Solo Broker Pipeline Coach
A daily accountability agent for solo real estate brokers and agents. It reads active opportunities, follow-up tasks, scheduled appointments, and listing mandates from your CRM, then measures year-to-date closed production against your annual revenue target. When pace is behind, it auto-schedules prospecting blocks on your calendar to close the gap, deduplicates everything against the past 30 days of briefings, and delivers a single ranked email brief with the day's most important moves.
Agent snapshot
Built for real estate work, not a generic template.
2
template uses
5
catalog views
3
integrations used
2
labels matched
Sample input
Build an agent to solo Broker Pipeline Coach. Use Follow Up Boss, Google Workspace, and Slack. Focus on operations. Return a ready-to-review result after each run.
Sample output
Each morning pulls pipeline, follow-ups, and appointments from your CRM, compares production to your annual GCI target, books prospecting blocks for any shortfall, and emails you a ranked action brief.
Workflow brief
Where Solo Broker Pipeline Coach fits in a real estate automation system
Solo Broker Pipeline Coach is designed for a specific recurring job: a daily accountability agent for solo real estate brokers and agents. It reads active opportunities, follow-up tasks, scheduled appointments, and listing mandates from your CRM, then measures year-to-date closed production against your annual revenue target. When pace is behind, it auto-schedules prospecting blocks on your calendar to close the gap, deduplicates everything against the past 30 days of briefings, and delivers a single ranked email brief with the day's most important moves. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Follow Up Boss, Google Workspace, and Slack as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 7 concrete steps from the published agent data.
Authenticate to the chosen CRM and calendar accounts
Pull active pipeline, follow-up tasks, appointments, and listing mandates updated in the last 90 days
Compute YTD closed revenue, remaining gap to target, and required deals/week to hit goal
Score each open opportunity by stage age, last-touch recency, and probability
If projected shortfall exceeds the threshold, find free slots and schedule prospecting blocks
Diff today's items against the past 30 days of briefings stored in the Agent Database
Integrations used
Solo Broker Pipeline Coach connects Follow Up Boss, Google Workspace, and Slack.
Follow Up Boss
Connected in this agent
Google Workspace
Connected in this agent
Slack
Connected in this agent
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Plans start at €20/mo