eduardo-opus

# Transcript: 2026-04-15

> 2 time blocks from 12:50 PM to 2:06 PM

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### Casual chat about treats and sports
**12:50 PM - 12:54 PM PDT** | *casual*

**Microphone:**
If you see some dog treats, they'll look good. I'll pay for them.

No, I want... get the brownie points and they're gone. Should keep those in your pocket. Whatever.

Actually, I do. I'm taking it for March Madness. Oh, word? I'm not gonna kill my phone, keep going. On the Warriors tonight. So I can't even bet anymore.

Oh, he's at school.

### Work demo and sales scripts review
**1:00 PM - 2:06 PM PDT** | *meeting*

**Microphone:**
Thank you. This is the one that it did on its own, but I obviously changed some colors. I don't know if I branded it to the company, and that's what I assigned to it.

This is like info that I have from my previous company. These are all scripts that I use for objection handling. You know, it is an objection that happens, and this is how to work with it. And I have like a buyer script, you know, before you're showing. And he's not previously — I'll do that whether you do it or not.

So I'm going to create this. Edbot assets. Do you prefer those lead alerts in real time compared to any other broker? If someone can manage five brokers at the same time, I want to be able to — I guess it's saying if I need help with new leads, warm leads, or long-term nurture.

Obviously I have, what, 600-something, but this company has actually like seven links out of those 637, so I want to — it should know, but you can definitely include that. The more information you provide, the better.

Can you please create an HTML and deploy it to Cloudflare and provide a link? It's like it exists, but there's gonna be options like can you upload it to Google Drive, can you create — yeah, so you're going to want to give it that username and password. That I don't, or that I do?

Normal, or my average client is — or who am I selling to? No, different things. Or just to see how I've grown. I just wanted to see, you know, what my first year I did, what my second, my third, what I'm gonna do next year.

Favicon tonight so that when you set the shortcut it'll have a little logo there instead of — okay, well I'll wait for that. Yeah, okay.

Okay, so do you want me to — let's see, I might be able to just open it up to anybody and then you can just access it.

He's looking for a three bedroom or bathroom, whatever it is, and that it can automatically go to follow-up. I don't know if that's possible, but — 5, 4, 6, 1, 6, 29. What?

**System Audio:**
So, I'm good, and you? Thank you. Yeah, I don't have the bag meaning here. Do I need it? There we go. Okay, I know you sent it. Yeah, let's do that again. There we have it.

Is it already connected to Follow Up Boss? Like, who's here? It's working. Thank you.

My first interaction with Claude was like a week ago. I'm a real estate broker. I wanted to create a brand that I sell with some options like that. For my buyer, like I'm putting the three links of the properties that I wanted it to do that report on, and it did. Let me show you what it did. This is the one that it did by itself, but I obviously changed some colors, like branded it to a company. And that's what I sent to the buyer. But it's a nice table, side by side comparison, you know — the prices, the bedrooms, bathrooms, square footage, like pretty much everything. And I was like, damn, like, GPT would never.

What I did — this is like info that I have from my previous company. These are all scripts that I use, you know, objection handling. You know, to his own objection that happens. He just ought to work with it. And I have like a buyer script, you know, before you're showing. It's not that the bot is going to be communicating with the client directly, but maybe so in the future, like who knows. So yeah, there's a lot of things here.

10-day templates that I can do. First day, email plus phone call. I'll do the phone call, obviously. If they don't answer, then text. Then day four, email. Then day five, call — I'll do the call. But I want the bot to give me like a task. Oh, it's the fifth day, like call this guy. And I'll always be able to call. So obviously I can send you everything I have here.

What I'm thinking is that, you know, timeline-wise, it's been already a month. I think the training — we may have underestimated how long it's going to take. So, do you think that on the third month we should be up and running?

And a quick question before we get into it. Am I going to be able — I imagine on Safari on my website, on my iPhone — but I'm going to be able to access it through my phone and it's all connected. If I have a conversation on my phone, it's going to be logged on the computer too, right? Okay.

I set up like a Wi-Fi extender around my house and I have one extension right next to it. So, you know, it should be there, the connection. Yeah, let's do it.

I'm putting in even like the name so that it remembers. Okay, do you prefer those lead alerts in real time? And for the bot to remind me my tasks.

Well, that's an interesting one because ideally I would say to file it in Follow Up Boss, but it's harder to check the tasks there. If it is able to send me a text with what I want to do, or have to do, I think that would be ideal. Or email, it can be an email too. Yeah. Well, let's do emailing. No, it's still emails then.

Okay, so that's a good question. I would say maybe help me be more efficient. The thing is, I want to be able to manage more people at the same time. You know, compared to any other broker, right? If someone can manage like five brokers at the same time, I want to be able to manage 100 if that's possible. I mean, shoot for the stars always. I know 100 is a lot, but now that I'm shooting for the stars — yeah, I want to be able to, you know, half my time invested in showings or negotiating or things that the bot is not able to do and will never be able to do.

And the last one — when you're dealing with those DCs, I would attack — I don't know what it's asking, but I would apply the — I guess it's saying if I need help with new leads, warm leads, or long-term nurture. I would say all of the above, but long-term nurture, I guess that's part of our job. So I would say rather like new leads and warm leads. And the long-term ones, well, I just have to take care of them myself. Does that make sense? Okay.

This is why we're doing it. For example, if it's a client, I would just stay at our pool. I like that. They have 600 and something, but this company has passed me like 70 leads out of those 637. So I want to tag those last 70 that they have. I think that those are the newest, you know, the hardest. So these thoughts kind of top them, you know, in the 30s. Okay, I have 244 here total. He's left 70 and are from the company that I work for right now. Yeah, this is from November. That's when I started here. So all of these — seven leads are like the newest ones, the stale leads.

I don't know if this is stupid, but can we put in like a little picture here? Yeah. Thanks. And I'm going to change it up a bit. Should I say "Follow Up Boss"? Yeah, I don't — wait.

The podcast — oh, shit. I can tell it's on my end. I don't know if he was hearing me. But what do you want it to say?

So I think that's a good question. Can you please create an HTML that you can deploy to Cloudflare and provide a link? It provides me the file without me asking — sorry, to provide the file, because how am I going to access this? Oh, and where is it? Oh, gotcha.

It can't hear anything. I don't know if you're talking about your dog, but it's all right, I can't hear it. No, it's okay. Yeah, it like sort of disconnected and connected even.

Is this unlimited? On these sort of websites that it's doing — it's like a full website. I can send this to a friend.

Just click it and they will just see these. Wow. Okay. Without any permission or anything.

Actually, I just tried to get in, you know, to copy and paste it on my phone. It's asking for a code. Yeah. All right, look at this. I'm not copy-pasting on Excel just to see. This is not the case. My intended use for it. Just wanted to check if it works for copy-pasting it. Okay. So if I copy paste this on my phone, I'm supposed to be able to use it, right? The bot, like this, the URL. Yeah, that would be ideal. I do want to go back and forth and just to test the code. Okay, I have it here on my phone.

Is there any way where it's not a website? It's like a — I don't want to say an app, but is there a way? That's too hard. Do you have it downloaded as an app on the phone?

If I gave you the access to where we find the comps and data about, you know, that have happened in certain neighborhoods, giving it the password and username, would the bot be able to learn by itself where to look for the comps? Does that make sense? Yeah. I use this site. Like, this is a website that I — oh wait. Nope, it was actually the other one. I just want to, if I have to train it, I'll do it, obviously, but it's quite easy.

Let's say, obviously, login. I have it already logged in. It looks old school. You hit on Search. Let's see. I think I sent the report the other day about this one. I wanted to be able to do this, pretty much. Right now. But I have to give it the access to this account, right? Where you look for the data in this website. This is one of them. This has got the record, yeah.

Man, the thing is, it's not my account. I still use it. Where is the transfer manager? And I tell about the account. That I don't or that I do? Yeah. Which one? Yeah, I sent it through the WhatsApp chat. Let's see what happens. And I wrote it. Oh, yeah, no. That's right. Am I able to upload the market report?

Logged in successful. I should have given it a time frame like the last six months or something like that. Search sales, that's what it's supposed to do. This is one of the things that I think is going to be useful for the team. Yeah, because it is very time consuming. So yeah, data is coming through. It found 114 sales. We have to see, and then we can tailor it.

Oh, I remember something yesterday. It was like 11 p.m. and I was thinking, I was like, if I can — let me look for the note. Yeah, I want to use, using the CRM, I would like to prepare some sort of dashboard and data about my past sales, what my normal or my average client is, or who am I selling to. Different things that we can extract from the CRM just to tailor my approach maybe to different people, or just to see how I've grown. I just wanted to see, you know, what my first year I did, then my second, my third, what I'm going to do this year. Just useful data for myself. Not everything is on the CRM. Yeah. But I can look for it. I have it somewhere.

Yeah. And do everything branded. Important too, like if we can nail down the branding part so we don't have to — you know, that's easy stuff, but yeah, it's all in the details. And I have that, so.

Wow. Five years ago, this would have been so futuristic. Yeah. Wow. The average price is 999. That's everything I need pretty much. What's the average gross? What's the price per square feet?

I have a call. Open house if you want to see me. No. Yeah. Thank you. I mean, it's okay. I can't wait till he sees this. That is crazy. The buyer, I mean, there is info that they can find that's not here. Like the notary, you know, I can tailor it. I can just send the — wow.

I think there's — because this was me, I did this, but there's another one that I can't — no. It was called... I know it's uploaded. It was called... let me see. I want to make sure that they're all here. I was so excited about it, but I was doing the market report with the bots.

Is there anything else we can train it for now that I have it here? Yeah. Good question. Nice. We're looking forward to keep that in sync. For sure. Yeah, I mean, I'm looking forward to it.

What I want to be able to do is mostly use it on my phone, like on a day to day basis. At the office I can do it on the computer, but if I'm like walking down the street, I remind myself of something, I can just go to ChatGPT. An app. So what I'm thinking is just making like a, you know, through Safari you can add a web page to your — right? Exactly. I'm planning on doing a shortcut. I'll wait for that.

Yeah, but for now I'm going to do — send me the Google Drive link for uploading the brand guidelines and everything. I'll also upload some documents, instructions and stuff.

Okay. Oh wait, the only thing is that we've, you know, in my personal life I use, you know — yeah, let's see that better. I'm going to do like maybe a brainstorming session or something.

Should I do like a document like this? I have like a project where it says increased conversion rate and I have — wherever the instructions I gave it for the video. Here. I have a lot of instructions, who I am, what I want to do, what my style is. Okay. Thank you.

Yeah. I would definitely like to use voice notes, like, oh, after a call talking to the bot. Oh, I talked to so-and-so, whatever. And this is what he said, X, Y, and Z. He's looking for a three bedroom, four bathroom, whatever it is. And that it can automatically go to follow up, and I don't know if that's possible, but I guess it is, and put in like a note under the lead. Okay. Yeah. So that works.

Okay, good. Well, looking forward, man. Good meeting. Yeah, for sure. Tomorrow, I'll play with it tomorrow. Yeah. Well done. Thank you so much. Yeah, take care.

On April 15th, Cameron held a client demo and onboarding session with a real estate broker who is being set up with an AI-powered productivity assistant. The broker demonstrated strong enthusiasm after seeing Claude generate branded property comparison reports and pull market data (114 sales) from a comp website, and the session focused on configuring the bot for lead management, automated follow-up sequences, and CRM integration with Follow Up Boss. Key decisions included targeting month three for full deployment (acknowledging the training phase took longer than expected), prioritizing mobile access via a Safari shortcut with a branded favicon, and using email for task reminders. The client committed to uploading brand guidelines, sales scripts, and historical CRM data to Google Drive to further train the assistant.