From Workshop to Workflow — Your First AI Deal Accelerator Built in 90 Minutes

Let’s customize your pipeline so you can prospect faster, follow up automatically, and close more listings.

The AI Workflow Audit makes it happen for your business.

You’ve already seen:

  • How Copilot drafts follow-ups in seconds.

  • How Word templates become listing letters instantly.

  • How Teams meeting notes can turn into prospecting emails.

Now, instead of watching, we’ll build your own workflow — tailored to your deals, clients, and market.

WHAT YOU’LL WALK AWAY WITH

By the end of this 90-minute private build, you’ll have:

  • One repeatable AI workflow live inside your tools

  • A tested prompt you can reuse with any listing, lease, or client follow-up

  • A documented SOP so anyone on your team can run it

  • A way to free 5+ hours/week for calls, showings, and negotiations

EXAMPLES FOR BROKERS

Before

  • 3 hours writing proposal copy

  • Missed follow-ups after showings

  • Manual lease renewal tracking

  • Time lost retyping owner updates

After with Workflow Audit

  • Proposal generated in 10 minutes with property data + Copilot

  • Auto-generated email sequence from showing notes

  • Copilot flags upcoming renewals and drafts outreach

  • AI builds update letters from deal notes instantly

PROCESS

1️⃣

Book Session

Choose a time that works for you.

2️⃣

Bring One Task

Could be a follow-up sequence, proposal, lease summary, or owner update.

3️⃣

Build It Together

Live on Teams, we’ll map it, prompt it, and deploy it.

4️⃣

Walk Away Ready

Tested prompt + SOP in your own M365 apps.

TESTIMONIALS

What others are saying

"Smoke coming out of my ears."

"We just attended AI In A Day — and it blew our minds! Smoke coming out of my ears. That’s how powerful this class was. It’s not just for beginners — it helps you put real systems in place to generate leads and save time."

— Bobby Davidowicz, Owner, The Alliance Group at eXp Realty | Real Estate Investor

"Focus on the things bots can’t do"

"Before AI, we were the robots. Now AI lets us focus on the things bots can’t do."

— Brody Vinson, Founder, Scale for Sale | Investment & Advisory

"Hired someone without hiring anybody"

"You just hired someone without hiring anybody. You built an agent to do that work — and as fast as you can copy and paste, you can scale it."

- JoAnn, CRE Paralegal

I’ve delivered over 50 of these sessions, and every client has walked away with something they could use immediately.

Only 8 broker workflow audits available this month.

Reserve yours now before your calendar fills with deals.

STILL NOT SURE?

Frequently Asked Questions

Q: I already learned a lot in AI in a Day — why do I need this?

A: The workshop showed you what’s possible. The Workflow Audit builds your actual first AI workflow — using your own listings, clients, and processes — so you can start getting results immediately.

Q: Do I need technical skills to do this?

A: No. If you can use Outlook, Word, Excel, or Teams, you can run your workflow. We build it together, step-by-step, and leave you with a simple SOP so you can reuse it without extra help.

Q: Will this work if my team isn’t using Microsoft Copilot yet?

A: Yes — we’ll confirm your access before the session. If you have Microsoft 365 Copilot, we’ll deploy directly inside it. If not, we’ll adapt the workflow using ChatGPT or Gemini so you can still benefit.

Q: What kind of workflows can we build in 90 minutes?

A: Past broker builds include:

Automated follow-up emails from Teams meeting notes

Instant listing letters from property data

Lease renewal tracking alerts with ready-to-send outreach

Owner update reports generated from deal notes
You choose the workflow that matters most for your deals.

Q: How soon will I be able to use my workflow?

A: Immediately. By the end of the session, it’s live in your tools and ready to run.

Q: Can this be done virtually?

A: Yes — we can meet on Zoom and build your workflow together in real time. Many brokers prefer virtual so we can share screens and record the session.

Q: What if I’m not sure which task to automate first?

A: That’s part of the audit. We’ll spend the first few minutes identifying where you lose the most time — and focus the session on the biggest ROI opportunity.

Q: Is this just for individual brokers, or can teams join?

A: We can accommodate up to 3 people from the same brokerage in a single audit at no extra cost. For larger teams, we recommend booking multiple sessions.