Weekly setup calls
Every week, a live call walks through the setups: what each one does, how to set it up and what to watch out for, with time for your questions.
Day and time to come
The Lead Engine
Every lead answered. Every client remembered.
The Content Engine gets you seen, and the Visibility Engine gets you found. The Lead Engine is what happens next: the open-house sign-in, the question at nine at night, the past client whose home anniversary is next week. It helps you set up the AI that makes sure each of them hears from you at the right time, in your voice, and it walks you through every step.
- Open House & Listing QR Sign-In 1 hr setup
- Answer Every Lead in Minutes 2–3 hrs setup
- Follow-Up That Never Stops 1 hr setup
- Wake Up Your Sphere 1–2 hrs
- Your Morning Brief 45 min setup
- Expired & FSBO Relaunch Brief 45 min setup
- Neighborhood Farm Engine 1 hr setup
- Monthly Market Report 30 min setup
- Referral Partner Network 1 hr setup
- Past-Client & Home-Anniversary Engine 1 hr setup
- Conversation Coach 15 min setup
- Listing Appointment Prep 15 min setup
- Listing Launch Kit 1 hr first listing
- Seller Monday Update 45 min setup
- Buyer Tour Day 20 min setup
- Contract-to-Close Tracker 30 min setup
01Why it matters
Where leads leak
Leads usually slip away in one of three places.
At the open house
62%
of open-house visitors never heard back from the agent.
Mike DelPrete secret-shopper study, 2024
On the first reply
47%
of buyers hired the first agent they spoke with. For sellers it was 59%.
Zillow Consumer Housing Trends Report, 2025
After the closing
13%
of repeat buyers chose an agent they'd worked with before, though 79% said they'd consider their last agent again.
Zillow Consumer Housing Trends Report, 2025
02One lead
One lead, start to finish
Here's what the engine does with a single sign-in. Each step is one of the setups, and you can turn them on one at a time.
Saturday, at your open house
They scan the sign
A couple touring your listing scans the QR code on the sign and signs in on their phone.
Setup 01
Before they reach their car
They're in your CRM
Tagged with the house and what they told you, and their follow-up plan has already started.
Setup 01
That evening
They get a real reply
They text a question. Your assistant answers it and offers two times that actually work for you, and the showing lands on your calendar.
Setup 02
Monday, 7 AM
They're on your call list
Your two-minute morning brief tells you who to call today and why.
Setup 05
Every few days
They keep hearing from you
A fresh note written for them, paced by how ready they are, until they reply. When they do, the reply comes straight to you.
Setup 03
Under contract
Nothing slips
Every deadline is on your calendar with reminders, and a short status note goes out each week.
Setup 20
A year later
They hear from you again
A home-anniversary note with a value check-in, at the right moment to ask who else you can help.
Setup 14
And when they send a friend your way, that friend starts at the top.
An example of how the setups work together. Exact timing depends on your CRM and your AI plan.
03Setups
The setups
What each one does and how long it takes. Start with the five that catch leads, then add the rest one at a time.
Catch every lead
Start here. These five make sure nobody who raises a hand falls through.
01Open House & Listing QR Sign-InEvery visitor who scans your sign or flyer is in your CRM before they reach their car, and their follow-up has already started.1 hr setup · 5 min per listing02Answer Every Lead in MinutesEvery new inquiry gets a reply within minutes, day or night, and a booked showing lands on your calendar.2–3 hrs setup03Follow-Up That Never StopsNo lead goes quiet because you got busy.1 hr setup · 15 min a week04Wake Up Your SphereThe people who already know you hear from you this week, with a message that's actually about them.1–2 hrs · then 10 a day05Your Morning BriefA two-minute read each morning that tells you exactly who to call and why.45 min setup · 2 min a morning
Grow your book
Find the next client before they start looking, and keep the last one close.
06Expired & FSBO Relaunch BriefCall every expired or FSBO owner with a specific reason their house didn't sell.45 min setup · 15 min a list07Neighborhood Farm EngineOne neighborhood knows you as the person who explains its market, every month.1 hr setup · 30 min a month08Monthly Market ReportYour whole database gets a plain-English update on their market every month, written by you in ten minutes.30 min setup · 15 min a month13Referral Partner NetworkA short list of local pros who send you clients because you help theirs.1 hr setup · 15 min a week14Past-Client & Home-Anniversary EngineEvery past client hears from you a few times a year, with something worth reading.1 hr setup · 15 min a month
Win listings and close
Walk in prepared, launch fast and keep every deal on schedule.
15Conversation CoachYou've already had the hard conversation ten times before the real one.15 min setup · 10 min a session16Listing Appointment PrepYou walk in knowing the house, the price story and every objection.15 min setup · 20 min each17Listing Launch KitOne listing becomes its whole marketing package in an evening.1 hr first listing · 30 min after18Seller Monday UpdateYour sellers know what happened this week before they think to ask.45 min setup · 5 min Mondays19Buyer Tour DayTour day is planned in five minutes and summarized for the buyer that night.20 min setup · 15 min a tour20Contract-to-Close TrackerNo deadline slips, and everyone knows where the deal stands.30 min setup · 15 min a contract
Four more setups cover getting found on Google and ChatGPT, a week of posts, lead magnets and ads. Those live in the Visibility Engine and the Content Engine.
04How it helps
How it helps
You set these up yourself, on your own AI and your own CRM, so you understand them and they keep working. Help is there at every step.
One-on-one setups
Want a hand with a specific one? Schedule a one-on-one and set it up together, step by step, on your screen with your own AI and CRM. Any setup on the list.
Ask for a one-on-one
Every resource you need
Each setup comes with its step-by-step guide, the prompts to copy, the skill file for your AI and a check that it worked. Sign up and they're yours.
Get the guidesYour AI, your choice
Every setup is written for Claude, ChatGPT and Grok Bot, with the same steps for each. Many work on a free plan; anything that runs by itself on a schedule needs a paid one.
Your CRM stays in charge
Sign-ins and texts run through your CRM, or a simple form and sheet if you don't have one yet. The AI reads it, writes for you and keeps it tidy.
You approve the voice
Before anything goes out in your name, you approve how it sounds. After that you decide what sends on its own and what waits for your OK.
05Process
How it works
You keep the relationships. The Lead Engine helps you build everything behind them.
- 01
Sign up for the guides
Enter your details and the guides unlock right away.
- 02
Start with the first five
The setups that catch leads come first. Each takes between 45 minutes and three hours.
- 03
Set it up on a call
Bring it to the weekly call, or schedule a one-on-one if you'd rather go step by step together.
- 04
Turn it on
Approve how the messages sound, let it run, and add the next setup when you're ready.
06Get the guides
Get the setup guides
The step-by-step guide for every setup, free. Enter your details and they unlock right away, along with an invite to the weekly setup call.
- A step-by-step guide for every setup
- The prompts and skill files for Claude, ChatGPT and Grok Bot
- "Set up your AI once", the 20-minute start
- An invite to the weekly setup call
