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AdvancedBuilding tools· a few days (the original author took weeks)

A real estate team's AI assistant tells agents who to call first each morning

The owner of an 8-person real estate team built an AI assistant with its own inbox that scores leads, writes follow-up plans and alerts agents in Slack.

Start step 1 ↓

The problem

There are lots of leads, agents have to log in to the CRM every day to decide who to contact first, and people who need follow-up get missed.

AI tools used

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How to do it

  1. 1

    Define how leads are scored

    For example, what they asked, budget and recent activity.

  2. 2

    Push it to agents every morning

    Slack lists who to contact today and suggested talking points, so agents don't need to open the CRM.

  3. 3

    Try it yourself before rolling it out

    The owner tested scheduling on his own calendar first and expanded once it was stable.

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