Workshops· Applied Systems11:

Build Your Follow-Up Brain

Stop forgetting people who would've used you if you'd just called.

3 hrIntermediateVirtual & on-location
See the curriculum

// Who this is for

Agents whose database is leaking deals because nobody is tagged, nobody is sequenced, and the right person never gets the right touch at the right time.

// What you'll walk out with

Concrete artifacts.

  • 01A tagged, segmented database that knows who's a buyer, a seller, a past client, a sphere contact, and a stale lead
  • 02Three follow-up sequences (sphere, active buyer, post-close) running on autopilot
  • 03A weekly review that surfaces the five people you absolutely need to call this week

// Curriculum

What we cover.

Every agent I work with has the same problem. The database isn't broken — it's neglected. The deals aren't lost — they're forgotten.

This workshop is the rebuild. We segment your existing database, install the follow-up sequences that catch the people you keep losing, and set up the weekly review that surfaces the human touch only you can give.

What we cover

  • Database audit and segmentation: tags, statuses, and the model that actually fits an agent's life (not a tech company's CRM dashboard).
  • Three follow-up sequences built live: sphere maintenance, active-buyer nurture, post-close 12-month touch plan.
  • The "five names" weekly review: a Claude-assisted prompt that surfaces the people most likely to transact this week.
  • Re-engagement: how to wake up a database that's been quiet for a year without sounding desperate.

How the time breaks down

First hour: audit and segmentation against your actual database. Middle hour: live sequence build. Final hour: the weekly review and re-engagement patterns.

Who shouldn't take this

If you don't have a database yet, take Build Your Listing Engine instead. Come back to this one after your sphere is past 250 contacts.

// Prerequisites

Before you show up.

  • An existing database with at least 200 contacts
  • Admin access to your CRM
  • Honesty about how poorly the database is currently maintained

// Tools

What we work in.

  • Claude (Pro or Max)
  • Your CRM of choice
  • Follow Up Boss, KW Command, or Sierra
  • Zapier or n8n

// Related workshops

Where to go next.

10:· Applied Systems

Build Your Listing Engine

One workflow. Every listing. Listed to closed in one operating system.

3 hrIntermediateVirtual & on-location
View course
01:· Foundations

AI for Real Estate: The Honest Starting Point

Cut through the hype. Find the three things that actually matter.

90 minBeginnerVirtual & on-location
View course
02:· Platform Deep Dives

ChatGPT for Agents

Move from "I tried it once" to ChatGPT in your daily workflow.

3 hrBeginner → IntermediateVirtual & on-location
View course

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