These are the jobs I run on my own listings every week, set up for your shop, your brand and your counties. Items marked with an orange edge were added this month.
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The lead offer. The easiest win to see in one meeting.
Landscape OMs, brochures and flyers in your brand standards, built from your notes and cell phone photos, with a comps page when the price needs defending. Proofed at full page size, never on thumbnails.
Campaign series to your contact database with real headlines in place of "CRE Opportunities," your exclusion list applied, built and ready to send.
Listing posts in the format your local broker list expects, the way I post to the Central Texas broker list every week.
Listing drafts written and ready to paste, so a new listing goes live the day you sign it.
Each listing worked through the gaps Crexi flags: missing fields, photos, descriptions and documents. Your listing team on Crexi is never touched.
Your listings synced from Buildout or your inventory sheet to your website and Crexi. Listings that are off the market come down, and any listing where the source and reality disagree is flagged for you to confirm.
New listing, under contract, closed and price change posts, plus weekly market commentary, scheduled a week at a time through Blotato to the pages you choose.
A monthly Constant Contact newsletter and listing campaigns.
Submarket pages, articles and quarterly market reports, schema markup and settings that let ChatGPT, Claude and Perplexity read your site.
Aerial and parcel exhibits from county GIS, site and access exhibits, announcement graphics and event evites.
Leads worked the same way every time, so nothing depends on a good week.
Commercial trustee sale postings for your counties pulled each month, verified at the appraisal district, loaded into your CRM with borrower, lender and trustee, plus a lender call sheet and a BPO offer to the trustee's attorney.
Every Crexi inquiry gets a broker-level reply drafted the same hour and logged to your CRM with its source.
Buyer and tenant needs from the broker listserv checked against every listing you hold, with a reply that says plainly which listings fit and which don't.
Website and referral inquiries answered the same hour and logged with how they found you.
Neighboring and target owners pulled from county GIS, screened by deed date, and matched to the right ask for how long they've owned.
Lease expiration lists, ownership contacts and loan maturity signals worked into outreach queues.
A weekly list of who to contact, with connection notes and follow-ups written for the agent to send personally.
Pitch letter, marketing plan with your distribution channels, net sheet and the follow-up email, with a check that the property isn't already listed with another broker.
The part no software company will match: every county figure read from the source.
Sale, lease or combined opinions, each parcel valued alone and together, with tax remedies flagged. The value conclusion stays with your licensed agent.
Values, acreage, ownership and legal descriptions read from the appraisal district in the same session, with the source and tax year named next to every figure.
Sale and lease comps from your own sources saved in one grid, with any comp that couldn't be verified flagged.
A weekly market brief from the news sources you name, ready to send to clients or post.
Whether the deal pencils, plus zoning, platting and utility notes in two versions: plain language for the owner and a working memo for the broker.
The paperwork that eats evenings, done on your forms and your terms.
Client letters, owner updates and notices drafted in your voice on your own letterhead template.
Completion sheets keyed to your own TXR forms and paragraph numbers, LOIs and counters, and redline rounds tracked by revision.
Language your attorney approves once, filled for every tenant after that, with renewal reminders on the calendar.
Broker replies waiting, requested items, deadlines and renewals coming due, in one short list each morning.
A Monday summary of every deal in flight.
The mailbox you post from but never read, watched on a schedule, with alerts when a broker replies or asks for something.
Every document saved to your Drive or SharePoint under one naming convention as it's produced, and existing deal folders sorted into the same structure.
DocuSign packets assembled with the IABS last.
Relationships still win listings. This keeps the calendar full and the follow-up done.
A weekly list of association, chamber and industry events in your market, with the ones that fit your goals marked and added to your calendar when you say so.
The format, sponsor pitch, sign-in sheet, monthly flyer and recap to start a broker property exchange in your market and keep it full.
Which rooms fit which goals, with a one-year calendar so membership turns into deals instead of dues.
Gmail, Google Drive and Calendar on a MacBook at the kitchen table.
Outlook, Word and the shared drive, often with IT controlling what can connect.
The system runs in your Claude account and your Drive, not on one computer. Start a flyer at home Sunday night and finish it at the office Monday morning without emailing yourself a file. When IT has Outlook locked down, the install includes a Google path, set up only with the broker-owner's written approval.
A house rules file written for your shop, so every job knows your name, license numbers, brand, terms, forms and file naming before it starts. Saved skills for repeat jobs. HubSpot pipelines with lead source tracking. Your website in your own GitHub and Cloudflare accounts. Scheduled tasks. A written playbook and two recorded training sessions.
What it doesn't do: device repair, IT support or bookkeeping. Every account stays in your shop's name, and I never ask for a password.
Twenty minutes, one of your own listings, no slides.
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