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.
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
No-pressure discovery
A discovery session is about clarity — your goals, your systems, and whether Co-Pilot fits.