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Million Dollar Knockers

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Clief Notes

39.9k members • Free

4 contributions to Clief Notes
Real Estate Agent - Local Folder ICM CRM
For many years, there's been so many CRMs for real estate agents, but what I've found is it's only as good as you use it. Because real estate agents are so reactive and proactive, there isn't enough time to update the CRM yourself (well, there is, but you can use your time better elsewhere) so, from my learnings, I've tried to make an internal CRM using Claude and the ICM folder structure. I've been building this over about two months. I just had my PB month of listings, 8 listings! previous 5 PB. The thing I found most helpful is that Claude would find leaks in leads, and give suggestions on who of my buyers could be a seller. Claude obviously has a better memory than I do and can remember who I should be following up with and who I spoke to. The current stack is Claude + Plaud (Ai note taker) and just getting into Hermes. Plaude would note take conversations in home opens and on phone calls, I've set up an N8N automation that would mirror the transcription and put it into my folder structure, and Claude would transcribe it and place things where they need to, buyers / addresses / follow ups ect. As much as it's helpful, I feel like I need to give an ICM folder update, tend to use a lot of tokens to figure out what im saying and where to look. Maybe I need more Routers / folders within? Would love some suggestions from the community on where they think I could improve, enhance, or streamline the folder structure. PS. Anyone a Hermes lord? Would love some help on how I can best utilise as my robot arm. Love from Australia!!🇦🇺
Real Estate Agent - Local Folder ICM CRM
0 likes • 3h
@Danney Trieu interesting! Love to sewe what you're cooking
0 likes • 1h
@Taofeek O. a. great advice! Love this thank you
Poll: What's In Your Toolbox?
Edited: 100+ have voted Results to follow Thank You Please take ten seconds to respond to this poll — it helps everyone see the real meta! I’ll like every comment. BONUS: If I can twist @Jake Van Clief ’s arm, we’ll pick one random commenter for 1 month of premium access — for free once we hit 100+ votes! Vote and reply! Main method you use for interacting with AI agents right now? WHAT"S IN YOUR TOOLBOX RIGHT NOW?
Poll
115 members have voted
Poll: What's In Your Toolbox?
1 like • 19h
Real Estate Agent here! Claude Co-work ICM + plaud note taker (for in person meetings and homes opens) + intergrating Hermes as my robot arm (this has been harder to learn) Id love some advice around the current ICM set up :)
📊 POLL: What industry are you actually building for?
We talk about folders all day, but the folders are FOR something. I want to know what... 🎖️Bonus points: comment with the single most painful manual process in your industry. The best comp entries come from exactly those answers.
Poll
164 members have voted
1 like • 19h
@Will Preece this sounds super interesting, would love to connect!
0 likes • 19h
@Bryan Alva same!! lets connect my brother but for real estate agents
(New to ICM?) ICM, explained with a birthday cake 🎂
This post is not for the ICM pro, there will be no talk of gates, scripts, or orchestration! This is for the person just starting out! @Karli Rosario Yes, I mean you! (And anyone else who may just be starting out with ICM) Seriously, I'm glad you found ICM. Let me give you the simplest version of it I know. ICM is a system of structured folders. Yes, the same folders you have been using on a computer for most of your life. The ones you stored photos in, & pirated music from Napster and LimeWire. That's it. I will take you through the process below. When working with AI, a lot of people are doing this 👇 You take a long prompt, feed the entire thing to AI at the beginning of your interaction, and spend time going back and forth with AI trying to get the outcome you want. (I'm not coming for you Karli, you are exceptionally good at this, but ICM will make your outcomes exceptionally better!) What is different about AI and prompting with ICM 👇 You take that same really long prompt and instead of giving it to the AI all at once in the beginning, you break it into steps, and each step gets its own folder, each folder gets its own piece of your large prompt, just 1 step from it, and you ordered the folders by when the steps happen in the workflow. You got it? Good 😊 ❤️‍🔥 -------------------Still a bit unclear, let's bake a cake. 💡 Here's an analogy I have success with (I picked this up way back in my VB programming days): Imagine teaching AI to bake a birthday cake. 🎂 The way most people do it: 👇 One giant prompt. "Bake a cake, here's the recipe, the frosting technique, the decorating style, the candle placement..." Then they hit enter and wait. The AI is juggling 40 instructions at once, and by step 30 it's forgotten step 3. The ICM way: 👇 Break the prompt/workflow into steps. Each step gets a folder. The first folder is your first step. Then you point the AI at the first step, and the first step is 00-birthday-cake: (Point the AI just means giving access to the folders to the AI, through uploading or direct local access, don't worry about that now, let's keep building our cake.)
(New to ICM?) ICM, explained with a birthday cake 🎂
1 like • 2d
this is gold!!
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Brendan Tucek
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8points to level up
@brendan-tucek-6932
Automation Expert

Active 1h ago
Joined Apr 6, 2026
ENFP
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