Native CRM Import Guide
  3. AI-Native CRM Prompt Pack

    Full prompts for contact exchange, lead warming, deal analysis, post-close care, and weekly input/output review.

    Markdown8 KBFree account

    Get the file: AI-Native CRM Prompt Pack
  4. Proactive Communication at the Weird Times

    Moment map, deal-source plays, quality test, and the input/output scorecard.

    Markdown5 KBFree account

    Get the file: Proactive Communication at the Weird Times
  5. Class skill card

    The class method on one page, written so you can hand it to your AI as instructions.

    Markdown25 KBFree account

    Get the file: Class skill card

Build the sheet with help

Build your follow-up sheet in one session, and keep it.

A Google Sheet can be a real relationship memory. AI Acceleration: Build is one working system a month, built with you during the session, and you keep the files, prompts, and written instructions to run it and change it yourself.

Asked during class, answered on the spot.

A real question from an agent in the room, with the time it was asked and what Ryan said.

  1. Can AI go through my phone contacts and pull out my vendors, like my handyman?

    Asked at 42:52: “could I tell AI to go through and like in my um phone list, I have people, it'll say handyman beside them”

    Ryan said yes: AI can help you refine your vendor list, and it can search outside sources, like plumbers in your area, to find one whose name you've forgotten. The class workbook adds one rule: put your vendors in their own list first and give AI only that list, not your whole phone.

    Hear the answer at 43:07

Cell noteShare only the rows a job needs. Put your vendors in their own tab first, then give AI that tab. Don't hand it your whole phone contact list.

The class as text, chapter by chapter.

Automatic captions from the recording, lightly corrected. Stretches with personal details, unsourced numbers, dated news or advice the class has since changed are left out. That's 29 stretchesin all. Each chapter's time opens the recording there.

Open the transcript, 12 chapters

6:06 Useful conversations, not check-ins

So the best way that I found to kind of increase your deal flow is to get more at-bats. Um, the more at-bats that you can get with clients, whether that's old clients, new clients, the more that you can adjust your communication arc to have more valid communication. So, not, hey, just checking in, right? Cuz people get that text, they ignore it, they sometimes text back. There's no value add to that.

6:34 A CRM or a Google Sheet

Um, what we're going to talk about today is one, if you have a CRM, how to use it to actually capture info and make sure you're maintaining relevant contact points. And two, if you don't have a CRM, how to use Google Sheets as a very, very simple CRM that you can store customer data in to move things forward. Um the Google sheet CRM is very rudimentary and a majority of like if but you if you can do it with a spreadsheet you can probably do it with something that's more advanced than a spreadsheet that's kind of a tool. So uh what Google Sheets does and all kind of AI native CRM can do is turn your communication points into a more viable uh kind of engineered communication rather than just uh spray and pray. Um

so basically one contacts exchange can create the first follow-up and then the next one and the next one. So there are certain points in a relationship where clients expect you to communicate with them and that's kind of the minimum floor. And then there are other points like immediately post close and then maybe 6 months post close um heading into the relationship where maybe you haven't actually done a deal with them yet, but you're looking for points to kind of say maybe, hey, the market's changed. Here's something different than when we last talked. or hey, um, I've got this new piece of information.

This new deal just came available that

8:54 Find the reason before you write

so one conversation can become the next at-bat. AI organizes, researches, drafts, and then proposes the CRM update. So going from, hey, I've got this in a chat window to I've done real research and I've updated your CRM so that now that is actually useful to you the next time I go to look at that client. Right? So find the reason before you write the message. So like I said, the the check-ins are not as valuable as they could be versus kind of adding value to it. So, if you say, "Hey, I'm just checking in to see if you're still in the market for a house," is slightly different than, "Hey, I wanted you to know it looks like interest rates are rising. Have you thought any more seriously about buying a home in X location, right? It makes

them feel like you're much more engaged with them versus just, hey, I copied and pasted this template text to you, right?" And so, that's what this CRM can do. It can help you turn those um kind of random communications into a more kind of work through a sales funnel communicate type communication. So every touch point that you have should be recorded and should add to the next touch point, right? Like you want to make sure you're building a stack, not putting a brick over here, then a brick over here, then a brick over here.

Um,

10:26 After closing: vendors and reviews

oftentimes closing begins the longest communication window in the relationship and a lot of people miss it. Um, because what you can do post close is you can check in in 3 months and say, "Hey, I wanted to send over a list of my favorite local vendors so that you guys if you need uh fencing or let's say the um the seasons change, right? Like people need their fireplace serviced in the winter and their lawn mode in the summer, right? like you can reach out seasonally and say, "Hey, I don't know if you guys have vendors for this, but here's a list of vendors that I've used before that are awesome. Um, you know, just enjoy, right?" And so, if you can have more communication points, you have the option to get more referrals. And if

they're thinking about moving again or goal is to stay in front of those people with value so that you're constantly at the top of mind if a real estate transaction flows into their network. Because if you can get them to be capturing their network for you, you don't have to be marketing as hard to cold networks. Not saying you shouldn't, but the deal pipeline is much easier if there's already trust built. Um, and if you've helped someone buy probably the biggest purchase of their life, there's usually a lot of trust there if the experience was was a useful one. Uh the other thing that a lot of people don't do is right after closing should be when we are targeting kind of testimonials, reviews. So whether that's a video testimonial that you can put on your

social media, a still picture that you can put on your social media, or even just them going to Google and giving you a five-star review. That's one of the key inflection points is when they are the most happy that they love the home, they just moved in. try to get some type of source media from that. Um because socials and third-party validation is the most powerful thing that we have right now, especially as people are being inundated by ads that are people are paying for. Right? If you can get a someone to say, I trust this person.

they did a great job for me as a real person. That carries a lot more weight than, hey, we went to Meta and we ran this ad that, you know, was very clever. So, definitely try to attach as many positive feelings to the end of the sale as you can and then capture those with, hey, would you mind if I grabbed a video of you just talking about your experience working with me? Right? And then you can frame that on socials and really push um the communication style that AI is tending to site more and more which is it's from other people. Um so and ideally if you even can get them to share it on their socials and tag you that's even better. Um because then you're organically going to their audience rather than you putting them

into yours, right? And so we want to try to capture as many of those outbound as we can. That's not actually outbound. You're just kind of leveraging other people's networks if you can do that. So

13:58 Set goals around actions you control

more at-bats is the input. More business is the output. So I'm a big believer in input goals instead of output goals Right? So, input goals, in my opinion, will get you to your output goals. And I've seen that happen. You just may not have the right inputs. So, you need to do something with input goals to figure out if you're even having the right inputs. and then rock and roll as much as you can on finding useful inputs.

14:50 Walk through the Google Sheet CRM

Um, so basically this is going to be kind of the walkthrough on how to create those. So the CRM are going to go into the actual CRM itself and grab what that looks like. So, I'm going to show you how it all connects. Let's see if I can find the sheet. So this is all the research actually that went into the class um including the prompt pack. So the on the landing page there is a prompt pack and here here that the AI will answer that you don't necessarily have to. Um, people used to be like, "Oh, I hate managing spreadsheets, and I do too."

AI is really really good at managing spreadsheets because it knows um the cell what it says how the stuff underneath it relates. It's very very simple for an AI to make uh definitive judgments because you can say hey go to this column find this person and execute this right like you can give it very clear instructions based on the CRM you can say hey go find this person and actually we can do that now oh and I'm out of usage super fun um so you can see here prefers plain answers and short checklist. So that's like the details of how did they want to be communicated with, right? So we want to make sure that we're merging our authentic style with how they are best receiving it, right? And so I don't want to give someone a super verbose, very

long email if they're like, "Hey, I just want the facts and then I trust you to manage all that stuff on the back end." There are going to be people that are like, "I don't trust you to manage anything. I want to know everything that's going on." great, you can rock and roll and do that. Um, and a lot of people are like, "Well, this is my work style. This is how I do it." It doesn't necessarily have to be because you can change it to their work style to make them feel, hey, this this person is really connecting with me on a level that other real estate agents are not.

Um, and then you can see this is all the touch points. So, it's got the contact ID. So which contact got hit with which touch point. So you can also see based on this you can have the AI analyze it and say oh every time you send a report detailing the things that they want that seems to get a positive response. And so, you know, that part of your sales process should be I'm going to have the AI analyze, send them a whatever it is that are the meaningful points for them to move forward with the deal. Um, and again, it goes back to solving the problem in their style with your authenticity. So, if you can solve for them something that they highly value, but you can do it in a way that they're

working with you for a reason, right? And that reason is they liked something about whatever it was that you presented. Maybe they like your kindness. Maybe they like your um your logistics. Maybe they like the way you engineer process. Whatever it is that's authentic to you, that's the reason they're working with you. So, don't change that. incorporate the way that they best communicate into that, right? And so this is going to have and again if you're working with like a GoHighLevel, a Salesforce stuff like that, it's going to save all this and you can use these same processes to do that. So you can see that um they're in post-closed care. So, you shared the closing document checklist. The client needed a missing warranty record. The promise made was send the warranty contact. I'm the promise owner. When was

that? And what is the next step? And then you can actually have the AI create and do the next step, right? And so, oh, I need to go into my email, get this document, download it, attach it to an email, write the email, and send that out to the client, right? You can if the connectors are connected like we did last week and the everything is into the the uh resource sheet here or your CRM whatever you're using you can say hey AI analyze my sheet like and you can do this at the end of the day you can do it at the end of your client interaction uh you can even set up scheduled tasks to do it so it does it automatically if there's a certain workflow that happens every day and you

can say hey go through my CRM, identify any outstanding things that I need to do and draft all outbound communication. Do not send anything. That's the way I personally do it. Some people are go right from do X, Y, and Z, send them the email. That's fine. But

20:48 Draft with AI, send it yourself

for me personally, if there's anything that's irreversible, I like to have a review step for a human to say, "Hey, I would never say this. Hey, that got this information wrong, whatever the case may be. And so I always go basically in this type of workflow, I go from research to email draft. I will then review the email and press the send button or review the email, have the AI fix it or fix it myself and then go through the send button. Once you press the send button, it's sent and that's it's either problems or solutions, right? And so you want to make sure that you're not stepping into problems that are completely unnecessary because you trusted an AI that is giving bad information, right? And we are not yet at the place where at least for me

personally that I trusted enough to say, hey, this is an irreversible decision. Go for it. I still believe that there has to be a human in the loop somewhere. And the cool thing about this is like we kind of talk about human connection can be built or destroyed by AI. If you're the human in the loop, you can use it to build connection rather than make dumb mistakes that a client knows is an AI and not directly from you. So having the it be able to do these next steps without actually you having to manually do it is highly useful. And it may not be, oh, I've automated everything end to there's real tangible value there. And that's all that we should be chasing with AI is what is actually either increasing my revenue or decreasing my

expenses, what is increasing my available time to spend in other places of the business where I want it. That's what these automations and systems should be doing. Um, and then the other thing we've got is problems because this won't close. So Oh, that's funny. Okay, lovely. Let's see if I can do it this way.

23:23 Deals and reasons to reach out

Okay. So, deals. So, and this is kind of like we talked about with context cards. If you have um deals here, this can function similar to a context card, right? So, you don't necessarily have to keep your contact cards out of your CRM. you can move them into the CRM and this is kind of how it'll function, right? So, you have the actual deals, what stage is the deal, um the next milestone, all that kind of stuff. And you can put in also like what are the key defining features of the deal? What is the cost of the deal? What is the MLS website vendors be in the CRM as well, so that you can kind of pull that in. So, this is kind of the verified reasons to contact someone. So, the goal with the AI is to

create a better um, contact output. So, like I said before, you don't want to just reach out and say, "Hey, just checking in. How's things?" Right? because that's very generic, very easy to skip over if you're a homeowner or someone looking to purchase or whatever. case is. Um, you can have kind of these value points. And the [clears throat] cool thing about this is these can be used across multiple clients, right? So, if you have three people that are looking for a home in Hendersonville, you can go, hey, the market's changed.

That would impact all three of these clients. Let's use this as a tool to reach out to those clients. Right? And again, all of the basic CRM will have most likely have the ability to connect to Claude, to OpenAI, to Perplexity, to Anthropic or to uh Grok, to Gemini, they all have the ability to connect to those things. And so having an intelligence layer in your CRM, whether that's just a spreadsheet that you have that's basically like a big database of contacts contact cards or whether you have an actual CRM that's being updated.

The goal is to move out of the chatbot and into real communication at this point so that you have, oh, I have a reason to send them a text. I'm not just kind of waiting around hoping that I get a deal. I'm actively able to push out multiple communication points. Um,

27:36 Capture new contacts right away

and then also optimizing for business cards because a lot of people, oh, let me take your information and then nothing happens with it. There's no followup. There's no nothing. If all you have to do is take a picture of that this. put this into my CRM and give me a follow-up plan. It changes the ball game as it relates to making follow-up super accessible to everybody. Um, and that's the thing where not just realtors, but like everybody, all businesses jack themselves, a majority of businesses, not all businesses, but majority of businesses jack themselves on follow-up.

if you can take that can take that new contact, convert it into a basically a lead by putting it in the sheet and then have something valuable to say because your AI has done research and said, and it's it's not as hard as it used to be cuz before it used to be like, okay, I have to take this business card. I have to go type in all the information. I have to try to remember what was said. it it's not like that anymore where you can just literally dictate into an AI and say, "Hey, fill out my CRM with this guy's contact info." And then you start the cycle of following up in a way that is bespoke to them. It's personalized.

It's not templated. It's not um it's not cookie cutter and it's in your language. So like the way I talk is going to be different than the way everybody else talks. I [laughter] I don't know that's a good thing, but that and that's the other thing that you can do for benefit for this is like I've talked a couple times about how my customer service is not good. I'm an introvert. I'm an engineer. Like if you come to me for customer service, I'm going to give you a solution, not a warm fuzzy feeling. That being said, because I know people who are really good at customer service, I can take elements of their personality and put it into my communication. And now people get a warmer fuzzy feeling. They're still not the warmest, but a warmer fuzzy feeling

and the solution. Um, and so that has been a massive, massive benefit for me personally. Um, and that's something that probably needs to be talked about more and that's unbundled language. So a lot of people when they are writing a prompt for AI, they will say, "Give me a listing for this luxury home." What does luxury mean? It means different things to everybody, right? right? And so luxury, if you just say that, it will usually end up with some type of black and gold text. Um, usually it's uh very thick print. Um, and it is very descriptive. But if you say, hey, I want sharp, thin text. I want clean lines. I want good use of white space. And again you that could be better defined if you have like I want this many pixels in between this

word and this word. The more clear you can get the better. That being said, if you just say, "I want better use of white space," you can iterate it forward, right? And so the goal is not to like for me when I was uh taking people's customer service um skill basically. I didn't say, "Hey, I want you to be kind and nice and whatever because that's not the AI is like, "All right, I don't I can generalize what that means, but it's like, hey, I want you to use someone's first name in their communication response. I want you to really analyze the problem and I want you to create um language that makes them feel like they are my only customer. I want you to use um simple fifth grade language so that it doesn't get too complex. I don't want

you to use industry jargon such as um return on ad spend is an example for my business. Um, I want you to use real tangible things that are going to connect to this person such as within three miles of a lake is different than close to a lake, right? And so you can get as specific as you want and the AI will do a better job because you are breaking the language into real things that it can understand, not imaginary concepts that people uh just kind of hold on to. like I I have an idea what luxury is. Everyone has an idea what luxury is. And if you were to ask everyone to write it down, it would likely be slightly different. And so that slightly different is why that person is working with you. So define

those things as clearly as you can in the workflows and the AI will do a better job. Not just, oh luxury, okay, I want X, Y, and Z. So, it's very very specific as it relates to kind of the language that we're using for the AI. Um, and that's really really it is try to connect kind of a coherent ecosystem versus every time I get a contact, it's a whole new process, right? Just build one process for your contact collection. Um so and how you collect contacts it can vary person to person right like you might get networking events uh some people do cold emails some people do open houses some people just talk to people at coffee shops some people it's all internal family is how they get started referrals however you however your business is functioning

well you can use AI to optimize it and make it function a little bit better and that's kind of one of the the big things is I prefer that people start with something they're good at versus trying to add something they're not good at because then you're learning AI and figuring out a deficiency versus like, extra and invest them into building up a channel that I think would be productive. Um, usually that's social media, email, newsletter, like something that you're not doing that is again continuing that contact cycle and giving you more at-bats in front of a person because if someone liked you enough to buy a house or engage with you about buying a house, if you keep that conversation going, the likelihood is that you will eventually catch them at a point where they are interested in

buying a house versus if you just contact them that one time and then it goes on, they're going to more than likely go with whatever's in front of them at the time. People have a very, very short attention span and it's getting shorter based on how our media is consumed, all that kind of stuff. And so, if you get your at-bat at the right time, that's where you get home runs. You can't get home runs if you're not stepping into the batters box, right? You just have to keep the contact cycle fluid and fluid. And if it's actually personalized and providing value, it's going to do a much better job keeping you in front of them and wanting them to be like, "Oh, like when they open a text from uh you, it should be basically be

like, oh, cool. I've got this text. Oh, there's new information." Whether they choose to do anything with it or not, you're providing value and not just, "Hey, I'm just calling to check in." Because they know that that's that's a sales ask, right? And people, we've kind of talked about like people don't like sales in general. Um they feel like oftentimes it's intrusive, whatever the case may be. You may catch someone at the right time and they're like, "Oh, perfect. I was just thinking about X, Y, and Z." Great. And those are awesome.

But if you can get a little bit more value pushed in, often times I've seen they have better response rates. Even if it's not, hey, I'm ready to buy a house right now. Even if they're just engaging with you on like, hey, I'm so glad you reached out. I need to get my gutters cleaned and I don't have anyone to do that. Can do you know anyone? Yes, here's my vendor list. Right? And if you have resources for them, they will keep coming back to you and that means they will keep coming back to you with a buying decision as well. A lot of people focus on, oh, if they can't buy or do something for me right now, I'm not necessarily interested in continuing to chat with them. But if you can make that

chatting so easy and providing value so easy that it's no extra work for you, it makes it easier to provide value so that when they're ready to provide value to you, you've already provided so much value to them, they're not even thinking about going anywhere else. They're locked in because you have been helping them not only since you met them, but since they closed, since they since experiences where other realtors or real estate agents would go dark and there would be no communication and there's no expected communication on their end, they they're like, "Oh, great. The the transaction is done. Rock and roll." And then they'll never hear from majority of their realtors ever again. But if you're the realtor that's like, "Oh, I've continued to provide value throughout the whole life cycle of them owning the

house and then wanting to move," the likelihood is that they're never going to go anywhere else for um real estate transaction. And retention is something that is probably the easiest way to build a business if you can get. So whether they're like, "Oh, hey, I just got a bonus at work. I want to buy an investment property. Uh my mom's moving." There's so many reasons that people may have to give you an additional sale. You just have to be the one that's making the effort to be in front of them when they are ready to provide that additional sale, right? And so like stuff like this is the easiest way to do it in my opinion, especially now with AI because you can go hyperpersonalized.

You can really scale out your communication with them in a way that's actually valuable. You don't have to just hope that what you're doing is providing value because you have touch points with them. You know what they want. It's in your system and every time you reach out, your system is analyzing what did we send them last? What value can we send them now? All that kind of stuff. So the value in a CRM is very very high. Uh, in my opinion, if you don't have a CRM that connects with an AI, I would recommend looking elsewhere for your CRM solution. Um, and I don't say that lightly. I know that CRM migrations are not the easiest task in the world. Although they are much easier now with AI and the vendors know that and that's why they are trying to allow

you to connect that CRM to whatever AI model you use, right? Because the vendors know that in a worst case scenario, they might just leave and take their their business with them. They And so the companies are getting nervous about that kind of stuff. And so they are making it as easy as possible to connect so that they can retain your data. And if you keep your data there and you use an intelligence layer, it makes it much more powerful to be able to reach out to them. Um, you can even set a scheduled task that will analyze the CRM and say, "Hey, you should reach out to these four people this week." Um,

40:59 Human connection and real reasons

And so human comm human connection um is still the name of the game in real estate in my opinion. And I think that having the ability to make that as easy as possible should be something that we're all moving towards cuz I think the top agents in the world are moving in a way that is faster than your average real estate agent and it is more systems driven than uh just kind of the the hodgepodge that's very easy to do. Um, but if you can organize it and have it categorized and have AI help you understand, hey, let's make these contact points, like you can even have it create ideas for those um, reachouts.

You can say like, hey, I haven't reached out to anyone on my CRM this week. Do some research and just create reasons for me to reach out. Don't fabricate them, but go find what those reasons could be that is going to have me reach out. Whether that's Federal Reserve news, whether that's economic news on the state of Tennessee or whichever state you're in, whatever the case is, you can have the AI go out and identify what those reasons are so that they can actually have value. Um, yeah, I think that's that's it.

42:18 Build a vendor list with AI

Very cool. Um, so having the AI talk to your CRM or whatever,

is that something that is automatic or easy to do? Like in uh Gmail or Google, is that where the Gemini I would use Gemini to do something like that?

Yeah. Like one of the things I thought about as you were talking is that I don't have a good updated vendor list anymore.

Okay. Yep.

And I thought, oh, could I tell AI to go through and like in my um phone list, I have people, it'll say handyman beside them, like who go look for 100%

put them together. Yep.

100%. Yeah. So, if you have like a good uh contact list, you can have it parse that. You can have it, you could even have it um parse third party. Uh so like if you're like, "Oh, I we had a really good plumber in Hendersonville, but I can't remember his name." You can have that go search for plumbers. And then yeah, you can absolutely have it refine your lender or your vendor list.

Well, one of the things that real estate agents provide in my opinion, um, probably better than any other industry that I know of is that list of people like that, you know, I know because I've

I've done it since the 80s.

Yep. Yeah.

I know every freaking

That's exactly

mortgage person. I know the good and the bad. I know all of the builders. I know all the attorneys. I can just boom, boom, boom.

But we don't have the things that we kind of suck at is having that together in some sort of real

Yes. It's resource management

base because our personalities are that we're just

Yeah. Yep. 100%. Yeah. Like the amount of times that I've been like, "Okay, I need uh a lender. Okay, what was that lender that did a really good job with low-income people in this area? I don't remember. Okay, now I don't have a resource that I I know I have, right?" And so being able to have a list of them that like imagine if you would have had AI in the 80s and you would have a comprehensive list of every vendor you used historically. I mean, it would be a gamecher for people who are like, I don't have anyone to to clean my gutters. Great. I've got a list of 38 people that do it.

And people I used to have a concierge list that I I would do

and I would have people contact me all the time wanting to know how much to get onto my list.

Yeah. Right.

Like,

no, that ain't how you get on.

Right. You get on there. [laughter]

You get on there by doing a good job. Right. cuz that's my reputation that's on that list, right? Like the only thing it's your reputation. And so I want I want

and having AI be able to keep that list up to date because what happened with my con list

is that it would get outdated

100%

outdated. I didn't send it anymore. Right. Take the time to go fix it.

Yep. Exactly.

Whereas I could just say

And that's the

that's the big thing is it this is one of those that's like it might not be a list and keeping an an actual asset that you have that provides value to people is so valuable in the long term. And people tend to forget that because it's not dollar signs flashing right in front of their face, but it is like, "Oh my goodness, this realtor was the best person I have ever worked with. They literally solved every problem I had in the transaction and then after I closed, they kept solving my problems. I'm going to refer everyone to them." Um, and so, and honestly, if you get the right person that's a referral person, like I've heard story I'm I'm not u because of the mobile home park business, like I'm not doing like one-off referrals, but

I've literally heard stories of people who are like, "Yeah, I got this one person and they just do short-term flips and I'm basically their only real estate agent and they kind of provide all of my deals, right?" And so that's a good and bad thing because you have a consistent deal flow. You don't want to put all your eggs in one basket because if that deal flow goes away, like I've heard horror stories of deal flows going away because that person did either did something stupid or whatever, you don't want to have all your eggs in one basket. But if you can create multiple baskets through the efficiency of AI, you now have very easy deal flow.

Simple deal flow

from our standpoint, from a liability standpoint. Yep.

We have to have really at least three people that we might recommend,

right? Yes.

Not just thinking we're doing it for,

right? Yeah.

Reasons or they have a And everybody can have a bad experience.

Oh, for sure. 100%. Yeah. Yeah.

Yeah. But that would be all of those things just make me my mind just goes crazy thinking, "Oh, wow. What that would be,

right?"

Yeah. Yeah. And the the simple part is like if a lot of people and it's kind of what we talked about is if you have the ability to I've started this project, it didn't end up where I wanted but I know

1:00:03 Learn by solving problems with AI

Yeah. Yep. Yeah. No, exact. Yeah. Like 100%. And so I think that's like and too like kind [snorts] of getting people to the place that you are now, which is like you're not like a computer scientist by any means, but you're using AI to solve the problems, right? Like you're like, "Hey, I've got this contact idea that I think I could do. AI, help me do it. Okay, you ran into a problem. AI, what do I do next?" and like you understand how to get into the problem solving cycle so that you can move yourself closer to solutions. A lot of people never understand even how to get into the problem solving loop. They just stay outside of it and they're like, "AI, why aren't you working?"

They don't even think it's possible.

Right. Yeah. Exactly. that's that's so you like if you're a lifelong learner, the ability to upskill into literally whatever you want is accessible to everyone now. And you you still need to validate like, hey, is this thing leading me astray? Like all that kind of stuff 100%.

Stuff.

Oh yeah. Yeah. And I mean,

you're smarter than that. That's I totally You're smarter than

Yep. 100%.

Yeah. Yep.

You know, and then you tell them and then they almost are kind of like, yeah, you're right. [laughter]

Yep. No, 100%. Yeah.

Yep. Yeah. Exactly.

That's so bizarre to me.

And it Yeah. Everything is accessible. And that's the thing that people don't realize like if you have something that you're like, I want to learn this skill or I want to do this thing, it's accessible, right?

And people are

But you got to get your mind open to it because like just me asking you that today, I would have never asked that a couple,

right? Yeah.

It's silly. Like, oh, can I just get her today?

Yeah. 100%. Yeah. No, that's exactly right. cuz you're like, "Oh, it's trapped in this chat box." Like the you don't know what you don't know. And as soon as you start one, being curious and like two, play is like knocked out of us in school and in normal work. It's like you're not supposed to be curious. You're not supposed to be creative. You're not supposed to solve for new novel solutions. All this kind of thing. You're supposed to check check the boxes and paint by the numbers. And it's like not anymore. You don't have to do that.

you can just like again it's it goes back to like I walk into businesses with oranges from time to time, right? And so it's a it's just a novel approach and if you have the ability to take something that you've created in your brain and put it into an AI and say, "Hey, help me debate this idea. Is it a good idea? What needs to change? What what should I go all in on?" All this kind of stuff. You have starting points, right? And so And so many people just are like, I don't know what to do. I don't know what this can do,

help. And it's like, okay, well, it can do whatever you want. You just need to figure out how to get into the same problem-solving loop over and over and over again. And once you know how to do that, and that might be the AI class, is how do you get into an AI problem solving loop? because that's this that's the thing that will take you the farthest is I know how to solve my personal problem with an AI or I know at least how to get started solving my personal problem. I know how to get an output and I know how to move that output down the track so that eventually it's very valuable. Um, and I think that's it's almost all problems are roughly the same as it relates to how do I solve them, right? Like the the what

the actions you need to take to solve them are different, but like how do I create an action plan? How do I build that workflow? How do I map that out? You can do that roughly the same way.

Exactly.

Yep.

Pattern pattern.

Yeah. It's all pattern matching. Yeah. Yep. 100%.

Next questions, next classes

  1. Build an AI client follow-up system

    The sheet tells me who needs a touch. How do I write the message itself?

  2. Use AI connectors in your real estate business

    How do I connect my AI to my CRM and Gmail so it can read my records?

  3. AI automations for real estate agents

    Can AI run my weekly sheet review on a schedule?

  4. What real estate agents should never trust AI to do

    What else should I never let AI do without me?

  5. Lead follow-up loop guide

    Turn the sheet's next-touch dates into a weekly follow-up loop.

  6. Team AI policy guide

    Decide which client details your AI may see before you share the sheet.

All free classes