Guides
Set up the workflows behind your business
Step-by-step guides for the work between the calls: what to keep, what to hand off, and how to set it up this week.
Every guide uses one rule. If a step puts you in front of a client, in person or on the phone, it's yours. If it doesn't, it should run without you. Most agents do it the other way around: the admin gets done because it's urgent, and the calls wait.
Leads
- How to set up your lead follow-up: what you keep and what you hand offCatch every lead in one place, answer fast, qualify on the phone, and follow up by stage.
- How to follow up with a lead who stopped answering: what to send at 7, 30, and 90 daysA lead who stops answering hasn't always picked another agent.
- How to get real estate leads from your Instagram and TikTok commentsAsk for one word in each post, answer every comment in the DM, ask how to reach them, and keep every lead in one place.
Listings
- How to set up your listing launchGet the paperwork signed, set the price with comps, prepare the home, go live, and market each moment from coming soon to sold.
- AI listing photos and AB 723: label every edited photo and keep its original next to itSince January 1, 2026, an edited listing photo in California travels with its original and a label: in the MLS, on your flyers, and in your posts.
- Real estate listing photos: what to shoot, what to cut, and what goes firstYour listing photos have one job: get buyers through the front door.
- House showing checklist for sellers: what to send your seller before the first showingSend your sellers one checklist before the first showing: leave the house, take the pets, turn on the lights, put away valuables, turn off camera audio, and make the house easy to walk.
Buyers and showings
Under contract
Past clients
Marketing
Your business
- Virtual assistant or transaction coordinator: what each one does, and what you hand to whomA transaction coordinator runs the deal file from contract to close.
- AI for realtors: what to hand to AI in one real week of workPick the task first and the tool second.
- How to spend less time on email: three real estate email templates and a daily routineAnswer email at set times, give every email one of four outcomes, keep a template for each email you send every week, and hand off the drafts.
- Is ChatGPT safe for client information? Seven steps to keep client data safe when you use AIYou can use ChatGPT and other AI tools for client work with less risk when you control what goes in.
Guides
Hand off the work
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