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.
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runs observed
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community clones
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integrations used
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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.
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
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Slack
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Clone Solo Broker Pipeline Coach
Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your real estate workflow.
Plans start at €20/mo