Latest / The Real Estate Agent Playbook / How to Use AI and Video to Develop Scalable SOPs for Your Real Estate Team or Brokerage

Transcript

How to Use AI and Video to Develop Scalable SOPs for Your Real Estate Team or Brokerage · The Real Estate Agent Playbook

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  my life changed when I realized
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  how easy I could create standard operating procedures
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  with AI and video
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  for my team of over 100 agents
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  so if you're a broker out there or you're a team lead
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  or
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  you're an agent that's looking to grow a team of TCs
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  and VAs this is an absolutely must watch video
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  stay till the end
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  I will screen share and show you exactly how it's done
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  so that you can absolutely scale your business
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  grow an agent count using this easy
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  to do method that we have created at the Wolfpack
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  so let's go
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  what's up guys I'm Jeremy Kane of
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  real Estate Agent Playbook
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  getting a little bit into the weeds here
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  helping you as a broker team lead
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  or an aspiring broker or team lead
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  grow a business that is repeatable right
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  that's the biggest thing so if you're into that
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  please stay till the end
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  we're gonna screenshot and do all the things
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  but I am Jeremy Kane
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  I'm a producing agent and I also lead over 100 agents
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  and I produce videos like this
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  helping you grow whether it's in production
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  as a solo agent or broker team lead
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  I'm here for you I'm putting out content twice a week
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  and I would love for you to subscribe to my channel
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  or listen on the podcast at the end of this video
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  I will tell you exactly how to
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  get my 10 point checklist to grow a team
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  or a brokerage but for now
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  let's just do that
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  hit the notification bell and let's go okay
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  so obviously as I've grown
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  I've realized that we need
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  to have standard operating procedures
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  or SOPs that do not involve me
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  telling an agent exactly what's going on right
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  if I'm trading my time
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  and I'm saying the same things over and over again
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  there has to be a way to use technology
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  to get that information on paper
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  in front of people
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  the use of video and really dial that in
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  so
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  as I step back and I started asking some of my people
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  actually this is a piece from my upline partner
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  Louis Galt where he talks about putting a sop together
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  using this exact strategy
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  so I'm talking super simple as a broker or team lead
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  it is imperative that you have an SOP
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  it creates uniformity it creates
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  you know expectations for that new agent coming in
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  and they're going to produce at a higher level
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  because your time is not required directly
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  in order to teach them something that they can easily
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  follow in an easy to see outline
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  and video with a screen share
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  so that's the importance of it
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  but it's a game changer right
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  if for all the things right
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  say were talking about doing pulling comps for
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  you know a listing appointment
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  or creating a CMA or whatever that looks like
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  if you're able to screen share
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  and show exactly how it is
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  and then put it in the word
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  so that they can follow along
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  it gives all the different types of learning styles
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  exactly what they need to make that happen therefore
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  when you're having a meeting and someone's like hey
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  I have my first listing appointment
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  it's not like okay
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  let's go all the way back to the beginning and say okay
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  great when is it
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  let's go down this you know
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  follow this process here's the Google Drive
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  follow the listing presentation process
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  and then once we
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  you go through that and have the basics
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  then let's come together and put it all together right
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  that's a much better use of your time as a leader
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  and that's the importance of this and in order to scale
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  it's important that you do this right now right
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  my partner Louie
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  talks about
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  recording everything he's doing on the screen
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  because one day he could possibly outsource that right
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  and for him that's absolutely massive
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  so we're gonna dive into that
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  so I'm gonna start screen sharing and then we'll
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  we'll finish up
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  I'll be back and we'll talk about it a little bit
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  but check this out it's absolutely game changing okay
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  so for simple purposes
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  we're just going to come into our MLS
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  and we're gonna pull up info
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  sparks here we're gonna click this button
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  and basically
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  what we're going to do is create a market report
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  and so every single month on the first of this month
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  as an agent
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  we want you to come in and pull this report based on
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  let's just say
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  you're focusing on first time home buyer
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  so we'll go to three thirty nine to 4 74
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  um pull this will say you know three bedrooms
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  um
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  you know two bath homes and you know all sizes
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  and we're gonna start pulling data right
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  we're gonna say okay what was the closed price
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  okay so we can even with the use of AI you can do this
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  but you can also create an entire
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  you know presentation based on this
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  so you're going to click this print button
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  we're gonna save this as a PDF
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  alright
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  download it to our computer by clicking this button
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  and we'll title it median close price
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  download that
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  then we're going to you know come over here
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  we're gonna get the next one
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  let's say we just wanna see closed listings
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  and kind of see what's going on here
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  and a number of closed listings as we go in
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  this price point
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  so as you can see here when the market was hot
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  it was and we've steadily seen a decline
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  so that's gonna be an important piece
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  we want to have in our
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  um
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  messaging so we're gonna do that
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  we're gonna hit print and save it as a PDF again
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  um we'll do close listings and come in here
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  okay close that
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  I see one more just for um shows shows per listing
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  um as we kind of go here or 7.7
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  we do wanna probably zoom this in more
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  so you can change as we go
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  there's just not very many homes on the market right
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  so we'll print this one okay
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  so we're gonna take these three pdfs every single month
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  and we are going to plug them in to chat GPT
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  right this is saving you time as a broker
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  helping your agents create um
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  you know value share come over here
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  you're gonna um
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  say I would like to create a short form
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  video clip that encompasses everything
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  that is being reported on the graphs I have uploaded
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  I am a realtor in Denver Colorado
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  right so we're using AI
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  we're gonna focus in
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  this is what we're going to do here
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  fix all of that and then I will pull in all of these
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  so I'll find the documents and I am going to
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  pull them in but when I did that
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  that all disappeared
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  so let's pull that back up like this
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  we will take these documents
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  we'll just drag and drop them into the Chat GBT folder
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  and
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  we will see what it spits out
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  so as you can see here tragedy BT can read the images
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  and I have this exact script with an introduction
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  all the highlights and all of that on there right
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  so then we're gonna take this script and you know
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  move forward and then we're going to
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  you know basically just have this
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  on a computer screen and report this
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  we can use the graphs in our video if we would like
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  and you are going to push that out to your
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  organic social media
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  okay so that is the SOP that we created okay
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  so now that we have our recorded video
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  we are actually going to come into a transcription
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  service of some sort I use Otter AI
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  you can use YouTube
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  a myriad of plugins that they have there
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  but what we're going to do is
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  we're gonna pull the video into Otter AI
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  if this is what you choose to use
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  and essentially it will upload the video
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  and while that's uploading it will then transcribe
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  so what we're going to do is
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  since we were talking into the video the entire time
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  and telling it what we were doing
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  and what we were clicking from
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  a standard uh you know
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  deal that we do in real estate
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  we are now going to allow this to transcribe
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  and it's going to hear our voice
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  and write down everything that we say
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  now what we're gonna do is take this transcription
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  and we still have the video to show
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  with the screenshot and all that
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  we're gonna ask Chat
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  GBT to turn it into an SOP and then we'll put it in
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  you know a drive
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  and then it can be forever memorialized
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  in your database
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  so that when agents come to that point
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  and it's time for them to
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  start doing those market updates
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  then we are able to plug that right in so um
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  the processing here it is
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  so it's the entire transcript here
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  and we will now go over to here and we'll export it
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  we're gonna get it into PDF format
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  and chat GBT now does that um
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  for us um
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  it can read images and pdfs
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  so once we have that here
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  going to pull the document into Chad GBT
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  are you going to ask it
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  I always say please to LGBT
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  standard operating procedure
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  based on the transcript of the video which is attached
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  this
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  SOP will be available to new agents at my brokerage
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  when they go to do their first market update
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  I will also attach the link
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  to the SOP once you have created the outline
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  there we go we're gonna hit this
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  and
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  there we go so it's very simple
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  obviously
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  we could have done something much more involved
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  like showing a house
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  we could have done a video and talk through it um
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  how do you know negotiate inspection
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  objection or any of the things that might come up
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  that you can do you can create an SOP4 so it just says
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  you know basic stuff and then we what we'll do is um
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  just take these
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  we'll just copy and paste the information that matters
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  because Chad GBG puts this stuff on
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  will come into our drive that we use
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  or you can save them to your computer
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  whatever and we will
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  put this here
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  and title this
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  Monthly Market Update
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  short form
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  video SOP now again
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  that's a very basic one
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  but then once we save it within this document
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  it'll be here
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  and we could share this with anyone or whatever
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  but obviously um
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  you as the broker could figure that out
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  but in such a short time we recorded a video
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  we screen shared
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  and we created an SOP for our brokerage or our team
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  so as you see there just in a few short minutes
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  and granted I use something extremely basic
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  and that's something that
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  you know
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  you probably will take to a whole another level
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  but you can see the time saved by utilizing
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  the screen share option on loom
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  I use Vimeo or OBS whatever program you want
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  if you have questions about putting this in the action
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  I would love to chat with you
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  comment um
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  growth below and I will absolutely get with you
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  you can also book a Realtor game plan
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  call in the link below
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  or always reach out to me on the socials
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  but if we're absolutely diving into this
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  we want to make sure that we are
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  using that video piece so the screen share
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  so I can upload the link to the video right into that
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  super easy um
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  that was not shown on the screen
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  but I could show you um another time
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  you can just download the video into the Google Drive
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  share it pull that link
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  and put it right into that document that I did create
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  for you and so if we're doing that
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  we're at another level right
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  we're using tech we're using video to show it
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  we're using you know
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  a transcription model to pull it in
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  and everything we say now once we do that
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  then we can create the outline so that it's in words
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  and we include that video
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  and we're off to the races
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  now it's important to make sure that we
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  are changing these as we go
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  but the fact that you can just do one thing one time
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  and it can be standard
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  and uniform across the brokerage
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  or team is absolutely massive
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  and instead of writing all that stuff out
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  then maybe screen sharing
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  then doing this and doing that
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  we have made a streamline process so this can work
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  and now you can share it with technology
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  through the Google Drive
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  so make sure that that absolutely occurs
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  I talked to my agents a ton about this
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  when they're first new to document their journey
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  document everything they're doing
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  and now we have AI and you know
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  these screen share tools and video
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  and all the things to do that
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  because one day someone's gonna be in their shoes
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  and if they become the next top producer
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  that would be awesome
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  if they had the entire piece of their journey
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  so that they could share that with the other agents in
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  the community
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  so that's kind of the ultimate thing for this
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  okay so obviously efficiency
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  scalability absolutely key to your growth
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  as a team leader or a broker owner
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  right now or if you aspire to be one day
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  this is absolutely gold
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  for you to start doing in your business
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  because as you aspire to those ranks
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  you will have less time for your production
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  and the whole point is to duplicate yourself
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  so that your business
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  and your income can duplicate along with it
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  so that's absolutely the ninja trick to do this
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  and using technology
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  AI and video in order to create those sops is the key
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  and so here's the deal
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  I have created a 10 step checklist for growth
• 15:29
  as a team leader or a broker
• 15:31
  if you comment growth below
• 15:33
  or you shoot me a DM over on Instagram at the
• 15:36
  re agent playbook
• 15:37
  I will immediately send you my 10 step growth checklist
• 15:42
  for brokers and team leads
• 15:43
  there is all kinds of things on there
• 15:45
  and if you go through that and you see it
• 15:48
  and you wanna book a call with me
• 15:49
  I am more than happy to go through
• 15:50
  consultation with you
• 15:52
  so that we can trade war stories on how
• 15:55
  you know
• 15:55
  I grew to 120 agents and you're growing and as we go
• 15:59
  because it's absolutely key to have that collaboration
• 16:02
  as leaders in our industry
• 16:04
  so do that for me I would love to reach out
• 16:07
  uh and have that conversation
• 16:09
  you can also book a Realtor game plan
• 16:11
  call with me below
• 16:12
  and I would be happy to help however I can
• 16:14
  because I wanna see you grow and
• 16:17
  you know the rest of this year and in the 2025
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  so I hope that helps and let's have a conversation soon
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  bye bye