StackPilot Realtor Hub / Printable pilot pack

5-Agent Beta Pilot Packet

Use this packet to review a safe beta before recruiting anyone. AI may draft, organize, summarize, score, route, remind, and create local review files. Humans approve participants, data, facts, claims, sends, publishing, recommendations, CRM/MLS changes, paid ads, accounts, and every external action.

Pilot scope

Pilot type / dates

Participant limit: five agents max

Included modules

Excluded systems/actions

Onboarding checklist

Pick one agent lane
Choose approved/sample data source
Explain approval gates
Run first Today Board review
Save weekly report

Weekly review report

Review completed? Time spent?

Money List surfaced

Drafts/prep packets reviewed

Human-approved external actions, if any outside StackPilot

Blocked risks / confusion

First-week success

One setup session completed
One weekly review completed
Five relationship opportunities surfaced
Three drafts/prep packets useful enough to edit
No unauthorized external actions

Approved data policy

Use fictional samples, public/source-safe materials, and Tim-approved non-private/copy-paste notes only. Do not use private CRM, MLS, brokerage, buyer, seller, lender, employer, vendor, or transaction data without explicit approval and policy review.

Human approval policy

Humans approve every send, publish, contact, claim, recommendation, testimonial, vendor name, paid ad, lead capture, account setup, terms acceptance, CRM/MLS/system update, and legal/compliance-sensitive statement.