Workflow Secrets Demo Day 2025
Watch the demos below to see how SAM's new 2.0 platform helps you build, run, and use AI-powered solutions for real estate professionals.
Introducing Demo Day '25 | Building An AI-Powered Real Estate Business | Run, Monitor, and Optimize Automations
Introducing Demo Day '25
Welcome to Workflow Secrets Demo Day 2025!
This year we're diving into how to use the Systems Accelerator Manager (SAM) to enhance your real estate business with AI. Watch as we build, run, and use SAM's new 2.0 AI-powered platform or work alongside us experiences it for yourself!
Cody Stepp
Workflow Secrets Co-Founder
Building An AI-Powered Real Estate Business
Using the Communications Matrix in SAM to Create Personalized Messages
Learn how to use SAM to create personalized email and SMS messages with ease. By using client information already stored in SAM, you can craft messages that feel tailored, personal, and professional - saving you hours of manual work.
Evolution of the Real Estate CRM:
AI-Powered Contact, Property, & Transaction Databases
Discover how SAM’s AI-powered databases help you organize client, property, and transaction details. With everything stored in one place, you’ll have the tools to create smarter interactions and make better business decisions - quickly and easily.
Mark Stepp
Workflow Secrets Co-Founder
Well Timed Automations: Building Daily Routines that Free Your Time for What Matters Most
Learn how to build AI-powered automations that truly understand your business. SAM’s Routines feature lets you automate repetitive tasks, like client follow-ups and lead nurturing so you can focus on what matters most - building relationships & closing deals.
Mark Stepp
Workflow Secrets Co-Founder
The Outbox: Coordinating AI-Enhanced Communication
In this video, we'll show you how SAM’s Outbox helps you manage and track personalized communications. Refine AI-written messages, schedule follow-ups, and ensure every client interaction is timely and professional.
Get More Out of Your Call List Insights & Outreach Efforts
Learn how SAM’s Call List feature prioritizes your calls and keeps you organized. SAM transcribes conversations, updates contact details automatically, and even suggests the next steps to keep your business moving smoothly.
Templates Made Easy: Adaptive Email & SMS Messaging Using AI
Learn how to enhance your customer experience with SAM’s AI-powered templates adjust messages for each clients preferences, whether through language, style or by email or text. Ensure consistent, personalized communication - whether you’re reaching out to one client or 1,000.
Deploy, Manage, & Run Operations with Your Daily Activities Calendar
Organize your day (and tasks) with SAM’s AI-powered Calendar. Learn how to stay on top of tasks, ahead of deadlines, and in front of client needs - ensuring no detail falls through the cracks, no outreach is missed, and no opportunity is lost in your real estate business operations.
Cody Stepp
Workflow Secrets Co-Founder
Cody Stepp
Build, Run, Refine & Optimize Your Automations
The Future of Real Estate Automation is Here: Be the First to Experience It Live!
Reserve Your Spot for This Exclusive Live Demo
Sign up now to get a front-row seat to see how SAM’s automations simplify work and save you hours every day.
Date: January ____, 2025
Time: 1:00 PM CST
Duration: ~1 Hour, including Q&A
Discover how to build and run modern AI-powered automations with SAM’s Routines. In this video, you'll learn how to automate your businesses most important tasks from lead follow-ups, to client nurturing, and transaction management that frees up your time for client care while also boosting efficiency.
Cody Stepp
Workflow Secrets Co-Founder
Mark Stepp
Workflow Secrets Co-Founder
How to Effortlessly Start Your Automated Systems With Precision
Simplify automated processes into individual Routines with SAM. Learn how you focus your automations into key moments, enabling real-time lead follow-ups, property updates, and client communications. All you need to do is identify when you want the routine to trigger and SAM does the rest.
Join Us for This Must-See Live Demo
Sign up now to secure a VIP ticket and learn how SAM’s triggers deliver automations exactly when you need them.
Date: January ____, 2025
Time: 2:00 PM CST
Duration: ~1 Hour, including Q&A
Cody Stepp
Workflow Secrets Co-Founder
Mark Stepp
Workflow Secrets Co-Founder
Don’t Miss Your Chance To Join This Live Demo
Sign up now as our guest of honor to discover how SAM creates memorable experiences that elevate your business.
Date: January ____, 2025
Time: 3:00 PM CST
Duration: ~1 Hour, including Q&A
Create Personalized World Class Client Experiences & Fine-Tuning Your Automations Faster
SAM gives you the tools to refine your Routines to fit your business and enhance every interaction. And, learn how you can use these automations to deliver memorable experiences for clients that help grow your business.
Cody Stepp
Workflow Secrets Co-Founder
Mark Stepp
Workflow Secrets Co-Founder
About the Systems Accelerator Manager (SAM)
SAM is a pioneering platform born from a deep understanding of the real estate sector's unique challenges and opportunities. Originating as a visionary project designed to revolutionize real estate practices, SAM places generative AI at the core of a real estate agent's workflow. At Workflow Secrets, we recognize that AI is not just a buzzword or feature to be duct-taped onto an outdated platform but rather a tool essential for today's real estate professionals. It unlocks new levels of efficiency, client engagement, and success for agents (just like you) across the industry.
