If You Feel Lost - Here's How To Get Started With AI
Probably one of the most common statements I hear from real estate agents when we get on a consultation call together, is that they simply feel lost when it comes to navigating AI and Automations. They don't know where to start, how to start, or what tools to even start with. It sort of feels like walking into a Home Depot, having never picked up a hammer before.... So if that is you, then keep reading, because I am going to give you the exact same process that I give to my consulting clients. The very first thing you need to do is map out your business. I'm not talking about a high-level overview. I'm talking about a highly detailed, super specific map that outlines every process in your business. From how you do your marketing to how you submit your contracts to your brokerage. You should be noting down the step-by-step process, "if/and" conditions (meaning IF something happens, we do X, otherwise, we do Y), and most importantly, what tools/software you are using to complete those individual tasks. Are you using a CRM? A specific email tool? A transaction management software? - Side Note: I recommend using Miro or Figma for process mapping - Once you have created a clear process map for each system/process in your business, then you will want to take note of all of the different tools/software that you use to accomplish these tasks. This is what is called your "tech stack". This is important to know, because you're going to need to determine which of these tools allow for integration. What do I mean by "allow for integration"? Well, every software company gets to decide if they want other software tools to be able to interact and 'connect' with theirs. If they do, they typically create what is called an "API". This is like the 'back door' to the software to be able to access its features and data. - More on this in the "Learn AI Basics > Master API's and Webhooks" section of the Classroom. If the tool has a public API, then you can most likely integrate with it, allowing you to automate the specific steps in your process that use that tool.