


Step by Step Guide on How to Use The Real Estate Prospecting Assistant
It takes less than 10 minutes to set up your system — and it works for you every week.

Access ChatGPT &
Add The Real Estate prospecting Assistant
Open chat.openai.com and sign in or create a free account.
You can use the free version, but GPT-4 (Plus) provides faster and higher-quality performance.
Click the link or scan the QR code to open the Real Estate Prospecting Assistant.

Log Individual Prospects
Add a single contact by entering their details directly in the chat.
Your Assistant automatically organizes the entry, sets reminders, and creates follow-up actions.

Upload Multiple Contacts
Save time by uploading your entire lead list from Excel or CSV.
Upload the file using the paperclip icon inside ChatGPT, and your Assistant will review, confirm, and schedule follow-up reminders for each contact automatically.
(Download the CSV template for best results.)

Save and Import your calendar reminders
Ask your Assistant to generate a calendar reminder that you can import into your own calendar application
(Google Calendar, Outlook calendar, etc).

Follow Your Weekly Routine
Stay consistent by checking in a few minutes each week:
Monday: Review your call sheet
Midweek: Upload new contacts or make updates
Friday: Review and reschedule any missed follow-ups
Consistency = credibility + closings.
📥 Click below to download your resources:
(These are also included in your confirmation email.)
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