The “Secret Sauce” Workflow: AI + CRM + Simple Automations

by Adam Gillespie

This is the part most agents screw up: they try random AI tools, get overwhelmed, and quit.

The win is systemization—AI plugged into a CRM so things run even when you’re busy showing homes.

Here’s the clean workflow:

  1. Lead comes in (website, Zillow, open house, referral, etc.)

  2. AI drafts the first response instantly (text/email)

  3. CRM tags the lead (buyer/seller/investor + timeframe)

  4. Automation starts a nurture track based on the tag

  5. AI generates follow-up content weekly so you don’t go dark

  6. You step in at the right time to book the call, show homes, negotiate, close

That’s the “AI + the agent working together” model.


5 AI Prompts Denver Agents Can Use Today (Copy/Paste)

Prompt 1 — Listing description that doesn’t sound cheesy

Paste this into ChatGPT:

“Write a listing description for a home in Denver, CO. Style: direct, modern, confident, not cheesy. Highlight these features: {{features}}. Ideal buyer: {{buyer type}}. Include a strong first sentence hook, and a clean call-to-action. Avoid fair housing violations and protected-class language.”


Prompt 2 — “Explain the numbers” CMA narrative

“Summarize this CMA like you’re explaining it to a smart client who isn’t in real estate. Use plain English. Include: pricing range, what would push it higher/lower, and the top 3 comps and why they matter. Keep it confident and calm.”


Prompt 3 — Objection handling (without getting defensive)

“Client objection: ‘I think prices are about to drop.’ Write 3 responses: one empathetic, one data-driven, one short and punchy. Keep it professional and direct.”


Prompt 4 — Negotiation prep (this is money)

“I’m negotiating on {{scenario}}. Create a negotiation plan: leverage points, concession strategy, risk flags, and 3 scripts for countering. Also suggest questions to uncover seller motivation.”

(Advanced agents: you can build personality-based negotiation prep too—done ethically and appropriately. )


Prompt 5 — Turn one idea into a week of content

“Turn this idea into: 1 blog outline, 1 Instagram carousel script, 1 LinkedIn post, 1 Facebook post, and a 60-second video script. Tone: confident, straight-shooting, Denver-local, no corporate fluff. Topic: {{topic}}.”


The “Don’t Get Sued” Section (Read This)

AI can help a ton, but don’t be reckless.

  • Fair housing: never generate language that implies preference for protected classes.

  • Privacy: don’t paste client financials, ID info, loan docs, or anything sensitive into random tools.

  • Accuracy: AI drafts. You verify.

AI is leverage. You’re still the pro.


A Simple 30-Day AI Rollout Plan (No Overwhelm)

Week 1: Fix speed-to-lead

  • Create 5 response templates

  • Add tags in your CRM

  • Build 1 automation that reminds you to follow up

Week 2: Build 2 nurture tracks

  • Buyer: 0–3 months

  • Seller: 0–3 months
    (education-based, not spammy)

Week 3: Content engine

  • One blog becomes 10 pieces of content

  • Schedule it weekly

Week 4: Polish + scale

  • Add appointment booking + pre-call questionnaire

  • Add post-close follow-up + review request automation


Final Word (and the call-to-action)

If you’re serious about winning in 2026, stop dabbling and start building a system. AI should buy your time back—then you use that time to talk to people, build trust, and close more deals. That’s the whole point.

If you want help wiring this up (AI + CRM + automations) so it actually works day-to-day, hit me up and I’ll point you in the right direction.

Adam Gillespie

"My job is to find and attract mastery-based agents to the office, protect the culture, and make sure everyone is happy! "

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