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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
Workflow Secrets Demo Day 2025 Live - Signup!
🔥 Discover the AI System That Saves Agents 40% of Their Workweek – Live March 13th!
📲 Save Your FREE Spot – Limited Seats Left!
Sign up now and join hundreds of agents learning how to automate their business with AI-powered tools.
Join Us Live: March 13th, 2025
At: 11 AM CST
Duration: ~ 90 Minutes, including Q&A
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Who's Using SAM?
âś… Single Agents are using SAM to manage their business operations and automations.
⚙️ Teams are using SAM to manage large design builds
🏛️ Brokerages using SAM to pass on their best processes and secrets to their agents
How to Automate Your Daily Routines for Effortless Operations
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.
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.
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.
Mark Stepp
Workflow Secrets Co-Founder
Cody Stepp
Workflow Secrets Co-Founder
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 to experience 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
Workflow Secrets Co-Founder
AI Platform   AI Education   SAM Resources   Early Adopter Program
About the Systems Accelerator Manager (SAM)
SAM is an AI-powered tool designed to help real estate agents and teams run and grow their business with less effort.
It places generative AI at the heart of your business operations, combining custom contact management, workflow automations, and smart databases for contact, properties, transactions, and listings. SAM eliminates the time-consuming process of building systems, letting you focus on what matters most - strengthening client relationships and closing deals.
With SAM, you can generate resources, manage leads, and stay on top of client communication without being buried in manual tasks. At Workflow Secrets, we believe that freeing your time with AI doesn’t just improve business, it gives you more time for the things that matter most - friends, family, and hobbies.
As we reach for this goal, SAM will continue to evolve, helping agents spend less time managing software and systems behind a screen, and more time getting conversational support - working in the background to prepare, learn, build, and execute - while you deliver a world class client experience, every time.
