Workflow Secrets Co-Pilot
Real estate doesn't have to be a solo mission
An 8-week, concierge-level coaching experience to integrate SAM into how you actually work — align strategy, build Routines, and scale with hands-on help.
Limited cohorts: we accept two teams per 8-week round to keep the experience high-touch. Reach out to confirm timing and fit.
Looking for the 16-week founder-led cohort instead? See Built on C.O.R.E.
Who it's for
- Agents committed to future-proofing with automation and modern systems.
- Teams that want operational clarity and scalable systems for sustainable growth.
- Anyone ready to make SAM the central hub for lead generation, nurture, and transaction management.
- Professionals who want lasting habits inside SAM — aligned to niche, voice, and goals.
- People who value high-touch help connecting strategy, systems, and execution.
What you'll get over 8 weeks
- Week 1 — Laying the foundation
Business goals, client flow, and current systems — so everything maps to how you run the business.
- Week 2 — Activating lead flow
Co-create nurture and attraction paths for your ideal client.
- Week 3 — Organizing for impact
Database structure, key fields, and SAM walkthroughs for human follow-up.
- Week 4 — Automating your wins
First Routines built around your goals — set, test, and run with confidence.
- Week 5 — Owning your daily workflow
Refine command-center habits — Outbox, Call List, calendar.
- Week 6 — Elevating the client experience
Repeatable experiences that support referrals, reviews, and loyalty.
- Week 7 — Scaling with confidence
Solidify setup; learn to maintain and evolve automations.
- Week 8 — Launching your AI-first future
Review progress, fine-tune your SAM operating model, roadmap what's next.
Teams often report meaningful time back once SAM is running — many cite on the order of up to 40% of weekly time saved after the first few weeks. Co-Pilot is designed to get you there faster, with guidance.
What's included
- Coaching
1:1 working sessions
Direct work in your account and your goals — not a passive webinar series.
- Build
Custom Routine builds
Hands-on help shaping automations that match your playbooks.
- Support
Setup & refinement
Tech plus strategy in the same conversation, week over week.
Time commitment & investment
- Duration: 8 weeks, done-with-you
- Sessions: About 2 hours per week
- Investment: $3,600 one-time for the full program
FAQ
Yes. We meet you where you are — first-time setup or optimizing what you've already built.
About two hours for working sessions, plus optional implementation time between calls.
Done-with-you, high-touch work directly with our team — not a large group Q&A. Capacity is limited to two teams per cohort.
We don't offer refunds: the program is customized and cohorts are capped at two slots. We stand behind the value and aim for systems that support you long after eight weeks.
Teams in the program can often renew for another 8-week block at the same investment while they keep building.
Full narrative on the legacy hub: workflowsecrets.info/wfsco-pilot-program
No-pressure discovery
A discovery session is about clarity — your goals, your systems, and whether Co-Pilot fits.