Session 2 of 430 minutes

Meet Avery

Teach Avery your team's voice and workflows, set up a smart inbox, and import your data.

From Open House to Lead Conversion Pro

1Before classYour prep checklist. Tick each one off as you go.
Prep
…
- Write down your brand and communication style in your own words.
- Look through the last 5–10 "cold" messages you sent by hand to open-house leads.
- Write down what you want Avery to do to qualify each renter, buyer, or seller.
- Find an email in your inbox about a lead, current or past, that includes their contact info.
2In classWhat we'll cover together on our call.
Today's lesson plan30 min
1. Review your team's communication style and procedures
2. Say hello to Avery, your new AI teammate
3. Set expectations and goals for Avery with a 30/60/90-day plan
4. Learn how Avery's custom inboxes work, and set one up for leads
5. Watch Avery process an email live
6. Optional: set up a tour booking link and availability window
7. Ask Avery to import data from a spreadsheet or screenshot
We have a 30-minute time block. Anything we don't get to, we'll pick up next session.
3After classFinish your homework to unlock Session 3.
Homework
…
- Finish your 30/60/90-day plan for Avery and email it to us.
  Email [email protected]

Next up: Your Living CRM

Check off every prep and homework box above (extra credit is optional) to unlock Your Living CRM.