Episode
Simple Tech Systems Any Real Estate Team Can Use with Matt Croteau | Ep 091
- Podcast
- Real Estate Team OS
- Published
- Dec 16, 2025
- Duration seconds
- 3096
- Processing state
not_requested
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Summary
If you’re looking for ways to leverage AI, automations, and technology without losing sight of what matters most - relationships, culture, and client goals, then you’re in the right place! Best practices for AI voice and texting, including when and how to hand off to humans. Three things to set up for success in Follow Up Boss. A few under-used, high-value features of Follow Up Boss. Specific automations to increase lead engagement and conversion. A framework for better AI prompts and other prompting tips. Two Custom GPTs to save massive amounts of time This is just some of what you’ll get with Matt Croteau, team leader with The Fernandez Group in Orange, California. Get tech tips that honor the human touch and your client’s goals and that make AI your assistant, not your replacement. Learn Custom GPTs for on-the-fly coaching and real-time scripting. Hear automations that drive lead engagement and save time. Watch or listen for Matt’s insights into: - Ways to sustain a healthy culture even when agents aren’t in the office - The path from loan officer to real estate agent to team leader - Foundational pieces needed to start a productive partnership - The importance of staying focused on client goals - The role of AI and automation vs the role of the real estate agent - Best practices for AI voice and texting, including seamless handoffs to humans - Three specific ways to set up for success in Follow Up Boss - Specific automations to set up to improve lead engagement and lead conversion - The RELIC framework for better AI prompts and specific prompting tips for better output - The basics and benefits of Custom GPTs - with two time-saving examples - One way the Comet browser from Perplexity saves him time - What’s stayed the same and what’s changed for lead conversion ove…