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10 contributions to Clief Notes
Sep 4 •
‼️HELP - update from previous post ICM CRM Real Estate Agents
https://www.skool.com/cliefnotes/real-estate-agent-local-folder-icm-crm?p=2eaba03b previous post Update on how its all going. ‼️ Made many upgrades and added new features ect. Works a treat, (the CRM side is great) but what ive found is, its not as agentic as i would like, i find myself still telling claude to do a lot of the things - its thinking and suggesting is top tier, but acting on it seems to be the bottle neck. Yes I could just add triggers to act on the things, but the decision making isnt great. What I seem to miss and didnt understand at the time, is the training and reasoning. I thought a daily wrap up of decisions made into memory would be enough but it wasnt. I've had deep discussions with claude and have pushed it through other LLMs to discuss. Essentially the problem is I "mushed" a CRM and an ai assistant into one. I've been planning, reviewing and discussing for over 2 weeks now, feels like im going around in circles. So I'm now thinking, so starting a fresh (will still be using the old system) but building it like training an ai model, still using the ICM method as I want to future proof as ai power increases. The goal is to have an actualy AI assistant rather than hiring an actually assitant for $5k a month. 2 questions I have for the brave - would love peoples opinions. 1. I want to pull the old data information as I'm sitting on months of gold, the problem I can see, is that I would just pull that data and it would disease the new system. Would I use a RAG system or should I just pull the raw data? Contact cards, raw transcriptions, mistakes-log, plays-that-worked, objections-log? would it still disease? I dont want to waste all the good stuff without geting the shit stuff. 2. is my direction thinking here correct? Screenshots of Old system layout, new layout and the foundation. If you would like the full context of what I'm doing i've attached a full context MD file, feel free to run it through your LLM for more deeper insights.
Jun 29 •
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!!🇦🇺
0 likes • Jun 30
@Danney Tee impressed
2 likes • Sep 4
Update on how its all going. ‼️ Made many upgrades and added new features ect. Works a treat, (the CRM side is great) but what ive found is, its not as agentic as i would like, i find myself still telling claude to do a lot of the things - its thinking and suggesting is top tier, but acting on it seems to be the bottle neck. Yes I could just add triggers to act on the things, but the decision making isnt great. What I seem to miss and didnt understand at the time, is the training and reasoning. I thought a daily wrap up of decisions made into memory would be enough but it wasnt. I've had deep discussions with claude and have pushed it through other LLMs to discuss. Essentially the problem is I "mushed" a CRM and an ai assistant into one. I've been planning, reviewing and discussing for over 2 weeks now, feels like im going around in circles. So I'm now thinking, so starting a fresh (will still be using the old system) but building it like training an ai model, still using the ICM method as I want to future proof as ai power increases. The goal is to have an actualy AI assistant rather than hiring an actually assitant for $5k a month. 2 questions I have for the brave - would love peoples opinions. 1. I want to pull the old data information as I'm sitting on months of gold, the problem I can see, is that I would just pull that data and it would disease the new system. Would I use a RAG system or should I just pull the raw data? Contact cards, raw transcriptions, mistakes-log, plays-that-worked, objections-log? would it still disease? I dont want to waste all the good stuff without geting the shit stuff. 2. is my direction thinking here correct? Screenshots of Old system layout, new layout and the foundation. If you would like the full context of what I'm doing i've attached a full context MD file, feel free to run it through your LLM for more deeper insights. Seriously stuck and dont want to get this wrong from the beggening and be in the same position in 6 months time.
👑
Jul 8 •
Connection Hub: 🏗️ Real Estate & Construction
Intros for The Connection Hub - The Vault 👤 Who I am: (name + where you're based) 🛠️ What I actually do: (the specific work — not "I'm in real estate" but "I run a 3-agent team doing residential resale in Austin") 🤖 What I'm building with AI right now: (your current project, workflow, or the thing you're stuck on) 🎯 What I'm looking for connection-wise: (pick one or two) 💡 Someone who's solved [X] 🤝 A collaborator / accountability partner 👀 Just here to learn from people in my field 🧰 Trading workflows & systems 📬 Best way to reach me: (DM here / comment / link)
4 likes • Jul 10
👤 Who I am: Brendan Perth Australia 🛠️ What I actually do: Solo Real Estate Agent looking to scale with Ai 🤖 What I'm building with AI right now: Done for you Ai Assistant & prospecting map 🎯 What I'm looking for connection-wise: someone who is more tech versed 💡 Someone who's solved jarvis like assistant but for real estate specific. 🤝 A collaborator / accountability partner 👀 Just here to learn from people in my field 🧰 Trading workflows & systems 📬 Best way to reach me: (DM here / comment / link)
Jun 30 •
Building out my first real ICM use case for someone else - starting close to home.
My mum works in corporate America and is stretched thin. Spreadsheet analysis she has to run manually, a constant pile of emails to draft, life admin on top. She also maps out her processes with mind maps and flowcharts already - the raw material for a second brain is there. The use cases are obvious. She just needs the cognitive load cut. The plan is to wrap her an ICM system she can actually use - one interface on her Claude Enterprise subscription, so she doesn't have to think about what's underneath. I'm 18, built this for myself, and I'm starting to look at consulting for local businesses. This is the first test of translating what I know into something that works for someone else. The scoping process I'll sit with Claude and design the approach. What I'm after is the specific stuff: what would you actually tell someone [me] doing this for the first time with a non-technical user who's already process-minded?
1 like • Jul 3
Hey Alex lets connect
Jul 2 •
My ICM Folders + Loops + AI Infrastructure - Video Walkthrough
Everyone building agents hits the same wall: the system only really exists inside a context window, and the moment that window rolls over you rebuild it from scratch in a fresh chat. So I moved the entire system state onto disk and built a loop that keeps it consistent. The maps layer is the part I would point at first. Five product maps plus a workflow map, every line anchored to a path-and-line citation. A job never mutates a map. It emits a structured flag, and a separate interactive pass re-verifies that flag against the live tree before it is promoted to a map line. Isolating that verification is what stops the maps drifting into the exact thing they exist to catch. The payoff is a queryable index over the whole system that I actually trust, and that trust is most of the sanity. The loop runs on two clocks. A deterministic kickoff fires once per task: registers the active worker, regenerates the tree, assembles its context. Zero model judgement, identical every run. Independently, a continuous harvest loop runs on a thirty-minute cycle, routing each job's record into the right surface, retiring finished workers, and flagging where a folder's own contract came up thin. Those surfaces are flat markdown, and that is the point. LIVE_STATE.md is the active set. ISSUES.md, PENDING_MAP_UPDATES.md and CONTEXT_FEEDBACK.md sit alongside it, each a single-writer file with one job, committed and fully diffable. Every executor reads the folder map before it touches anything, so it grounds its working set and writes to the right path instead of inferring one. It only works because the loop can read its own state back on every pass, and that state is the filesystem, not a window that forgets. Full video walkthrough below. How have you all layered on top of your ICM setups? Curious what you've added, what extra routers or surfaces you run, anything specific to your own structure you think is worth sharing.
2 likes • Jul 3
Incredible content, the bees analogy is a great way to frame it and it really clicked for me. Would love a deeper look at how the loop itself is structured, and the reasoning. The screen setup walkthrough is brilliant too, it really illustrates how you're orchestrating everything like the conductor of the Claude choir ! haha😃
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