In the field: our own business
I run my own business on this system first. Here is what that looks like, and how the day changes.
Case study: built in the field
A real estate investing business we run
Before we offered this to anyone, we built it for a real estate investing business we run every day. Here's what the bot team actually does there.
- Separate bot lanesA coordinator bot routes work to specialist bots for lead sourcing, CRM follow-up, underwriting, closings, meeting notes, the inbox and partners. Each stays in its own lane.
- Lead routing by callerNew leads are sorted by market and deal type and routed to the right caller, so each person works their own list.
- Fresh daily call listsEvery morning, each caller gets a fresh list of about 100 leads. Do Not Call registry numbers, text opt-outs and poor-fit leads are left off automatically, and old lists are cleared so nobody re-dials stale ones.
- Inbox and reply watchSeller replies and the inbox are checked through the day. Hot replies are flagged with drafted answers, and automatic texting is paused on sensitive threads until a human decides.
- One shared activity logEvery bot logs what it did and who owns the next step, so work isn't doubled up and less falls through.
- The owner approvesMessages to sellers and any spending on data or credits wait for the owner's OK.
Your day, two ways
Same to-do list. Different day.
- Call back yesterday's new leadsScout · Leads
- Send the follow-up text you promisedNudge · Follow-up
- Sort the inbox and find what needs youSorter · Inbox
- Write up notes from this morning's callScribe · Meetings
- Check which deals are stallingWatch · Pipeline
- Confirm the closing checklist is completeClerk · Closings
Illustration of the kind of work bots take off your plate. You still approve anything that goes out.
Your first step
Free 30-minute call with Tim
- The bots that would save you the most time
- A rough plan for what to build first
- A clear price for anything beyond our listed packages
No pitch deck. We look at your week and find what a bot could take off it. You'll get a clear price after.
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