Opening / Demo Walkthrough
Eduardo
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.
Eduardo
Is it already connected to Follow-Up Boss? Like, who’s here? It’s working.
Eduardo
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.
Eduardo
This is the one that it did by itself, but I obviously changed some colors, I don’t know, like branded it to a company. And that’s what I sent to the buyer. But it is a bit — tables, 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.
Scripts & Objection Handling
Eduardo
What I did — this is like info that I have from my previous company. These are all scripts that I use for 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.
Follow-Up Drip Campaign
Eduardo
Ten-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.
Timeline Discussion
Eduardo
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?
Eduardo
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?
Cam
[confirms sync between phone and desktop]
Goals & Vision
Eduardo
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 clients 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.
Eduardo
And the last one — 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?
Lead Management in Follow-Up Boss
Eduardo
This is why we’re doing it. 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 new ones, you know, the hardest. Okay, I have what, 244 here total. All right, 70 are from the company that I work from right now. Yeah, this is from November. That’s when I started here. So all of these — 70 leads are like the newest ones.
Cloudflare Deployment
Eduardo
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?
Cam
[explains Cloudflare deployment process]
Eduardo
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.
Mobile Access Testing
Eduardo
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 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? Do you have it downloaded as an app on the phone?
Cam
[explains Safari home screen shortcut option]
Comp Data Integration
Eduardo
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?
Eduardo
Let’s say, obviously, login. I have it already locked in. It looks old school. You hit on Search. 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.
Eduardo
Am I able to upload the market report? Logged in successful. I should have given it a timeframe, 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.
Eduardo
Yeah, data is coming through. It found 114 sales. We have to see, and then we can tailor it.
CRM Dashboard Idea
Eduardo
Oh, I remember something. Yesterday it was like 11 p.m. and I was thinking — 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.
Cam
[asks about data availability]
Eduardo
Not everything is on the CRM. Yeah, but I can look for it. I have it somewhere. 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.
Live Demo Reactions
Eduardo
Wow. Five years ago, this would have been so futuristic. Yeah, wow.
Eduardo
The average price is 999. That’s everything I need pretty much. What’s the average gross? What’s the price per square feet?
Eduardo
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.
Wrap-Up
Cam
Is there anything else we can train it for now that I have it here?
Eduardo
Yeah, good question. Nice. We’re looking forward to keep that in sync. For sure.
Eduardo
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. So what I’m thinking is just making like a — you know, through Safari you can add a web page to your home screen. Right?
Cam
Exactly. I’m planning on doing a favicon tonight so that when you set the shortcut it’ll have a little logo there instead of a blank icon.
Eduardo
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.