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Score my real-estate leads every morning and draft the follow-ups in my voice

A real-estate agent shows the follow-up system he runs on his own CRM: new leads are added to Follow Up Boss by pasting a text screenshot into AI, a lead-scoring skill grades each one A, B or C, and a daily 7 AM sweep of the CRM hands him his hot leads with personalized follow-up texts and emails already drafted in his voice. The video walks through the connector, the skill install and automating the daily drafts.

How it works

  1. Paste a screenshot of a lead text into AI, which adds the lead to Follow Up Boss
  2. The lead-scoring skill grades the lead A, B or C
  3. A custom connector links the AI to Follow Up Boss
  4. A scheduled sweep runs at 7 AM before he wakes
  5. The AI reports who to follow up with today, hot leads first
  6. Follow-up texts and emails are drafted in his voice for him to send

Why it’s worth knowing

A lead arrives as a screenshot of a text message and is in the CRM, scored, before he's finished his coffee.

Where it’s from

Summarized from a public post on youtube.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

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