5 MIND-BLOWING Ways to use A.I. in Real Estate [FULL TUTORIAL]

Summary

This 35-page document offers a comprehensive guide to integrating AI with real estate, benefiting commercial and residential sectors alike. It covers AI's impact on lead qualification, backend processes, and competitive advantage, showcasing how businesses can save time, cut costs, and increase conversions. The script details AI's role in transforming daily operations, from data analysis to strategy, marketing, and sales, ultimately aiming to streamline workflows and enhance the client experience. It concludes with five key AI automation use cases, including a 24/7 lead generation chatbot, demonstrating practical applications of AI in real estate.

Takeaways

• 🧠 AI is revolutionizing the real estate industry, offering significant efficiency and revenue benefits, especially for larger companies.
• 🚀 Implementing AI and automation can save businesses up to six figures annually by streamlining backend processes and qualifying leads more efficiently.
• 💼 The real estate market is shifting from 'Real Estate 1.0' to 'Real Estate 2.0', where AI and automation are key to staying competitive and increasing profitability.
• 🔍 AI can analyze large volumes of data to provide actionable insights, helping businesses understand underlying trends and improve decision-making.
• 📈 AI-driven market trend analysis can predict market movements and client behaviors, giving businesses a strategic edge in planning and execution.
• 📱 Automation can handle repetitive tasks such as follow-up calls and emails, allowing real estate professionals to focus on closing deals and growing their businesses.
• 🤖 AI chatbots and lead scoring systems can qualify leads and personalize customer experiences, increasing the chances of conversion and deal closure.
• 📝 Back-end automation for contract generation, storage, and deal tracking can save significant time and money, while improving organizational efficiency.
• 💡 The importance of relationship management and service delivery post-sale cannot be understated; automation can help maintain client relationships and increase lifetime value.
• 📊 Accurate financial tracking and bookkeeping are crucial for business growth, and AI can assist in predictive analysis to forecast future financial health.
• 🔑 Custom AI solutions tailored to specific business needs can provide a competitive advantage, such as automated lead organization and real-time property availability calendars.

Q & A

What is the primary focus of the 35-page document mentioned in the script?

The document focuses on everything one needs to know about AI in real estate, covering various aspects for different types of real estate professionals, from beginners to those with established businesses.

How has AI impacted the real estate industry according to the script?

AI has transformed the real estate industry by making processes more efficient, saving significant amounts of time and money, and providing a competitive edge through technologies like appointment setting AI systems.

What does the speaker suggest as the ultimate goal for businesses implementing AI and automation?

The ultimate goal is to make more revenue while working fewer hours, by automating processes that do not directly involve closing deals, thus allowing businesses to focus on what generates income.

What are some of the common pain points in real estate that the script suggests AI and automation can solve?

Common pain points include dozens of manual daily actions, fragmented communication, lack of customer support, poor data management, and difficulty in booking showings and calls.

What is the concept of 'Real Estate 2.0' as introduced in the script?

'Real Estate 2.0' refers to the use of AI and automation to increase efficiency, personalization, save time, cut costs, and increase conversions in the real estate industry.

How does the script describe the role of AI in data analysis for real estate businesses?

AI, when backed with a database of data, can provide actionable insights by answering questions about the data, helping businesses understand why certain metrics are as they are and how to improve them.

What is the importance of strategy in real estate as highlighted in the script?

Strategy is essential for success in real estate as it provides a clear vision and plan for achieving goals. It's a non-rigid vision that allows for adaptation to market changes and the use of AI for market trend analysis.

How can AI automation assist with marketing, lead generation, and sales in real estate?

AI automation can help create content more efficiently, repurpose it for different platforms, and automate the distribution process. It can also facilitate lead nurturing through AI follow-up texts, calls, and lead scoring to prioritize high-quality leads.

What is the significance of relationship management and service delivery in the context of the script?

Relationship management and service delivery are crucial for enhancing the client experience and increasing the lifetime value of customers. Automation can help organize and streamline these processes, ensuring no opportunity for upselling or referrals is missed.

What are some of the backend automation examples provided in the script for real estate businesses?

Examples include automating the creation, signing, and storage of contracts, setting up referral messages, collecting and posting testimonials, and maintaining organized client folders and follow-up sequences.

How does the script emphasize the importance of finances and bookkeeping in real estate businesses?

The script stresses that understanding cash flow, profit, and lead generation is crucial for a company's success. AI can perform predictive analysis based on financial data, and bookkeeping is essential for maintaining records of all company transactions.

What are the five biggest AI automation use cases mentioned in the script for real estate?

The use cases are lead organization and assignment, property availability calendar, deal organization automation, AI 24/7 lead qualification and generation bots, and personalized quotes and contracts automation.

Outlines

00:00

🚀 Introduction to AI in Real Estate

The video script introduces a comprehensive 35-page document that covers the integration of AI in real estate, applicable to various sectors including commercial and residential real estate, and targeted at a wide range of professionals from beginners to those with established businesses. The speaker, Shaz Matthew, emphasizes the transformative impact of AI on the industry, highlighting how it can streamline processes, save significant costs, and generate revenue. The document aims to guide viewers on implementing AI and automation to gain a competitive edge, increase efficiency, and ultimately work less while making more. The script also mentions a free AI Squared Playbook and encourages viewers to claim it for further resources.

05:01

🤖 Real Estate 1.0 vs. Real Estate 2.0 with AI

This paragraph discusses the shift from traditional real estate practices, referred to as Real Estate 1.0, to a more advanced and efficient model, Real Estate 2.0, which incorporates AI and automation. The speaker outlines common pain points in the industry, such as manual daily tasks, fragmented communication, lack of customer support, poor data management, and difficulties in booking showings and calls. The paragraph emphasizes the importance of transitioning to AI-driven solutions to address these issues, increase efficiency, personalize customer experiences, save time, cut costs, and boost conversions, with the ultimate goal of enhancing revenue and reducing workload.

10:02

📊 Leveraging AI for Data Analysis and Strategy

The speaker explains the importance of data in understanding the reality of a company's situation and making informed decisions. AI-powered databases are presented as a tool for obtaining actionable insights from data, allowing users to ask questions and receive answers that explain underlying trends or issues. The paragraph also touches on the significance of having a clear strategy, which is essential for success in the dynamic real estate market. AI can assist in market trend analysis, helping to predict market movements and craft effective strategies. The speaker suggests that a non-rigid vision, open to adaptation based on AI insights, is crucial for staying competitive.

15:02

📈 AI in Marketing, Lead Generation, and Sales

This section of the script delves into the use of AI and automation in marketing, lead generation, and sales within the real estate sector. It stresses the importance of being visible on social media to attract potential clients and the utility of AI in content creation to reduce the time commitment for real estate professionals. The script describes how AI can be used for automated social media marketing, content distribution, and lead nurturing. It also covers the use of AI for follow-up texts and calls to convert leads into clients, emphasizing the efficiency gains from automating these processes.

20:03

🔍 AI Lead Scoring and Relationship Management

The speaker introduces AI lead scoring as a method to qualify leads and prioritize those most likely to convert. By creating an ideal client profile (ICP) and using AI to match leads against this profile, real estate professionals can focus on high-potential clients. The paragraph also discusses the importance of relationship management and service delivery after a sale is made, emphasizing the need for organized processes to increase the lifetime value of customers. Automation can play a key role in backend processes, such as contract generation, storage, testimonial collection, and referral management, ensuring that no opportunity for future business is missed.

25:04

🏢 Finances, Bookkeeping, and the Importance of Organization

The script highlights the often-underestimated importance of finances and bookkeeping in running a successful real estate business. It stresses the necessity of tracking cash flow, profits, and lead generation for data-driven decision-making. AI can assist in predictive analysis to forecast the company's financial future based on current data. The paragraph also discusses the benefits of automation in creating efficient, scalable processes, such as generating and sending contracts and quotes, storing deal details, and keeping records for bookkeeping purposes. The goal is to create a leak-proof organization that supports growth and peace of mind.

30:05

🌟 Top 5 AI Automation Use Cases in Real Estate

The speaker outlines the top five AI automation use cases that have been effective for real estate clients, ranging from brokerages to luxury rental services. These include lead organization and assignment, property availability calendars, deal organization automation, 24/7 lead qualification and generation bots, and personalized quotes and contracts. Each use case is designed to save time, increase efficiency, and enhance the customer experience. The paragraph also mentions the importance of website traffic for the lead generation bot and the competitive advantage of sending personalized contracts quickly in real estate transactions.

🤝 Final Thoughts on Implementing AI in Real Estate

In the concluding part of the script, the speaker reiterates the transformative potential of AI in real estate and encourages viewers to take advantage of the free AI Squared Advantage Playbook for further resources and community support. The video aims to empower real estate professionals to embrace AI, improve their business processes, and stay ahead in a competitive market. The speaker invites viewers to connect on Instagram for more personalized guidance and support.

Keywords

💡AI (Artificial Intelligence)

AI refers to the simulation of human intelligence in machines that are programmed to think like humans and mimic their actions. In the context of the video, AI is revolutionizing the real estate industry by automating processes, analyzing data, and improving efficiency. For example, the script mentions AI systems for appointment setting and lead qualification, demonstrating how AI can handle complex tasks traditionally performed by humans.

💡Real Estate

Real estate encompasses properties consisting of land and buildings, including residential, commercial, and industrial sectors. The video discusses the impact of AI on various real estate operations, emphasizing its role in transforming traditional methods. The script alludes to real estate businesses of different sizes and types, from rentals to commercial realtors, and how they can benefit from AI and automation.

💡Automation

Automation is the use of technology to perform tasks with minimal human intervention. The video highlights automation in the real estate industry, focusing on how it can streamline operations such as lead generation, customer service, and backend processes. An example from the script is the use of AI and automation to save significant time and revenue for real estate companies by qualifying leads and handling backend tasks more efficiently.

💡Lead Generation

Lead generation is the process of identifying and cultivating potential customer interest in a product or service. The video script discusses the use of AI in real estate to generate leads more effectively, such as through AI chatbots that provide 24/7 lead qualification and customer service, offering real-time property recommendations and booking calls with interested prospects.

💡CRM (Customer Relationship Management)

A CRM system is a type of software designed to manage a company's interactions with current and potential customers. In the video, CRM is mentioned as a tool that can be integrated with AI for more effective lead scoring and management. It helps real estate businesses track and score leads based on their likelihood to convert, thus prioritizing efforts on the most promising prospects.

💡AI Market Trend Analysis

AI Market Trend Analysis involves using AI to analyze and predict market trends, which can provide businesses with insights into consumer behavior and market direction. The script refers to this concept as a strategy tool, where AI can help real estate companies understand market dynamics and client financials, enabling them to craft more effective business strategies.

💡Data Analysis

Data analysis is the process of inspecting, cleaning, transforming, and modeling data with the goal of discovering useful information, suggesting conclusions, and supporting decision-making. The video emphasizes the importance of data analysis in real estate, particularly how AI can enhance this process by providing actionable insights from data, helping companies to understand their performance and identify areas for improvement.

💡Chatbot

A chatbot is an AI-powered computer program designed to simulate conversation with human users. In the context of the video, chatbots are used for 24/7 lead generation and customer service on real estate websites. The script describes how these bots can offer real-time property recommendations and transition from answering customer inquiries to collecting lead information when interest is detected.

💡Predictive Analysis

Predictive analysis is a form of data mining that makes predictions about future trends and behavior based on historical data. The video script mentions how AI can perform predictive analysis in real estate, helping businesses forecast future outcomes such as cash flow and profitability based on current data, which is crucial for making informed strategic decisions.

💡Backend Processes

Backend processes refer to the behind-the-scenes tasks necessary to run a business, such as data management, contract generation, and financial tracking. The video discusses how AI and automation can streamline these processes in real estate, saving time and increasing efficiency. An example given is the automation of contract creation and storage, which speeds up the process and reduces the potential for errors.

💡Bookkeeping

Bookkeeping is the work of recording and maintaining financial transactions of a business. In the video, the importance of bookkeeping in real estate is underscored, especially when integrated with AI for automation. This integration allows for the immediate and accurate recording of financial data, such as deal details and commissions, ensuring that businesses have a clear picture of their financial health and can make informed decisions.

Highlights

AI is revolutionizing the real estate industry, impacting businesses of all sizes and types.

Implementation of AI and automation can save significant time and revenue for real estate companies.

AI systems are being used for appointment setting, transforming business operations and qualifying leads more efficiently.

AI can provide a competitive edge, especially beneficial for smaller businesses in the real estate market.

The document offers a comprehensive guide to AI automation implementation in real estate.

AI can automate backend processes, saving six figures annually for larger companies.

The presentation covers a wide range of AI use cases from big to small, for all levels of real estate businesses.

AI can help in making more revenue while working fewer hours, a dream for many clients.

Strategic use of AI can help businesses get ahead of their competition in the real estate sector.

Demo videos of five AI systems are provided, showcasing their functionality in real estate.

AI can transform outdated real estate strategies to a more efficient and automated model.

AI can handle fragmented communication and poor data management issues faced by real estate companies.

AI can automate the booking of showings and calls, a common pain point for real estate agents.

AI lead scoring helps in identifying and pursuing high-quality leads, improving the chances of closing deals.

AI can automate the process of creating, signing, and storing contracts, saving time and reducing errors.

AI can perform predictive analysis in finance and bookkeeping, providing insights into the future of the business.

AI can increase the lifetime value of customers by automating follow-up sequences and testimonials collection.

AI can automate the organization of leads and assign them to agents based on custom criteria, streamlining the sales process.

AI bots can provide 24/7 lead qualification and customer service on company websites and social media.

AI can generate personalized quotes and contracts in real-time, improving the speed and efficiency of deal closing.

Transcripts

hello everybody in this 35-page document

we are going to go over everything that

you need to know about Ai and real

estate whether you're in commercial real

estate residentials you're a wholesaler

whether you're a beginner a novice have

a team of 10 or it's just you we are

going to go over everything that you

need to know about Ai and real estate

because personally my company has worked

with six and seven figure business

owners we have seen Trends in the real

estate industry and Niche that AI is

going to absolutely revolutionized

including appointment setting AI systems

do it right now in these next 35 pages

with me Shaz Matthew so let's get right

into it first of all guys real estate

will never be the same AI is already

here so relationships work business life

everything as you know it will change

using this technology and real estate is

no different we have seen Ai and

automation severely transformed the way

that real estate companies operate from

qualifying leads easier to no joke

saving $100,000 annually and revenue or

time for some of these companies right

six figures a year just by implementing

AI and automation for backend processes

especially if you're a larger company

you need to look into this technology

because your time is valuable and you

can save a lot of time looking at these

different systems that we are about to

go over it's time to get ahead using AI

distancing yourself from the competition

because you are still early if you're

here give yourself a little clap not too

much because you actually have to

implement this stuff but give yourself a

little clap because you are early but

not for long this technolog is going to

get crazy to the point where the average

person in the industry can't ignore it

and then you've lost your Competitive

Edge so so I'm super glad you here again

we've worked with multiple real estate

and rental companies closing High ticket

deals in the space and implementing a

wide variety of different Ai and

Automation Services which will be

covered in this video from Big use cases

to even small use cases again I try to

hit on every single nail when it comes

to AI in real estate whether you're big

or small starting or matured in the game

now this is going to be your entire

guide to AI automation implementation in

real estate whether you're in rentals

commercial realtor no matter what our

goals are this one this make more and

work less it's the ultimate dream for

the clients that we work with we want to

make sure that you can make more Revenue

while working less hours all right

better lead flow taking leverag actions

within your company automating

everything that is not closing deals if

you're not closing deals you're not

making money if you're not making money

then what is the business if you can

focus on just closing deals and automate

everything else to a te that is where

you want to be so you could again make

more while working less and finally

using AI strategically to get ahead of

your competition real estate is

competitive game I'm sure you know that

AI can give you that Competitive Edge

especially if you're a smaller business

uh to get and stay ahead of the

competition let's get into it and I also

want to mention we have demo videos so

some of the systems that we'll be

covering specifically at the end I'm

going to cover five AI systems and some

of those will have demo videos which I

will literally show you how they work

and break it down specifically this AI

24/7 lead generation chatbot that we

built I'm going to demo that at the end

you could skip there if you want to I

don't recommend it because all these

other steps are super valuable for you

to really know what AI is so feel free

to speed this video up if you have to

and let's get right into it and also

guys you can get this whole document for

free in our free AI squared Playbook

that you can claim down below there's

tons of modules in there there's 10 plus

hours of free AI automation resources

feel free to grab this whole document

that's 35 pages so you can go ahead and

do whatever you want with it subscribe

if you want to but let's keep on moving

on so right now you're probably

operating under what I like to call real

estate 1.0 otherwise some outdated

strategies that you are probably doing

and that 95 plus% of the real estate

market is doing now every single real

estate company and most companies in

general have these different segments or

Departments of their business including

data analysis strategy research and

development plus their product marketing

lead gen and sales onboarding Service

delivery the team finances accounting

bookkeeping and legal now there are a

thousand plus AI automation use cases

across each one of these departments I

mean there's so much stuff that you

could do together they are worth

millions of dollars in efficiency added

Revenue profitability times saved

productivity all this other stuff your

company may not need all the systems but

you can never be too efficient and the

way that we're actually combating this

and trying to give you guys a personal

experience is you can hop on a free AI

audit with myself and my team we'll go

over every single AI automation use case

that you could use in your business

whether you're big small commercial

residential it doesn't matter we'll go

over every single thing that you could

do in your business in those 30 minutes

we have a whole Workshop that we could

go through with you if you want access

to that it's the first link in the

description uh the next sections will

touch on the impact of AI Automation in

real estate now we're not going to cover

all of those different things that would

be like a 10-hour Mastermind that might

come in the future but we're going to

cover the most important things that

we've seen across real estate uh using

Ai and automation the exact software is

use cases and systems you can build out

for your company to scale with AI and

automation we will cover them in the

selection down below but I want to cover

what real estate 1.0 is and some of the

symptoms of that that you are probably

experiencing so number one across the

board would have to be dozens of manual

actions daily whether it's sending out

emails follow-up calls appointment

reminders team meetings if you're a team

of 100 if you're a team of just you

you're a solo person in the real estate

game we have seen this time and time

again where all of these daily actions

are super annoying sometimes it's easy

to do them sometimes they pile up and

you don't want to do them but no matter

how annoying they are no matter how many

things you have to do every day like

again logging data property showings

updating the CRM the success of your

company relies on these manual inputs

daily so you have to do them this is by

far like the biggest thing that we see

on real estate you just do dozens of

manual actions every single day two is

fragmented communication we've seen this

in seven figure companies million dooll

companies so if you do this don't worry

there's a better way that we're going to

fix this later on using AI but

fragmented communication where every

single thing is just in one inbox where

WhatsApp groups text message groups

buyers are in there sellers are in there

prospects are in there team members are

in there everything is talked about in

this group there's no method to the

madness and you go through each text and

call one by one sometimes you update the

CRM sometimes you don't sometimes you

forget sometimes you tell someone else

to do it and they don't do it so

fragmented communication is sort of all

over the place no customer support and

this is really big for the LTV of your

clients you do not check in with your

clients once they go through your

company whether they're buying or

they're selling you don't ask them if

they're happy if they want to improve

their service if they want to refer

someone if they want to give a

testimonial um you don't do any of this

stuff like again you don't collect

testimonials store them post them to get

even more business and it's a pain to

deal with customer complaints and

questions from past and potential

customers like you get a question and

you're like oh got to answer it it's

just a lot going on and there's no

method to the madness again manual

check-ins you sometimes have to check in

with prospects 1 three six months down

the road to get an update with them you

have no Automation in place to keep

track of all this stuff or send Outreach

messages and little did you know if You'

have just sent uh XYZ lead a text in 3

months they would have went with your

service but you never did because you

got backed up or uh you just got lost in

the sauce basically of all the different

things that you have to do every single

day you try to keep track of hundreds of

prospects using a CRM and update their

status in the pipeline daily or at the

end of the week most likely you hire an

assistant to organize and store leads

following up with them on your half so

this is actually a good action that you

should do but we're going to go over a

better way that you could do it with AI

and automation poor data management one

you just don't track data at all but you

know what metrics are important but you

still just don't track them it's not a

big concern to you you track your

metrics when you can average deal size

lead to close time average commission

Etc this is probably hosted on some type

of software you manually check software

to see what your metrics are meaning if

you had to see your sales close rate you

have to go to a software Salesforce cly

whatever it is and then check it there

there's no aggregated data place where

you could just check all all of it at

once you accept your metrics at face

value and don't see why they are

happening this is crucial you just say

oh okay my sales close rate is 2% and

that's all it is to you you don't look

further into it and finally all the

metrics are in different places so you

have to go to each single software every

single Google sheet to check them all

finally and this is probably one of the

biggest ones been the biggest pain

points that we see especially for

smaller teams is you struggle to book

and showings and calls you have many

prospects with no organization uh it

makes it hard to book in showings which

is you know a key step to closing deals

you have no followup method to squeeze

all the revenue out of your lead list as

much as possible you want to focus only

on closing deals these are all common

pain points guys every single thing that

I just covered these are all common pain

points you're not alone but we're going

to solve these using Ai and Automation

and this is how we do it so we're going

to go through real estate 2.0 using Ai

and Automation and what that entails so

if you're suffering from problems and

what I call real estate 1.0 real estate

2.0 is using Ai and Automation and what

that really means is increasing

efficiency personalization this is a

massive one like personalize in the

experience of your customer at scale

it's huge Saving Time cutting costs and

increasing conversions again the

ultimate goal for all of these is to

make more while working less or work

more and make a ton more so either

you want to reduce your workload and

make more money great or you're a

grinder you want to work a lot more and

just make a lot more money because when

you have the systems in place and you're

doing stuff efficiently and you're

cutting costs and you're increasing

profits uh and increasing efficiency in

conversions um you can make a lot more

money a lot more revenue and a lot more

change in your company now recall that

these are the main departments in real

EST say not all as you could see from

above I dropped off some of them uh that

we won't be covering we'll be covering

though data analysis strategy marketing

lead gen and sales what everyone wants

to talk about this will be super

exciting Service delivery relationship

management finances and bookkeeping

we'll be covering the largest AI

automation use case for each one of

these so two five 7 eight to get through

right now with real world examples

visuals and insane AI value for Real

Estate let's begin with data analysis

all right so without data you do not

have an idea of the reality of your

company you are clueless I a huge person

about data all right now if you're

tracking data and it looks like this

what are we doing it is 2024 we have to

track data in an efficient manner now

what that means is you'll have something

like this because what insights are you

possibly getting from something like

this this should be the standard whether

it's Google looker Studio you're using

Glide you're using Salesforce whatever

could visualize the data for you it's

great it's probably automated like it's

live data but it's not AI powered and

this is where AI comes into the play

with data there's a massive difference

between something that's automated

something that's automated and has AI

backing it all right using an AI powered

database of data you ask questions to

the data and get actionable insights on

what's Happening behind the scenes AKA

why the data points are what they are

you could talk with the data essentially

so you can ask questions like for

example you could talk with this Google

sheet using AI or talk with this

dashboard of data you could say why are

sales down for the week and you can

receive an answer from the AI saying it

seems that no show rates are higher in

XYZ City this is something that you

should look into possibly your follow-up

messaging right so this is just an

example of a a response AI could give

you when it has access to your data and

you can set this up one you have to

regulate for privacy you have to make

sure your data is private and two you

have to make sure it's a smooth process

and that the AI is looking at your data

properly and giving you actionable

insights on how to get the metrics

better or why the metrics are what they

are this is really cool we're going to

have a whole video coming out soon about

how you could talk to the data so you

can go from this to this because again

data is everything if you don't know the

data you don't know and next guys

is strategy which is proper preparation

preventing poor performance I love the

5ps I'm sure you've heard of that before

having a strategy is not to get you

ahead it is the bare minimum of success

if you don't have a plan of what you

want and then how to get there it's very

hard to achieve the goals you want to

achieve and here's an AI use case that

will help you cultivate a strategy and

one it's an AI Market Trend analysis

using data robot Tableau and make.com

there's other tools that you could use

these are just a few uh to get you

started using these tools you can

basically analyze the market for your

competition or insights into the housing

market in the financials of your

potential clients essentially you just

scrape a bunch of data and again data is

massive because it will tell you what to

do being able to recognize and predict

Trends will put you ahead of the

competition and more importantly allow

you to craft a strategy once you have

crafted your strategy and Outlook so

like an Outlook of what you want to do

and then the steps what going to take

your company to get there you can then

make a strategic move that aligns with

your strategy so you you have to stop

thinking and you have to start putting

stuff on paper and developing an actual

strategy because this guy is much better

off than this woman here that's just

very unorganized right having a Clear

Vision and strategy is everything

especially in a fast moving industry

like real estate having a clear non-

rigid vision of what you want to do uh

and what your strategy is is crucial and

I want to emphasize this non- rigid

Vision now in our 24 use cases AI use

cases video I go over what a non rigid

vision is essentially you want to have a

vision but you don't want to be so rigid

in your thinking where you can't adjust

where you can't adapt essentially to the

market because AI is always going to

come out with new stuff you're going to

have to adapt in the future so you can't

have a rigid mindset so don't be

stubborn about it but make a strategy

and then have Trends using an AI Market

Trend analysis that will tell you where

the market is heading where your clients

are what they're doing and that will

just give you a great data set to

cultivate a strategy for your company

now we're going to get into marketing

lead generation and sales which probably

the biggest thing that people will come

and talk to our company about for AI use

cases and I do want to preface guys that

marketing Le gen and sales using Ai and

automation is great like there's a lot

of different things that we're going to

cover right now but it's much harder to

do and to nail down if you not have the

data and the strategy part locked in so

definitely consider looking at your data

and then doing some strategy research

for your company lock that in before

continuing so marketing is getting

eyeballs on your company your service in

your offer one of the greatest ways to

get eyeballs on your product or service

is social media guys so if you're not on

social media if you're not posting

consistently highly recommend you do so

this is down from what we're doing this

month but uh this is a screenshot of

just a month month over month The

Impressions that I'm getting on this

small YouTube channel all right that's

75,000 people looking at what I'm doing

seeing my face recognizing my brand um

and what I offer which is huge with the

right content strategy you can get

thousands of people to recognize your

brand service in in you as a person and

your company and the goal is to be top

of mind for lead generation which we're

about to get into so lead generation you

just want to be top of mind so if people

consistently see your videos and

eventually they have that problem of

eventually they want to sell their home

they want to buy a house you want to be

top of mind so they go to you over

anyone else and that's just consistently

staying in front of people and and

content is a great way to do so the

problem with content is that many

realists do not know where to begin or

what to film or what to post and they're

afraid of the time commitment it is a

time commitment if you want to do good

posting but AI automation will help you

reduce that time commitment and make it

very easy to you for you to post content

so using AI automation for Content

creation will reduce the time it takes

like I just said time you put in is

worth the eyeballs you get so if I put

an hour in a day into content to get

75,000 Impressions I would say that is

much worth it you could even do much

less with some of these strategies we're

about to get into so one is automated

social media marketing using make.com

buffer hoot canva and just a phone to

record on honestly you don't need

anything fancy like the setup I have

here you could just use a very plane

setup with your phone even a laptop uh

if you want to you can manage and post

on multiple social medias in the

quickest way possible with the most

brand Awareness on the other end it's

insane leverage so essentially the small

input of content recording

leveraging AI automation software and

then eyeballs on your service or brand

so this is the formula guys I should

have break that down the content

recording you record the content you put

it through a leveraged AI automation

software stack and then on the other end

you get eyeballs on your service or

brand that's the formula this is the

input this is the mechanism uh and then

this is the output of what you get all

right now this is sort of a visual of

content distribution you don't have to

do all of these this is sort of what our

company is starting to do um on other

platforms starts with YouTube then goes

to all the short form platforms on video

and then goes to the text short form

platforms like LinkedIn and Twitter now

all platforms again are not necessary

the more streamline the better AI comes

into play with repurposing editing

script writing and even AI avatars uh

this will get you the eyeballs and then

lead generation next is nurturing those

eyeballs and turning them into clients

uh this is just your key to subscribe if

you want to much more valuable content

comes out every single week on this

channel but lead generation so turning

eyeballs into interest and potential

cash for your company we're going use AI

automation to turn those eyeballs into

showings and close deals because we're

talking about real estate AI follow-up

texts and even calls now calls AI calls

are are 100% possible um so we going to

get into that right now so here's one

use case when you run a Facebook ad or

organic content to a form so a lot of

you guys are doing lead forms so you run

an ad for people in your area that want

to sell their home for example or want

to buy a home and they'll fill out your

form name email when they want to move

out by what they're looking to do why

they're moving out what their budget is

all these different questions to qualify

them essentially right very basic stuff

you can now use an AI call to dial up

these leads and make sure that they book

a showing right you want to have sticky

leads because if they fill out a form

you don't answer them within you know 5

to 10 minutes you're going to lose that

sale like you must contact these people

ASAP an instant touch point is used

through AI or you could have ai be used

for an instant touch point I should say

all right it makes it possible to scale

and increase ad Spin and it's all AI

powered this is huge right because if

you guys are running ads say you're

doing like few hundred a day in Adin

which is a lot and you're getting a lot

of leads there's no way that you're

going to be able to handle all those

leads calling them up every 5 minutes

unless you have a massive team and for a

massive team you have to hire a bunch of

people and hiring a bunch of people is

expensive AI is much cheaper and does

the job just as well so for example

you're a real estate agent and you're

running ads through Facebook to generate

leads through a lead form you're going

to set the lead information to an AI

caller and the AI caller will dial up

the lead and then book them in for a

call right very simple or that you can

have an instead of an AI caller you

could have an AI text messaging system

or an email system that reminds them to

book in a call so you don't have to

manually do them yourself now the person

calling like if you're hire a person it

might yield better results but for the

leverage you get of setting up a system

once like an AI caller once to contact

your leads it's worth it in the long run

for efficiency and saving time and

making money all right this can be done

over text and email as well like I

mentioned it's insanely powerful way to

book in showings and turn marketing

eyeballs into lead and here's a bonus to

wrap the two together essentially you

could have an AI automated content

creation system for marketing then use

the AI powered caller to book and calls

for people that showed interest from the

content creator which is really really

cool you can do this into addition to

anything you're already doing and

massive growth so this is another thing

a lot of you guys already have like a

successful business in real estate you

already closed a few clients you already

have deals flow you already have

referrals you have a good rep in your

town your state your city you could add

this AI system onto what you're already

doing and experience even more growth so

if what you're doing is already working

that's super exciting because you could

just add on one of these systems it take

you not too long to build or someone

could build it for us like our company

uh and then you could experience massive

growth because you're complimenting what

you're already doing that's working with

something else that is super leveraged

uh and working as well so that's really

cool now we're going to go into sales so

turning interest Into Cash collected and

Deals closed the chances that you close

a deal however you rely on the quality

of the prospect um and if they are

qualified it's much easier to qual to

close someone that's qualified than

someone who's not qualified might sound

super simple like a stupid thing to say

but it is very very very true and

sometimes goes over people's head the

more qualified someone is the more

likely they're going to buy all right

now the AI automation use case here is

AI lead scoring you use this your CRM

make.com and open AI to do this first

you're going to create your ICP which

your ideal client profile what is their

budget when do when do they want to buy

when do they want to sell what the type

of property is the demographic location

size of family again budget bedrooms

bathrooms like what is your ICP who do

you want to sell to right who is your

client now you're going to use AI to

match your current leads and your

prospects to your ICP you're going to

create a score of How likely this lead

is going to close now you can pursue

only the highest quality of lead so for

example if you're looking for males in

their 20s that want to rent apartments

that is your ICP you could load that

into an AI algorithm the AI algorithm

now knows who you're looking for and

every single prospect that comes in will

be matched up against this ideal

criteria so say a woman comes in that's

in her 40s that want to buy a house the

AI is going to take that information

reference it against what you want your

ICP and it's going to spit back a score

like two like this person is not

qualified yes you should have a

conversation to see if you can help out

but they're not really what you're

looking for they're not going to be easy

to close let's push that back and the

schedule but if someone comes in that's

24 they want an apartment in New York

City they want to do it quickly that is

a very qualified lead the AI will

recognize that and then tell you hey

let's book in this person as fast as

possible let's get them on the call

because you want to take all the people

that are qualified you want to take all

those calls as fast as possible all

right so lead scoring is super super

cool and again you can automate this

process by hooking up to your CRM and

calendar so when the lead is scored is

automatically sent to your slack or text

so you can send it to your slack say hey

you have a n out of 10 qualified lead

hop on this person immediately call them

get them in uh scheduled or just have

the AI schedule them uh themselves which

really cool this AI automated system

will allow you to sort through the

business and clutter uh and the busyness

and clutter and focus on the best

opportunities at the moment to close

more deals and it's all automated all

right so I highly recommend you to start

lead scoring take only the highest

probability people that are going to

close first and then after take all

those other people that might not be a

good fit we should still talk to now

next we have something that is very very

slept on it will allow you to make a lot

more money from the business that you've

already brought in in this is

relationship management and Service

delivery so delivering the service in an

organized manner is very important for

the experience of the client and then

the experience of the client which is

relationship management will dictate if

that one client could turn into other

clients with testimonials in uh

referrals or even future instances of

that same person using your service

twice or three times now this is where

the process of automation comes into

place when a deal is closed it is not

over a contract must be stored contract

must be generated and then stored CRM

must be updated you have to C A

testimonial and then you have to ask for

a referral or some feedback in general

from this person that used your company

like when they buy or when you offboard

them the service is not done like

there's so much other stuff that has to

be done if you want to increase the LTV

in the lifelong value lifetime value of

uh your customers to make more money

from each single person that you do

business with now the excitement of a

sale can make you forget that these

events up here must happen they must

take place for you to again increase LTV

and run a business that is very

efficient because you'll just be wasting

money if you're not asking for a

testimonial not asking for referrals and

stuff like that you already got you

already did the hardest part you got the

client ask for a referral you might as

well do so right and you could automate

all these processes without backend

process Automation in place it'll be

hard to stay organized as your company

grows and scales and you could use these

tools these are automation platforms

that our company uses uh that you can go

ahead and learn if you want to will take

a long time but you could definitely do

it these tools will allow you to

automate the process of creating signing

and storing contracts or setting out

referral messages or collecting

testimonials and posting testimonials to

your website a lot of stuff that you

could do there this will compound the

success of one deal Clos so again if you

close one person that one person can

turn into three other deals but you

never would experience that benefit

because you never asked all right and

again it could get hard because as you

scale there's a lot of stuff going on

you'll forget to ask but compounding one

success into another is where you want

to be at this will allow you to stay

organized by automatically creating

client folders follow-up sequences and

more now finally guys finances in

bookkeeping I cannot explain how

underestimated this is to a lot of

business owners this may not be sexy but

is very very necessary to do for your

company you do not have a company if you

not turn a profit and data is everything

again so finances and bookkeeping a lot

of it is just seeing how much money is

coming in how much going out it's

basically the data of the companies that

you've worked with the people that

you've worked with the deals that you've

closed and the money that you have made

or lost all right knowing cash flow

profit and leg gen is insanely important

very crucial especially because AI can

now perform predictive analysis meaning

you take current data and then use that

data to forecast the future of what may

happen BAS B on the data that you give

it but beyond finances and tracking

financial data bookkeeping is insanely

important for just having a record of

everything that's gone on in your

company especially if you're doing a lot

of deals every single month you want to

have a booking you want to have a a

record of everything that's going on for

example here's a seven figure real

estate company use case we actually

built this out for real estate company

so we have a form that basically allows

this company to generate quotes and

contracts when they want to and then

send out these quotes and contracts to

the potential client it's really cool so

this goes this takes the whole process

of creating a contract from what it used

to be which is the person would have to

go in type out all the Dills you know

this person this address this price this

that and this to now they just fill out

a form those custom variables are

automatically input into a quote or

automatically inputed into a contract

and then they're just sent out right

away so it takes it from like a 10 15 20

minute process to a two-minute process

that happens instantly and again the

last thing that you want is to do all

the hard work to get a sale and then you

just don't send them a quote in time and

you know the the lead gets cold and then

you don't close the sale all right so

you want to make this process very

simple because you're basically at the

finish line but you don't want to Fumble

before you reach the end now these

contracts and quotes are also stored

storage happens automatically for

testimonials deal details and

commissions again you should also be

collecting testimonials video on that

coming soon all this information is sent

to Bookkeeping on a second's notice so

all this stuff is just sent over to the

bookkeeping email on a second's notice

as soon as it happens having a

structured organization in your company

leads to Peace of Mind room to grow and

scalable processes you want no leaky

pipes the smallest leak can cause

permanent damage just like your home you

have the smallest leak in the worst

place and it'll cause massive damage in

your home same thing goes from your

company you want airtight pipes no leaks

there uh and some of this stuff again

although it might not be sexy you should

definitely definitely do it now we're

going to move on to the five biggest AI

automation use cases that we've seen

with livetime demos which I'm about to

get into right now again subscribe hit

that notification Bell if you would like

to but let's get into these five biggest

AI automation use cases in real estate

so as I mentioned we have worked with

six and seven figure real EST real

estate clients implementing Ai and

automation solutions for just regular

brokerages luxury rental places

realators abroad and here's what we have

seen work and provide insane

organization times saved efficiency and

tens of thousands of dollars saved

Within These different verticals within

the broad category of real estate I'm

not here to gatekeep so feel free to

skip to the one that will help you most

and here are these right now I'm going

to go through all of these right now but

if one seems more useful to the other

feel free to skip in the video if you

want to all right so one is lead organ

ization and assignment this is actually

something that we drew up for a seven

figure client essentially what happened

here is we're mapping out the processes

of organizing their leads so all the

leads would come in from calls texts

emails Zillow other platforms Instagram

we would get them through an AI agent

right here and then what we do is send

that information to a Google sheet and

store all of this stuff now people might

be saying well a CRM would do this well

in some cases yes but it's not as

customized as a solution as this company

you needed they needed something that

would be able to handle calls that they

got and texts and then put it all in an

organized place and then this is the

kicker send out those leads to people in

that business to employees of that

business like real estate agents and

brokerages and stuff like that that

would want to see this information so a

lead comes in the lead would meet XYZ

criteria and then be sent out to a

specific person given a criteria which

is really cool it's custom lead

organization automating data from all

sources into a massive database and it

is is assigning leads to a person or a

place or a company or an entity based on

custom criteria right given the source

of the lead the location the need the

lead will gets automatically assigned to

an agent on WhatsApp and the summar is

automatically sent out from lead to

store to assigned to close hopefully as

soon as possible uh using Ai and

automation this is a really cool use

case second is a property availability

calendar which was super hard to build

this is very hard to build this is very

Advanced it's not done yet um but using

the same workflow we use Ai and

automation to make a livetime property

availability calendar in the rental game

there are many properties and there's

also a lot of people inquiring about

those many properties having a

centralized calendar for properties to

schedule showings and send quotes is

massive so you want to basically a

database of all your properties and the

availability over all the platform so

for example if you're listed on Zillow

and Airbnb if those things aren't

updating constantly you're always going

to have to reference different places to

see if your property is available and to

give accurate quotes to people and

timing and stuff like that cuz the last

thing you want to do is provide a

potential client with inaccurate quotes

about when they can rent your place all

right now having a centralized calendar

is huge for showings again and sending

out quotes this reduces efficent and

sending out quotes and estimates to

potential thousand clients like some of

the companies that we work for they're

charging two to three to $5,000 a night

for their properties so these are high

tick of clients that want to know ASAP I

can't snap on my left for some reason

but being able to pull out an

application and get real-time data is

invaluable and using AI we scrape the

availability from each place the

property is listed and then automated

these times and D into a central

calendar again this was insanely hard to

build like this is a very hard build but

is super useful three is a deal

organization Automation and again guys

the demo videos are coming down below uh

we're going to get to I think we have

two of them or one of them down below

that I will show you but the deal

organization automation as we mentioned

earlier is for backend automation which

is super super important and we

automated it through every time a deal

is closed a form is filled out and that

form goes into a data of Master sheets

and that form is also sent out to

whoever to a bookkeeper to the CEO

whoever needs to see it now deal details

are stored commissions are tracked and

organization is all automated saving

tens of thousands of dollars in just

time saved and you could even go one

step further by making some type of app

so every single person inside the app

whether it's a client whether it's an in

internal team member whatever it is a

referral they could all have their own

Pro profile in the app and this could

all be automated if you guys again need

any Clarity of how Ai and automation

will help your company first link in the

description is to book a call with my

team we'll go over every single thing

that you can do you can build it we

could build it it's totally up to you

but that call is there for now for you

to take advantage of next we have an AI

247 lead qualification and generation

Bots that also doubles as a customer

service bot and I'm going to go through

a demo of this in a second but

essentially this lives on your company's

website or some other platforms and has

two main functions one is customer

support and two is lead generation the

AI chapot has livetime property

recommendations and property listings

from the MLS and was able to spit out

property recommendations B based on

budget Beds Bath location and a bunch of

other stuff if the user of the bot liked

the property then the bot went to Le gen

mode so again first it started out as

customer support people would ask

questions about the property it would

provide customer support if there's

interest detected then it would turn to

lead generation it would qualify them

ask him for a name and a contact and a

contact information and then try to book

them in for a call which is really

really cool and again I want to mention

this had a lifetime connection with the

mlso so if you're in the US you know

what the MLS is this is really cool and

only Realtors can get access to the MLS

API which you need to build out a system

like this now again it went to lead

generation mode it would collect a name

email and even schedule in a time for a

person to book XYZ property it was a 247

lead qualification and customer service

machine it was really cool and note this

does depend on a website traffic so this

is not something that you need if you

get zero visitors to your website or

social media this is something where

people are coming to your pages your

Instagram social media YouTube and they

could use a system like this to see

what's going on and see what your

company is currently offering uh and

stuff of that nature and here is a demo

of how that actual system looked like

now I do want to mention that this is a

very quick demo video A lot's going to

be happening really quickly here I'll do

my best to explain it I just want to

make a quick demo video for the sake of

time here but you can see starting off

with the person in blue which is like a

user like me this is me talking to the

bot and the AI in Gray here and this

person asked an open-ended question

saying what services do you offer so

let's play the demo video and I'll walk

you through how it works and what you're

seeing and you'll basically be able to

pick up on this so let's hit play right

here Boom the AI will think and then it

will tell the person an answer and then

the person it will go into let me pause

it it will go into a mode where it will

tell people and ask people if they want

to buy or sell so this person wants to

buy he wants to buy for himself and then

you could type in a property location so

this person wants to buy in Utah wants

three bedrooms three bathrooms he has a

maximum budget of $2.15 million minimum

budget of $600,000 and then boom

lifetime property recommendations based

on this person's budget and based on

what they want to see which is really

really cool you can ask for more photos

of the property more info on the

property this is a summarized AI

generated summary of the property which

is really cool and again it goes over

like everything on the property Beds

Bath acreage square footage all this

stuff at an instant it summarizes the

property for this person and then it

goes into lead generation mode so if

this person wanted to visit the property

then it would ask them for their name

ask them for their number why they want

to go ahead and buy a property why

they're moving when they want to move by

all this stuff are they Pro proof for a

mortgage one they want to move by and

and you can see how this works it's

insanely powerful and then they can go

ahead and book in a demo here as well

it's insanely powerful because again it

goes from customer support showing

lifetime properties to okay it detects

interest now go into lead generation

mode ask for a name ask for an email ask

for a number and get that person to book

in a call and again this works 24/7

across your website and other social

media channels you just have to send

traffic to the Bots and then it will

take care of the rest and finally guys

we have personalized quotes and

contracts which I went over earlier but

it's a huge use case that again you

should know the warmer the lead is the

better a chance it closes the faster you

can send a quote or a contract to this

warm lead the better a chance that they

pay you it might not sound like a big

deal but every single second counts

again real estate is super competitive

if you're not sending over information

as fast as possible it's really hard to

get a deal with all the people that are

hunting every single lead all right so

again this is sort of how it worked we

went over this earlier the client will

fill out a form this form will automat

automatically generate a personalized

quote or personalized contract and then

it will send it out through docu sign or

it will just send the quote to the

client all automated which is really

cool this saves massive time for

business owners you can fill out this

form in 2 minutes create a personalized

contract or quote then automatically

send it out via a signing software like

DocuSign again the faster you send the

agreement the better the chance you get

at the deal and every second counts it's

the truth especially in real estate and

how fast it moves you have to have stuff

that's being efficient you have to have

stuff that's increasing productivity and

Aon automation is the way to go for

these plethora of reasons that we just

went through in this entire video if you

want this whole document for free

probably be the second link in the

description feel free to subscribe if

you want to I answer all my questions on

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