The pipeline you already earned
Every inquiry gets a fast first reply. Every follow-up goes out on time. Past clients hear from you before they hear from someone else.
Nov 12
Coming to the VIATEC AI Meetup? This is the setup I’ll be showing.
Done for you · The Desk-to-Done Method
Stop dropping balls.
I set up your first digital employee for you, one task at a time, using The Desk-to-Done Method. It catches every lead, keeps every follow-up moving and keeps your marketing going out, then waits for your OK before anything leaves your desk.
Where the money quietly leaves
A lead left waiting. A follow-up forgotten. A past client gone quiet.
Those aren’t productivity problems. They’re revenue slipping out of a busy REALTOR® desk, along with the marketing that never quite gets posted.
Visible without stealing evenings
Listing posts, market updates, open-house promos and past-client check-ins drafted for you, ready to approve and send.
The value is the setup
You don’t configure this. I do.
You answer a few questions about how you work. I set up, connect, configure and tune your digital employee. After that, your job is simple: review the drafts and say yes, or edit and send.
Jobs it can take on
Your first digital employee starts with work that protects and grows revenue.
You and I pick one or two of these for your desk. I build them. You approve what goes out.
Morning briefCalendar and inbox summarized so nothing revenue-critical is buried.
Instant lead repliesA professional first response drafted the moment a new inquiry lands.
Showing recap emailsFollow-up written while the showing is still fresh, ready for your OK.
Past-client follow-upsCheck-ins that keep referrals warm instead of going quiet for years.
Listing & social draftsListing posts, market updates and open-house promos waiting in your queue.
Transaction remindersKey dates surfaced before a ball gets dropped mid-deal.
Database reactivationOld contacts drafted a personal reason to hear from you again.
Ad spend checkPaid marketing prepared with the cost shown up front. Nothing is charged until you approve it.
Event & listing adminRepeatable listing and event chores handled as drafts, not last-minute scrambles.
See what it drafts
Two minutes of talking in the car. One recap email waiting for your OK.
After the last showing you leave a quick voice note. The buyer recap is drafted in your voice. Example below. Names and homes are invented.
What you said · 1:52
“Okay, Priya and Sam. Fairfield one, they loved the kitchen light, worried about the basement ceiling. I need to ask about the suite permit. Gordon Head, best commute, yard smaller than the photos. Oak Bay townhouse, strata minutes come tomorrow, watch the roof levy. Offers on Fairfield are Thursday.”
Draft · To: Priya and Sam
Subject
Today’s three homes: my notes while they’re fresh
Hi Priya and Sam,
Thanks for coming out today. Here are my notes on the three homes while they’re fresh.
The Fairfield character home: you both lit up in that kitchen. The basement ceiling is the open question, and I’m asking the listing agent about the suite permit.
The Gordon Head rancher: easiest commute of the three, though the yard was smaller than the photos suggested.
The Oak Bay townhouse: strata minutes arrive tomorrow. I’ll read them and flag anything on the roof levy.
One timing note: offers on the Fairfield home are due Thursday. If it’s pulling ahead, let me know tonight.
[Your name]
How I set it up for you
The Desk-to-Done Method.
From repetitive tasks to reliable digital employees. I take one task from your desk through five steps and do the setup work for you. You keep the final say on every outward move.
01
Spot
We find the repetitive tasks eating your week, like follow-ups, inbox, listing prep and scheduling, and pick the one that costs you the most time or money.
02
Map
I write down how you do it today, step by step, and what “done” looks like, so your digital employee works your way. My 22 years as a REALTOR® go into this step.
03
Build
I set up your digital employee to do that job in your voice, with your rules, connected to the email, calendar and tools you already use.
04
Check
It drafts, you approve. Nothing goes out without your OK until it has earned your trust. That’s what makes it reliable.
05
Done
It runs on its own, with monthly tune-ups. Then we go back to Spot for the next task.
How we work together
Start with a plan, or go straight to the build.
I’m an independent adviser, not a software seller. Every option starts with a free 20-minute fit call, and you’ll know exactly what it costs before you commit to anything. Rather start on your own? The free REALTOR® Desk sessions teach Spot and Map.
- 1. Start freeFree Workflow CheckFive minutes to see where work is slipping. The free REALTOR® Desk sessions run every Tuesday too.Free
- 2. Fit call20-minute fit callConfirm the problem and the right next step.Free
- 3. AssessmentDesk-to-Done AI AssessmentSteps 1 and 2: Spot and MapA written action plan you own, with the best first digital employee identified.$1,000 CAD plus GST
- 4. OptionalDigital Employee ImplementationSteps 3 to 5: Build, Check and DoneSet up, test and hand over the digital employee your plan recommends.Scoped and quoted separately
- 5. OptionalOngoing supportMonthly tune-ups and AI Concierge guidance, then back to Spot for the next task.Quoted separately
Already know exactly what you want? The assessment is not required. The fit call can lead straight to a predefined setup: Your First Digital Employee, or one of the predefined REALClarity Pro packages.
20-minute fit call
You and I confirm the problem and the right next step: the ball that’s dropping, or the marketing that never gets out, and whether a digital employee is the answer.
Desk-to-Done AI Assessment
Spot and Map, delivered as a consulting plan: a 45-minute discovery interview, behind-the-scenes analysis and workflow evaluation, three to five prioritized opportunities, a written action plan identifying the best first digital employee, and a findings call to review recommendations and next steps. It’s a plan you own, whether you hire us to implement it or not.
Digital Employee Implementation
Build, Check and Done: I set up, test and hand over your digital employee. If you already know the job you want automated, the assessment is not required: come straight here from the fit call. Prefer a ready-made option? The predefined REALClarity Pro packages are one way to deliver a digital employee.
Clear boundaries
You keep judgment. I handle the build.
What I build for you
- Lead capture and first-reply drafts
- Follow-up that doesn’t go quiet
- Listing, social and past-client marketing drafts
- Reminders and briefs that protect deals and relationships
What stays yours
- Approving anything that goes to a client
- Spend, publish and delete decisions
- MLS judgment and market advice
- The relationship, never replaced by a bot
Who you’re talking to
Built by someone who has sat at both desks.
Mark Shepard
After 22 years as a Victoria REALTOR®, I know what a Tuesday on your desk actually looks like.
Before real estate, I built computer networks for hospitals, municipalities and local businesses. Now I build digital employees for REALTOR®s, as an independent adviser with no software to sell you.
MindStudio Certified Agent Builder · Host of The REALTOR® Desk, Tuesdays at noon
Book a free 20-minute call.
We’ll name the revenue that’s slipping, or the marketing that never ships, and decide the right next step: the Desk-to-Done AI Assessment, or straight to a predefined digital employee setup. If neither fits, I’ll say so.