6d (edited) • Courses
Notion AI - Day 1
TURN YOUR PIPELINE INTO AN EXECUTION LAYER
Today you’re activating the Real Estate Pipeline (Listing Command Center).
This is where work actually happens.
In this system:
The CRM remembers
The Pipeline executes
What You’re Doing Today
You’re configuring your Deals / Transactions pipeline so it reflects how listings and active clients actually move.
STEP 1: Rename Pipeline Stages
Open your Deals / Transactions board and rename the stages to match real work.
Suggested stages:
Listing Agreement Signed
Prep / Coming Soon
Active on Market
Offer(s) Received
Under Contract
Closed
Archived
This is not about perfection — it’s about visibility.
STEP 2: Create One Active Deal
Add one deal card:
Real listing or mock address (totally fine)
This card is now:
One complete execution record
(Client + Tasks + Dates + Notes)
STEP 3: Move the Card Once
Drag the card to a different stage. That movement is the system acknowledging progress.
REQUIRED REPLY
Screenshot of your pipeline with stages visible
One sentence: “This pipeline will help me stop ______.”
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Notion AI - Day 1
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