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The Systems Accelerator Manager (SAM)

One Command Center for Everything Marketing

Stay On Track. Show Up Ready. Manage Your Day’s Messages,
Calls, Tasks, and Follow-Ups, All in One Place.

Every real estate agent has felt it: that moment when you open your laptop, stare at your calendar, and think, “Okay… what’s the most important thing I should be doing right now?”

And at that moment, most tools don’t tell you what you actually need to know. They share everything you need to do, storing information on what needs to be done for who. They track your appointments. Maybe they even remind you of something you forgot... But the job of what's most important? Well, you are on your own.

These Legacy CRMs don’t help you move the needle, show up ready, and some might even argue they don't actually help you get things done.

This means that you start your mornings in reaction mode. You should check your CRM. You should follow up with that lead. You should reach out to the past client who’s gone quiet. But with tasks scattered across tools, tabs, and texts, even figuring out where to start burns precious energy, and momentum. Let alone knowing what is the most critical for you to start with.

Why? Well simply put, they were not designed to do that.

That’s where SAM steps in. This isn’t just software running quietly in the background. It’s actively pointing you to exactly what needs to happen, when, and why, so you can focus on what matters: conversations, closings, and building relationships.

Instead of juggling CRMs, calendars, email platforms, spreadsheets, and post-its, SAM brings everything together into one command center, giving you a crystal-clear view of what matters today, what needs immediate action, and who needs to hear from you first.

Whether it’s a message to approve, a lead to reply to, a call to make, or a task that moves the transaction forward, SAM sets the stage so you can stay focused on what you do best, building relationships, closing deals, and showing up like a pro.

TL;DR:

What if, instead of guessing what to do next, your day started already mapped out, every message drafted, every follow-up queued, every call prioritized with talking points and context? That’s what happens inside SAM.

Your Outbox serves up every task, text, and email ready for your review. Your Inbox brings client replies into one centralized thread, no tab-hopping. Your Call List highlights exactly who to call and why, complete with smart summaries so you’re never dialing blind. And your Calendar ties it all together, giving you a clean view of what matters now.

It’s not just productivity. It’s precision. One system that does the prep work, so you can do the real work: building relationships, closing deals, and staying one step ahead.

The Outbox: Your Daily Action Center

Every message, task, or follow-up that needs your attention, all in one place, prewritten, prioritized, and ready for action.

Think of it like your assistant who already read your calendar, checked your database, reviewed your lead activity, and drafted every message for the day, before you even logged in. Whether it’s a “Happy Birthday” text, a listing update email, or a showing confirmation, SAM uses your voice, your tone, and your timing , automatically.

You don’t start with a blank screen or guess what to say. Each Outbox item includes who it’s for, why it’s needed, and the full message preview.

You can review what is set to send, or has sent the last few days, send one off messages and templates, edit any that need to be approved, or schedule messages to go out on its own, and because it’s tied directly to your live Routines, everything’s already aligned with what’s happening in your business.

No more checking ten places to see what needs doing. Open your Outbox, and your day is already waiting.

Demo:

The Inbox: Two-Way Communication, Unified and Actionable

Texting a lead back shouldn’t mean opening your iPhone, trying to remember what CRM they’re in, and then copying notes into a separate app. That’s broken workflow.

SAM’s Inbox centralizes your email & SMS conversations, giving you a clean, contextual hub where every reply, question, and check-in lives alongside the contact’s full profile, history, and next steps.

More than just a place to respond, it’s a command center for collaboration:

Assign a message to a teammate when you're tied up.

Start a sidebar conversation to workshop a tricky reply.

Start follow-up Routines on the contact ensuring you never miss a beat.

Now, your communication doesn’t just stay organized. It becomes actionable. And when your team’s in sync, your follow-ups don’t fall through the cracks, they turn into closings.

The Call List: Talk to the Right People, at the Right Time

Calling your clients, prospects, or sphere shouldn’t feel like a chore. But for most agents, it does, not because they’re lazy, but because the process is broken.

You either stare at your CRM and try to figure out who’s “worth” calling today, or worse, you avoid calling altogether because you don’t have the time, energy, or mental load to track down what’s happened, what was said last, or even what their name is.

You tell yourself you’ll get to it later, and later rarely comes.

I (Cody) know this because I’ve lived it from both sides. Before starting Workflow Secrets, I spent a full year doing cold-outbound sales calls for a major real estate CRM company. I’d sit at a desk while the system dialed 10 numbers at once, and whoever picked up first? That was my shot! I had three seconds to glance at a screen, skim a name, and try to sound like I wasn’t blindsiding someone with a pitch.

It wasn’t about connection, it was about velocity, volume, and 100+ dials a day. It felt robotic (I was accused of being a robot a few times even), it didn’t work, and at the end of all of it, it left me feeling like sales wasn't for me.

That experience stuck with me! Not just because it was frustrating, but because I realized that’s what most agents go through every day.

Not with software like SAM, but with their own clients.

They want to stay in touch. They want to follow up. They want to check in, connect, build trust, and forge relationships... But when the systems they use don’t support that kind of work, those good intentions fall apart.

When Mark and I decided to add a Call List into SAM, we took this (informed trauma really), and worked to ensure SAM had the dial-out system I would have loved to work in, then we validated it with the boots-on-the-ground agents who use Call Lists to run successful real estate businesses.

SAM fixes that, not by adding more to your plate, but by curating the right conversations, at the right time, with the right information to make every call count.

Your Call List inside SAM isn’t just a static list of names pulled from your database, and a connected dial tone and outbound number. It takes advantage of the who power of SAM and the insights we gain from our ground-up use of AI. During the call you can generate Talking Points based on insights you have gathered in the contact, record transcripts to allow you to review your calls, and for SAM to gather key details, and review the sentiment of the call.

Then once the conversation ends, SAM picks up where you leave off. It logs the call, updates the contact’s record with insights you gained, kicks off the right Routines, and lets you know if a follow-up is needed down the line.

No double entry. No sticky notes. No forgetting to check the box.

So when you start the call, you’re not guessing, you're not stressing over what to say when the convo goes dry, and you don't need to worry about what notes need to be jot down. You’re prepared. And more importantly, SAM has your back!

The result? More meaningful conversations, fewer missed connections, and a calling rhythm that works with you, not against you.

For the first time, agents aren’t left trying to remember what to say or who to say it to. They’re walking into every call with confidence, because their system is finally working for them.

This isn’t a call list. It’s a communication engine, disguised as your daily to-do list. And it’s one of the most powerful parts of SAM.

Demo:

Calendar & Tasks: Clarity Without the Clutter

Your calendar shouldn’t just show you where to be, it should show you what to do.

SAM’s calendar integrates all your appointments, tasks, routine-based actions, and system-driven reminders into one clean, prioritized view. With a 2-way-sync available with Google, you can keep all your details organized no matter where you are looking, ensuring you don't double-booking, remove guesswork and start building daily plans that align with your workflows and adapt as your business moves.

And when something changes? SAM updates the downstream effects, so a rescheduled appointment won’t leave your transaction timeline hanging, and a missed task won’t stall your nurture sequence.

You’re not just staying organized. You’re staying in momentum, because everything behind the scenes is keeping pace with the real-world flow of your business.