Module · Day plan and activities
4 featuresGroup: Sales and clientsQuestions: 3
What it does
What Day plan and activities does
Wednesday, 23 September
WeekWhen you actually call
Three priorities for today
The AI reads the pipeline, contact dates and targets, and says plainly what to do first, with a reason rather than just a list.
A calendar for the whole agency
Meetings, viewings and calls in one view. A manager sees the team's load before promising a client a slot.
Clients to contact today
Every client has a next-contact date. The system reminds you before the relationship goes cold.
Quick voice entry
After a viewing you dictate two sentences and the system works out the client, the property and the note. No sitting down at a computer.
The problem
Why this hurts
The agent starts the day scrolling their phone and decides by feel who to call. A client who waited a week waits another, because nobody remembered.
Who it is for
For agents in the field and for managers who want to see the team's work without asking for reports.
Questions
Before you ask
The questions that come up about this module on the first call.
How does the AI know what is a priority?
It reads the pipeline, next-contact dates, task deadlines and target progress. Each priority comes with a reason, so the agent can see why that one.
Does the calendar sync with Google?
Not yet, it is on the list. For now the calendar lives inside the system and covers the whole agency.
Do reminders reach the phone?
Yes, as push notifications once the app is added to the home screen. Nothing needs installing from an app store.
The rest of the system
Sales and clients
Everything between the first phone call and a signed contract.
Client CRM
A client database that stays with the agency
Leads from ads
A Facebook lead reaches an agent, not a spreadsheet
AI on call
Calls answered, even during a viewing
Buyer requirements
Record a buyer once, let the matches find themselves
Deal board
All clients and listings on one board
Automations
Things that happen on their own when something changes
See it on your own data
A 30-minute call. I will show what day plan and activities would look like in your agency, on your clients and your commission model.