In the realm of real estate, efficiency, personalized service, and standout performance are not just goals; they're necessities for success. Enter the Systems Accelerator Manager (SAM), an AI-driven platform redefining the real estate technology industry. 

Workflow Secrets is building an AI-driven Systems Accelerator for Real Estate Professionals. We use AI (LLMs) to harness the data you (are already) storing inside your systems, to truly build personalizing resources and interactions, enhance lead generation, foster past-client retention, and streamline business operations. All while enabling real estate professionals to achieve their unique visions of success without compromising on what matters most - family, friends, hobbies, and their business future.

The real estate industry is bogged down by inefficiencies in processes and their technology. 

Agents spend 14 hour days / often 6 days a week on manually performing administrative tasks, lead management, and client follow-ups while struggling just to stay ahead. In an industry with a 90% attrition rate in the first two years, many agents leave real estate due to poor systems, lack of customers, and the inability to juggle the demands placed on their lives.

Top agents preach systems of processes, sequences into task lists, and automated workflows to prevent tasks from slipping through the cracks - however few agents build these systems due to lack of time, understanding, or limits in their technology.

Additionally, traditional tools like CRMs sit on a treasure trove of data (Contact details, property information, transaction financials, and the processes and systems used for each) that's often hidden in their respective fields and obscure drop down areas. As a result, this data is hoarded, forgotten about, and never used, limiting the potential for personalization and automation capabilities.

SAM introduces an AI-first approach to real estate. We use AI to understand internal and external details shared about yourself, your business, and your contacts to offer a suite of features that (1) generate personalized resources and client communications written in your writing style (2) track your productivity through AI-driven dashboards and (3) build the game-changing automations that use filled in details to create truly personalized experiences for clients.  

Imagine you're a new real estate agent who's setting up your lead management pipeline. Your first step is to understand the area of real estate you want to focus on (your niche of expertise) and share this with SAM along with your writing style. Here, you see all your business details shared with the system.

Then you navigate to the Resource Generation's to create a custom resource. Here, you find four key areas of focus for your business system creation: Conversions (lead management), (business) Operations, (past client) Retentions, and Experiences (that you offer across all areas of your business) easily clicked on. You can even visit the dashboards to compare the number of resources you have created for each of the four areas.

Now, it’s time to check the Communications Matrix to see what tasks are lined up. From starting automated tasks to helping create custom written emails (not just using [[merge fields]] to pull a first name - which is currently considered the gold-standard of personalization within automated systems) that use the details you gathered and shared on your contact to tailor their specific experience, the Communications Matrix makes task completion as easy as updating the fields associated with them.

Finally, let's imagine once more you're that new real estate agent who's setting up your lead management pipeline. Using SAM you created an eGuidebook Lead Magnet that helps First Time Home Buyers understand the tips, tricks, and traps of buying a home. Housing it on your website, pointing your SEO and Ads to it, you now have leads sharing their details with you in exchange for this resource. 

While on the site, our AI chatbot, SAMChat, can also answer any question they have while gathering additional lead details on the visitor, and triggering the Communications Matrix as fields are filled outperforming actions on your behalf such as sending you a notification of a new lead, adding a followup reminder to your calendar, or emails to the new contact for you with additional insights and/or an offer to schedule a phone conversation.

As the initial founder of Workflow Secrets, and the brain behind several pioneering software solutions such as the Workflows Platform, Mark brings over three decades of technology experience to the table. His work spans across designing, developing, and engineering software that serves the real estate, lending, title, escrow, and insurance industries. An Eagle Scout and a Taekwondo black belt, Mark's pursuit of excellence extends beyond software development. His passion for astrophysics and the mysteries of space is reflected in the boundless imagination and forward-thinking he brings to Workflow Secrets.

Co-Founder Cody Stepp, a second-generation real estate technologist, with his role as the daily operator, vision setter, and the driving force behind Workflow Secrets, embodies the spirit of continuous technological innovation. His flagship products, the Systems Accelerator Manager (SAM) and the defunked Workflow Secrets Dashboards, showcase his commitment to leveraging technology for real estate success. Cody’s eclectic background, from being a national champion cheerleading coach to a PADI Open Water Scuba Instructor, adds a unique perspective to his work, underscoring the importance of out-of-the-box thinking, and leveraging expanded opportunities for personal growth in driving innovation.

To realize this vision, we need the misfits, the rebels, troublemakers, the round pegs in the square holes, those who see things differently, are not fond of rules, and have no respect for the status quo. (Thanks Steve)

We need pioneers, forward-thinkers, believers, agents, investors, and technology enthusiasts who share our passion for innovation and efficiency.

Hierarchy Of Need:
1.) Investors and Partners:

Currently self-funded and bootstrapping, our priority as we scale SAM and explore new horizons in real estate technology, is finding and aligning with strategic partners and investors who are as excited about our vision as we are, see the direction of the tool, and are willing to help us achieve this goal through financial backing. 

Whether you're interested in contributing to the development of SAM, exploring integration opportunities, or investing in a future where real estate meets cutting-edge AI, we want to hear from you. Let's discuss how we can collaborate to redefine the real estate technology landscape together.

2.) Real Estate Professionals:

If you're ready to elevate your business, reduce the hours spent on administrative tasks, and focus on what truly drives your success—building relationships and closing deals - we invite you to experience SAM firsthand. Join our community of innovators by signing up for a free trial, providing feedback, or simply engaging with our team to learn how SAM can be tailored to your unique needs.

If you're passionate about AI, real estate, or software development and see potential synergies, we're eager to connect. Whether it's through API integrations, collaborative projects, or simply sharing ideas, your expertise can help shape the future of real estate technology. Reach out to explore how we can innovate together.

Visit https://sam.workflowsecrets.info/ to sign up, or contact us at Cody@workflowsecrets.info to learn more, get in touch with our team, or start the conversation about investment opportunities. 

Together, we can unlock the full potential of real estate technology, making the industry more efficient, personal, and accessible than ever before. Join us on this journey, and let's build the future of real estate together.