Chief of Staff
2 hrs / week
Every morning, 6:45 AM
Leads and directs a team of 14 AI agents, each with specific tasks focused on a specific goal in my business: content, outreach, lead research, deal tracking and more. Every morning it reads their work plus my CRM, inbox and calendar, and sends one brief ranked against my goals, so the day starts with a plan instead of a pile.
- Directs 14 agents
- Ranked by goal
- One brief
My partRead it with coffee.
Meta Lead Pipeline
2–3 hrs / week
Always on
Creates my Facebook and Instagram lead ads, then sends every lead through Zapier straight into my Lofty CRM, filtered and cleaned so junk never lands. It works with Lofty's built-in AI to follow up and alerts me when a lead is ready to talk to a human.
- Builds the ads
- Zapier filter
- Lofty follow-up
- Alerts me
My partTalk to the leads it flags as ready.
Reverse Prospecting
2 hrs / week
On demand, per listing
Finds every agent whose buyers were sent my listing through the MLS reverse prospect search, so each agent hears from me once. It drafts a compelling email with the property's photos and features, and I can edit it before it goes out. No more one email at a time!
- MLS matches
- Photos + features
- Draft to edit
My partEdit if I want, then send.
Events of Value
2 hrs / week
On demand
Researches local events like shred days, farmers markets and festivals, then the AI agent selects only the clients in my CRM who live in that area. Each gets a short, personalized email and every touch is logged, so my sphere hears from me with something useful.
- Local events
- Nearby clients only
- Personal drafts
- Logged in CRM
My partApprove the email.