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The best first automation for a small business is boring.
Not an AI agent. The thing someone retypes every Friday: invoices from job sheets, the follow-up after a quote, the weekly report.
Find the copy and paste. Kill that first.
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One CRE listing, start to finish (details blurred).
The broker sends photos and one line of notes. The agent finds the parcel, pulls the tax lot data, then builds the flyer and the Mailchimp draft.
Brokers, which of these three steps takes you the longest today?
@BradFriedman The one we push small teams to watch is lead response time, since a form fill that sits unanswered over a weekend never shows up in the forecast. Which non-financial metric does Jody put first?
@Robnett01 A 20 point beat over underwriting is the moment to audit the model, not just celebrate. Was most of it exit cap compression or lease-up running faster than you modeled?
@EdisonCRE IOS listings live or die on the aerial. Buyers want to see the fence line, gates, and truck access before they read specs. We outline the parcel on the aerial first, then build the flyer around it. Is the 3 acres fully paved or partly stabilized?
@bizfacilities Matches what we see building tools for brokers. The unglamorous work pays first: pulling tax map and lot details, outlining the parcel on an aerial, drafting the flyer and the email blast. Nobody puts that in a strategy deck, but it eats hours on every listing.
@AlexLielacher For small businesses the topics view is the interesting part. It shows which questions ChatGPT actually cites you for, and that's often not what the homepage leads with. Have you seen the click numbers line up with GA yet?
@DanFleming99 The B- usually shows up in follow-through, not knowledge. One thing that helps on a reno you're prepping for sale: one shared punch list the vendors update themselves, so you're not chasing texts all day. What are you tracking it in right now?
@TopherNOW Same pattern on every client setup we do. The one verification step (DNS record, domain check, API key) is where half the work stalls, not the build. We now do it on a 10 minute call with them instead of sending instructions.
Quick CRE one. On most new industrial listings we see, the tax map and lot details take longer to pull together than the flyer itself. Lot size, zoning, block and lot, frontage. Brokers, who on your team owns that research today, you or an assistant?
@wanderlustworkr Agree. Where we've seen AI pay off is the boring stuff around people: invoices, commission PDF splits, getting new leads into Mailchimp. The calls and the relationship stay with the owner. I'd never hand off a first conversation with a client.
@EdisonCRE Good timing on this. When we build listing flyers for brokers, pulling tax map and lot details is the step that eats the most time, so a clean market report saves a lot of digging. Which county surprised you most in Q3?
@CORFACIntl Congrats to Joe. Repping both sides on 41,850 SF is a nice one. On industrial listings we've found the aerial with the lot outlined does most of the early work, buyers ask fewer basic questions. Was it the yard or the building that sold it?
@PatCarino That core looks sized for an office floor plate, not apartments. When we build listing packages, deep plates like this always need the why explained up front or every buyer asks the same question. Anyone have the floor plan?
@Cherifisms Agreed. We use AI the same way on listing docs: it pulls rent, term, and renewal dates into a checklist, then a person reads the actual clause before anything goes out. It saves the first pass, not the judgment. What do you have it flag first?
@NewsByRENJ@khov@bell_works Bell Works keeps landing HQs. Multi-tenant buildings like that are where listing marketing gets messy, since availability changes every month. On the flyers we generate, only the availability section gets rebuilt when a suite leases.
@dmlevitt 61% over the 5-year average is a big jump. When volume spikes like that, the bottleneck for the brokers we work with is listing prep, not deals. Getting the flyer and email blast out the same day gets hard. Seeing that in Manhattan too?
@MSteinbachX It is, and that's why offices skip it. In the CRMs we've set up, that one reminder ends up getting used more than any of the fancier features.
This is the whole input for one of our CRE listings. 4 photos and one line of notes, typed into a chat like texting an assistant. The agent turns it into the parcel map, tax lot data, flyer and email blast.
Brokers, what do you send your marketing person to start a listing?