Visit the official login page at sam.workflowsecrets.info.

 2. Enter Your Credentials

Input your email and password associated with your SAM account and click “Login.” If it’s your first time logging in, check your email for a setup link.

 3. Access Your Dashboard

Once logged in, you’ll be directed to the dashboard where SAM’s power begins. This is your central hub to manage all your systems, clients, and workflows.

SAM customizes its services to align with your unique business needs, so let’s start by personalizing your profile.

Click on the circle with your initials in the upper right corner and select “Profile.”

   Time Zone: Ensure this is accurate for scheduling and automation purposes.

   Broker & Company Information: Include your company’s name, address, and key details for full system integration.

   Team Information: If you're the only user, you’ll begin as the main team member, but don’t worry—SAM can scale with you as you grow.

Here’s where SAM shines - tailor it to your real estate niche (e.g., luxury homes, first-time buyers) and adjust your Member Voice (writing style) for future system creations. You can type or paste a writing sample for SAM to analyze, ensuring it generates resources that match your voice​​.

Now for the exciting part! SAM’s Generations feature allows you to create fully customized systems for your business in a matter of minutes.

On the left-hand side of your dashboard, click on Generations. This tab will guide you through creating your first business system, using SAM’s intuitive process​.

SAM offers four core areas of system creation based on the C.O.R.E. Strategies framework:

   Conversions: Lead generation and nurture systems.

   Operations: Streamlining daily tasks from listing to contract​.

   Retention: Building client loyalty post-sale.

   Experiences: Crafting client touchpoints throughout the process​​.

Depending on your business focus, select a resource type (e.g., lead magnet, follow-up sequence). SAM will then ask you for further details to personalize this content.

Select the team member whose style or area of expertise you want to focus on. You can adjust their niche, voice, and the specific objective for the system, ensuring SAM generates exactly what you need​​.

SAM will prompt you with goal-oriented questions to better align the system with your business needs​​.

Review the generated content, making any necessary tweaks to ensure it fits your exact vision. Save this resource to your system for future use, and watch how SAM uses this information to make future generations even more specific to your style and business needs.

With everything reviewed and polished, you’re ready to launch. Use your system immediately to manage leads, nurture relationships, or optimize your business operations.

SAM is here to help you every step of the way. Don't forget to check out our video tutorial above for a guided walkthrough. Let's make something exceptional together with Sam!