The Real Estate Agent
In shortReal estate agents get the most from AI when their leads and listings are clean first. With a working spreadsheet-based CRM connected to an AI workspace, the next step is marketing to existing contacts: a brand book, a landing page and messaging campaigns.
The same working day, before and after AI joined the team. Hours are typical, not exact.
The leads sheet and the listings sheet disagree.
One source of truth, synced into the AI workspace.
The weekly summary for management takes hours.
It builds from the sheets, with numbers you trust.
5,000 contacts, no plan.
Contacts sorted by buyer, seller and tenant, each with a message.
Messages link nowhere.
A simple landing page catches every reply.
You post when you remember.
A social channel with a plan.
Your small team runs on spreadsheets and an AI workspace instead of a CRM. Leads, listings and the dashboards for management stopped matching, and nobody trusted the numbers.
Marketing to 5,000 contacts doesn't work on broken data. So the first job was fixing the sync. The second is turning those contacts into a campaign people want to read.
A 50-minute diagnostic on your own business. We map where AI fits and what to build first.
Yes, for a small team. Google Sheets plus an AI workspace can work as a light CRM, as long as leads and listings stay in sync.
Segment by buyer, seller and tenant, write one useful message per segment, and send people to a simple page that captures replies.
Data. If leads, listings and reports disagree, every AI summary inherits the error.
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