The Solo Agent Coach

The Lead Engine

Every setup, explained

What each one does, how it works, why it's worth it and how long it takes.

  • Free when you sign up
  • Step-by-step guide
  • Prompts
  • Skill file for your AI
  • Walkthrough on the weekly call
Get the setup guidesBack to the Lead Engine

015 setups

Catch every lead

Start here. These five make sure nobody who raises a hand falls through.

01Paid AI plan

Open House & Listing QR Sign-In

Every visitor who scans your sign or flyer is in your CRM before they reach their car, and their follow-up has already started.

  1. QR code on your sign
  2. They sign in on their phone
  3. Lands in your CRM, tagged
  4. Follow-up starts by itself

1 hr setup · 5 min per listingClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • Every visitor who scans the QR code on your sign, flyer or open-house table signs in on their own phone in about 30 seconds.
  • They land in your CRM (or a Google Sheet) labeled with the house, the follow-up starts on its own, and each evening your AI writes a personal note to every visitor from what you remembered about them.

Step by step

  1. QR code on your sign
  2. They sign in on their phone
  3. Lands in your CRM, tagged
  4. Follow-up starts by itself

Why bother

In Mike DelPrete's 2024 secret-shopper study, 62% of open-house visitors never heard from the agent afterward. 42% were never even asked for their contact details. A QR sign-in fixes the first problem tonight, and this walkthrough fixes the second.

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02Advanced

Answer Every Lead in Minutes

Every new inquiry gets a reply within minutes, day or night, and a booked showing lands on your calendar.

  1. A new lead comes in
  2. Your AI assistant
  3. Texts back with two real times
  4. Showing on your calendar

2–3 hrs setupClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • Every new inquiry (Zillow, your website, a Facebook lead form, a QR sign-in) hears back within minutes, day or night.
  • The reply comes from your AI assistant, which says it's your assistant, asks two or three easy questions, offers two real showing times, books the one they pick on your calendar, and sends you a summary (by email, or by text if you set up a business number).
  • You only hear from it when someone replies with a time or a question it can't answer.

Step by step

  1. A new lead comes in
  2. Your AI assistant
  3. Texts back with two real times
  4. Showing on your calendar

Why speed matters

In Zillow's 2025 research, 47% of buyers hired the first agent they contacted.

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03Free plan works

Follow-Up That Never Stops

No lead goes quiet because you got busy.

  1. Tags and notes
  2. Each tag sets how often
  3. One fresh message per person
  4. A reply comes straight to you

1 hr setup · 15 min a weekClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • No lead goes quiet because you got busy.
  • Every contact has a tag, the tag sets how often they hear from you, and every message is written fresh from that person's notes.
  • Real events (a new listing that fits, a price drop, a sale on their street) go out right away.
  • If there's no real reason to write, nothing goes out.
  • Any reply stops the schedule for that person and pings you.

Step by step

  1. Tags and notes
  2. Each tag sets how often
  3. One fresh message per person
  4. A reply comes straight to you
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04Free plan works

Wake Up Your Sphere

The people who already know you hear from you this week, with a message that's actually about them.

  1. Phone, Google and CRM contacts
  2. One clean list
  3. Your A and B people
  4. A personal note each

1–2 hrs · then 10 a dayClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • The people who already know you hear from you this week, with a message that's actually about them.
  • Your AI pulls every contact into one clean list (phone, Google and CRM), merges the duplicates (you approve each merge), sorts everyone into A (would refer you), B (knows you) and C (barely), and writes a personal reconnect message for every A and B from what you know about them.
  • You send ten a day and log them as you go.

Step by step

  1. Phone, Google and CRM contacts
  2. One clean list
  3. Your A and B people
  4. A personal note each
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05Paid AI plan

Your Morning Brief

A two-minute read each morning that tells you exactly who to call and why.

  1. Email, calendar, CRM
  2. Your AI reads overnight
  3. A 2-minute brief
  4. Who to call and why

45 min setup · 2 min a morningClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • A two-minute read each weekday morning that tells you exactly who to call and why.
  • Your AI reads your email, calendar and CRM (or lead sheet) overnight and gives you: new leads that came in overnight, who replied, the 3 to 5 people to call today with the reason for each, today's appointments, and deadlines this week.

Step by step

  1. Email, calendar, CRM
  2. Your AI reads overnight
  3. A 2-minute brief
  4. Who to call and why
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025 setups

Grow your book

Find the next client before they start looking, and keep the last one close.

06Free plan works

Expired & FSBO Relaunch Brief

Call every expired or FSBO owner with a specific reason their house didn't sell.

  1. Expired and FSBO list
  2. Why it didn't sell
  3. A relaunch plan
  4. Practice the call

45 min setup · 15 min a listClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • You call every expired or for-sale-by-owner (FSBO) homeowner with a specific reason their house didn't sell, not a script.
  • For each house your AI writes a one-page relaunch brief (price against sold homes, days on the market, photos, description, showing limits), a call opener about that house, and then plays the owner so you can practice before you dial.

Step by step

  1. Expired and FSBO list
  2. Why it didn't sell
  3. A relaunch plan
  4. Practice the call
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07Free plan works

Neighborhood Farm Engine

One neighborhood knows you as the person who explains its market, every month.

  1. Pick a farm by housing data
  2. What sold near you
  3. Postcard and email
  4. Door-knock leave-behind

1 hr setup · 30 min a monthClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • One neighborhood that knows you as the person who explains its market, every month.
  • Your AI helps you pick the neighborhood (your "farm") from housing data, then each month writes a "what sold near you" letter or postcard, an email version, and a door-knock leave-behind with a short talk track.
  • It also flags homes that have reached the point where owners often sell, such as a new build 5 to 7 years in.

Step by step

  1. Pick a farm by housing data
  2. What sold near you
  3. Postcard and email
  4. Door-knock leave-behind

Why a farm works

It's the same neighbors, the same facts, month after month. People remember who kept showing up with something useful. This walkthrough helps you stay consistent. It doesn't promise leads.

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08Free plan works

Monthly Market Report

Your whole database gets a plain-English update on their market every month, written by you in ten minutes.

  1. Your MLS numbers
  2. A one-page report
  3. Email to your database
  4. Replies become conversations

30 min setup · 15 min a monthClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • Your whole database gets a plain-English update on their market every month, written by you in about ten minutes.
  • You export the month's numbers from your MLS.
  • Your AI turns them into a one-page report, an email, a social caption, and a short line for each kind of reader: people thinking of buying, people thinking of selling, and people staying put.

Step by step

  1. Your MLS numbers
  2. A one-page report
  3. Email to your database
  4. Replies become conversations
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13Free plan works

Referral Partner Network

A short list of local pros who send you clients because you help theirs.

  1. Gaps in your network
  2. Local pros to meet
  3. A give-first offer
  4. Stay in touch

1 hr setup · 15 min a weekClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • A short list of local professionals who send you clients because you help theirs.
  • Your AI looks at the pros you already know, shows you the gaps (estate and divorce attorneys, financial planners, CPAs, builders, property managers, movers), helps you build a researched shortlist, writes a specific give-first proposal for each one, helps you practice the first meeting, and reminds you to stay in touch from your own notes.

Step by step

  1. Gaps in your network
  2. Local pros to meet
  3. A give-first offer
  4. Stay in touch
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14Paid AI plan

Past-Client & Home-Anniversary Engine

Every past client hears from you a few times a year, with something worth reading.

  1. Closing dates
  2. Anniversary notes
  3. Yearly value check-in
  4. Review and referral ask

1 hr setup · 15 min a monthClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • Every past client hears from you a few times a year, with something worth reading.
  • Your AI watches the dates (closing anniversaries, holidays), writes each note for that one client, asks for a review at closing, asks for a referral at the right moment, and every year prepares a home-value check-in using sales numbers you pull from the MLS.
  • You read and send.

Step by step

  1. Closing dates
  2. Anniversary notes
  3. Yearly value check-in
  4. Review and referral ask
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036 setups

Win listings and close

Walk in prepared, launch fast and keep every deal on schedule.

15Free plan works

Conversation Coach

You've already had the hard conversation ten times before the real one.

  1. Pick a hard conversation
  2. AI plays the client
  3. Scores you, shows better answers

15 min setup · 10 min a sessionClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • You've already had the hard conversation ten times before the real one.
  • Your AI plays the person (an FSBO owner, an expired seller, a buyer asking about your fee, a seller who won't cut the price, a lowball offer, a multiple-offer situation), reacts the way a real person would, then scores your answers and shows you a better version in your own voice.
  • You can do it by typing or by talking.

Step by step

  1. Pick a hard conversation
  2. AI plays the client
  3. Scores you, shows better answers
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16Free plan works

Listing Appointment Prep

You walk in knowing the house, the price story and every objection.

  1. Address and your comps
  2. The seller brief
  3. Rehearse objections
  4. Follow-up email

15 min setup · 20 min eachClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • Before a listing appointment, you give your AI the address, the home's MLS history and the comps you picked.
  • It hands back a seller brief: the home's story, the price story behind your comps, two or three pricing options, the objections you'll likely hear with answers, a one-page marketing plan, and the follow-up email.
  • It can also play the seller so you can practice the appointment out loud.

Step by step

  1. Address and your comps
  2. The seller brief
  3. Rehearse objections
  4. Follow-up email
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17Free plan works

Listing Launch Kit

One listing becomes its whole marketing package in an evening.

  1. MLS sheet and photos
  2. Description, posts, email, flyer, script
  3. One folder, ready to use

1 hr first listing · 30 min afterClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • One new listing becomes its whole marketing package in an evening, all filed in one Google Drive folder, all drafts for you to approve: the MLS description (checked for Fair Housing and cut to your MLS's character limit); five social posts; an email to your sphere; just-listed postcard copy; flyer copy; A 30-second video script; invitations for the neighbors to the open house.

Step by step

  1. MLS sheet and photos
  2. Description, posts, email, flyer, script
  3. One folder, ready to use
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18Paid AI plan

Seller Monday Update

Your sellers know what happened this week before they think to ask.

  1. Showings and feedback
  2. Gathers the week
  3. Seller update draft
  4. You send it

45 min setup · 5 min MondaysClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • Every Monday morning, a draft update for each of your active sellers is waiting in your Gmail.
  • It covers last week's showings and feedback, online views, new competing listings and price changes, and ends with one recommended next step.
  • You read it, fix it and press Send.

Step by step

  1. Showings and feedback
  2. Gathers the week
  3. Seller update draft
  4. You send it
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19Free plan works

Buyer Tour Day

Tour day is planned in five minutes and summarized for the buyer that night.

  1. Listing links
  2. Route and calendar holds
  3. A notes sheet per house
  4. Comparison that night

20 min setup · 15 min a tourClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • You give your AI the listing links for the homes your buyers want to see.
  • In about five minutes it gives you the best route order, puts a hold for each stop on your calendar, and makes a notes sheet for every house.
  • That evening it writes the buyers a comparison of the homes and an email with next steps, for you to send.

Step by step

  1. Listing links
  2. Route and calendar holds
  3. A notes sheet per house
  4. Comparison that night
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20Free plan works

Contract-to-Close Tracker

No deadline slips, and everyone knows where the deal stands.

  1. Contract (broker OK)
  2. Every deadline, with reminders
  3. Weekly status notes
  4. Plain-English summaries

30 min setup · 15 min a contractClaude · ChatGPT · Grok Bot

What it does, step by step

What you get

  • From a signed contract, your AI pulls out every date and deadline (inspection, financing, appraisal, title, closing) into a checklist and your calendar with reminders.
  • Each week it drafts a status note for your client and the other agent.
  • It also turns an inspection report or HOA papers into a plain-English summary, and drafts a repair-request list for you to review.

Step by step

  1. Contract (broker OK)
  2. Every deadline, with reminders
  3. Weekly status notes
  4. Plain-English summaries
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