These guides are for realtors, sales pros, sales leaders, home service and construction owners, jewelers and watch repair shops. Each one handles a single task you can do this week with a printed sheet or a tool in your browser. Read and print them here. If you would rather have someone set up AI around that work, start with how to hire someone to set up AI.
- Realtors
Open house follow up: one photo of your sign in sheet, a draft for each visitor
Sign in sheet and master prompt
Open the guide - Realtors
How to answer a listing inquiry from property facts only
Reply sheet and property fact table
Open the guide - Sales pros
How to find the deals that went quiet in your pipeline
Pipeline check and one page plan
Open the guide - Sales leaders
How to prep a pipeline review with one sheet per rep
Prep sheet and hours worksheet
Open the guide - Local and home services
How to answer a missed call and chase an open quote from the truck
Templates and hours worksheet
Open the guide - Construction
How to know which subcontractor certificates expire this month
Tracker in your browser
Open the guide - Jewelers
How to follow up on every open ring consult without pestering anyone
Consult sheet in your browser
Open the guide - Jewelers
How to reply to a custom ring inquiry before the shop closes
Reply sheet and question bank
Open the guide - Anyone hiring help
How to hire someone to set up AI for your business
Provider questions and a comparison table
Open the guide