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Workflow Secrets Co-Pilot Program
A 6-week concierge-level coaching experience to integrate SAM into your business, align your strategy, and scale faster with hands-on help from real experts.
Real Estate Doesn’t Have to Be a Solo Mission. Meet Your New Co-Pilot.
👥 Spots Are Extremely Limited: We only accept 2 teams per 6-week cohort to maintain the high-touch, done-with-you experience we’re known for. If this page is live, that means we’re still accepting applications for the current round.
🧭 Who It’s For?
The Workflow Secrets Co-Pilot Program is designed for forward-thinking real estate professionals who are ready to fully integrate SAM into their daily business operations and unlock its full potential. Whether you're a solo agent, part of a growing team, or leading a high-performing office, this experience is tailored for:
- Agents committed to future-proofing their business with automation and modern systems.
- Teams seeking operational clarity and scalable systems to support sustainable growth.
- Professionals looking to master SAM as the central hub for lead generation, nurture, and transaction management.
- Agents ready to build lasting habits and daily usage patterns inside SAM, aligned with their niche, voice, and goals.
- Anyone who wants high-touch support in connecting the dots between strategy, systems, and execution - with SAM as the engine.
What You’ll Get During This 6-Week Experience
This isn’t a one-size-fits-all training. It’s a customized concierge-level coaching experience,
built around your business, your goals, and your voice.
Each week, we meet to align your vision with the capabilities of SAM - helping integrate it into the way you actually work. Whether you're setting up for the first time or refining systems you've already started, we tailor our focus to what matters most right now - then help build what’s next.
Week 1: Laying the Foundation:
We begin by understanding your business goals, client flow, and current systems.
Week 2: Activating Lead Flow:
Based on your ideal client and business mode. Whether you need buyer nurture, seller attraction, or something unique - we’ll co-create it together.
Week 3: Organizing for Impact:
We help you organize your database, define key details, and walk you through SAM - ensuring your follow-ups feel human, not automated.
Week 4: Automating Your Wins:
With your goals in mind, we help you build out your first Routines - automating key parts. You’ll see how to set it, test it, and let it run.
Week 5: Owning Your Daily Workflow:
We refine your daily system using SAM. The goal is simple: give you command of your day, without being buried in tech.
Week 6: Elevating the Client Experience:
Together, we’ll go over last minute needs to ensure you are a strong, comfortable and capable daily-user inside SAM - delivering repeatable, world-class experiences that drive referrals, reviews, and long-term loyalty.
🧭 What’s Inside the Co-Pilot Experience
Agents report saving 40% of their weekly time after just 3 weeks inside SAM. What will you save?
Time Commitment & Investment
Duration: 6 Weeks of Done-With-You Coaching Personalized SAM Routine Builds
1-on-1 Tech + Strategy Sessions
Daily System Refinement & Review
World-Class Support To Scale Faster
Sessions: 2 Hours per Week (One 2-hour or Two 1-Hour Sessions)
Investment: $2,400 (One-time payment for full 6-week program)
This isn’t group coaching or pre-recorded modules. Every minute of our 6 weeks together is personalized and implementation-focused. To honor that promise, we limit each cohort to only 2 select teams.
🎁 VIP Insights
🧑🏫 1:1 Coaching
✍️ Custom Routines
🧩 Setup Assistance
💬 Frequently Asked Questions
Q: Is this program right for me if I’m brand new to SAM?
A: Yes. We’ll meet you exactly where you are. Whether you’re setting up for the first time or optimizing what you’ve already built, we tailor every step to your business goals, tools, and workflow.
Q: How much time do I need to commit each week?
A: About 2 hours/week for our working sessions. You’ll also have the option to go deeper between sessions with implementation, but we keep it focused so you stay on track without feeling overwhelmed.
Q: Is this group coaching or 1-on-1?
A: This is a done-with-you, high-touch experience not a course or group Q&A like Office Hours. You’ll work directly with our team, in your systems, for your goals. That’s why we only work with 2 teams per cohort.
Q: What if I’m not super tech-savvy?
A: Perfect! That’s what we’re here for. SAM was built to work with plain-language goals, and we’ll personally help you connect the dots so nothing feels confusing or overwhelming.
Q: Is there a refund policy?
A: We don’t offer refunds for this program, because it’s fully customized and limited to just 2 teams per cohort, meaning your acceptance limited another team from joining. But we stand by the value and we’ll make sure you walk away with systems that support you long after the program ends.
Q: What happens after the 6-week program ends? Can we continue?
A: Yes, and you’ll get priority access if you want to keep going. Teams inside the program have the option to renew their spot every 6 weeks at the same investment, as long as they want to continue building and refining with us.
⚠️ We only accept 2 teams per cohort, so active teams always get first dibs on the next round before we open it to new applicants.
❓ Still Have Questions? We get it! This isn’t a small decision.
Honestly, Mark and I can’t stand high-pressure sales tactics or bait-and-switch offers. That’s why we’ve built this differently.
Our discovery session is a no-pressure conversation where we’ll walk through your goals, your systems, and whether the Co-Pilot Program is truly the right next step for you. We’re here to help you get clear - not cornered.
Ready to finally make SAM your secret weapon?
⚠️ Only 2 Teams Per Cohort. Don’t Miss the Current Round. This isn’t a course you download and forget. It’s built with you, week by week. Because of that, we only work with two teams at a time. If you're seeing this page, it means there's likely still room.
Don't let another month go by without systems that actually work. Let’s co-pilot your business transformation. Book your discovery session today!
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.
