DYLAN'SDIGEST
Steal this

Take my prompts. Take my workflows. Take my CRM.

Everything I use to run a real estate business with AI, free. Use it, change it, put it on your own website. 6 pieces are live, and a new one drops every week in the Digest.

Your blueprint0 of 12 pieces
01The prompt pack02Seller net sheet03Deal timeline builder04The free CRM05Follow-up sequences06Listing launch kit07Locked08Locked09Locked10Locked11Locked12Locked

Every piece works on its own. Collect them and something bigger takes shape.

Piece 02 · For listing appointments

Seller net sheet

Answer "what will I walk away with?" live, in front of the seller. Then put it on your own website.

Estimated net to seller$160,375
Sale price$450,000
Mortgage payoff−$260,000
Listing commission−$12,375
Buyer side compensation−$11,250
Transfer tax−$900
Attorney or title−$900
Concessions and repairs−$3,000
Other−$1,200

An estimate for conversation, not a settlement statement. Your closing attorney or title company gives the final numbers.

Put this on your websitePaste this into any page builder's HTML or embed block. It stays free.
Piece 03 · For agents, assistants and TCs

Deal timeline builder

Type the contract and closing dates once. Get every deadline in order, ready to paste into your CRM, calendar or the client email.

Adjust the days to match your contract:

Your deal timeline
  1. Wed, Oct 28Earnest money dueBuyer
  2. Fri, Nov 6Inspections completeBuyer + agent
  3. Sun, Nov 8Repair request sentBuyer agent
  4. Tue, Nov 17Due diligence period endsBuyer
  5. Tue, Nov 17Appraisal receivedLender
  6. Tue, Nov 24Final loan approvalLender
  7. Thu, Nov 26Closing disclosure sent (3 business days before closing)Lender
  8. Mon, Nov 30Final walkthroughBuyer + agent
  9. Tue, Dec 1ClosingEveryone

Dates follow your contract's terms, so confirm them against the signed contract and with your closing attorney. Weekends and holidays aren't adjusted.

Put this on your websiteTCs: put it on your services page so agents see how you work.
Piece 04 · Free forever

The free CRM

When my office lost my client database, I rebuilt everything in a simple sheet like this one. Open it in Google Sheets, Excel or Airtable. Then ask Claude or ChatGPT, "Who haven't I talked to in 30 days?"

Download the CRM template

What each column is for

  • First name, Last nameSeparate columns so mail merge and personalization work.
  • HouseholdGroup couples and co-buyers so you don't message them twice.
  • StageLead, Active buyer, Active seller, Under contract, Closed, Past client, Sphere.
  • SourceWhere they came from (Zillow, referral, open house, website, group). This is how you learn what works.
  • Last contact, Next step, Next step dateThe three columns that prevent dropped balls. Sort by next step date every morning.
  • Price range, AreasFor buyers, so you can send listings in seconds.
  • Projected incomeExpected commission on active deals. Totals become your pipeline forecast.
  • Home anniversary, BirthdayYour past client program runs off these two columns.
  • NotesKids, pets, what they care about. The details people remember you for.
Piece 05 · Copy, personalize, send

Follow-up sequences

Fill in the {brackets} or paste a sequence into your AI assistant with the lead's details and ask it to personalize every step.

New online lead (first 72 hours)

  1. Minute 0–5 · Text

    Hi {first}, it's {you} with {brokerage}. Saw you were looking at {address}. Want to see it this week? I have {day} at {time} or {day2} at {time2}.

  2. Hour 2 · Email

    Subject: {address}, plus 3 similar homes Hi {first}, here are the details on {address} and three homes nearby with a similar layout and price. Anything here worth a look? {you}

  3. Day 1, evening · Call

    Quick call. If no answer, leave a 15-second voicemail with one specific detail about the home.

  4. Day 2 · Text

    {first}, one thing worth knowing about {neighborhood}: {one useful local fact}. Happy to answer anything, no pressure.

  5. Day 3 · Text

    Should I keep sending homes like {address}, or is the timing not right yet? Either answer is totally fine.

Cold lead revival (3+ months quiet)

  1. Day 0 · Text

    Hi {first}, {you} here. Homes like the ones you were looking at in {area} are selling for about {stat} right now. Still thinking about a move, or did plans change?

  2. Day 7 · Email

    Subject: What changed in {area} since we talked Three quick numbers for {area}: {stat1}, {stat2}, {stat3}. If you want a custom list, reply with a price range and I'll send it.

  3. Day 21 · Text

    Last check-in from me for now. If you ever want a quick value estimate or a list of homes, just text back. {you}

Past client, every month

  1. Month 1 · Text

    Happy home anniversary on {address}! It's worth about {estimate} today. Want the full value report?

  2. Month 2 · Email

    A seasonal home checklist for {season}, with my favorite local pros for each job.

  3. Month 3 · Text

    Saw {local event} is coming up on {date}. Thought of you two!

  4. Month 4 · Pop-by

    A small local gift (coffee, a farmers market find) with a handwritten note. No ask.

Piece 06 · Two weeks, start to live

Listing launch kit

The same launch every time, so nothing gets missed and every listing gets a full week of content. Pair it with the listing prompts in the Starter Kit.

  • Day -14Pricing conversation and signed listing agreement. Order the pre-listing inspection if you're doing one.
  • Day -12Book photos, video and floor plan. Send the seller prep checklist.
  • Day -10Draft remarks in your voice with the listing description prompt, then run the fair housing check.
  • Day -7Coming soon post, a teaser reel and an email to your sphere and the agents who sell your area most.
  • Day -3Photos are in. Build the carousel, the reel and the flyer from one prompt. Label anything virtually staged.
  • Day 0Go live on the MLS. Just-listed posts, a text to buyers who fit, and an email to your sphere.
  • Day 1–3First open house. Collect feedback and log every showing.
  • Day 7Seller update with the showing feedback prompt: activity, themes and one recommendation.
  • Day 14Second seller update. If showings are low, run the price adjustment prep prompt before the call.
Coming next

Six more pieces are on the way.

  • Buyer consultation kit: A plain-English script for buyer agreements and compensation, plus objection answers.
  • Listing presentation builder: Turn a CMA into a clean presentation and a pricing conversation plan.
  • Website answer bot: A safe, fair-housing-aware script for an AI assistant on your site.
  • Past client program: A 12-month touch calendar for anniversaries, birthdays and seasonal value.
  • Business dashboard: Pipeline, projected income and the weekly review, on one page.
  • Team operating manual: SOP builder, AI policy and hiring kit for your first assistant or TC.

Get each new piece the day it drops