Latest / The Real Estate Agent Playbook / How I Automate My Real Estate Follow-Up (Without Sounding Like a Robot)

Transcript

How I Automate My Real Estate Follow-Up (Without Sounding Like a Robot) · The Real Estate Agent Playbook

• 0:00
  if you're still putting your database on generic
• 0:02
  drip campaigns 12 step automated programs
• 0:05
  you aren't building relationships
• 0:07
  you're actively training your leads to ignore you
• 0:10
  this is something that agents do all of the time
• 0:13
  and in 2026 buyers and sellers can spot a canned
• 0:17
  robotic email from a mile away
• 0:20
  but the alternative
• 0:21
  manually texting or emailing 500 people a week
• 0:24
  just isn't scalable either
• 0:26
  so today I'm going to show you the exact system
• 0:29
  I use to train AI on my specific voice
• 0:32
  so I can automate my follow up
• 0:34
  stay top of mind and never sound like a robot
• 0:38
  and something that myself
• 0:39
  I don't love seeing
• 0:41
  the AI generated text messages and all of it
• 0:43
  so let's get into it
• 0:49
  what's up guys
• 0:49
  I'm Jeremy Kane with the real estate agent playbook
• 0:52
  super pumped for this as as AI continues to
• 0:57
  you know evolve and all of the things are going on
• 1:00
  this is a key point and a key foundational piece
• 1:04
  that if you do jump into the game someday
• 1:06
  you will want to have so let's get into it
• 1:08
  we do have a ton of things coming in the form of AI
• 1:13
  and if you are interested in learning more about that
• 1:16
  and possibly creating AI employees for your business
• 1:19
  comment below
• 1:20
  and I'll make sure I send you the waitlist
• 1:21
  for as agents we know that consistent
• 1:23
  communication
• 1:24
  is the foundation of a sustainable business model
• 1:27
  for years
• 1:28
  the industry answers to that were drip campaigns
• 1:33
  staying top of mind sending out bulk mailers
• 1:36
  you buy a list you drop them into your CRM
• 1:38
  and it sends out just checking in text every 14 days
• 1:42
  okay that's a little dramatic
• 1:43
  but the truth is there's a lot of problems with that
• 1:46
  your clients are smarter than that
• 1:48
  now when client gets an email with a corporate header
• 1:51
  or a stiff real estate jargon about
• 1:54
  you know current market conditions
• 1:56
  they just throw it away they delete it
• 1:57
  they erase it from their mind
• 2:00
  they know it wasn't written for them
• 2:02
  you are burning your database
• 2:04
  people want to feel important and so special
• 2:07
  that's why when you say someone's name
• 2:09
  they immediately lock in but as your business scales
• 2:12
  you hit a ceiling
• 2:13
  you simply do not have the hours in the day
• 2:16
  to write highly personalized
• 2:18
  thoughtful messages to hundreds of people
• 2:21
  you have to find leverage somewhere
• 2:22
  you have to transition from being just a salesperson
• 2:25
  to being a business operator
• 2:28
  and this is the key
• 2:29
  because we have so many tools available to us
• 2:32
  right now the pivot you need to make this year
• 2:35
  isn't about abandoning automation
• 2:37
  it's about upgrading it
• 2:39
  we need to use technology to scale our humanity
• 2:42
  not to replace it this is where AI comes in
• 2:45
  but not in the gimmicky way most people talk about it
• 2:48
  I'm not talking about having chat GPT write a blog post
• 2:52
  I'm talking about feeding an AI system
• 2:56
  your past emails your text messages
• 2:59
  and your specific vocabulary
• 3:01
  so it learns your actual voice and tone
• 3:04
  this is super important
• 3:06
  so that it feels authentic when it comes through
• 3:09
  when my system's draft text
• 3:11
  it doesn't sound like a real estate agent
• 3:13
  it sounds like Jeremy Kane
• 3:15
  the realtor that helped them purchase the home
• 3:17
  or their friend or their family member
• 3:20
  it uses cadence
• 3:21
  it knows when I use a specific phrase and when I don't
• 3:25
  this bridges the gap
• 3:26
  it allows me to maintain a massive database
• 3:29
  but treat every single person in it
• 3:31
  like they are my only client
• 3:33
  and that's what we're going for
• 3:35
  but as you know
• 3:36
  custom voice and all of this evolves
• 3:40
  it's only half the battle
• 3:41
  context is the other half
• 3:43
  stop triggering emails based on arbitrary timelines
• 3:47
  like Day 30 or generic holidays
• 3:50
  start triggering triggering
• 3:51
  your outreach database on actual life events
• 3:54
  in my business
• 3:55
  we track data points that actually matter
• 3:58
  when does their current lease expire
• 4:00
  what is the exact you know
• 4:02
  anniversary date of their home
• 4:04
  when is their youngest kid graduating high school
• 4:07
  all of these things are very important
• 4:09
  and when you combine life event triggers with AI
• 4:12
  that knows your voice magic happens
• 4:14
  the system flags it the past
• 4:16
  clients have been in their home for exactly
• 4:18
  three years the AI
• 4:19
  drafts a highly personalized text and voice
• 4:21
  referencing the specific milestones
• 4:24
  you get a notification you read it
• 4:25
  sounds just like you and you click send
• 4:27
  just created a massive
• 4:29
  realistic touchpoint that could change your business
• 4:32
  now most off the shelf
• 4:34
  CRMs aren't built to do this smoothly
• 4:36
  they're built like digital filing cabinets
• 4:38
  because of the exact frustration
• 4:39
  we actually build our own infrastructure
• 4:42
  let me show you what it looks like inside of the custom
• 4:44
  lofty CRM platform
• 4:46
  we built specifically for high producing agents
• 4:49
  right here popping into R a I
• 4:52
  I have a gym built in Gemini
• 4:55
  that has all of my brand information
• 4:57
  everything in it so
• 4:58
  what I can do here is
• 5:00
  I can just type a prompt that says
• 5:03
  please type a personalized email to one of my clients
• 5:09
  who has purchased a home for their
• 5:18
  college aged child
• 5:23
  similar to what my father and I did
• 5:32
  it has now been a year
• 5:38
  and I would like to help them analyze
• 5:44
  the asset of this home
• 5:48
  so we can move to the next steps of wealth building
• 5:55
  would like the call to action to be the annual review
• 6:03
  right so I'm just telling it what to do
• 6:05
  since it has my knowledge and everything in it
• 6:08
  once this comes up we will be able to um
• 6:13
  you know go from there
• 6:14
  so I can even say one year
• 6:15
  checking in the prior property
• 6:17
  this is a little bit different use case
• 6:19
  because it's very situational right
• 6:22
  it's hard to believe
• 6:22
  it's already been a year since you bought your home
• 6:24
  for your child hope
• 6:25
  the transition school year
• 6:26
  it's been smooth
• 6:28
  um as you know
• 6:29
  my father and I took a similar path
• 6:30
  now that you've hit the 12 month Mark
• 6:32
  I'd like to help you
• 6:32
  treat this property like a strategic asset
• 6:34
  my experience the first year
• 6:36
  best time to look under the hood
• 6:37
  and see what's exactly performing
• 6:39
  like to current park marketing value
• 6:42
  equity position long term strategy
• 6:44
  this is built in to my knowledge basis
• 6:46
  exactly what my annual reviews are
• 6:48
  my goal is to make some clarity on this property
• 6:50
  as you go you know
• 6:51
  so on so then I go from there right
• 6:54
  I can say can you add a link to book a call
• 7:01
  I will cut and paste as well
• 7:05
  I use the CRM lofty can you make all variables
• 7:12
  um
• 7:15
  in the correct format
• 7:19
  so all I'm doing here is just going back through that
• 7:22
  and you say OK great
• 7:23
  so as you can see here like this
• 7:27
  and this is the important piece of this video
• 7:29
  if we go to the agenic AI space
• 7:33
  that we're so quickly entering
• 7:35
  over the last three weeks
• 7:36
  in real estate
• 7:38
  having this knowledge base in the back is so important
• 7:41
  so cloning you is a big deal
• 7:44
  I will tell you that this isn't my idea
• 7:47
  um I built this gym based off of a colleague of mine
• 7:51
  Adam Gillespie's you know
• 7:53
  100% prompt and model and everything that he does
• 7:57
  so if you are interested in that
• 7:58
  go check out Adam Gillespie AI um
• 8:01
  on his YouTube channel
• 8:03
  he has all of this stuff built in it's all over there
• 8:05
  reach out to him if you want that information uh
• 8:08
  and then what we have done is
• 8:10
  we have created our own lofty account
• 8:12
  because lofty has an extreme ability to
• 8:17
  to be very dialed in right
• 8:19
  so let's check out this lofty
• 8:21
  I'll show you one other use case
• 8:23
  and then we'll be done here
• 8:25
  so in my lofty I'm able to manage my transactions okay
• 8:30
  I'm not going to open up my transactions right now
• 8:32
  because I don't want to expose my client's information
• 8:35
  but within my transactions I have dates that can fire
• 8:39
  and so if you come over here into my email
• 8:43
  and into my email templates
• 8:45
  when I go under contract with a
• 8:47
  an agent or a client I can send out
• 8:52
  dialed in emails for that specific piece
• 8:56
  so if you see this
• 8:58
  this is gonna pull up my email template
• 9:01
  as you can see here in our version of lofty
• 9:03
  you can have these custom variables
• 9:05
  not in everybody's right
• 9:07
  not if you're under a brokerage wing or whatever
• 9:10
  sometimes they eliminate that
• 9:11
  because the brokerage is the overarching company
• 9:13
  with our version
• 9:14
  you have have access to do these things
• 9:17
  so this is an email written in my
• 9:19
  you know probably by one of my little bit older
• 9:21
  you know brand voices
• 9:23
  but this is an email that goes out
• 9:25
  we're able to
• 9:26
  manage the transaction within the transaction tab
• 9:29
  and then once we do certain things
• 9:31
  this email will auto fire
• 9:33
  once we have all of this information updated
• 9:35
  and we change the pipeline from
• 9:37
  you know active client to under contract
• 9:40
  then all of these things will be populated
• 9:43
  cause we're gonna take that information
• 9:44
  from the contract and it's going to go to them right
• 9:47
  so having the back end clone your brand voice
• 9:51
  and what you do is at the root of what we're doing
• 9:54
  like I said Adam
• 9:56
  Gleisberg is an absolute monster
• 9:57
  when it comes to these things
• 9:59
  but as for now
• 10:02
  if you are understanding that you have the ability
• 10:05
  using AI using a dialed in CRM system to make your
• 10:11
  you know voice heard
• 10:12
  and it's in your own voice
• 10:13
  and it's not robotic and it's not salesy
• 10:16
  like everybody's so worried
• 10:17
  you as an agent can change the
• 10:20
  you know turnover in your business right
• 10:22
  you want to retain those clients
• 10:24
  you want to keep stay top of mind
• 10:26
  but as your business grows
• 10:27
  and you have more and more past clients
• 10:29
  this becomes harder and harder
• 10:31
  this is why AI is taking off
• 10:33
  this is why AI agents are on the horizon
• 10:36
  and the truth is we got so much more for you
• 10:39
  based on this vertical that we're offering that
• 10:43
  you know I'm absolutely over the moon about it
• 10:45
  but here's my my advice to you start here
• 10:50
  head over to Adam Glaspy AI's YouTube channel
• 10:54
  check out how to clone yourself
• 10:56
  work through that
• 10:57
  and have that clone so that you are ready
• 10:59
  when you are ready for a you know
• 11:01
  Turbo Charge CRM
• 11:02
  when you are ready to hire agent employees
• 11:05
  those kind of things you have this
• 11:08
  you have the brand foundation voice that you have
• 11:11
  and that will change your business forever
• 11:13
  that is the initial step to not sounding so robotic
• 11:17
  and being
• 11:17
  sounding like every other real estate agent out there
• 11:20
  hope you like what you heard
• 11:21
  like comment subscribe
• 11:23
  we'll see you next time on the channel bye bye