This is the system, running on my real CRM. I build it in yours.
I will build your AI assistant into your CRM for you
For agents already on Follow Up Boss with a paid Claude plan. You do not install it and you do not learn it. Hand me access, and I set up the exact system I run on my own business.
- ✓ I do the whole build. You do not touch a setting
- ✓ Your leads stop getting typed in by hand
- ✓ A scored call list waiting for you every morning
- ✓ Follow-up sequences loaded and written in your voice
Not sure it fits your setup? Answer a few questions first and I will tell you straight.
Two calls on your side. The build is on mine.
Book your build
You pick a start date and fill out a short intake so I know your business before we ever talk.
Hand me the keys
One kickoff call to get access to your Follow Up Boss and your Claude account, and to map where your leads come from. Then you go back to selling.
Get it back running
I hand it back working, inside two weeks of the kickoff, and walk you through it live. You keep the recording.
You already bought the tools. They are still sitting there.
I have an intake form for this, and the answers all rhyme. "I hate doing double entry." "Time to set it all up." "I barely use it." "I have too many leads, over 1000." Nobody writes in because they are behind on AI. They write in because they got on Follow Up Boss, signed up for Claude, and then never got a free evening to wire the two together. So the leads keep landing, you keep re-typing them, and software you pay for every month sits there doing almost nothing.
Somebody builds it, and you just use it.
On that same form I ask which automations people want, and the most common answer is not one of the options. It is "not sure, advise me." That is the real reason this exists. You should not have to design a system inside a tool you have never used. I go into your accounts and build the one I already run: intake that kills the double entry, a morning list that tells you who to call and why, and follow-up written in your voice. You get on one call at the end, I show you the handful of things you actually touch, and then you use it.
Three jobs, running inside your CRM
Built once, in your accounts, by me. Then it runs every day whether or not you feel like opening your database.
Lead intake that kills double entry
the one everybody wantsA forwarded text, a portal email, a business card, an open-house sign-in. It gets read and filed into Follow Up Boss as a clean contact with the original attached. This is the piece agents tell me they hate most, and it is the first thing I build.
A scored call list every morning
I wire Claude into your live database so it ranks your people hot, warm, or cold on the same matrix I use, and hands you a short list of who to call today with the reason sitting next to each name.
Follow-up written in your voice
I build the sequences into your CRM and train the assistant on how you actually talk, so what it drafts gives the lead something useful instead of another "just checking in." You review and hit send.
You stay the agent. The assistant does the grunt work: scoring, filing, and drafting. You review and hit send. It is not autopilot, and I do not build autopilot.
Everything in the build
- ✓ A kickoff call to take access and map your lead sources (the only real work on your side)
- ✓ Lead intake built and connected, so leads stop being typed in (the double-entry fix)
- ✓ Lead scoring wired into your live database (hot / warm / cold, with the reason)
- ✓ Follow-up sequences written in your voice and loaded (you review and hit send)
- ✓ A recorded handover call walking you through it live (keep the recording forever)
- ✓ 14 days of support after handover (for when a real question comes up)
I am not selling you something I do not run
I am building you my own setup
Not a template I sell and never use. The walkthrough on this page is this exact system working my real Follow Up Boss, on my real pipeline.
A working agent builds it
I am a real estate agent in Austin, not an agency. I built this because my own CRM was leaking leads, and I have been running it in my business every day since.
You are not left holding a manual
The build ends with a live call where I show you the handful of things you actually touch. If you can send a text, you can run it.
I take a limited number of builds each month, because I am the one doing them. Yours could be the first case study on this page.
This is not right for everybody
It is built for agents who are already on Follow Up Boss and already paying for Claude. I would rather you read the right column and keep your money than buy a build I cannot deliver.
Book it if
- ✓ You are already set up on Follow Up Boss
- ✓ You already have a paid Claude plan
- ✓ You own or admin your own Follow Up Boss account
- ✓ You are not sure exactly what to automate, and you want me to decide
- ✓ You want this done for you, not taught to you
Do not book it if
- ✕ You are not on Follow Up Boss yet
- ✕ You do not have a paid Claude plan
- ✕ Your brokerage controls your CRM and will not give you admin access
- ✕ You want to learn to build it yourself. That is the Bootcamp
- ✕ You want an AI voice agent that cold calls your database. I do not build those
On the fence? Answer a few questions and I will tell you whether it is a fit before you spend anything.
Questions agents ask
What do you actually need from me? +
How long does it take? +
Do I need to be technical? +
Is this a subscription? +
Which Claude plan do I need? +
Will it text or email my clients on its own? +
What if I am not on Follow Up Boss? +
What if it is not a fit? +
You are never going to build this on a Sunday. Let me do it.
Book the build, give me access on one call, and get it back working. Then every morning after, the call list is already made and the follow-up is already written.
You just use it.
You will get an intake form and a link to book the kickoff call right after checkout.
I am William Zhang, a real estate agent in Austin and founder of Real Estate AI Society. I run my whole business on Claude, and I am the one who does your build.