Compound Leverage

Issue #014

One of my new clients, Marc, needed to spend more time responding to calls and answering questions about whether or not his real estate school was for them.

He received two calls while I was meeting him for lunch!

He was drowning in consults.

His real estate school is growing, but...

5 calls a day. Answering the same 5 questions. Over and over.

Now, it seems like a small matter. Let’s do the math.

20 calls a week times 52 weeks in a year. That is 1,040 calls per year.

Now, that is not a scalable system.

He was stuck in the "maybe" student zone because his system was not set up for scale. His capacity was capping his growth.

Then Marc and I found a new way of doing things with AI and the THINK method. I asked him three questions.

1. What do they ask you?

2. What do you need to know?

3. What do you tell them?

Here's how Marc automated his consultations:

1. Google Forms.

   • 5 simple questions

   • Leads fill it out 24/7

   • No more phone tag (he can text the survey to leads)

   • No more meetings to schedule

2. AI + Zapier takes over from there.

   • Zapier grabs those answers

   • Claude (AI) crunches the data

   • Spits out a custom report

   • The report is emailed to the lead

   • The contact is added to his CRM tagged, his sales pipeline is updated, and the leads are added to a nurturing sequence

3. Instant insights delivered to their inbox:

   • "Is real estate your thing?" breakdown

   • Why (or why not) to jump in

   • What to do next

   • Share an infographic on how to land their first deal

4. CRM magic:

   • Contacts are automatically added to his CRM

   • Tagged based on survey submission and answers

   • Once tagged, added to a nurturing sequence automation

5. Instead of a short call or consult, they get:

   • A career changer report

   • A graphic on what it takes to land their first deal

   • A series of emails on each step to land the first deal

   • No pushy sales, just value

   • Marc's expertise on autopilot

   • Marc captures his time back to focus on higher-impact tasks

The result?

Marc's call time drops drastically. Lead quality: up. Data entry: gone.

He's not selling anymore.

He's teaching, selling homes, and creating a killer pre-certification course.

Want to clone Marc's system?

Do this:

1. Create a Google Form

2. Create a Zap in Zapier

3. Add Google Form as a Trigger

4. Add Claude AI as an Action

5. Build an email report instruction prompt from the form

6. Pass email report to Outlook or GMail

7. Add CRM New Contact Action

8. Trigger Email Sequence from CRM

That's it—simple automation with a massive impact.

This isn't just for real estate. I encourage you to implement the automation if you conduct initial consults with interviews and advice.

You can get your time back without sacrificing your pipeline or customer service.

Your future self will thank you.

Marvin