Workflow Kit

A Customized Practical Workflow

Turns showing confirmation emails into Google Calendar events and drafts a clean client showing schedule.

Scrubs email and calendar to tell the agent what is immediate, what can wait, what they’re waiting on, and what to do first.

Checks Gmail for rental documents, organizes them into Google Drive folders, identifies missing items, and drafts a follow-up email.

Turns buyer intake details into a clean client profile, search criteria, must-haves, missing information, and next-step emails.

Creates a listing launch checklist, seller prep tasks, marketing copy needs, and reminders from signed listing to MLS launch.