A Monday brief for a real estate agent with lead follow-up drafts, listing copy, contract dates and past-client notes waiting for review

Stackenta is a strong fit for a real estate agent who wants AI doing real work in their business. Micah has been a licensed agent since 2001 and has been building systems for agents since the late 1990s. Isaac builds the AI. We set up the Claude or ChatGPT you already pay for with your market, your clients and the way you write, then hand it the follow-up and paperwork you repeat every week.

What should an AI consultant automate first for an agent?

Start with the work that repeats and follows a pattern. For most agents that is four jobs:

  • Lead follow-up. Open house and website leads get a reply in your voice, and the ones who go quiet get a check-in a week later.
  • Listing copy. Descriptions and social posts drafted from your notes and photos.
  • Deadlines. Every contract date on your active deals in a short morning brief, so nothing slips.
  • Past clients. Anniversary notes and market updates, drafted monthly for you to approve.

Each of those has a draft step and an approval step. You read what goes out until you trust it, and you decide when to let a routine run on its own.

Does it matter whether the consultant has worked as an agent?

Many people think it does, and we agree, for a practical reason. A consultant who has been through contracts, showings and a slow market knows which tasks can be handed off and which can’t. Negotiating, calling a nervous buyer and reading a room stay with you. The paperwork around them is where AI earns its keep.

Micah’s background here is more than a license. He ran a real estate company through the 2008 crash, built one of the largest attorney-backed short-sale processing systems in Utah, and wrote the coaching curriculum for a real estate coaching institute, apart from its life skills coaching. He has spent twenty-five years watching where agents lose hours.

What does a bigger build look like?

Micah’s clearest example is his own. Real estate agents know they should be publishing social content, and most can’t, because it takes so much time. He built a system for his own business that does most of the work. It reads his business identity, his voice, his client avatar and his niche, then researches inside each of his content pillars for topics with real search demand that his viewers would find useful. It writes the scripts and the post content.

The scripts go to a teleprompter app, and Micah films them. AI removes the silences and retakes in editing. After he uploads the video, AI takes over again: it schedules the posts with thumbnails, descriptions and links, watches for each one to publish, then writes the blog post and links the posts to each other.

The result is five short videos and one long video every week, with about an hour and a half to two hours of his own time. He has since set the same system up for other real estate agents and professionals.

That is a bigger project than a follow-up routine, and most agents should start with the smaller jobs above. It shows what the same approach can do once the business is written down.

What should you ask any AI consultant before you hire one?

A few questions apply to us as much as anyone:

  • Who owns the accounts, the tools and the data when the project ends? A good answer leaves you in control. For us, you keep your content and data and can export it any time.
  • Will it work with the CRM I already use? The honest answer is usually yes, depending on what your CRM allows, and a consultant should be willing to say what isn’t possible.
  • Does anything go to my clients without my approval? Messages should start as drafts.
  • Who actually builds it? Ask to hear from the person doing the building, not only the person selling.

What if I’m a solo agent and not a team?

Solo agents often get the most from this, because there is no one to hand the follow-up to. The same four jobs apply. The difference is that the whole thing is written around how you work, since there is no team process to copy.

Our page for agents lists the jobs agents hand off first. If you want to talk it through, book a call. You can also read how we set up the system a business runs on.

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