The Systems Accelerator Manager (SAM)
Platform Feature Details
Welcome to our Platform Feature Details section where you can learn more about each of the features inside your Systems Accelerator Manager (SAM) Platform Subscription. If you can’t find the answers you are looking for, Help@WorkflowSecrets.info.
Profile Settings > Team Members
Team members are like 'Users' inside SAM. When you create a team member however, we dive a little deeper, gathering details on you, your business, writing style, and areas of focus within real estate.
What this does is helps focus SAM to ensure you are generating resources that are not only custom to your business, but also sound like you to aid in the editing and refinement process, before sending them out into the world to help your business grow.
Unlimited Generations
Within real estate we need to have good Systems. Those Systems need to have great resources inside them, and that is where SAM shines!
The four areas of resource creation inside SAM - we call the, 'C.O.R.E. Strategies Framework' making it easy for you to create resources for (C)onverting leads, business (O)perations, past client (R)etention, and driving a world class client (E)xperience with each interaction both before, during, and after our time working with a client.
With this lens - each time you create a resource inside of SAM you are generating a never-before-seen piece of content that is custom to your business in one of these four areas, focusing your efforts from the very start.
When creating SAM, we made the conscious decision to give Users unlimited access to creating in these areas. This was done to ensure you never get throttled by monthly creation-caps in your pursuit of building your businesses key Systems. We believe - if you have a desire to use and build inside SAM, you should never be dinged for actually working inside the software to do so.
Saved Generations
Save your Generations in the Templates area inside the system to reuse, refine, and benefit from SAM learning how to better assist you with future Resources. The more you use SAM, and save to the Saved Generations section, the better SAM can aid in creating highly-tuned and custom resources for you in the future.
Saved Templates Per Account Type:Sam Exploration (Trial) - 10 Saved Generations
Systems Starter - 30 Saved Generations
C.O.R.E. Agent - 100 Saved Generations
System Savant - 300 Saved Generations
Quests
Oftentimes agents graduate and leave real estate school having learned a LOT... And yet so little about how to build a business that is primed for success. This is why we took three decades of real estate coaching knowledge, helping thousands of agents create the business and life of their dreams, and boiled down the steps to get there.
This concept originated from a childhood favorite MMORPG (massively multiplayer online role-playing game) called RuneScape - where in a Quest system teaches vital game mechanics, new areas of interest, and how to improve your game-play.
With this in mind, the Quest section inside SAM offers guided creation & area specific coaching of where you need to create key business infrastructure inside your own real estate practice. Each Quest series focuses on a specific area of your business that needs to be worked through, from the 'Getting Started Quest' that walks you through the creation of your Ideal Customer Aviator, Brand Voice, Social Media Strategy and other vital pieces to the 'Business Planning & Goal Setting Quest' designed to ensure you set your year up for success before you enter into it.
The secondary value in working through and creating your business infrastructure via the Quests is, while working you are also helping SAM learn more about you and how your business is set up so that the software can create even more highly-tuned resources for you, to aid in your success.
Complete List Of Available Quest:
Getting Started, Marketing & Lead Generation, Sales & Negotiation, Customer Service & Client Retention, Market Analysis & Research, Legal & Compliance, Technology & Automation, Training & Development, Business Planning & Goal Setting
Business Analytics Dashboards
View your business like never before with the Dashboards showcasing holes in your business to fill, generation analytics, areas of opportunity, and your C.O.R.E. Score which helps you see how you stack up against other agents building inside SAM to better understand what to create next.
The Dashboards section showcases your 'C.O.R.E. Score' which breaks down how many resources from each of the Generation sections you have created - working to help you balance your efforts. Valuable insights into your total number of Generations created and Quest Progress, as well as Productivity stats that help you understand how your efforts working inside SAM have helped you save time manually created, which can be reallocated into relationship and business building, or investing in yourself, all of which directly corollate to the amount you take home each year.
Realvolve Workflow Viewer/ Downloader
Access and view all your Realvolve CRM - Workflows & Templates to easily save or print for safe keeping, on-the-go review, and secondary housing.
SAM will review your Workflow Templates and provide suggestions for improvement through scoring that helps coach you on how to improve your copy to deliver a better message. Enhance, refresh, and customize your Realvolve Workflow Templates within SAM.
Lead Management with SamChat
A great real estate business is build on the back of a great lead management system. oftentimes this means we are tied to our phone, to ensure our 'speed-to-lead' efforts yield a growing pipeline of potential new customers, but it doesn't have to be this way.
Adding our AI Chatbot - SamChat to your website with a single line of code - now anyone who visits your site can either trade their details for your resources or engage with SamChat, which organically gathers these details while answering their questions - 24/7.
SamChat is easy to setup inside SAM's 'Integrations', then all you have to do is plug a single line of encrypted code you are give into your Website to gain the power of SAM to help you find engaged leads.
When a lead clicks on SamChat while on your website, it can answer questions, offer resources, and gather vital contact details - maintaining your unique voice as it engages with them to pave the way for a seamless lead experience without the need for manual interactions or additional staffing costs.
Coming Soon Feature Details
On release these features will be automatically available inside your account if you are subscribed to this plan.
Realvolve Workflow Coaching With SAM
SAM will take your Realvolve Workflows to the next level by analyzing, reviewing, and offering suggestions on how to make them even better!
Enhanced Realvolve Workflow Coaching With SAM
SAM flexes its skills by not only analyzing your Realvolve Workflows to offer suggestions but also allowing you to upload and refine your entire Template library - creating refreshed content in your voice all at once!
Agent Readiness Score Indicator (A.R.S.I.)
A.R.S.I. for short, alerts you to holes in your Business Systems, helping fill them faster than ever thought possible!
Agent Business Readiness Assessments (A.B.R.A.)
Called A.B.R.A., monitors your account - sharing custom-to-you coaching & recurring feedback on the Content, Resources, and Systems you are Generating to ensure a World Class Client Experience - every time!
Upload Your Own Files
Upload your .Doc/.PDF/HTML files to have SAM learn more about you & recruit his efforts in regenerating and offering suggestions for improvements!
The Communications Matrix
The Communications Matrix is an innovative component of SAM designed specifically for real estate agents. This feature employs AI-driven processes to analyze and interpret data shared with SAM, enabling extraordinarily personalized communication across multiple channels.
As details are added to a contact - Using the Communications Matrix SAM is going to use the information to help you create custom content, designed specifically for the person receiving it using automations.
Each of these automations asks for you to define the Action (or thing you want to happen) and the Objective (Or outcome).
Each of these automations asks for you to define the Action (or thing you want to happen) and the Objective (Or outcome).
For Example: SAM uses the Objective to craft a custom email to Jose - written in your voice - but uses what you’ve shared about Jose to personalize the content to his preferences…
> If Jose prefers a Text over an Email… No problem, SAM automatically creates the content for a Text Message…
> If he prefers Spanish over English…. No problem, SAM translates the Text into Spanish and then shows both versions for you to proofread before sending it out on your behalf.
** And it doesn't stop with emails or text messages. The system accelerates your ability to engage leads effectively in almost any way you can imagine from communications, tailored to their preferences, to out-of-the-box experiences that can drive a deeper relationship with them.
** And it doesn't stop with emails or text messages. The system accelerates your ability to engage leads effectively in almost any way you can imagine from communications, tailored to their preferences, to out-of-the-box experiences that can drive a deeper relationship with them.
Imagine a scenario where an agent needs to follow up with multiple leads and existing clients. ( ...You've never been in this situation before have you?)
The Communications Matrix identifies that one client prefers detailed email updates, while another responds better to quick text messages. SAM automatically writes custom messages for each, then cues them up for review by you before scheduling and sending on your behalf, increasing the likelihood of engagement.
We believe over time, and with advancement in accuracy in AI over the coming years - As you use the Communications Matrix, SAM will learn how to craft better custom messages using your reviews. At some point... perhaps 100 reviewed messages, perhaps 100,000 reviewed messages, you can trust SAM will send a great message on your behalf, and you can choose to manually review messages less often - freeing up addition time as trust in the system is earned.
We believe over time, and with advancement in accuracy in AI over the coming years - As you use the Communications Matrix, SAM will learn how to craft better custom messages using your reviews. At some point... perhaps 100 reviewed messages, perhaps 100,000 reviewed messages, you can trust SAM will send a great message on your behalf, and you can choose to manually review messages less often - freeing up addition time as trust in the system is earned.
Business Assistants
Assistants Per Account Type:Sam Exploration (Trial) - 1 Assistant
Systems Starter - 3 Assistants
C.O.R.E. Agent - 5 Assistants
System Savant - 10 Assistants
SAM Contact Storage
Store and organize all your client information in one secure, centralized database. What sets SAM's Contact Storage apart from a traditional CRM is its AI-driven insights, which use details you share about your leads, customers, and past clients to empower SAM's Communications Matrix. This feature creates automated interactions written in your voice, but designed specifically for each client, enhancing productivity and helping you build deeper client relationships.
Smart Contact Imports
Easily import contacts into SAM's Contact Storage Section with our AI-powered import feature. Whether you copy and paste information from social profiles or import a CSV list, SAM uses AI to automatically map fields, saving you hours of manual work. This feature allows users to seamlessly bring in contacts from other systems, ensuring a smooth and efficient transition without the hassle of manual data entry. Helping keep all your contacts in one secure, centralized database with ease.
SAM Business Calendar
Seamlessly add important dates and sync them with your contacts, just like your favorite Calendar platform. View daily tasks, see which automations from the Communications Matrix are set to start, and track team member assignments with detailed event information. This feature helps you stay organized and on top of your business activities, enhancing your productivity and coordination effortlessly.
About the Systems Accelerator Manager (SAM)
SAM is a pioneering platform born from a deep understanding of the real estate sector's unique challenges and opportunities. Originating as a visionary project designed to revolutionize real estate practices, SAM places generative AI at the core of a real estate agent's workflow. At Workflow Secrets, we recognize that AI is not just a buzzword or feature to be duct-taped onto an outdated platform but rather a tool essential for today's real estate professionals. It unlocks new levels of efficiency, client engagement, and success for agents (just like you) across the industry.
