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AI Lab: Private Mentorship is happening in 7 days
Which AI Assistant are you Using?
Had a Convo with one of the top agents in my market and he replaced 2 VAs with Grok Bot and Muse. $2,500/month in VA spend down to $200/mo. Do you have a goto AI assistant? If so, curious to know what you've streamlined. P.S. for those who aren't using one of these yet. It's an entirely new way to use AI. Grok Bot called an HVAC company for me and scheduled an appointment for one of my Airbnbs that needed servicing. Wild times.
Which AI Assistant are you Using?
Instinct!!! If you haven't tried it....you need to
Instinct is probably the easiest AI AGENT on the market (sorry Grok Bot) because it is all text based. :). There is no app. You need an invitation to join. Pro users are giving their assistant an account and then combining the 2. Super powerful. First person to respond to this post gets an invite :)
Instinct!!! If you haven't tried it....you need to
Your AI CFO. Let's build it Friday.
Most of us have our financial picture scattered across bank accounts, QuickBooks, spreadsheets and whatever we're trying to remember. So the money decisions that matter most get made on gut feel. This Friday in AI Systems Lab, we're building a custom GrokBot that pulls it all together. It's an AI team member that can: - Keep your business finances and bookkeeping on track - Track your personal spending and recurring expenses - Spot where you can cut costs - Keep your wealth goals in front of you every week - Help you plan your path to passive income and long-term security Show up ready to build, and you'll leave with your own AI money assistant and a clearer view of your numbers. If you came to our Wealth Code session, this is the next step: building the assistant that helps you follow through. Friday, October 30, 1 to 2 PM Mountain (3-4 EST) Live inside AI Systems Lab → Join AI Systems Lab Already a premium member? The session is on the Skool calendar. What's your money system today? Spreadsheet, QuickBooks, an app, or vibes?
Your AI CFO. Let's build it Friday.
Remember What Matters
A mentor told me early on to invest in network equity. The relationships you put time and attention into end up shaping your life and your business. The hard part was always memory. A client mentions they're training for a marathon, or a grandbaby is on the way, and three months later that detail is gone. Now it doesn't have to be. When conversations are captured, AI can bring that detail back up at the right moment. Maybe a book on endurance training shows up at their door with a short note wishing them well. Nothing real estate related. It's small, and that's why it works. People remember who paid attention. And that's what I love about this application of AI. It doesn't replace the relationship. It helps you become more intentional about maintaining it. Quick question: Where do those little personal details go after your client conversations today? Into your CRM, an AI tool, a notebook, or are you just hoping you'll remember?
Remember What Matters
Using Claude to help clean up your database :)
Sometimes we just need a slight push to get us going with our database. My database has been a mess and I needed to clean it up, so I am using Claude to help - specifically using the Claude for Chrome connector and then prompting it to fix things: Example. "Look at all of my closed opportunities in KW Command and check that each contact is tagged "Past Client" and / or "Buyer" and/ or "Seller". Also, for the buyers make a note on their contact card the exact date and purchase price of the home was sold and add them to the Home Anniversary Smartplan." ON their home anniversary we can not send them a true equity analysis of their home each year. ;). That is just one step. There are so many other options like having Claude find those contacts that are most likely to transact. For that one, check out http://jimmysprompts.com for the actual prompt.
Using Claude to help clean up your database :)
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AI-Driven Agent Network
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