Don't get me wrong, I have a B.A. in Visual Arts, this is not a pitch to ditch your agency friend, but rather a faster way to go about the low-hanging fruit, so you can invest your dollars in the big projects when they make sense.

These tools aren’t just about marketing, they’re designed to kick off systems. That means when someone downloads your guide or fills out your form, SAM doesn’t just capture the lead… it sorts them based on where they came into the system from, scores them based on the quality of lead, and initiates the exact follow-up Routine needed to move them forward.

Whether you’re building an educational resource, launching a client assessment, or creating a simple page for RSVPs, reviews, or listing alerts, SAM handles the heavy lifting, so you can show up where it matters most: in the conversation.

Most agents know they need content to attract and convert leads, but few have the time, design skill, or tech stack to build it all from scratch. 

That’s where SAM steps in. From print-ready guides and strategic client assessments to branded landing pages and friction-free lead forms, SAM lets you generate, launch, and activate content in minutes. Every piece is built to do more than look good, it drives leads directly into your system, scores them, and triggers personalized follow-ups without you lifting a finger. 

It’s not just content creation, it’s content that converts, automatically.

Let’s face it , most content creation advice sounds great in theory… until you open a blank Google Doc and realize you have no time, no words, and no idea where to start. We’ve all been there. 

Candidly, when we meet with new agents, this is almost always the area they start asking questions in. It makes sense, you need more leads, you know content created can generate leads, and this, you start asking about what to create.

But here's the truth, you know what your clients need, a simple buyer roadmap, a step-by-step seller checklist, a market explainer... but between listing appointments, showings, and actually running your business, content ends up on the back burner. Saved for late nights, early mornings, and weekends that never seem to come.

How do you balance the need for creating content, and the desire to actually take a moment and enjoy your life? That’s where Generations comes in.

When Cody first started dreaming up SAM, it came on the heels of a Webinar Event Workflow Secrets put on trying to share with real estate agents how to use AI when it first came out. He attributes the creation of SAM to be single observation - agents loved AI during the event, but after it was over hand no clue where to begin... (The "glazed eye moment" as affectionately he calls it).

When SAM was first built, it started as a marketing system to do just that, create content for real estate agents, using AI.

Well, SAM has come a LONG way, and so has the ability inside the system to create content and resources.

Now, inside SAM, Generations lets you instantly produce full, print-ready guides in your voice, with your brand, and tailored to your audience. You’re not dragging around templates or patching together something in Canva. You just tell SAM what you want , “I need a guide for first-time buyers in Phoenix,” or “Make me a checklist for staging a home”, and in a few minutes, you’ve got a complete resource written in your voice, that is ready to be sent to our integration Gamma, where you can create a polished PDF that’s ready to send, print, or promote.

But here’s the kicker: this isn’t just “content for content’s sake.” These resources aren’t designed to sit in a folder and collect digital dust. 

They’re lead magnets that drive action, spark conversations, and trigger next steps inside your SAM system. When someone downloads your guide, SAM doesn’t just say “Cool!” and move on, it captures the lead, kicks off a Routine, and starts nurturing that relationship in real time.

The result? You go from thinking about content to deploying strategic resources that actually grow your business , all without hiring a copywriter, designer, or marketing agency.

Most lead capture is passive. A form. A name. An email. And then… crickets. You got the lead, sure, but now what?

What makes SAM’s Assessments so different is that they don’t just capture leads, they activate them. Instead of a one-way form, assessments create a two-way interaction, asking smart, intentional questions that help the lead clarify their own goals, while giving you the exact insight you need to move the conversation forward with purpose.

Want to know if a buyer is pre-approved? Ask.

Want to understand a seller’s ideal timeline? Ask.

Want to know whether this lead is just curious or ready to move? Ask.

And the best part? You’re not just collecting answers. You’re using them.

When you work with SAM to build your assessment you can review the questions, adding in or sharpening what is asked so that each question gives a key insight into an area you are curious about, that you lead might be able to be educated on, or traps that you should be aware of in their thinking, financing, or life that might make getting the deal done difficult.

SAM automatically takes their responses and creates a score, giving a immediate result for their action, then uses this moment to get them to dive deeper in by providing their details for a full report that SAM creates.

You’re not just organizing your leads, you’re working to understand them. And in a relationship-driven business like real estate, that level of clarity is everything.

Client Assessments also build trust from the very first click. Because when someone feels like you’re asking before selling, listening before pitching, you’ve already set yourself apart from 90% of the other agents they’ve met.

Copyright 2026 - Workflow Secrets - All Rights Reserved