Hey Referral Bosses, I’ve got something new for you that’s going to make your weekly newsletters ridiculously easy (and fun) to create. It’s called the Local Newsletter Assistant — and it’s live for everyone in our Skool group. Here’s what it does: You tell it your city and what you want — like: - “Show me upcoming events this weekend.” - “What new restaurants just opened?” - “Any local hero stories this week?” - “Give me a real estate snapshot.” In seconds, it pulls fresh, relevant info and formats it into short, clean blocks you can copy directly into your newsletter. That means no more hunting through local news sites or Facebook event pages for hours. What used to take 20 minutes now takes 20 seconds. You can paste this into and Website Builder, I use Clickfunnels. It works great for:• Realtors building authority in their area• Loan officers adding value to referral partners• Local business owners wanting to stay top of mind All you need is ChatGPT (free or Plus works fine). Once you open the assistant, just type your city — for example, “Franklin, TN” — and start asking for content. It’s already trained to search and organize everything for you. Think of it as your local research assistant, ready 24/7. Here’s how to get started: 1. Click the link below to open the GPT. 2. Type your city. 3. Ask your question. 4. Copy and paste your favorite results into your newsletter. That’s it — no setup, no training, no tech headaches. This is a free tool for all members inside the Referral Boss Skool group. The goal is simple: help you publish faster, look smarter, and build stronger connections in your community — because consistency beats perfection every time. Let’s see who can get their first local newsletter out this week. Drop a screenshot of yours inside the Skool group once you’ve published — I’ll be checking in and giving feedback. Have fun with it.– Keith P.S. If you don’t have ChatGPT yet, you’ll need it to access the assistant. Once you’re set up, it’ll open right up and walk you through everything.

If you’re still thinking “email marketing is dead,” here’s the truth: It’s not. In fact, email is still one of the fastest ways to turn curiosity into closings — if you use it strategically. The key? Follow-Up Funnels — pre-planned sequences of emails (and sometimes texts/DMs) that: - Lock in appointments within 48 hours of someone raising their hand - Keep the conversation alive without chasing people one-by-one - Build trust so you’re the agent they call when they’re ready to act Here’s how to do it ⬇️ 1. Event Promo Funnel – For open houses, webinars, or buyer seminars Your goal isn’t just sign-ups — it’s show-ups. Use a 3-act reminder sequence: - 72 hours before – “It’s coming up” (what to expect) - 24 hours before – “Happening tomorrow” (benefits of showing up) - 1 hour before – “We’re starting soon” (add excitement + urgency) Follow up with: - Replay/recap email the same day - Offer recap the next day (e.g., featured listings or resources you promised) - Last chance 2 days later (if there’s a time-sensitive offer) 2. Abandoned Inquiry Funnel – For leads who ghost after asking for info When a lead stops responding after requesting a CMA, property info, or showing: - Email 1 (same day) – Friendly nudge (“Just wanted to make sure you got the info…”) - Email 2 (next day) – Proof (“Here’s how I helped a client in a similar situation…”) - Email 3 (day after) – Urgency (“This home may be under contract soon… want me to check?”) Never offer discounts — it trains people to wait. Instead, add unadvertised bonuses (extra neighborhood reports, staging tips, etc.). 3. Post-Closing Follow-Up Funnel – Turn clients into referral machines Immediately after closing: - Deliver the goods – Send any promised resources (e.g., home maintenance checklist) - Thank you message – Personal and heartfelt - Quick win email – Tips for settling in or a “first 30 days in your new home” guide - Social connection – Invite them to follow you on Instagram/Facebook for local events and market updates - Referral/Review request – Make it easy for them to say yes

I hope you had a great Labor Day off, Here’s a little secret most people don’t know: When it comes to growing your business (or even just figuring out the next step in your home search), you don’t always need something new. Most of the time, the real magic is already sitting on the shelf — you or your clients just don’t realize it’s there. The Hidden Problem When you’re creating an invitation for a potential buyer or seller, it’s easy to fall into the trap of building from your gut. We assume: 1. “I think this is what people want.” 2. “So I’ll go create it.” But here’s the twist: your clients and partners usually already want something you either already provide — they just don’t know you do — or something you could offer with a small adjustment. That means you might be leaving money and referrals on the table without realizing it. The One-Line Secret Question Send this exact message to the right people: 👉 “If there was one thing I could help you with right now that I haven’t already shared, what would it be?” It doesn’t look like a pitch — but it sparks conversations, surfaces hidden needs, and quietly opens the door for sales and referrals. Who to Ask (your coulda/shoulda list) - Past clients who loved working with you (they should come back, and they could refer you). - Hot leads who were interested but didn’t move forward (they could still buy). - People in your database who’ve been opening your emails or engaging on social but haven’t taken action (they should be closer). - Referral partners you already have a relationship with (they could be sending more your way). Start with the top of your ladder — the people you’d be excited to hear from. How to Ask Best channels (in order of response rate): - Text message 📱 - Facebook/Instagram DM 💬 - Quick phone call ☎️ - Email (works well for longer-term nurtures) Make sure it’s one-to-one — people reply to people, not blasts. What You’ll Discover Scenario A: They ask for something you already do. That’s the best moment. You just say: “Good news — that’s exactly what I help with. Want me to set up a quick call and show you how it works?”

Run an ad → Get a lead → Push for the sale. That “cold-to-sold” model worked 20 years ago, but today it’s burning out Realtors, Loan Officers, and Financial Planners alike. Here’s why: 1. Prospects don’t want to talk. Tech makes it easy to ghost you. The younger they are, the less likely they’ll take a call. 2. Salespeople don’t want to chase. Endless DMs and cold calls feel soul-crushing, so most avoid it. 3. Commoditization is everywhere. If you’re pitching on Zoom or text, your client can Google you mid-conversation and compare you to five other competitors. The result? Conversions fall. Costs rise. And both sides walk away frustrated. The Info-First Fix Instead of forcing cold leads straight to the close, you build a middle step. Give them value first. Something they ask for. That could be a free guide, a video, a checklist, a toolkit, or even a short course. When you do that, five things happen: - Resistance drops. - Trust builds. - You show expertise before the pitch. - They invest time — which makes them more likely to say yes. - You earn the right to follow up (because they asked). What It Looks Like in Real Life For Realtors: Most agents post “Schedule a showing!” or “Let’s hop on a call!” Too soon. Instead, create a free guide: “5 Ways to Beat Cash Buyers in This Market” or “7 Red Flags to Watch for Before You Fall in Love With a House.” Now your lead leans in, and when you follow up, you’re the expert who educated them — not another pushy salesperson. For Loan Officers: Instead of running an ad that says, “Get Pre-Approved Now” (and getting ignored), offer “The 2025 Homebuyer’s Loan Comparison Kit” that explains FHA vs. VA vs. Conventional with pros and cons. Buyers consume it, build trust with you, and reach out ready to talk. For Financial Planners: Instead of pushing from webinar ad → appointment → pitch, do what Fisher Investments does. Offer a free “Retirement Blueprint” or “3 Wealth Mistakes That Kill Your Nest Egg.” They raise their hand, read your info, and when you follow up, you’re the advisor they already trust.

Everything I build that is super Valuable is now in these Playbooks. As I pay for and learn insane things I will build a playbook for it. Check it out in the classroom section