Will agents return weekly?
If Today’s Money List is useful, agents should return before integrations exist. Three daily sessions plus one Relationship Review beats feature applause.
The pilot should validate behavior, not promises.
The strategic risk is launching another “AI for Realtors” offer without evidence that agents will actually use the rhythm. The beta packet turns the product into a measurable weekly operating experiment: does the agent complete the review, prepare better, and approve useful drafts without unsafe automation?
Does it reduce follow-up leakage?
The pilot tracks stale relationships surfaced, promises remembered, draft/prep artifacts approved for manual use, outcomes logged, and missed-moment proof attached to more than one relationship.
Can it stay compliance-safe?
The pilot uses approved inputs, fictional samples, manual copy/paste, and strict stop points before every external action.
5-agent pilot scope.
Keep the beta deliberately small. The paid thesis is not “connect everything.” It is a focused control room that works beside an agent’s current CRM, notes, phone, and calendar while producing reviewed local artifacts.
Onboard
Pick one lane, one contact source, one relationship review habit, and one approval policy.
Import manually
Use fictional samples or Tim-approved non-private/copy-paste notes only. No scraping, API sync, or private CRM/MLS import.
Review weekly
Run Today’s Money List, review-only Draft/Prep Desk, manual outcome logging, missed-moment proof capture, and Weekly Relationship Review.
Approve manually
Agent approves every fact, claim, recipient, copy/use decision, outcome note, vendor mention, publish/send decision outside the app, CRM update, and external action.
Report
Return a weekly review report: daily sessions, completed outcomes, approved-for-copy drafts/prep, blocked risks, missed-moment proof, proof breadth, confusion points, and upgrade requests.
Interactive pilot lab
Pick the beta participant type.
This selector is local-only. It collects no data and does not contact anyone. It previews how to scope the first week for different agent profiles.
Weekly review report model.
The report should be short enough for an agent to complete and specific enough for Tim to judge product traction. Track useful behavior, not vanity activity.
Review completed?Yes / no, and how many minutes it took.
Money List surfacedHot leads, stale sphere, past clients, appointments, promises, parked relationships due for review.
Drafts reviewedFollow-up drafts, appointment prep/recaps, value-touch drafts, and approval receipts — all review-only.
Human-approved actionsWhat the agent approved for manual copy/use, what was copied, what outcome was logged, and a clear note that the app sent nothing.
Blocked risksClaims, facts, vendor names, fair-housing-sensitive language, private data, CRM/MLS changes, or legal/compliance wording stopped for review.
Downloadable pilot packet.
The ZIP contains blank worksheets, policies, a weekly report, draft beta invitation copy, and one fictional filled sample. It is a local review artifact only.
Beta Pilot Packet
All worksheets and printable page.
Download ZIPPrintable pilot pack
Open in browser and print to PDF for review.
Open printableFictional pilot week
See a safe completed weekly report using no real client, CRM, MLS, or brokerage data.
Open sampleApproval gates
Human approval policy for sends, claims, systems, publishing, and recommendations.
Open policyHuman approval wall
The beta does not automate client-facing work.
- No outreach, posting, email/SMS sending, lead capture, checkout, paid ads, account creation, or public publishing.
- No CRM, MLS, brokerage, lender, vendor, calendar, ad, analytics, or transaction-system integration or writes.
- No scraping private contacts or using employer/private CRM/MLS/buyer data.
- No legal, tax, lending, pricing, disclosure, contract, agency, fair-housing, neighborhood, school, safety, or compliance-sensitive statements without human/professional review.
- No vendor/client recommendations, introductions, testimonials, screenshots, endorsement claims, or partner disclosures without human approval.
AI allowed actions
Local prep only.
AI may organize approved notes, summarize, draft, score, route, remind, create local review files, identify missing facts, and prepare sample reports. Humans decide whether anything becomes a contact, claim, recommendation, system update, public asset, paid ad, or live business action.
External actions blockedNext product move
The local beta review dashboard is ready.
Open the no-login dashboard to see five fictional agent cards, weekly report metrics, blocked-risk queue, and pass/fail thresholds for judging a paid pilot before recruiting anyone.