Welcome to the Systems Accelerator Manager (SAM), your new AI-powered assistant designed to simplify, streamline, and supercharge your real estate business. SAM helps you create personalized resources, set up automated routines, and build systems in minutes - not months.
This guide will walk you through your first login, profile setup, and the creation of your first system using SAM’s intuitive Generations feature.
Let’s get started!
🖥️ Step 1: Log In to SAM
1. Visit the Login Page
2. Enter Your Credentials
- Email address (the one you used to sign up)
- Password (or check your inbox for your initial setup link)
3. Access Your Dashboard
After logging in, you’ll land on the Dashboard - SAM's mission control center. This is where you’ll track activity, build resources, and manage your business systems.
(Tip: If you have trouble logging in, double-check your email for your welcome message or hit the "Forgot Password?" link.)
⚙️ Step 2: Set Up Your Profile
SAM personalizes its content based on your profile information. The more details you provide, the more SAM can create resources that sound like you and align with your niche.
1. Open Profile Settings
- Click the white circle with your initials in the top-right corner.
- From the dropdown menu, select "Profile".
2. Complete Your Business Details
- Time Zone: Crucial for correctly scheduling follow-ups and reminders.
- Broker & Company Info: Add your company name, address, and contact details.
- Niche & Voice: SAM can analyze a sample of your writing to match your natural tone when generating emails, texts, and resources. (Don't worry - it doesn’t need to be perfect; just something that sounds like you!)
3. Team Member Profiles (If Available)
If you have team member seats in your plan, you can add their profiles here. Each member can have a unique writing voice and business focus, helping SAM tailor content to fit their style.
(Trial users - fill in as much information about yourself as you can)
🔍 Step 3: Build Your First System with SAM Generations
Now the fun part: creating your first system. SAM uses its Generations feature to guide you through building tools like lead magnets, follow-up emails, and client communication resources.
1. Open the Generations Tab
From the left-hand menu, click "Generations".
2. Choose a Focus Area
SAM uses the C.O.R.E. Framework to build systems in four key areas:
(C)onversions: Generate leads and nurture them into clients.
(O)perations: Streamline tasks like listing prep and contract management.
(R)etention: Stay connected with past clients for repeat business.
(E)xperience: Craft memorable client experiences that get referrals.
3. Select a Resource Type
Choose the type of resource you want to create - like a lead magnet, email sequence, or listing presentation.
4. Answer a Few Simple Questions
SAM will ask you a few straightforward questions to understand the goal of the resource. Just answer in plain English - no fancy tech wizardry skills required.
5. Review & Refine the Generated Content
In seconds, SAM will present a draft based on your input. Take a moment to review the content, make tweaks if needed, and hit "Save".
6. Launch Your New System
You can immediately start using it to capture leads, nurture prospects, or communicate with clients.
🚀 What Comes Next?
Congrats! 🎉 You’ve successfully logged into SAM, set up your profile, and created your first system.
Here’s what you can explore next:
- Create More Generations: SAM remembers your inputs and gets smarter with each new resource.
- Explore
Routines: Automate client follow-ups, birthdays, and transaction milestones.
- Check the
Dashboard: Track conversations, system activity, and client engagement.
🤝 Need Help? We're Just an Email Away.
If you hit a snag or have a question, we’re always happy to help.
We also have a step-by-step video walkthrough linked above if you'd like a guided tour.
Welcome to SAM! We can’t wait to see how you use it to grow your business while reclaiming your time.
Let's make something exceptional together with SAM!
