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Why Systems Change Everything
See why strong systems create consistency, protect your time and make it possible to grow without losing control of the business.
Welcome back, Brandon
Systems & Processes
Systems Setup Checklist PDF ↓Implementation Worksheet DOCX ↓
Module 1 · Foundation
3 lessons01Why Systems Change Everything8 min · 1 download
02Inside My Phone: The SetupComing soon
03Inside My Computer: The SetupComing soon
Module 2 · Organization
6 lessons04Tracking Business ExpensesComing soon
05Inside My Google Drive: Deal Organization and Deal TrackerComing soon
06Inside My Google Drive: Client FilesComing soon
07Google KeepComing soon
08Google CalendarComing soon
09My Email System and Email TemplatesComing soon
Module 3 · Tools & Apps
6 lessons10Text Replacements and Clipboard UseComing soon
11WhisperFlowComing soon
12DocuHub for PDFsComing soon
13iLovePDFComing soon
14NotebookLMComing soon
15Fast Offers and DigiSign TemplatesComing soon
Module 4 · AI & Automation
8 lessons16ChatGPT in My WorkflowComing soon
17Claude, Claude Cowork and Skills ExplainedComing soon
18Lead Check Routine SkillComing soon
19Pre-Offer Workflow SkillComing soon
20Auto Follow-Up and Auto Texter SkillComing soon
21Expense Tracker SkillComing soon
22Tenant Priority Report SkillComing soon
23GTA Newsletter Builder SkillComing soon
Course 2
CRM Setup Using Follow Up Boss
A complete setup from an empty account to a working CRM and follow-up system.
Module 1 · CRM Foundation
5 lessons01Why Every Agent Needs a CRM8 min · 1 download
02Why I Use Follow Up BossComing soon
03Follow Up Boss Tour and ExplanationComing soon
04Importing Your ContactsComing soon
05Adding a Dummy Contact From Start to FinishComing soon
Module 2 · Tags & Stages
3 lessons06Creating TagsComing soon
07Creating StagesComing soon
08How Tags and Stages Work TogetherComing soon
Module 3 · Smart Lists & Deals
2 lessons09My Complete Smart List SetupComing soon
10The Follow Up Boss Deals Tab SetupComing soon
Module 4 · Email & Text Templates
2 lessons11My Email Templates: Walkthrough and ImportComing soon
12My Text Templates: Walkthrough and ImportComing soon
Module 5 · Action Plans & Automations
3 lessons13Action Plans: Walkthrough and SetupComing soon
14Automations: Walkthrough and SetupComing soon
15How Action Plans and Automations Work TogetherComing soon