The System Store.

Real Estate Agents

Your database already holds your next three listings.

Export your CRM. Run it through a system you build in one afternoon. Get a ranked list of who is most likely to sell in the next 90 days — with the reason attached to every name.

Setup time
One afternoon
Access
September 1, 2026
Format
Prompts, sheets and templates

$49one time

Full money-back guarantee. Reply to your receipt and say refund. No form, no call, no questions asked.

Preview pending — 45 to 90 seconds

“This isn't a 10-hour course. Here's exactly what we're building.” A walkthrough of the real system goes here before launch.

The problem

You have 2,400 contacts. You work about 40.

Your CRM holds every person you have met in eight years. Follow Up Boss, BoldTrail, kvCORE — it does not matter which. They all do the same thing: store people, and wait for you to remember them.

So you work the forty you can hold in your head. The other 2,360 sit there. The couple who bought in 2019 at a 3% rate with one kid and now have three. The seller who asked about listing in March and went quiet. The past client whose youngest just graduated.

You know they are in there. You do not have a way to find them that does not involve reading 2,400 records.

One extra listing a year, at a $420,000 sale and a 2.5% side, is $10,500. Your database does not need to produce ten of those. It needs to produce one, and right now it is producing none.

Before / after

What changes on Monday

  • Now

    You work the forty contacts you can remember.

    With the system

    You work a ranked list of 2,400, from the top down.

  • Now

    Past clients hear from you when you send a mass email.

    With the system

    Past clients hear from you when something in their record changed.

  • Now

    You guess who might be ready to sell.

    With the system

    You see who is ready, and the reason, on one line.

  • Now

    Every call opens with “just checking in.”

    With the system

    Every call opens with something specific and true about them.

  • Now

    Your database is a filing cabinet you pay for monthly.

    With the system

    Your database is the cheapest pipeline you have.

What you'll build

What you'll build

One analysis you run against your own export. Nothing connects to your CRM, nothing gets access to your account, and your client data stays under your control.

  • Screenshot pending

    The ranked opportunity list from a real CRM export — contact, score, segment, and the one-line reason each name surfaced, with identifying details blurred.

    The output on a real database. Names blurred, reasoning intact — that column is the whole product.

  • Screenshot pending

    The segment breakdown showing how a 2,400-contact database splits into four or five workable plays, with counts per segment.

    2,400 contacts become five lists you can actually work this month.

  • Screenshot pending

    A drafted outreach message for one segment, referencing the specific reason that contact surfaced.

    The opening line writes itself once you know why you're calling.

  1. 01

    Clean export

    Get your contacts out of Follow Up Boss, BoldTrail, or kvCORE in a shape the analysis can read — including the notes fields, where the real signal lives.

  2. 02

    Signal scoring

    Scores every contact against the patterns that precede a listing: years in the home, life-stage markers sitting in your notes, rate delta, an inquiry that went cold.

  3. 03

    Opportunity segments

    Sorts the list into the four or five plays you can actually run this month, instead of one undifferentiated pile of names.

  4. 04

    Reason codes

    Every contact surfaces with the specific reason it surfaced, so the call has an opening that is not “just checking in.”

  5. 05

    Outreach drafts

    A first message per segment, in your voice, that references the actual reason instead of the market update nobody reads.

How it works

Learn it. Implement it. Use it.

  1. 01 — Learn

    40 minutes

    What actually predicts a listing.

    • The signals that precede a sale in the next 90 days, and the ones that only look like they do.
    • Why your notes field is worth more than every structured field in the CRM combined.
    • Where the analysis will be wrong, and the check that catches it before you call anybody.

  2. 02 — Implement

    About 90 minutes

    Run it against your own database.

    • Export from your CRM — exact steps for Follow Up Boss, BoldTrail, and kvCORE.
    • Tune the scoring to your market, your price band, your business.
    • Read the top 25 by hand. If those 25 are not people you would call, you fix the scoring before you trust the other 2,375.

  3. 03 — Execute

    30 minutes a month

    Work the list.

    • Start at the top and go down.
    • Every call opens with a real reason instead of a market update.
    • Re-run it monthly. The database changes, and so does the list.

What's included

Everything you get

  • The CRM analysis build

    Workflow

    The full system, step by step. Runs on ChatGPT or Claude. Nothing to connect, nothing to subscribe to, nothing else to buy from me.

  • Export guides: Follow Up Boss, BoldTrail, kvCORE

    Guide

    Click-by-click for each platform, including which fields to include and the notes export people usually miss.

  • Client data checklist

    Checklist

    What to strip before an export goes anywhere near a model, and how to run this so your clients' information stays yours. Read this one first.

  • Signal scoring model

    Template

    The weights, editable, with an explanation of each so you can argue with them instead of trusting them.

  • Segment playbook

    Playbook

    The five plays the segments map to, and what to actually say on each one.

  • Outreach drafts by segment

    Prompt pack

    First-touch messages that reference the reason the contact surfaced. Edit them into your voice once and reuse them.

Fit

Who this is for

Buy it if

  • You have at least 500 contacts and you are actively working a fraction of them.
  • You are on Follow Up Boss, BoldTrail, kvCORE, or anything that exports a CSV.
  • You have been in this long enough to have past clients, not just leads.
  • You can export a file and follow instructions. That is the technical bar.

Skip it if

  • You are brand new with an empty database. This finds what is already there.
  • You want leads bought and delivered. This is the opposite — it works the ones you already paid for.
  • You want it wired into your CRM automatically. It runs on an export on purpose: no integration, no access to your account.
  • You are not going to make the calls. The list is not the work.

Who's behind this

Photo

PLACEHOLDER NAME

PLACEHOLDER — e.g. 15 years in real estate ops, now building systems

  • PLACEHOLDER credential 1 — verifiable, specific
  • PLACEHOLDER credential 2 — verifiable, specific

Ways to buy

One price. You keep what you build.

There is a coaching program that charges $1,200 a month to remind you to call your database.

Price
$49 one time, no subscription
Access date
September 1, 2026
Setup time
About 2 hours to set up against your database. 30 minutes a month to re-run it after that.
Refunds
Full refund, 30 days from access, no questions
Delivered as
Prompts, sheets and templates you keep

This is a pre-sale. You are buying access on the date listed on the page, at a lower price than it will cost after that date.

Questions

Straight answers

  • When do I get access?

    September 1, 2026. You are buying early access before it ships — that is why it is $49. You get an email the moment it is live. If that date moves, you hear it from me before it moves, and you can take the refund.

  • What if it's not for me?

    Full refund. Reply to your receipt and say refund. No form, no call, no questions. You do not owe me an explanation.

  • Is my client data safe?

    It stays with you. Nothing connects to your CRM and nothing gets access to your account — the whole thing runs on a file you export and control. There is a checklist included on what to strip before that file goes anywhere, and it is the first thing in the box for a reason.

  • How many opportunities will it find in my database?

    I do not know, and anyone who gives you a number has not seen your database. Two thousand contacts with real notes usually surfaces enough to keep you busy for a month. Four hundred cold leads with empty notes surfaces almost nothing — and the analysis will tell you that instead of manufacturing a list to look useful.

  • Which CRMs does this work with?

    Any CRM that exports a CSV. There are click-by-click guides for Follow Up Boss, BoldTrail, and kvCORE because that is what most of you are on. The analysis itself does not care where the file came from.

  • Will it write and send the emails for me?

    It drafts them. It does not send them. Automated outreach to your past clients is how you burn a database, and this is built to do the opposite.

  • Is this another AI course?

    No calls, no community, no coaching tier, no upsell. You buy it once, you build the thing, and we are done.