Latest / The Investor Shed Podcast / How AI Cleaned Up My Messy CRM From 4K to 8.2K Contacts | Investor Shed
Transcript
- Nick & Jeremy: Well, welcome back to the Investor Shed podcast. My name's Nick Beverage. We're so glad you're here, Jeremy. Good morning. Good morning, Nick. How are you Doing good. Yeah. Jeremy. Well, I'm doing fine. OK. Thank you. Did we get out? We got rid of all of our inner regression right before the show. We just had a event test for the last like 10 minutes. We had a life sucks. We had a guy moment where we were talking about ⁓ how much we love Mother's Day. Yeah, just absolutely our favorite holidays. It's our favorite holiday and I'm sure it's all men's favorite holiday. Yeah Because it's it's the perfect day to just get everything right. Yeah, there's no way you could do anything wrong ⁓ Right ⁓ No matter how much how hard you try. I mean it It's still it's not gonna be good enough. But at least you feel like you made progress. Yeah progress We're looking for progress not perfection, right? Father's Day sucks to though like to be honest with you like it Father's Day is not that great We were talking about our favorite holidays. we came to the conclusion that like Halloween is it? Halloween is the one. Halloween is our favorite holiday. Look, there's no financial obligation to like buy people gifts. Nobody's fighting. Yeah, I just dress up like Waluigi and I go around the neighborhood and collect candy for free. Everyone's getting a healthy dosage of protein in their Reese's. Yeah, in the Reese's fast breaks. And the Reese's fast breaks. And the classic cups. Yeah, there's about a gram of protein, I think, in those cups. Which you know if you're a protein if you're a if you're a min max or like that just eat a little shitload of free seas. Oh, yeah Yeah, no, it's uh, it's good though, but other Matt. How was your weekend? Otherwise weekend was great. Good. Yeah nice We're having such great weather. Yeah, if you are listening back on this and it's snowing out. I apologize right now. It's really nice Yeah, it's a late spring or if you're like a third world country that's on fire We apologize for that too north. I know it's pretty nice right listening from Venus. That's gonna suck. It's gonna be hot. Yeah Damn scorcher on Venus. But you're probably not. People on that planet like, hey. You're probably listening because you're a small business owner. Yeah. Or you want to invest in real estate. Yeah. And I think today we should chat a little bit about using AI in your business. out of left field. What is going to be a proper first use case if you really haven't messed with these tools? ⁓ You know last last week we talked about projects and actually how to use AI properly to where you're not giving it a new prompt every time or trying to reteach it who you are and what your business is or what the job is. and You know we talk so if you haven't heard about projects definitely check out the previous episode Especially before we go into this one. Yeah Because I want to talk about probably one of the best use cases I can possibly think of when your first really trying to implement AI into your business. And that is if you are an existing business owner and you have ⁓ years of messy data, ⁓ there is a process that AI is really, really good at helping with. And it is enriching your contacts. ⁓ Have we talked about this much? don't think we we talked about it briefly, but let's kind of dive into it on this episode, because this is something that me as a, I guess, quote unquote, small business owner, Yeah, I have a hard time with that's okay. Yeah, that's okay. Like I'm just so I can get a benefit out of this as well So Nick teaching me about AI. That's okay. Yeah Here's here's what I've learned about business over the last decade or so And it's it's not that I stumbled upon it. It's like big founders teach this This is it the whole like most businesses It's all about client ⁓ or customer acquisition and retention. Yeah ⁓ And when you have a good system and a good CRM ⁓ with healthy notes, healthy, fresh, real, accurate data, ⁓ it is easier to sell that business and exit that business. Way easier. ⁓ It's also easier to run that business and hire and scale it and have hired help of people that can jump into a database. and somebody calls and they've dealt with your business before and then you can just kind of start punching in their phone number or name and everything pops up, who they are, what their address is, any notes about them, past experiences or transactions that they've done in your business. ⁓ And especially like real estate agents, they struggle with this really hard and like your media business, this is something that you want to be done. It's not as a small business owner. It's probably one of the biggest ⁓ That I can think of one of the biggest things that everybody should be doing that almost nobody does yeah, and That is having a really strong rich clean CRM. Yeah And you can get there. Mm-hmm. There are tricks and hacks that I'm gonna go over. Okay on how to Clean up a decade if needed sure of messy notes or just not there. There's so many people that maybe should be in your database that just aren't there. And maybe you're confused on how to get them. And you're just constantly going through your memory banks of people. And oh yeah, this is an opportunity that I totally lost it on. I should have put them in there. I have people that I've done business with that aren't even in the CRM. Yada, yada, yada. Okay. No, I love this and I think like this is this is a really good thing to talk about Yeah, ⁓ a lot of people's notes like i'm gonna go into my own specific details on how I keep notes and how I can be better and maybe you can help me out with that while we're talking But like as like a real estate photographer the the main Contact points I usually get are email phone and name. Yes, that's about it Okay, that's better than most right? But it should definitely start there. But yeah, but I should definitely start their contact info right name first name last name Email phone number, right? But what i'd like to get to and I think we've talked about this before but like I would like to get to a point where like I have their birthdays on file and I have their addresses on file Yeah, and I write them a handwritten note on like before their birthday and send it out You know what? mean just in the mailer with a five dollar coffee card or something like that now anyone that you've done business with Do you have a way of already having their address? Like do they have to put in their credit card info and address and stuff when they pay you it all goes through square So I don't like get Their info square just pays me if I'm not mistaken. Okay I get to see like the last four of the card, of course, but I don't think it says like Much more info than name on the card. Yeah, we don't need people's credit card, right? Like that like their actual number. Yeah, just their address and stuff. Yeah and surprisingly, I mean that's That's a big thing too that's just important to have. If you want to market to these people in the future, by mail or thank you cards or holiday cards, that kind of stuff. And this goes into, you talked about acquisition and retention of clients and customers. This would be the retention department. Specifically, you start getting big and have you experienced churn at all? Like people falling off and going with other people? Oh, all the time. Yeah. Oh, yeah. Yeah. Yeah. Yeah. That's how you know, like when you don't have enough time to service them at the capacity they want, they will find somebody else. Yes. And loyalty in this business in our business, I guess, is something that you can't buy. It's got to be earned. Yeah, it does have to be earned. And even if you earn it like one little most businesses, most businesses, like one little misstep will like divert them from that path of loyalty. Sure. You know, I mean, it's so crazy. Like, I mean, like I could do 100 things right. Like really right and then I could do like one thing kind of wrong and they're like, all right, next guy. And that's okay. forgive you. Yeah, it's I don't think it's ever personal, but it's just like a business decision. And that's the point of having, you know, if you only have time in the day to deal with a couple of people, but you have hundreds of people and thousands of people in your database, it's a numbers game. It's still a numbers game. ⁓ so but what I wanted to talk about is just like what I've found so far to be one of the best AI use cases. when you will, I think everybody eventually will implement AI into their business slowly with more more tools. It's just a matter of when, not if. But one of the first things that I've, like again, that I noticed, one of the big projects we wanted to do is enrich the database. Because that was one of the sloppiest things that we ⁓ have in our business, is if you actually go, try to pull up a contact. I mean, I think we're better than most, but still it could be way better. Yeah, I do. I think you're better than most do. So we had a database ⁓ that I started building when I, you know, right when I got into real estate in 2011 by myself and what I heard, I didn't even know what a database was or CRM or anything like that. And I remember listening to these Gary Keller, the founder of Keller Williams Realty. Going over ⁓ this old video of like how to keep a CRM and how to keep a Rolodex basically of clients and how to build it up and he taught in this old video Mm-hmm that you have a box of index cards Never tell you the story. I don't think so. No, so I went out and I bought a box that I would show and had a bunch of index cards and I'd have you'd have two index cards for each potent each Potential customer. Sure. Okay ⁓ And one would be all their hard data all their regular contact information like first and last name email ⁓ Address all their hard date just regular info. Yeah And then the other card would be notes on that like again their their name and stuff But just notes about them sure and you would have one section in your box That's just like listed from a to Z with little tabs of and you you'd put their last name in there as the contact is there somewhere. And then there'd be another list of tabs from ⁓ the months of the year, January through December. And then you would basically take the notes and you would shuffle it to somebody. So if I was calling somebody randomly and said, yeah, just, you know, we met at the bank the other day. You mentioned that you might be looking for a house. They're like, yeah, maybe. ⁓ Why don't you get back to me in like two or three months? And and we can talk about that. I'm gonna be visiting here again soon or sure like that Yeah, and then I think okay cool two to three months that tells me I should really follow up with them in like a month, right? ⁓ So, you know if it's February I take that card I make some notes and I move it over into ⁓ March. Okay, and I just place it in there for March. That's like a to-do then right? and within that March ⁓ There's also another bunch of tabs of like the the first to the 31st. Sure. Okay. ⁓ And you would move that depending on what month it is into each box. So it's this big box of index cards and it's your CRM all handwritten and you just shuffle. You're just shuffling cards as you talk to people and when to get a hold of them next. And then, you know, and you're just working from whatever date it currently is. Yeah. So it's kind of a messy. process but it worked. and it's better than not taking notes at all, one thousand percent like that. And that's what I did for probably the first three months of real estate. And I carried that and I rode my bike to work with a backpack and it was a chick bike motorcycle. I didn't have a car when I first started. it ruckus? was my CRM. ⁓ It was a Honda Rebel. ⁓ Rebel, that's right. Yeah yeah. And so I had my CRM on me that I traveled with. And it was this box I put in my backpack as I traveled on a motorcycle. that was my first three months of Real City. Showing up to the office, pulled out my box, and I would just work that. And I'd show up and show people houses, usually in the rain, with my... Sopping wet box. Sopping wet, yeah, just because it rained a lot in Florida in the afternoons. And I didn't have a car, so I was just... Oh, he's like, yeah, I didn't check the weather this morning. Yeah, brought the wrong vehicle. Yeah. Because you don't want to come off as poor on these appointments. You know what mean? You want to say, oh, I don't have a car. Yeah. But thanks for trusting me with your. sure those people in Florida knew damn well that you didn't have a car because I'm sure this dude lives in Florida. It rains every day. Yeah. What do you mean? He didn't check the weather. Young and dumb. Anyway, three months later. Keller Williams Realty comes out with this EEDGE thing and it's this ⁓ CRM online that's provided by, I think it was called Market Leader. ⁓ And I was just like, holy crap, this would be a lot easier than that box I'm carrying. And so I was able to make online notes and this was just something that lived in the cloud through a login with Keller Williams Realty. ⁓ and I can start putting in all my clients there and it's all just like one page and you set up a task for, okay, if somebody says, get back to me in a couple of months, then I just schedule it for like a month from now. And then that'll just pop up in my task of things to do. And you keep track of this person and your, and make little notes about what you talked about. And, you know, way back then I did, I learned about real estate teams and stuff. And I knew I wanted to grow a scalable business one day. So I just had it in my head that I was also going to write in the third person. Sure. So I had the vision someday that somebody else might be looking at these notes and maybe we'll contact this person one day because and they can see oh nick nick met with them and showed them this house on this date or whatever. That's a good idea just so that there's a some sort of history in some context with with every person in our database just like a dental office would have you know, because the dentist office You know, there's a front desk person and they're making calls and scheduling stuff and ⁓ and like a doctor's office too And everyone's got a crm of this is the person and this is when they're last here. These are the rabies What we did they have rabies they got the shot, you know, whatever At the dentist office office ⁓ you know, you know, i'm joking, but you know what i mean? ⁓ and so just had it in my head that this is one day somebody other Other people will look at this and and it was hugely valuable. This was like three years later. Sure But when I finally had somebody to join my team, they were able to look at my old notes and make Yeah, actually lead generate off of that. Yeah, so that these contacts were actually worth something Yeah, if that makes sense, absolutely makes sense. You can you can leave notes and leave a trail and bread breadcrumbs for somebody else to handle in the future if you scale your business. And suddenly like like coldly that somebody on your team might call is essentially warm. Like, it seems like you look work with Nick on our team last time. You know what I mean? Yeah. specifically you talking over in Winterfield. How was that? you ⁓ specifically you talking in the third person. I think that's really good valuable information, Nick. So somebody can just pick it up and be like, okay I see exactly what happened not like I did this I did this and I was who is I like how can I make this this wasn't yeah and it's not just a name Yeah with no context because then you never know was this person ever even? Spoke to a real estate agent on our team, right? Or they buying a house selling a house. What what is their plan? Yeah, so it's it's really helpful with your building a legit business to keep track of this stuff Yeah, and it is a pain but it doesn't have to be if you just get the habit of it. Yeah, okay. Well, let's walk us through that then because mine's a mess. So how do I start making it not one? So here's what I thought of and I use the help of AI too. ⁓ If I was doing a poor job, because I have been, I wasn't always this disciplined. was disciplined at first when I had a lot less, when I had more time than I had opportunities. It feels like a time filler rather than like a. So I started off real clean cut. When I got in real estate, mean, I wore khakis. Of course I didn't have a car, but I treated the business very seriously. And everyone I talked to, I called everyone, I emailed everybody, I made notes. I took it very seriously like it was a job. And I didn't want to get fired. These days, I'm so much worse. And a lot of people are, because I have more opportunities than I have time. And I'll just respond to things. I'll show up to listing appointments and I'll have some other people do stuff on our team. But it's still very important to like have this this database that people can come back to. And this is like this is our command center. This is the our clients are our business. Right. And if we don't have any contacts on our clients, we don't really have a business. Sure. You know. Yeah. So over time. ⁓ I got we got sloppier here and there sometimes it was good. Sometimes it was bad. Sometimes ⁓ we miss putting people in the database. Yep, a lot. ⁓ Sometimes the only people in the database are just kind of leads that come in off the Internet. Yeah, but we don't make good enough notes. You might be working with somebody in your sphere and they're still not in the database, but you've sold two houses with them. I've got contacts on my phone that don't have a name or anything attached to it. It's just a number right now. Yes. People you weren't even in our database. Yeah. ⁓ But here's a way I was able to figure out how to solve this. I'm like, okay, let's put my head down. What do we have if we don't have good enough data in the database? There's actually, there's good data in our phones. There's good data in our emails. There's good data in our Facebook. There's good data in our Facebook messages. ⁓ There's good data in my assistance email. There's good data in my old phone. There's good data in my phone before that. And you still have those? Yes. Nice. Here's what I'd recommend if you're serious about business like I am. Never delete your messages or throw away your old phones. Never delete emails. Always just have... There's no point. No point to deleting any of that. You can always go back and mine data. Sure. So I had my iPhone. which I've been using for last couple of years. Before that, I had a Samsung Galaxy S20, which I had for a couple of years. And before that, I had a Samsung S9 that I used for about four years. Gotcha. So I have ⁓ approximately eight years of good data of people I've had phone calls with, people I've text messaged, people I've emailed, ⁓ people I've Facebooked. Transactions that happened in our emails We've had every you know, if you're a real estate agent sometime in your email eventually if you're doing a transaction the address shows up with the buyer the seller yeah, you'll see you'll have emails from the Title companies with settlement statements in there. Yeah And if you have an assistant too, and you have access to their Gmail you can get all that data too Sure. So what I had to do was I said, okay Let's figure out a way to have my OpenClaw agents have access, full access to my Gmail account. And full access to my assistant's Gmail account that we set up that not just Sabra has, but like before her, Sam had. And before Sam, this other person had it. It's this rolling email that we just switched the name, but it's still the same email account that nothing gets deleted. ⁓ Hundreds of thousands of emails over, you know mine 15 years and the other one eight years and we have Hundreds of thousands of text messages on these phones. Yeah Thousands of phone calls right phone call history between people We have a couple thousand friends on facebook. Yeah messages with a bunch of them. Sure People have commented on stuff, right? ⁓ and ⁓ so I wanted it to have full access to everything, go through everything and start and ⁓ and here's our old database of messy stuff. Sure. Clean it all up. That's essentially that was the quick instructions. Obviously this is a big long process of how to clean it up. Right. But what I had in my head was I want I want somebody like if if I really wanted to clean data ⁓ I can go to one person in my database and I can search them on my Email see if I ever had any email contacts with them Okay, I can if I had all three phones here I can search by their phone number and see have we had any phone call history in the past or text message history look through that. Yeah Are they a friend on Facebook? Mm-hmm. What do we have the right name their spouse information? You know where they currently work all that stuff And and how long would it take to go through 4 000 people sure? and do that same thing where you're kind of cross-referencing any emails that you've had, ⁓ text messages, phone calls between all these different phones and email accounts. if I didn't make any good data in my CRM, could I extract data from those? Sure. And it turns out, yes. Lots of good data. OK. ⁓ So let's break this down here real quick. So before AI like obviously like if you were to do this and go back through, know, your 4,000 contacts or whatever it is and mine good data for your CRM and get it up to date. How long would that take you? Do you think to like do 10 clients like just like find find your top 10 A's or whatever go down the list? How long would that take you to like mine the data before AI and like make it into a CRM valuable material? Well, let's start. So one person. If I were to, yeah, find somebody, a name somewhere on my phone. Sure. And that's what I was like average of 10. Yeah. I don't know. Just like. Well, let's figure out how long it would take just to look at one. Yeah. I would say a solid five to 10 minutes for one person. Yeah, easy. Right? Yeah. Probably more than that. Probably more than that, but if you were to... The odds of you getting distracted and doing things and taking depends on how good you are with tech and being able to quickly search email history and read all that stuff. It depends on how much context you've had with this person too. That's kind of the average. But okay, let's say 10 minutes per person. That feels very, very fast, but I'm sure you're quick at it. Maybe an hour and a half to go through just 10 random people and try to get as much context as possible ⁓ and also make new notes of who this person is and then put them in my database with everything that I could possibly have on them. Address, name, any notes of conversations in the past kind of summarized like AI summary. Sure. Yeah, that feels quick, but just for context, let's say that's the number, right? Because I mean like obviously you got to like create your CRM You got to create the new thing put the name in put the address make sure you're looking at the thing Maybe more than a couple hours. I don't know like maybe ten people might might be a half a day project sure if you were really doing that much as much as much data mining as I Instructed my AI to do. Yeah Okay, cool. How long did it take you to do it for AI? ⁓ Well, so there's Mary there are very there were a lot of different series and rounds. Yeah data mining and I made a lot of mistakes as I went and it was a lot of back and forth but good things are coming out of it. ⁓ But just to give you an example, ⁓ let's see, we went... All right, here, one sec. I've got some of this up. Yeah. I'm just asking because I want to know the benefits of giving AI access to all your stuff, of course, and how it can actually optimize your life very quickly. Yeah. So there was a good example here that it made. ⁓ If you were just to hire a virtual assistant to do this, how much could they... Okay. So you might just be thinking to yourself, Why have AI? Why not just hire like a virtual assistant? Sure. Okay. So with can a virtual assistant go through a hundred thousand text messages and settlement statements and Facebook friends in 90 minutes for $5? Okay. Probably not. No, probably not. ⁓ Would we like it? Sure. That just doesn't exist. Right. Unless it's a supercomputer to go through that. Sure, but that's essentially what like it can it can do those kind of things I think this whole process maybe cost $100 Okay, but it was done in so many different segments, right? I was like, okay, we're gonna run this wasn't just like one my old session You kind of rerun. Yeah, it might run for an hour to four hours Yeah, where it's it's kind of okay now we're going through all the emails and all the settlement statements and trying to piece together puzzles So it's making this huge. It's just there's puzzle pieces everywhere and it's like, okay, I've got to do the borders Yeah, you know I gotta find all the pieces that make sense first. on all the borders. This will take about four hours. Okay. looks like it was done in two and a half hours and for half the budget that I thought. Yeah, great. There was a lot of that. Yeah. Some of it was inaccurate. You have to go back and double check things. So the good thing is I went through the last, I've been doing this for a month. Okay. We're almost done. Okay, nice. And there were mistakes and mistakes throughout it, but it could be solved with better prompts. Sure. So all this can be replicated much faster the second time around if I had to do this all over again It would probably take two days instead of a month. You could sell that system And it recommended that I'm like dude You're building a pretty good playbook here for small business client enrichment as soon as you said that like you got rid of all the mistakes and I'm like dude Just like sell that thing for ten bucks, you know, yeah. Yeah. Well, it thought it was worth a lot more Yeah, this depended on the size of businesses sure But just the whole process that we've basically been creating of how to mine all these sources and how to go about it in a way where we're also, it's constantly going back and forth through my database too and updating it directly. Instead of, okay, let's crush, delete the whole database, we're starting again. It's been able to extract all the data and put it on one of my Mac computers, all the hard data there. and it's been enriching it from there and creating new files on its own ⁓ as it goes with better and better notes. Cool. So it's all linked up to your go high level, I'm assuming, right? Yeah. So ⁓ it's basically, I'm using a combination of tools. I'm basically using the desktop web browser version of Claude in a project to orchestrate it all. ⁓ And then it is deploying Claude code. Directly into one of my terminals depending on what? Computer I'm using sure and it already has ⁓ tail scales or it can it can SSH into any of my computers Yeah, as I need it to yeah And it's and it's decided to put everything on like this one computer ⁓ So anytime it's working on it It will just kind of the cloud cloud code will just go to that one and it's doing all the work there gotcha And then it's trying to do as much as it can to save money by using Google's APIs through Gmail. also, and it's my own Mac subscription through Claude. Before it starts doing a lot of the heavy reasoning, then it might have to do some Grok API calls. And also using a combination of Anthropics to the API calls to run the overnight projects. If that makes any sense, not at all. That's all right. You like way heavier in the AI than I am. I like to use my grock to make it tell me stories about Pikachu and boners like desktop stuff. Yeah, no. ⁓ But like what you're doing is like definitely next level, of course. And yeah, that's a cool thing you're doing. It's super cool. So you're trying to reason with it to save money and also be optimized at the same time while not skimping on actual like data and calls it needs to make correct. Yeah, and I've made a lot of mistakes on the way I kind of had in my head the What I wanted to do and then I probably don't give it the best instructions Right from the get-go, right and then it kind of sometimes misinterpreted what we're doing or thinks some things might be more important than others I have to kind of like realign it and then it updates the instructions and it just gets better cool and it just keeps getting better and better Right. Yeah, it's not gonna get worse Yeah, but overall it's Because we're dealing It is a very, very high value return on what we're doing because it's a 15 year old ⁓ real estate sales database of clients that went from about 4,000 people to 8,200. Nice. Okay. And here's what my thoughts were, my gut thoughts when I started this. I'm like, My 4,000 people in my database. I'm pretty sure it's closer to half that right people duplicate I think there's a lot of duplicates I think there's a lot of just junk leads in here emails that come to don't get synced up with the right person And when I first started this process, yeah, I was right to an extent It said like there's about 1200 of these that are fake emails. Okay, and like just like they're just they're they're complete junk We don't need them in here at all ⁓ But with your other data sources going through your old emails finding other people, finding spouses, going through your old text messages, your old phone calls, all that stuff. Did you know you actually have 8,200 people total? And I'm just like, oh, did not know. Okay, we're gonna enrich this. At least it found the right amount of people that should be in there. And then it's been working on getting the data as clean as possible. And I've given it more access than the FBI has Yeah, you know to them to my personal life to try to this digital footprint that I've ever had with any person Yeah, and that's basically what I've given it access to like, okay over the last 15 years And some people may not like this I don't care right but I'd like over the last 15 years my doors are open to my digital footprint life Yeah, I and you have full access to go through it all and be an investigator and figure out who all these people are that I've been dealing with. Yeah. See, so you gave it access. And I don't think there's any inherently bad thing about that. Yeah. If you ever read terms and conditions, like when you sign up for a website, like they pretty much already have access. Google has already got all your info. Right. Like, yeah, read the terms of service of like Facebook and Instagram. I'm kidding. You're not like like if you are a user of our property, like nothing you post is private and like we and we actually own it. Yeah, we actually have the ownership. And every video you upload to YouTube, it's actually their video. I always see people like on Facebook posts like, oh, I'm part of the Constitution or whatever. Like I'm saying you, they're copying, pasting a template that says like, I don't give Facebook permission. I'm like, that's not how this works. You're on the platform using it. You already gave up that right. Yeah. There's funny, I feel like you can't, you can't have my information because I'm saying you can't right now. We have pretend rights. Right. In this country. ⁓ Please read your terms of service. Yeah, no We don't have as many freedoms as most people think anyway the terms but they're pretty good compared to other countries Yeah, the terms are with it. The terms of service are this if you want to use our platform You agree to let us own it you agree to let us own all the things you put on there If you don't use our platform, we won't use it. Yeah, so if you're using Facebook, I want you to know You're not as private as you think. Yeah. Yeah, you don't actually own anything, right? You can control data, you don't actually. But even then, it's just a couple clicks away. we're speaking real general here. Yeah. But yeah, try to get over the fear of like, ⁓ my god, it's going to have access to everything. Yeah. That's what you want. If the FBI wanted it right now, they could pull a warrant for us. You know what I mean? And they could just get this stuff anyway. Unless you've got something to hide, ⁓ which I know people hate when people say that too. ⁓ if you don't have anything to hide. But honestly, if you. As long as you're not doing anything illegal, I don't think you should be too nervous about giving your private AI tools anyway. These are going on local hardware anyway. But it is connected to the internet. All it is, it's information about potential house viewings. There's nothing that secretive about it. ⁓ It's not like I was ever cheating on my wife or anything and AI is gonna figure it out. Right? Whoa, whoa, whoa Like I just I just maybe that's why I don't care as much because I just don't have any secrets that I'm aware of Yeah, I got nothing to hide I mean same with you like and I just don't care most of my phone calls and text messages are just about work. Yeah and The nudes that I have on my phone are not that great. Yeah, they're not Just there from 10 years ago when we actually looked good They're AI enhanced. Yeah, they are. They are now. That's for sure. Just kidding. Run that through a couple of filters for me, if you don't mind. Cool. your CRM, it's obviously it's not done yet, but it's getting there. What's it look like when it's completely done? Is it going to be really optimized going forward? Because you've been working on this thing. So I'm going to give you a little taste here, Jeremy, since you're asking. I'm going to go to go. So this is what I use. This is our new tech stack, because this is this is what I found to work better. There's ⁓ go high level is the new CRM that I decided to work on, based off multiple AIs telling me that this is the one to use. Alex Ramozzi told me to do it. That's why I did it. Yeah. I think I went to Grok, ChatGBT, and Claude all to figure out what would be the best CRM to use going forward. Even though Go High Level is not specific for real estate agents. this was the recommended path because I wanted it to be very AI friendly to where my bots would have full access to it as much as possible because I knew going forward, the only way we're going to have a clean database is if a robot is doing it. It's true. Just based off my history. If you put that information in, you're probably going to muck it up faster than anybody. Yeah, but I've been doing this long enough to know that I'm not going to all of sudden become disciplined. Right. And start using my CRM. But if I can set it up in a way to where a bot is using my CRM, ⁓ that's what I like. Okay. Because it's still something that is critical to our business to have. Sure. So ⁓ I'm on go high level and I'm going to click on, we've got to click on our business first because there's different sub accounts you can have. I'm going to click on my contacts and ⁓ Why don't we just go to somebody random that we know like, like, like Brett Shoemaker or something. Sure. Pull up him. Yeah, we can show up, pull up, up, up, Shoemaker. Now Brett is not somebody I think I've added to my database personally directly. ⁓ but look, he's in there. Hey, I'm to click on Brett. and right here, look, there's 12 tags, active texter, deal flow, enriched investor. investors referral potential ⁓ source from the iphone facebook friends samsung spirit lake. We also ⁓ was in spirit lake Yeah, we also got permission from brett because we didn't get permission and check out these notes. He's been on the show before I did not make these notes. Okay, but somebody can go into my crm and they can look up there at shoemaker ⁓ he's an active investor out of spirit lake, Idaho and this is his address. I'm not gonna say it out loud, right but They've got his address right here. We've been texting regularly since at least January 2023 with 263 iPhone messages through early 2026 covering deals, closings, and property leads. His May 2024 text references running numbers on a Hayden Lake house at 530,000 for someone named Trace. He's clearly connected to the investor network and comfortable sending deal flow my way. His domain Invest with bread signals that he's an operator a serious investor. So so this is actually wrong. Okay, Brett is a ⁓ He's a lender. Yeah, he is an investor. Yeah, he like he owns an investment company, but you can tell ⁓ These are all in the notes Brett's We've got his email his phone number ⁓ And this is why I do need to go through and there's still more cleanup to do sure because it hasn't cross-reference as much as I wanted it to. And that's the big issue I've been having. Each phase, it kind of like works as its own. And that's why I think I'll be done within a week or so. But there are final touches and this will be cleaned up again. But at least, this is one of 10,000 people that are in the database right now. Well, it went to 10. I think there's duplicates now. But at least, before this, Brett wasn't in my database at all. I don't think. Okay. ⁓ And because we certainly don't have any existing notes, these are all just enriched notes that AI put in. ⁓ But pretty helpful. Yeah, very helpful. If somebody were to jump in ⁓ to my database, the new guy that started on my team, he'd be able to just read through these and be like, Looks like get a general idea looks like Nick knows who bread is right? Yeah, they've talked to each other if they've had that many messages back and forth and and then this is his address So it's something yeah, it's It's better than not existing at all. I would 100 % which is which is what the case was right prior to this. Yeah As long as the data is not like too bad where it's unusable and you call somebody and be like, It looks like you've talked to Nick a thousand times. They're like, I don't know who Nick is like There are also random little mistakes like I think it blacklisted you. ⁓ but let's go to yours and see because I haven't I haven't looked at yours yet. Okay. Jeremy kitchen 12 tags. You got a lot. ⁓ Okay. ⁓ photographers one of them. Hey, isn't that cool? That's kind of cool. It created its own tag as you as a photographer. Samsung because yeah, we've been talking for a couple years. It's got your birthday. That's right. 9 1987. Well, don't give that away. But sure People knowing Jeremy is a photographer and I've been working with him since At least the mid 2018 Which is true with 3,000 plus text messages and regular calls going back years Yeah Let's see in 2026. He's still booking shoots coordinating a pine her session. Yeah in a way the kvleve blah blah blah blah It it's got notes in here. So it's it's not perfect Doesn't mention that you're a podcast host or anything like that, but it's got something in here But we also don't like mention podcast hosts in like our e in like our text, know what I mean? Not always. Yeah. Well, we're always like talking but be better Yeah, it could be better, but it's got something in here. Yeah for somebody who doesn't know me You would know that like okay, like look, he's a real estate photographer. He's been clearly working with nerd for a long time 3000 plus text messages and regular calls. Yeah, that that means if somebody were to jump into their bag ⁓ he knows Nick. Yeah, they've clearly had a conversation before now we can let's let's just go to some rando if we can Let's just make up a name because we have so many names Brenda Brenda Brenda Okay, turns out I've got a lot of Brenda's there's two pages of Brenda's Let's go to this one, Brenda Nearpass. TPB, two pages of Brenda's. Brenda is an agent at Kelly Wright Real Estate of Coeur d'Alene. First text in 2021 about a cash deal on this address with her clients own free and clear with a bump clause. Active deal starting again in October 2025 with 51 text total. This is actually true. Cool. I'm working with Brenda. Yeah. ⁓ On a property that we're selling and she brought the buyer. Nice. So this is kind of cool. So you guys got back and forth recently This is a real estate agent and if I ever wanted a marketing, let's say I wanted to try to recruit agents or something like that. ⁓ This is an agent that we've already got data on yeah Automatically I didn't you know, yeah. Yeah, I never put Brenda in my database But when you so here's a question for you If you like if you are just getting on a whim and you're already in your go high level And you're like just kind of scrubbing data. Can you add a couple tags in there like agent do these things and then will the AI like make it better as it goes having more tags in the initial CRM or does it scrub from other sources and just only bring in to go high level? ⁓ Say that again. Sorry, I don't think I follow. No, that's OK. So let me try to simplify it before you for your little simple brain. OK, no. ⁓ If you are in go high level. Yeah. And you put notes in there and you're telling AI to continue to update the notes. Will like it like see that you've updated the notes in the go high level and then like scrub for additional material outside of that, knowing that you put better notes in the actual CRM. And let's say if you put like real estate agent or real estate investor, would it update the notes from your emails and try to find more information? I ask it to. OK, if have to quickly. Yes. Cool. But I do also have a setup to where either of my bots I can just message on telegram like if I just got a new lead Let's say somebody ⁓ sent me ⁓ Sent me a contact. I can basically screenshot that text message from somebody else Yeah, and I've done this before and I'll send it. I'll I'll send it to my Kyle or or Katie whoever I've got Kyle and Katie ⁓ and I'll say Hey, I just got this referral from this person. You put them in go. I don't even say go high level just G HL. Yeah, with with updates and set a task to call later today or something like that. ⁓ And within seconds, you can go to high level and you can see they created a new contact. OK, and they'll tag it with whoever the referral person was. OK, and there'll be notes there and all the information, whatever they were able to get is already there. OK, contacts already created. And then it can kind of work from there and then you know the next day if I don't even have to go to there anymore and I can just let's say I have a ⁓ conversation with that lead. Yeah, I can I can go to my text ⁓ my telegram and I can just I do a voice message and be like hey I just spoke with whoever Samuel Knight. Yeah that lead from yesterday that came from Corey. Yeah ⁓ And we're actually gonna meet up at the at this his house tomorrow. It's a listing appointment at this address Cool, put all the notes and go like high level. Yeah, and then just send that and it will do that for me. Awesome Does that makes yeah, is that helpful? Yeah, it's kind of helpful I don't know exactly what I was trying to get down to but yeah the letting the systems know that they can talk to each other is kind of where I was at Yeah, so it could so so the bots will have full access to the CRM just like like they were employees. Yeah working there Cool. they can make edits and additional notes, ⁓ create opportunities. So like if we have, we just wanted a contract on a listing, create this opportunity. Here's a contract. Yeah. Like just forward the contract and it will read who the agent is, the other agent we're dealing with, who the buyer is, who the seller is, all their contact info and start creating an opportunity to like move this to a pending status. Sure. That way it can actually start the transaction coordination process too automatically. Sure. Which I'm training Katie on, know, Kyle's more the front end. Katie's formerly Raven, right? Yes. Okay. Katie Bennett is formerly Raven, more of a normal real name person. Yeah. But basically being trained on seven years of emails. Okay. And our systems on how to trans how to manage a transaction. Sure. Where it can just over the last seven or eight years, just look at how do How do we communicate with lenders, title people, other agents, ⁓ and just push the ball forward? If all you can do is look at emails and try to find some examples of transactions where almost everything was completed purely ⁓ through email instead of any phone calls, and it can train off that data and kind of know who are the people that we regularly talk to and how do we update people and... What kind of what kind of systems we use to make sure that we're nobody's waiting on us sure or nobody's you know We're always pushing the ball to somebody else Yeah And waiting for something and then updating their clients at the same time love it and that's that's a system that we're training and building for Katie is how to yeah once an opportunity has been created in our CRM of like hey now we just started this transaction you take it take the ball from there Yeah, and make sure this transaction gets closed. How does your business partner feel about all this? that you're making up? She I think I feel like she doesn't believe that it's real. And she's just let me go for it. And then she'll she'll check in. What's the worst that can happen? You know what I mean? When we can actually have results, then she'll be impressed. Yeah. The worst that can actually happen is nothing happens. Right. But the best is there's so much more upside than downside for trying. But it can happen. Yeah. It just it just takes a lot of putting systems in place and training and like being willing to fail a little bit and being willing to be embarrassed by like hey Sorry, my AI assistant sent you that email. They shouldn't have yeah, you know, ha ha there's I'm willing to take a little bit of risk in order to See if if I can get ahead of the curse I can see this stuff coming years from now. Yeah. Yeah, everyone's gonna have an AI assistant helping them with with their admin work ⁓ yeah So I'm just trying to get ahead of it. Yeah to just really get good at it And and that it's just fun for me. Yeah, you know That way we can free up Sabres time to go sell more houses and make more money. Yeah That's what she wants to do, right? She does. Okay. Yeah, she likes showing houses and likes You know and it makes a lot more money when she does that sure so if we can free up her time where she's just doing less admin work So she wants to be more of an agent less of an admin. Well, I mean She'll make more money. Yeah doing that. I mean she I think she likes doing her her work, but a lot of it's just mind numbing, repetitive tasks that ⁓ does take skill. ⁓ But can it be automated? Yes, it can with the right systems and training. ⁓ There's always going to be, I feel like some sort of a human element that's going to help make sure oversee things and make sure that things are getting done correctly. Just like I have to kind of oversee a new employee and make sure that things are actually getting done correctly the way I want them. ⁓ But I just think that there's an incredible opportunity to just sitting on the table for anybody To like the technology does exist to where anything that can be done on a computer ⁓ Can be done it can be automated. Yeah, so why not just Take the time to set up the systems to automate, you know hours and hours of future Labor. Yeah, you know, I think it's a good idea. Yeah, very cool So you're playing with this once it's all done. Like what's the next thing you are gonna be working on with your AI implementation? I'm sure you're working on a lot of things at once like guys like us typically do, but like this is a big project. So what's like your next big project after this? So here's what I found out. It was such a big project that I had to break it into sub-projects. Okay. And I have a unit. So in the main project was just simply like REI Realty AI implementation. And it was... how to basically implement AI in every part of my business. ⁓ And then it had to break into different things. So there wouldn't be so much context bloat. ⁓ And it would be faster and easier for, so I have like one documentation that's like a universal context of like who I am and what we're building and the computers that we have and all that stuff. And then I've got, ⁓ so my personal financial strategy project. And this is a comprehensive financial advisor workspace for me. And so it's got a full picture across my, you know, my family, my real estate, my debts, my insurance, my life insurance, all that kind of stuff. Yeah. And my business. And then I've got a bookkeeping project. I've got this long-term project that's kind of parked right now, but it was, it was part of the AI implementation was to build a referral machine. Yeah. But we kind of took that out. ⁓ And just left that as a project to be worked on in the future once we get things down there. Okay There's the data the actual client enrichment we call the data infrastructure. Mm-hmm. So go high level configuration contact Contact data enrichment pipelines database hygiene ⁓ data source master index ⁓ name pollution passes ⁓ The data layer that everything just sits on okay So still has context about my main business, but this is more focused on like the CRM. Sure. And then there's the Katie's TC training. And this is where we have deep work on Katie Bennett, who's a robot ⁓ training, on not a robot, an AI, an AI bot. Yeah. And ⁓ this is a whole project where she's just training on Sabre, you know, Sabres job for the most part of the transaction coordination part specifically. Like, ⁓ and ⁓ so that's all that's its own kind of project within the project. Yeah, because it's pretty big. ⁓ And then there's the REI Realty Command Center. So this is just kind of an overview of the community, the actual projects that ⁓ maybe isn't like specific to anything, but just the overview of my real estate sales business. Sure. ⁓ And implementing AI. ⁓ And it's more of just like, what should I work on when and how? There's the voice corpus. this is a project that's got all, a lot of my business ⁓ comes from online podcasts and stuff. And this is, so it's trained on a lot of my podcasts. ⁓ It's got in the project files. just a ton of ⁓ our best podcasts we've ever had, all the transcripts, and it's trained on who I am and what I can teach on ⁓ and what we can build. if I wanted to come up with a new book or something like that, ⁓ I want my own real estate investing book, How to Invest Like Me. And then it's already got the best of the best and it can kind of come up with its own ⁓ content for that. But mostly, ⁓ this is also a project for the cloning tool where AI videos of myself and my image and me just talking about topics can be created through, there's ⁓ HyGen is what it's called or HeyGen. ⁓ And that's like a website. where it just records your voice and your image and then you give it scripts and it will look and sound just like you like just doing a podcast. ⁓ But I made that even better by using outsourcing the voice to 11 Labs where it's got lots of trained. And you have the pro version I'm assuming. So it sounds 100 % just like me. The exact same voice tonality all that stuff. ⁓ And then it's trained across all these different podcasts and stories that I've done. But the important part is like all my real personal stories and that it can use ⁓ in the actual content that is providing like had this RV park and blah, blah, blah, blah, blah. And this is why you should do it. So it's like we can come up with just completely AI generated videos that look and sound just like me. ⁓ And it's actually on my topics and like my style. Yeah. Yeah and all that stuff if that makes sense It does but I think that's really cool But there's 14 podcasts that it's pretty much trained on and I and I'm only at 12 percent of its capacity ⁓ I'll you another one for podcasts for, ⁓ investor production. got a lot of stuff that you're working on in the pipeline. Yeah, this one, if investor shed podcast production. So most of what I've just used this one for is posting the clips. So it's a prompt that I will put into the Chrome, extension browser of Claude. Yeah. And it's, it's like, Hey, here's set up a week of, ⁓ all these clips. to go out and it'll ⁓ set 168 posts ⁓ to different platforms every week, just with one prompt. every Monday when we meet up for a podcast, I'll just dump one of our latest episodes into Opus clips to make all the clips automatically with AI. So it's just a very streamlined way to be able to consistently. And the whole point of all these projects is like, how can I do my job more efficiently and consistently? Right. And this is what helps with this. It's like consistently posting 108 or 168 posts of social media clips a week. It's hard to do consistently. It is. Unless it's just one prompt. Right. Then it's easy. Used to be pretty crazy. Yeah. Have you seen all like the threats we're getting? Oh, are we getting threats? We got a couple of Tell me about them. Let me get over here to our Investorship page. I also have a coaching session to where this cloud has all my information about what I own, like my net worth and the projects that I'm working on and all my debts and all that stuff. That way you can kind of financially coach me on like, how stupid am I being this week? like, should I invest in this stock? should I buy like, take a quick look? What's the first house I should probably sell next? Right if i'm gonna sell one of my rentals and why yeah, you know that that kind of stuff kind of gives me little bit of outsider's perspective Yeah, like should I refinance anything, you know based off my current numbers. Yeah, so it has like all my Yeah, it has all my current debts Um like mortgage amounts when they're due And all that stuff um so that I can actually kind of have a code a custom coach to like if I want to check in weekly like hey, what should I focus on or Is there anything I can do to improve my portfolio? Yeah, and what will be the first no-brainer thing? I should probably do sure ⁓ So, yeah those that's a look at those projects But cool, she got a lot of London love pot lot in the pipeline lot lot in the pipeline Yeah, and I still use grok too. This is all just Claude. I use grok for some other projects trying to do The hardest thing is trying to do good YouTube Thumbnails, okay. I don't know why I struggle so hard with that I think I just need to use yet another platform fall fall that AI does pretty good on those What does it call fall AI fall AI? Yeah? I mean you just give it image generation prompts basically what it is for credits But you give it like a couple photos of us and say like hey like can you rework these give it a prompt like these are the people I wanted it Yeah, it's and then make me a compelling YouTube thumbnail and have it create ten different thumbnails. You know what I mean? Yeah What I have found though that like these the clips are oh It does that a lot does that a lot lately. I thought we had that turned off. Nope Okay Our camera was trying to autofocus. I apologized to everybody. It's done like 30 times on this episode, by the way. Yep I mean you're not looking at the screen. I see the screen right over here. So yeah, you see like Okay, we're gonna. Yep. Enjoy the audio at least. Yeah anyway, it's exciting. I know we talk about AI a lot and Stop. See, you. God. It's distracting me because I keep looking over like, no, that is distracting. Holy crap. Yeah. So, hey, but but before you kind of like we kind of wind down, like obviously you're building this cool thing that, you know, helps implement to your CRM. Is this something that you are going to release on like how you did it and how to optimize it? Because I think that it would be a you don't have to charge anyone or but I know I think it's really expensive, but like it's a ten dollar product. You know what mean? Yeah, maybe. Yeah. Really, it's to capture an email. It's absolutely not a priority. Yeah, but it's absolutely in the back of my head and and a and Claude knows about it in that project like hey, I would also like to monetize potentially sometime. Yeah in the future this system for building, you know, if we can build a playbook out of once we get this right. So that was the key like once we actually finish this project. Yeah, and it's and it's correct. can we duplicate it with somebody else and make it much easier and faster to and not a month process. And it says, yes, absolutely. There's a lot that we've learned that are easier roads to take. I think you do this in kind of a two step thing. And I see this all the time, of course, like, hey, sign up for our free ⁓ email or PDF on how to optimize your CRM with AI. Right. So you give like your 10, 15, like basics. And then like, hey, if you want the bigger version where we go in depth on how to do this, it's 97 bucks or whatever. That's how you do that. You get them in the door with a free thing. You market that free thing with their email address. Like, yeah. And that's why this is another reason why I get so excited about AI, because I know we joke, everybody jokes all the time that like it's out to take all of our jobs. But the amount of opportunities that it's just going to create or the amount of new jobs that we're going to get out of it is just sickening. Yeah. Like there's just going to be so much abundance that's going to come out and all these new things that we never even thought of. These new businesses are going to pop up. Yeah. These the AI guys that are that can enrich your client data. Like people are still going to want to spend their money. Right. These business owners. I was listening to want to invest and get better. Right. They're not just going to save the money and then cut expenses. People don't. That's not how America works. I was listening to ⁓ my first million. I've just been listening to that podcast lately. Yeah. They were talking about this. So obviously, like whenever a technology boom hits, Jobs get created. would like, like, and he referenced it back to... They're just not so obvious right away. They're not obvious right away, but there's opportunity and that's what they talk about. ⁓ He went back into, know, when you used to have to make a long distance phone call, you'd have to call an operator and an operator would have to take basically your local number and plug it into the number it needed to go. switchboard. So then like once somebody switched, figured out that you could just automate that switchboard, all those jobs went away. There were no more operators. Yeah. But those people ended up working for like the phone company and then they did other things like, know, Verizon got made and AT &T got made and these big call centers got made where they're taking on customer service work rather than just plugging a phone line in like it created jobs. because the cost went way down. Yeah. So the demand went way up for more calls. Right. Exactly. Yeah. And that was just the... remember when you were a kid long distance? Yeah. We to buy like Long since call the cards. Well, we just had to like if you're for calling our grandmother that lives in California like kids these days have no idea. No. Like it had to be a quick call with grandma. Yeah. Because we are getting charged what? Ten cents a minute or probably more than that or 50 cents a minute. Yeah. Or a minute. Whatever. I can't really remember. But I do remember this when I was a kid. You're calling anybody out of state. Yeah. Out of state. Out of state. The state of Idaho. Yep. You called Washington. You're getting in trouble. ⁓ We don't have that issue today. Right. Most phone plans have, you know, free domestic and international calling plans. Yeah. You can call Canada. Right. Get away with it. When I first started in real estate, the calls I made to Canada, I got heavy bills. I remember I had a five hundred dollar phone bill because I had one client in Canada that I sold a house to and made like eight hundred bucks. ⁓ jeez. That's how rough it was for us back then. But the technology gets better. Apparently jobs go away, but just new ones get created. Yeah. I mean, the jobs get like morphed into something that's optimized. And then those people find something even cooler to work on that's not just plugging a phone line in. They're just helping people in different ways. And I thought that was a really cool when it comes to Sabra on our team. Yes, I'm trying to automate most of her tasks away, not her job. Her job is to manage our team. Right. There's no going away from that. And if we can eliminate a bunch of the no brainer tasks that can be automated, amazing. She can just do a better job at managing her team. Yeah. Or, you know, there's so much always to do. There's unlimited opportunity. The last thing the world I would want is to rely on a robot and just and just kick Sabre down the curb. Right. Like I can't picture a world where I'd be like that would be an option. Right. It just sounds like a disaster. Yeah. Because eventually, like things break. Yeah. And you're going to need people there to like pick up where we left off. ⁓ But the whole point, it's not just to save money, it's to make more money. Right. And that's what a lot of entrepreneurs that love AI can recognize. It's like, it's not just, ⁓ all this money I'm going to save. No, it's just all this opportunity I can create and build. Pretty crazy. It's always the naysayers that are going to lose. I agree with you. Yeah. All right. I think we did it. I think we did it. We did it. Let me know when you come out with this program. ⁓ no. We talk about it because it's really important to talk about right now. Like these are things that are happening in the business industry. And if you're not on top of it, you will fall behind. You're going to. It's going to happen. Thanks for helping. Yeah. Thanks for helping keeping me up on it because I have a hard time. we can talk about AI once a week. Yeah. Even if it's just us. Yeah, I love it. All right, everybody. ⁓ Don't forget to ⁓ send us some kisses. Little smoochies. ⁓ comments via comments Yeah, because apparently we're getting lit up in the comments by people that hate us, but yeah, actually go over any I'll talk about it later. I didn't I couldn't find it They were so far down on the thing. I'm like there's some work because we have so many new clips. There's a lot of clips Yeah, yeah. Yeah. Anyway, somebody was like it's your turn next and like I'm like I texted back like what does that mean? And they said you'll find out and I'm like Your turn next are you threatening me? I don't want the context. It was about something you did like a Builder house. I'll find it after the show and I'll show you but it some girl and I'm like I'll respond to your hate. ⁓ sure. Yeah. Yeah, and she's from Idaho and I'm like Okay, who are you? Whatever. Yeah, If often die