PART 01 · START HERE
Build your foundation
Find the one constraint in your business, audit your CRM, and set the five numbers you will run on.
Free. No sign-up. Every step included.
Playbook
Build the systems behind a more predictable real estate business.
Learning tracks8
Chapters66
Hands-on time41 hours
Cost to read$0
How the Playbook works
Learn it. Build it. Run it.
Every chapter shows the exact clicks, settings and templates to build a working system in the CRM you already use. Read it, copy what you need, and test it before it touches a real client. If you would rather have a team build and run it with you, that is what Anu does.
PART 02 · FLAGSHIP
Build your own AI CRM Manager
Set up Grok as a CRM manager that reviews contacts, finds neglected opportunities and writes your daily list.
- 02.01What an AI CRM Manager does, and what it never does
- 02.02Set up Grok: account, plan, privacy settings and a CRM Manager project
- 02.03What "Grok Bot" actually means today, and what does not exist
- 02.04Create your Realtor CRM Manager profile with persistent instructions
- 02.05Three ways to connect your CRM, and how to export a safe CSV today
PART 03 · CORE SYSTEM
Automate follow-up
Build the pipeline, tasks, alerts and reminders that make sure no lead waits.
- 03.01Build a lead pipeline with stages that mean something
- 03.02Set up texting so it is legal, delivered and respectful
- 03.03Assign every new lead to one owner in seconds
- 03.04Build six Smart Lists that tell you who to contact today
- 03.05Alert the right person the second a lead arrives, and escalate if nobody answers
PART 04 · HIDDEN REVENUE
Reactivate your database
Clean, segment and run a controlled reactivation pilot on the contacts you already have.
- 04.01Export and back up your database before you touch it
- 04.02Merge duplicates and add the fields reactivation needs
- 04.03Audit opt-outs and consent before anyone gets a message
- 04.04Build Smart Lists for past clients, sphere and dormant leads
- 04.05Score and prioritize your database with the reactivation workbook
PART 05 · LISTINGS
Build a predictable seller pipeline
Research a neighborhood, publish Community Updates and route seller leads into booked appointments.
- 05.01Spot seller opportunities from compliant sources
- 05.02Research a neighborhood and make only statements you can prove
- 05.03Build a recurring Community Update for one neighborhood
- 05.04Launch a seller landing page with compliant consent
- 05.05Route seller leads into a pipeline with tags and assignment
PART 06 · FLAGSHIP
Build a predictable advertising system
Build, connect and measure a compliant Meta lead campaign, priced by cost per held appointment.
- 06.01Pick one campaign goal and the Meta objective that matches it
- 06.02Choose the market area and the pilot budget
- 06.03Set up your business portfolio, ad account, Page, Pixel and domain
- 06.04Apply the Housing Special Ad Category correctly
- 06.05Build the campaign shell in Meta Ads Manager and keep it in draft
PART 07 · INTEGRATION
Connect everything
Wire forms, ads, calendars, CRM, AI and notifications into one system you can test.
PART 08 · OPERATING RHYTHM
Measure, improve and scale
Run a weekly scorecard and make decisions from the numbers.
Working tools
Use them on your own numbers.
Constraint Finder
Find the one constraint holding your business back
Part 01Crm Prompt Builder
Create your Realtor CRM Manager profile with persistent instructions
Part 02Neglected Lead Finder
Review contacts and find neglected opportunities
Part 02Cadence Planner
Write a 10-day follow-up cadence and let the CRM remind you
Part 03Database Prioritizer
Audit opt-outs and consent before anyone gets a message
Part 04Pilot Scorecard
Run a 100-contact reactivation pilot with stop rules
Part 04Seller Funnel Planner
Track listing appointments and measure the seller funnel
Part 05Ad Economics
Price your ads by cost per held appointment, not cost per lead
Part 06Pilot Decision
Run a controlled 14-day pilot with day 3, 7 and 14 decisions
Part 06Lead Journey
Test the whole chain with one fictional lead
Part 07Weekly Scorecard
Build your weekly scorecard: nine numbers and their formulas
Part 08Capacity Planner
Scale spend in controlled steps your team can handle
Part 08Want it built for you?
Your plan, implemented.
Everything here is free to use. Anu builds and runs these systems inside your CRM when you would rather spend your time with clients.
Talk to Anu →