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Our Story

Our Story:

I’ve always been an entrepreneur at heart. Even before I knew what that word really meant, I was out there hustling - not because someone told me to, but because it was fun. Growing up the son of a real estate technologist and a cereal entrepreneur, and the grandson of “a man who could sell ice to a polar bear,” I was surrounded by problem-solvers and deal-makers. But to me, it wasn’t some grand entrepreneurial upbringing. It was just my normal.

From a young age, I was always scheming up ways to create value. In 5th grade, I had a Power Seller account on eBay - technically under my dad’s name - but it was mine in every way that counted. I’d spend hours taking photos, uploading listings, writing descriptions, and selling whatever I could find. One of my favorites was flipping an RC Cola machine I bought at a city auction for $5. After scrubbing it down and figuring out a workaround for the coin slot, I listed it with a full backstory about how perfect it’d be for a man cave or basement bar - I had no clue RC had such an occult following. A few days later, I was loading it into my dad’s truck and delivering it to a stranger in a gas station parking lot. I still remember my dad looking at me like, “Is this for real?” It was. And I was hooked.

That led to a candy racket in middle school - selling bonbons out of my locker for a quarter each, flipping a pizza oven from a friend’s garage, and selling collectible patches I hustled for while at the 100th year Boy Scout Jamborees.

In college, I shifted from flipping physical products to designing digital ones. I launched a freelance graphic design business and learned my first hard lesson about entrepreneurship: word-of-mouth doesn’t scale. That business fizzled out, and it stung. But it taught me something valuable - about resilience, about setting your own schedule, and about the type of person I was becoming.

 I’ve come to believe some of us are just wired differently. We’re the kind of people who spot problems and can’t help but point them out, followed by, “Here’s how we fix it.” That doesn’t always go over well in a traditional job.

Eventually, I landed inside the world of real estate tech - I would have never guessed it, but looking back, it seems so obvious with a father who had helped thousands of real estate agents build successful businesses, and created two successful real estate software businesses.
My first job was working in customer success - hearing firsthand the problems these agents had with the software, then in outbounding sales doing 100 cold-calls a day trying to screen for fit, and eventually marketing - at the time I didn't realize just how valuable each of these jobs was, but that company gave me the training grounds to build the skills I would need to eventually create my own real estate software company.

I loved solving problems. But I kept finding myself boxed in. Traditional leadership didn’t always know what to do with someone like me - an employee who acted like an owner, because our success to me felt predicated on each team member acting as one for each and every task they took on.

I’d get frustrated, and they would too. I wasn’t trying to cause trouble. I just knew we could do better, and with the hubris of a young entrepreneur - I thought working for a startup meant we all built with the speed and veracity of a team hellbent on building something great for the agents we served.

That’s when the entrepreneurial pull came back stronger than ever. In 2022, ChatGPT launched publicly, and it was like the whole world shifted. I jumped in fast, seeing it on social media and creating an account within the first few days - then a few months of personal use and study later started running workshops for real estate agents, teaching them how to use AI in their business.

They were excited, inspired - but overwhelmed. I remember looking out at a sea of ‘glazed eyes’ and realizing I had made a mistake. I’d shown them how to dig, but I never gave them the shovel. More hubris to work on.

That’s when the idea for SAM - the Systems Accelerator Manager - was born.

I didn’t want to build another CRM - at that time, I didn't think I wanted anything to do with CRM, I just knew agents needed a way to use AI - and not have to invest the months of training to be proficient, and I knew I had the ability to provide a software solution for this, agents could speak to in plain English - and it would get it.

At first, it was just me, coding late nights, turning CSS into JSON using ChatGPT because I am not a computer engineer, essentially duct-taping things together, trying to make something that could help the agents I cared about get the best out of AI. And it started to work. Agents could build resources to bring in leads, written in their writing style using a sample they provided, and work on the documents that defined their businesses infrastructure - something real estate school doesn't really cover.

But behind the scenes, I was running on empty. In the spring of 2024, I landed in the hospital after an infection in my gut triggered a near shutdown that I let go unchecked for almost four months - almost taking me out of the game… any game actually, completely.

I spent weeks rebuilding my strength - physically, mentally, emotionally. Most people didn’t know. I still showed up, still taught classes, still pushed SAM forward, and still showed up to workouts, despite significant weight and strength loss.

It was, and has been, one of the hardest chapters of my life to date.

Then something shifted.

Summer 2024, my dad - Mark Stepp - suddenly became available. Mark’s a legend in real estate technology. He’s spent the last 35 years designing systems for some of the biggest names in the space, has coached tens-of-thousands of real estate agents to hundred+ transaction businesses, and has now (with SAM) built three successful real estate technology companies since the 1990s.

I told him, “I’ve built the bones. Now help me build your dream system.” And he did.

Together, we rebuilt SAM into what it was always meant to be: the first true AI-powered CRM for real estate. Not a digital filing cabinet, holding onto all your details, but a proactive assistant that actually did something with the data.

A system that didn’t require you to be tech-savvy, or know how to use AI to get the advantages of it, or require you to stitch together ten different tools, or hire a team of consultants, just to follow up with a lead.

I wanted to build the replacement for CRM. Something that uses the relationship building you engage in, as a super power. SAM can send personalized messages, and will build in minutes entire automations - just by describing what they need to accomplish.

For the first time, AI felt usable. It felt human. Not software you log into once a week and dread - but something that works alongside you, anticipates your needs, and helps you grow without sacrificing your sanity, or time with friends and family.

We soft-launched SAM 2.0 in the fall of 2024 with the contacts database - and fully launched the completed All-In-One AI-First Real Estate CRM January 1st, 2025 with the Properties, Listings, Transactions, and ‘Routines’ Workflow Automation Builder ready and working.

Since January we’ve helped hundreds of agents and teams get a clear look at the system with free trials, and have successfully onboarded dozens of agents and teams - cutting down on long days, helping them understand and easily build their business processes and systems into automations, and working to give them back time for the people and passions that matter most.

In April 2025, I had the honor of pitching SAM on stage at the Startup World Cup AI/ML Semi-Finals in St. Louis during TechSTL’s St Louis TechWeek.

A year earlier, I was on the same stage pitching the beginnings of an idea for SAM - still recovering from my hospital stay, nervous, unsure, barely hanging on and not even knowing what I would set off to build in the months to follow.
This time was different.

I stood there confident, clear, and alive with energy. And when I said the phrase, “In the next 12 - 24 months - we will completely remove the need to manually engage with a CRM from a desktop or a laptop at home.

Instead - you'll talk to SAM, who understands your business, because it IS your business.

Imagine driving to an appointment and you’re talking to SAM:
- It’s prepping you with client details, reviewing past conversations, and even holding mock interactions to prepare you.
- It’s briefing your calendar, review key follow-ups, and handling lead management

All while you’re en route. - you could feel the room shift.

That’s what we’re building. Not just software, but a new way to work. A new way to live. A future where real estate agents don’t have to choose between their business and their life. A future where technology works for people - not the other way around.

SAM is the platform. But the mission? That’s personal. Because I’ve lived the grind. I’ve seen the burnout. I’ve felt the frustration of knowing things could be better, if only someone would build it.

So, I did. And now I get the opportunity to work tirelessly each and every day to bring real estate agents and teams into the fold. To help them see the power and potential of tools like SAM - and to do the hardest part, getting to work using these tools to help themselves succeed in an industry that is difficult to get ahead in.

Progress is slow as we get word out but the coolest part? The story’s just getting started.

Obstacles?

Smooth road? Not even close. That’s not how entrepreneurship works (Sorry readers)

But if there’s one thing I’ve learned on this journey, to borrow the quote from Ryan Holiday- it’s that the obstacle is the way. Every challenge has shaped the way I build, the person I am, and the way I choose to show up and lead.

Early on, one of the biggest struggles was internal. Like many first-time founders, I was constantly fighting imposter syndrome. I didn’t have a computer science degree. I wasn’t a classically trained engineer. I was duct-taping code together with ChatGPT, trying to make magic out of scrap parts, and oftentimes I would end my day no further than I started, and it was all on my own dime.

I knew the vision was sound, and the technology was the right answer, but there were moments where I questioned everything - whether I had the right to be building a software company, whether I could carry it on my own.

Shoot! I think I kept Linkedin pulled up to apply for jobs daily, luckily, no one wanted to hire me - so I had to press on with building SAM.

The next hurdle was the market. Real estate agents are some of the hardest-working people I’ve ever met, but they’re also among the most over-sold and under-served. They’ve been burned by shiny tools and silver-bullet promises, so earning their trust is no easy feat.

I’ve had to fight tooth and nail to even prove that my email was worth opening, let alone that SAM wasn’t just another “CRM with AI” - the new marketing hot-word - it was something different. Something that actually worked for them, not against them.

Add to that the personal hurdles. In spring of 2024, I got sick - badly. What started as a minor infection spiraled into something serious, and I ignored it for months, literally taking meetings with ice packs shoved into my vest to try and calm the pain, until I was in the hospital, dangerously close to a total system shutdown. It stopped me in my tracks. Physically, I was wiped. Mentally, I was questioning if I’d even be able to continue.

But sometimes, the lowest moments hold the seed for the next chapter. I think the two things that helped me in those moments were the love of my life, a woman I feel is a true gift from God, and the faith that he would see me through this trial.
Coming out of that, I started to build differently - with more clarity, more urgency, and a deeper understanding of what matters. That was the moment my dad came back into the picture. Mark Stepp - my father, mentor, and one of the most respected names in real estate technology - joined forces with me.

Together, we rebuilt SAM into the platform it was always meant to be. That partnership wouldn’t have happened without the fire I had to walk through first.

The truth is, SAM was born from the struggle.

It was created because I felt what agents were feeling: burnout, overwhelm, exhaustion from doing it all. And because of that, I built it with real empathy - built it to reduce long days and longer weeks, to make automation and messages sent to leads and customers feel human again, and to give people their time and sanity back.

And while the road to growth has been filled with false starts, tech hurdles, financial pressure, and the slow grind of awareness-building, the mission has never wavered.

We’re building something that challenges the entire foundation of how real estate technology works - and that takes time. But challenge by challenge, the vision is becoming real.

Our Work:

Workflow Secrets was born from a deep belief that real estate agents deserve better.

Better training.
Better systems.
Better tools.
Better time freedom.
Better lives.

For too long, the real estate industry has relied on outdated software and overhyped CRMs that do little more than store contact info and send basic automations - this is a digital design of a tool from the 1960s called a Rolodex. The solution worked for the 1990s and early 2000s but as technology advanced - the tools didn't - leaves agents buried in manual work, frustrated by complexity, and stretched way too thin trying to hold it all together.

So we set out to build something different.

At Workflow Secrets, we help real estate professionals do something they’ve never really been able to do before - store the right details. Build powerful automations. And use what they know about their people to make every message feel personal.

We believe the time agents spend building relationships, learning about their clients, and managing transactions shouldn’t get buried in a CRM or lost in a spreadsheet. It should work for them. It should power the systems that run their business, follow up on their behalf, and show up with messages that sound like them - not some cookie-cutter templates or [merge field] mess - your voice, your brand, your business.

Our flagship product is SAM - the Systems Accelerator Manager, and AI-First CRM.

Yes, SAM is ‘AI-powered’ like so many others have started marketing - but not in the way most people think.

SAM isn’t another CRM you log into once a week with a sigh. SAM helps you create it, personalize it, and can build the automations for you to run what you built in minutes. Not weeks or months like Legacy CRMs.

We’ve built SAM to mirror what the best agents already do: stay top of mind, follow up consistently, make clients feel cared for, and run a tight, professional operation behind the scenes, but our Vision for where SAM is headed in the next 12-24 months is what to take note of.
SAM will remove the need for you to sit at a computer and work inside a software - what used to take an assistant, a tech stack, and a full Sunday afternoon now takes one conversation with SAM while you're on the go.

It’s a tool you can talk to. Literally. You describe what you need in plain English - whether that’s a lead magnet, a nurture campaign, a birthday message, a transaction overview, rescheduling an appointment, or an tasking the system to oversee entire client experiences to make sure you dont miss anything. Not in hours. In minutes.

What we are most proud of however, SAM doesn’t just help agents build businesses, though it does that, it helps them build processes into their business that free up time they can reinvest with friends, family, and hobbies to build better lives.

We’ve seen agents go from long days, sometimes six days a week, to organized and working businesses that provide great experiences that can be duplicated each time - not because they worked harder, but because they finally had the right tool doing the heavy lifting with them.

So if there’s one thing readers should know about our brand, it’s this:
We’re not building software.
We’re building freedom.
For agents. For teams. For families.

And in a world that’s always asking you to do more, be more, and chase harder - we’re the quiet voice saying:

What if you didn’t have to?
What if the system could run itself?
What if your CRM felt like a teammate?
What if you could finally focus on the things that actually matter?

That’s the world we’re building with Workflow Secrets.

If you are in real estate - we’d love to help you chase that dream too. If you want to help us build the future of real estate technology - we’re always looking for a teammate who's ready to help us build an AI-First CRM we call SAM.

Who We Are:

Mission

Our Mission is to help every single real estate agent we come in contact with, using technology, find a more productive way of working towards their own version of success; without sacrificing the things that make life worth living.

American Values

American values and a strong work ethic are the principles Workflow Secrets was founded with. Striving daily to make Yourself, your Community, and your Country better through Patriotism and Reverence for the men and women who sacrificed to create a land of opportunity for entrepreneurs just like us.

Core Values

Daily Growth, Inspiration, Forward Action, Respect, Positive Intention, Relentlessness, Personal Ownership & Sovereignty, Grit, Humility, Gratitude, and Servant Leadership.

Where We've Been Featured

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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.

Offices

HQ - Bolivar, Mo
Remote Office - St. Louis, Mo

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