# How to Start an AI Automation Agency in 2026 (Step by Step)

Channel: Mikey No Code
Video: https://www.youtube.com/watch?v=i4z0kCcByY8
Duration: 52 min
Language: English
Words: 8356
Transcript page: https://viewrankai.com/tools/youtube-transcript/i4z0kCcByY8

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[0:00] If you want to start an AI automation agency 2026, well, stop what everyone else online is doing. Because here's the thing, most people trying to break into this are doing it completely wrong. And that's exactly why they never land a client. And you've probably watched those how to build an AI agency videos, right? That throw a bunch of tools at you. They walk you through some flashy chatbot demo and then they leave you hanging with zero ideas how to actually turn that into a paying deal. And that's because most tutorials focus on the wrong thing entirely. They show you AI but not business. And that's exactly why

[0:37] so many people build cool looking bots that nobody buys. But here's what I've learned after actually landing and running these deals with real businesses. This is way simpler than people make it look. You don't need to be an AI engineer. You don't need months of prompting practice, and you definitely do not need 10 different tools stacked on top of each other. Now, what you do need is one expensive, repetitive problem inside a business and

[1:06] a system that fixes it automatically. And that's the entire model because a broker doesn't care about AI. They care about faster lead response, fewer missed opportunities, and the monthly report that proves it's working. So, in this video, we're doing this for real. We're using real estate as the example. And we're building three agents that cover the entire lead workflow, instant follow-up, inquiry, triage, and weekly performance reporting. And then we go further than the build. will turn those agents into an actual offer. What to charge up front, what goes in the retainer, and how to close your first client without sounding like every other person pitching another AI automation

[1:51] thing right now. So that by the end of this, you'll have the exact road map from zero to your first deal and how to turn that one deployment into leverage for your second, your third, and higher paying clients after that. Now, if you do want to master AI tools and you do want to learn how to build profitable SAS apps and websites and AI agents and mobile apps, of course, with AI, then I've created a complete master class that shows you exactly how to do all of this step by step. Now, my master class normally costs $499 to join, but since you are watching this video, thank you

[2:24] so much for your time. You can join completely free. Just check out that link in the description to get free access to my master class and you too can start building your own AI powered business today. All right, let's get into this. A lot of beginners start by saying how they can automate anything for anyone. And on paper, that sounds flexible. In practice, it usually makes the offer harder to understand. [music] A real estate broker, a dentist, a store owner does not want to hear a broad explanation about AI. They want to know whether you understand the problems that they deal with every day and whether you

[3:00] can fix at least one of them. And that is why choosing a niche matters so much. Because positioning yourself as the AI person for every type of business, well, that forces you to create a different offer for every prospect. You cannot reuse the same templates. your outreach starts sounding very generic and then every new client just requires you to

[3:21] learn a completely different workflow. Now, most business owners are not interested in AI as a concept. They care about missed leads and slow follow-ups, overloaded staff, and other problems that are already costing them money. So, focusing on one industry makes your outreach sound far more credible. So, imagine contacting a real estate broker and talking about speed to lead, MLS listings, pre-approval status, pocket listings, or commissions lost because someone followed up too late. Now, those details show that you actually

[3:56] understand how their business operates. Experienced buyers can usually tell within seconds whether you know their industry or not and are simply just sending the same automation pitch to everyone else. Several niches work especially well for this kind of agency model and real estate is one of the strongest ones because each transaction can be worth thousands of dollars in commissions. A single closed deal may cover an entire year of agency fees and the main problems are easy to identify [music] slow lead response and poor inquiry qualification. Now e-commerce is another strong option here because the results are easy to measure. Agents can say recover abandoned cards, recommend

[4:40] products, answer common questions, and reduce the number of support tickets handled all manually. Healthcare and dental practices also have major opportunities here for automation. It's because these businesses often deal with appointment scheduling, patient intake, reminders, and follow-ups every day. Also, their customers have a very high lifetime value, which just makes larger monthly retainers easier to justify. Legal firms spend a huge amount of time reviewing documents, evaluating new inquiries, and updating clients. [music] Automating parts of intake, document processing, and routine communication

[5:23] can also save valuable billable hours. financial services can [music] support some of the highest retainers possible because their transactions are so large and fewer agencies specialize in the space. Now, the trade-off is that sales cycles are also usually longer and compliance requirements are much stricter. [music] So, the best niche is not always the one getting the most attention online. It's usually the one

[5:49] that you Yeah, you already understand. Familiarity with the language, the tools, and the daily workflows just makes it much easier to build something actually useful. So, knowing how a real estate agent handles incoming calls or how a broker records leads inside a CRM, all that helps you design agents that fit naturally into their current process without forcing the team to relearn how they work. So, for the rest of this video, we are going to focus on real estate. The return on investment is easy to explain here because delayed follow-up can directly lead to a loss commission. Real estate teams also rely on tools that connect naturally to base

[6:29] 44 super agents including Gmail, Google calendar, CRM platforms, and shared [music] spreadsheets. So all of that makes the agents just easier to build, to test out, and then deploy while giving us a clear example to carry through the rest of the system here. Anyone who has ever sent a property inquiry knows how quickly interest can fade. You message an agent about a home, for example, you hear nothing for hours and then eventually just move on to someone else who replies faster. For the brokerage, that delay can mean losing a serious buyer before anyone even realizes the lead came in. And that is exactly what our first demo agent is

[7:11] designed to prevent because we are going to build a real estate follow-up system inside Base 44 Super Agents that watches out for new inquiries, pulls out the important details, and then sends a personalized response within minutes. So, let's start by opening up your browser and going to base 44 here. Click agents from the left sidebar. Then select create a new super agent in the middle of the workspace here. Now, before we give the agent its main job, let's go ahead and set up the models it will use. [music] Click customize, open up the general tab, and then look for AI models. Now, set both the chat model and

[7:48] the automated tasks model to Opus 4.8. Now, leaving these options on automatic can lead to inconsistent results because the platform may use different models depending on the task. So, locking both areas to Opus 4.8 aid gives the agent stronger reasoning, better context retention, and more reliable performance when it runs follow-ups in the background. Now, once that is set, let's

[8:14] click plugins and then look for Gmail. Select connect. Complete the Google authorization as we're probably used to by now and then allow the agent to read and send emails. After Gmail is connected, let's return to our main workspace by clicking chat. Now, we can give the agent its core [music] prompt here. And this first prop explains its role, where incoming leads may come from, which details it needs to collect, and what kind of email it should [music] send. Now, the agent will monitor the connected Gmail inbox for new property inquiries coming from, say, Zillow, website, contact forms, or lead web hooks. And when a message does arrive,

[8:53] it should pull the lead's name, their email address, their preferred property type, and their budget. It then needs to write a warm professional response that mentions the property that they were interested in and offers either a phone consultation or a private showing. Now, the exact prompt is displayed right here on your screen. So, you can pause and then just copy it into your own super agent. All right. So, once that's entered in, click the arrow icon to run it. Now, Base 44 may ask a few follow-up

[9:24] questions before completing the setup. And these usually cover things like say the business name, communication style, or how you want the emails handled. So answer them based on the broke the agent can now respond to a new lead. But one email is rarely enough. People get distracted. They miss messages or simply decide to reply later. Now, we need a second prompt that tells the agent what to do when someone goes quiet. [music] So, let's stay in the same chat here and then add a follow-up rule. Now, the prompt should tell the agent to wait 48 hours after the first email. And if the lead has not replied, it should then

[10:01] send another message using a fresh angle, such as, say, offering a list of pocket listings or a local market price report. And if there is still no response after 96 hours, then the agent should send one final check-in asking whether the person's moving timeline has changed. The follow-up sequence here also needs to stop the moment the prospect replies and the human agent

[10:27] should then be notified immediately. [music] So, click the arrow icon again to save that logic. Now, this gives quiet leads several chances to reconnect without repeating the same message or continuing to email someone after they've already responded. So, now comes the part that you should never skip. testing the workflow before connecting it to real client leads. So, let's return to the prompt field here and run a simulation using a sample inquiry from

[10:56] Sarah Jenkins at sarah.jitsample.com. Now, in the test, Sarah is looking for a three-bedroom home in Oakidge Estate and has a budget of say $650,000. Now, we also asked the agent to show how it extracts her information, drafts the first response and explain when the 48 hour and the 96-hour follow-ups would happen. Now, the complete testing prompt is here again on your screen if you want to use the same scenario. So, let's click the arrow icon and review the output carefully. And the agent should identify Sarah's name, her email, their preferred location, property type, and their budget. and then it should draft a personalized reply mentioning Oakidge

[11:36] Estate and then confirm the two follow-up checkpoints. So, running this mock lead gives us a chance to catch any awkward wording, missing information, or timing problems before the automation touches a live inbox. It's also much easier to fix the workflow here than, say, after a real prospect receives a wrong message. This is also the strongest demo to show first during a sales conversation because here the value is immediately clear. Imagine a property inquiry arriving at 11 at night and then receiving a personalized response by well 11:01. Compare that to the same lead sitting unanswered until the next morning. And in this case, a broker doesn't need a long explanation

[12:21] about AI to understand why that matters. One delayed response could cost them a commission worth thousands of dollars. So, this agent solves a problem that already has a direct financial cost. But here's the thing, and as you've seen, Base 44 is incredibly powerful, but still most people don't know how to use it [music] properly because they end up building, say, basic apps that don't make any money or websites that just can't even convert. And that's exactly why I created my complete base 44 master class. Inside of my course, I'm going to show you step by step how to build profitable SAS businesses, high-converting websites, and mobile

[12:58] apps, all using AI with zero coding required. You're going to learn how to build AI agents that solve real problems and actually generate recurring revenue. the exact prompts and strategies that I use to create professional websites in minutes along with how to clone successful apps and then add your own profitable twist and my proven system for turning base 44 projects into actual income streams. Now, this is not just theory. I'm going to walk you through real builds. I'm going to show you my exact process. And of course, I'm going to give you the templates and the frameworks that have helped my students launch their own successful AI powered

[13:36] businesses. And again, this master class normally costs $499 to join, but only for the people that are taking the time to watch this video. And again, thank you so much. You can join completely free. So, if you are serious about building something profitable with AI this year, 2026, you got to click that link in the description to join my base 44 master class because [music] I'm telling you here, your future self will thank you for taking action today instead of just watching another tutorial after this one. But for now, let's get back to the build. Because once leads start coming in, well, then the next challenge is figuring out which

[14:09] ones actually deserve your attention first. And the first agent makes sure that new leads receive a fast response. The next question is, what happens after those inquiries just start piling up? A broker could receive messages from someone ready to view a property this Friday, someone who has not spoken to a lender yet, and someone casually asking about the market. Now, treating all three as equally urgent only creates more work for the team. Our second super agent acts as a filter. It reads each inquiry. It looks for signs of genuine buying intent. It assigns an urgency score and then routes the message based

[14:48] on how quickly it needs attention. Serious prospects reach the agent immediately while early stage inquiries are saved and organized for later review. So, let's head back to base 44. Open up agents from the left sidebar again and create another super agent. Let's click customize. Open up general and then check the AI model section. Let's set both the chat model and the

[15:10] automated tasks model to Opus 4.8 again. Now using the same model across both areas just keeps the agent consistent when it analyzes say longer messages, compares several details, and makes routing decisions in the background. Opus 4.8 Eight is particularly useful here because the agent needs to understand context rather than simply look for like one keyword. Next up, open plugins and then connect Gmail so that the agent can read incoming property inquiries. Connect Google Sheets as well. Then complete the Google authorization process. So the spreadsheet will be used to store leads

[15:50] that do not require immediate attention. And then once both of those tools are connected, let's return to the chat screen. And the first prompt sets up the scoring system the agent will follow. And we're going to tell it to review every incoming inquiry and then assign an urgency score from say 1 to 10. And that score is based on three things. How specific the person is about the property, whether they appear financially prepared, and how soon they plan to move. So for example here someone who mentions an exact address as they are already preapproved and wants to relocate next month should score much higher than say someone asking a broad

[16:29] question about the market. Leads scoring 8 to 10 are marked high priority 5 to 7 are medium priority and 1 to four are low priority. The exact prompt again is displayed here on your screen. So pause it if you want to copy the full scoring criteria. Okay. Okay, so after adding that, click the arrow icon to run the setup and clear rules here matter because, well, they prevent the agent from making vague or inconsistent judgments. It now has a defined way to separate serious buyers from people who may still be at the beginning of their search. Scoring each inquiry is only the first half of the workflow, though. The

[17:06] next prompt we have here tells the super agent what to do after it assigns that score. So stay in that same chat and then add the routing logic. High priority leads generate an immediate alert containing the prospect's contact details, assigned score, and a short explanation of why the inquiry was considered urgent. Medium and low priority inquiries should be logged in the connected Google sheet. And then each entry should include the prospect's details, the time the message arrived, the score, and a short summary. So those leads can then be reviewed together in say a daily digest rather than interrupting the real estate agent throughout the whole day. Click the

[17:49] arrow icon again to save the routing setup and this keeps urgent buyers visible while organizing more casual inquiries quietly in the background. So now let's see whether the agent can recognize the difference between two very different prospects. [music] So, the first sample inquiry here comes from, say, someone asking about 104 Maple Street, and they're already pre-approved for $500,000 through, say, Chase, and they plan to relocate next month and want to view the home on Friday afternoon. And then the second inquiry simply just complements the photos and asks how the real estate market is doing in general. And in the testing prompt here, we're asking the agent to score both messages to explain

[18:36] its reasoning and then show where each one would be routed. [music] So, let's run the test and review the results in the main workspace. The first inquiry should receive a high priority score because it does include a specific property, confirms financial readiness, a clear timeline, and a request to schedule a showing. And that should trigger an immediate alert. The second message contains no specific property budget or financial information or even a moving timeline. It should receive a low priority score and then be added to

[19:08] the Google Sheets log for later review. So testing two opposite examples here makes it easier to see whether the scoring rules are indeed working properly. If both messages receive similar scores, then the criteria need to be adjusted before the system is used with live leads. And this demo also pairs naturally with the first agent during a sales call. The lead follow-up agent proves that every inquiry can receive a fast response. The triage agent shows that the broker does not need to stop what they're doing every

[19:41] single time a casual question arrives. Now together they create a much clearer lead process. valuable prospects are answered and surfaced quickly while lower intent messages they remain organized without taking over the team's working day. Now, a system can be working perfectly fine and then still be difficult to sell if the client cannot see what it's doing. Brokers want to know how many leads came in, how quickly the team responded, and whether those conversations actually turn into actual showings. Because if someone still has to gather those numbers manually every week, part of the automation opportunity is just being wasted. [music] So the third super agent here handles that

[20:25] reporting automatically. It pulls the main performance metrics into one summary, delivers the report on a fixed schedule, and gives the owner a clear view of how the lead system is performing over time. So now let's return to base 44. Open up agents from the left sidebar and create a new super agent. Click customize. Go to general

[20:46] and then open up the AI model section. Make sure both the chat model and the automated task model are all still set to Opus 4.8. Now, keeping both fields locked to the same model helps the agent just stay more consistent while reviewing a full week of activity, comparing several metrics, and then turning that information into a clear management report. Opus 4.8 is useful here because the workflow requires reliable background execution, long context handling, and accurate multi-step analysis. So, next, open up plugins and connect Gmail and Google Sheets. Gmail gives the agent access to the lead activity it needs to review while Google Sheets provides a central

[21:30] place to read tracking data and save completed reports. And then once both accounts are then connected, let's return to the chat. Now the first prompt here defines the numbers the agent needs to collect and how the final report should be written. and we're going to ask it to act as a real estate operations analyst and review the week's lead activity. Now, the report should include the total number of inbound leads, the percentage classified as high priority, the average speed to lead response time, and the conversion rate from inquiries to scheduled showings. It should then turn those figures into a concise executive summary with clear totals that a broker can understand

[22:15] quickly. And so the exact prop is shown right here on your screen if you want to pause it and use the same setup because after entering it, let's click the arrow icon to [music] run it. Giving the agent a fixed set of metrics keeps the report focused. It does not need to dump every piece of activity into one document. The owner gets the numbers that actually show whether the lead process [music] is improving. And of course, creating the report manually through the chat every week would defeat the whole purpose. The next prompt then turns it into a recurring background [music] task. So, let's stay inside the prompt field here

[22:53] and tell the agent to run the workflow automatically every Sunday at 8 in the evening. And at that time, it should review the weekly Gmail activity, prepare the executive summary, deliver it inside of B 44, and then log copy in the connected Google sheet. So, click the arrow icon once more to save the schedule, and the report can now run each Sunday evening without anyone anyone on the team collecting the data or remembering to trigger it. Now, to confirm that the recurring task was created properly, let's click

[23:26] automations from the left sidebar here. Look for a task named weekly lead executive report and make sure it is active and scheduled for every Sunday at 8:00 p.m. So, our schedule is ready, but we still need to confirm that the report itself actually comes out correctly. So, let's return to chat and then run a manual simulation using a sample week of activity. Now, for this test, we're going to give the agent 42 total leads, 12 high priority leads, 28 medium or low priority leads, and two unqualified for spam inquiries. The average response time is 90 seconds, and a property showings were scheduled. Now, the testing prompt here asked the super

[24:09] agent to generate the full executive summary from those numbers and then save the report to the connected Google sheet as well. So let's click the arrow icon and review the results in the workspace. So the finished report here should organize the figures clearly, highlight the 90-second response time, and show the relationship between total inquiries and scheduled showings without unnecessary detail or clutter. Now, running a sample week first gives us a chance to fix the structure before the

[24:41] report reaches a real brokerage owner. So, this third demo then plays a different role in the sales pitch because the first two agents improve the daily lead workflow by responding quickly and sorting out inquiries. The reporting agent shows the client what those systems are accomplishing every week. And that visibility is also important for the monthly retainer because the owner continues receiving a

[25:06] clear reminder of the leads process. It's time saved and showings generated, which then makes the ongoing value of the system just much easier to see. Building the agents is only really half of the work because at some point a client is going to ask what the system costs, what they are actually getting, and what happens after everything goes live. And if the offer is vague, then the project can quickly turn into endless custom requests, unclear expectations, and pricing that does not match the value of the work. [music] So, the cleanest structure for this agency model is an upfront setup fee followed by a monthly retainer. Now, hourly

[25:45] billing does not fit this type of service because it ties your income to how long the work takes. So, the faster and more efficient you become, then the less you would earn. It also makes the service sound like basic technical support rather than a business system that improves how the client handles their leads. The setup fee covers everything required to get the agents ready for the client and that includes learning their current workflow, customizing the prompts, connecting of course Gmail, Google Sheets or their CM and also testing the full system before launch. The monthly retainer covers the work that happens after deployment because connections can expire, models

[26:28] can change, and the client may adjust the way their team handles leads. For example, the retainer pays for system monitoring, prop updates, performance checks, connection fixes, and smaller additions such as updating email templates, or creating new lead tags. And so for your first few clients, a realistic set of fee sits somewhere between $1,000 and $3,000. And that keeps the offer accessible enough while you are still building your portfolio and gives you the opportunity to collect a strong case study. And once you do have real performance data, client testimonials, and proof that the system works, then the setup fee can move towards the $3,500 to say $5,000 or more mark. And for real

[27:14] estate teams, the monthly retainer will usually fall between, say, $500 and $1,500 per office or team. Now, the amount depends on how many agents are running, how much monitoring is required, and how many systems are connected. You also need to keep the first version of the offer very focused here. It may be tempting to promise say 10 different automations because you want the package to you know sound impressive but that usually just creates delays, scope creep and more things that can break. Starting with say two or three clear agents makes the delivery easier to manage and gives the client a result that they can actually understand. [music]

[27:56] So for this package we are using the three super agents that we just built out. the lead follow-up agent, the inquiry triage agent, and the weekly reporting [music] agent. And together, they cover the most important part of this lead workflow without making the project unnecessarily complicated. So, now let's go ahead and turn that into an actual one-page offer. And you can call it the real estate growth suite and prepare it for the brokerage or the

[28:24] property group that you are contacting. So here at the top include the client's business name and your agency name so that the document feels very specific to them rather than say copied from a generic template. [music] The overview should explain that the real estate growth suite here gives the brokerage three digital workers that manage lead response inquiry qualification and weekly performance reporting. The first

[28:50] agent is the speedtole follow-up agent. connects to incoming lead sources such as say Zillow, the brokerage's website or web hooks and also then sends a personalized response within 120 seconds of submission. Now the second is the property inquiry triage agent. It reviews those incoming messages. It scores each prospect based on say financial readiness and timeline and then it sends urgent buyers directly to the team and logs lower intent inquiries into a daily summary. And then the third is the weekly executive reporting agent. It compiles lead totals, response performance and showing conversions into a clear report delivered to brokerage management every single Sunday evening. So, for the

[29:39] commercial terms here, the one-time setup and integration fee is $2,500. And that includes the account connections, the prompt customization based on the client's brand voice, [music] CRM or Google Workspace mapping, and full endto-end testing before the launch. And the ongoing operations retainer is $750 per month. And that covers monitoring, prompt optimization, model updates, API maintenance, and continued [music] technical support. And the final part of the offer here is the timeline. Now, the full system will be ready within 7 to 10 business days after the agreement is signed and the client provides access to the required accounts. Now, notice here how simple the offer is. It does not overwhelm the

[30:26] client with a bunch of technical jargon or a long menu of optional features. They can see what the system does, how much it costs, what the monthly support covers, and when it will be ready. And that makes the decision just so much more easier, and gives you a clear scope to deliver against. Finding clients is usually the part that makes beginners hesitate. Building a demo feels controlled because you can test and improve it on your own. And then outreach is different because you have to put the offer in front of real business owners and give them a reason to care. But the good news here is that

[31:03] you don't need a large ad budget or say a complicated funnel to land your first few clients. For an early stage agency, direct outreach is usually the better route. Paid advertising can get expensive quickly, especially when the offer is still being tested. [music] LinkedIn direct email and targeted cold outreach let you speak directly to managing brokers, agency owners, and other decision makers without really having to spend much money upfront. It also gives you faster feedback [music] because if people ignore the message, well then you can adjust the offer. If several prospects mention the same problem, well, you can go ahead and lean into that. And that is much harder to

[31:44] learn from say paid ads when you are still figuring out what buyers actually respond to. The message itself needs to be specific. So avoid opening with something too broad like we build custom AI solutions. No, that could be sent to almost any business which gives the prospect really no reason to believe that you understand real estate. A

[32:05] stronger message follows a simple flow. Start by naming a problem that they likely recognize. You might say, you know, most real estate teams lose warm leads because follow-up just takes longer than 30 minutes during busy showing [music] days. And then after that, explain the exact system that you built to solve it. So, for example, we built an automated system that responds to new inquiries within 90 seconds and pre-qualifies their budget. And then from there, connect the automation to a measurable result [music] because then you could add this helps maintain consistent speed to lead and saves active agents more than 10 hours of administrative work each week. So that

[32:46] kind of messaging here works because it moves from a familiar problem to a clear solution and then shows why the prospect should care. There is no long explanation of the technology behind it. The business value is already obvious. You also should not ask someone to commit to a $2,500 setup fee in the first cold message. Don't forget about that because that is just too large of an ask of a decision for someone who's never even spoken to you before. So, a much easier entry point is really a free 15-minute lead flow and operations audit. And then during that call, you can review how the brokerage currently

[33:25] handles new inquiries, how long follow-up usually takes, and where potential buyers may be sort of, you know, slipping through the cracks, the process. And once the prospect sees the gaps in their current system, you presenting the three agent package then feels like a natural next step rather than a sudden sales pitch. So the strongest asset that you can bring into this outreach is a short recorded walkthrough of the demo agent. So you can record a two or three minute video using say Loom or a similar tool and then show the system, show it off working in real time. Let the prospect see a sample lead arrive, receive a fast

[34:02] reply, get scored by the triage agent, and then appear in the reporting workflow. A live demonstration really does just better communicating more than a long email ever could. and the business owner can actually see with their own eyes the workflow in action and understanding how it would fit into their own team. You can even include the video in the outreach message and then use the same recording during the audit call. So, keep the video brief and very focused on the result. The prospect does not need a tour of every base 44 setting. Just show the incoming lead, the automated response, the routing decision, and the final report. Now

[34:40] those are the moments that make the system easy to understand. There are also a few things that can weaken the outreach right away. So avoid terms like LLM orchestration, vector databases, model latency. Those are those are the details that may matter during the build, but they do not help you at all. Help a broker understand why the offer is valuable. Generic messages sent to broad inboxes such as info at addresses are also easy to ignore. So whenever possible, contact the owner, the managing broker or the operations lead directly and refer to a problem that makes sense for their specific business [music] because every part of the

[35:19] outreach should return to measurable outcomes. Talk about responding to leads faster, reducing manual work, removing repetitive data entry, booking more showings of course, and [music] improving conversion rates. So those are the results a business owner can connect to revenue and that is what turns a cold message into a real sales conversation. Now the first serious sales call can yeah feel a little awkward because there is a temptation to explain everything at once. I've been there before. But you

[35:51] want to prove the agents are capable. You want to show every feature and you really want to convince the prospect [music] before they lose interest. And that usually creates the opposite result. Though the strongest calls are those built around understanding how the client already works before presenting anything. So start the discovery call by

[36:10] asking about their current lead process. A useful question is something like, "Walk me through what happens the exact minute a lead comes in from Zillow or from your website at say 8 p.m." And then go deeper into how much time the team loses handling inquiries manually. You can ask so how many hours per week do your team members spend sorting through say unqualified inquiries and then you should also find out how management measures those performances by asking how are you currently tracking your weekly follow-up performance across your team and then those questions really make the conversation specific to that brokerage. They also give the client space to describe the delays,

[36:54] maybe some missed handoffs and that repetitive work already happening inside of their business. So once those problems come from their own answers, the value of the system that you're offering just becomes much easier to explain. So after you do understand this workflow, present those three super agents as one complete starting package. Avoid giving the prospect a long menu of possible automations and asking them to choose. Don't do that. That often just leads to extra discussions, unclear requests, and a project that just keeps growing before it's even started. So, the simplest approach is usually best, and that's to present the real estate growth package as one system. It

[37:36] includes the lead follow-up agent, the inquiry triage agent, and the weekly reporting agent. Because together, they respond to new inquiries, organized buyer intent, and give management a clear view of weekly performance. [music] The client then can understand the full result without having to design the package themselves. [music] And once they do agree to move forward, you can document the scope before doing any client specific work. So do not start changing prompts, connecting production accounts, or configuring custom workflows based on a verbal agreement alone. Don't do that. The contract should clearly name the tools being connected such as say the client specific email, the Google Sheets, CRM,

[38:20] and base 44. Of course, it should also set a firm scope including a maximum of three active agents for the initial deployment. And finally, the payment terms need to be clear, such as requiring the full setup fee before the account configuration begins. So this protects both sides. The client knows what they are paying for and when the system will be delivered while you have a clear boundary when new requests come up later. Now, it may be tempting to charge almost nothing for the first deal simply to get someone to say yes, and I get that. But avoid offering the entire setup for a hundred bucks or working for

[38:59] free out of desperation [music] because pricing that low makes the service look just less valuable and often attracts clients who expect unlimited revisions well because they never treated the project like a serious investment in the first place. A reasonable minimum for the first setup is around $1,000 to $1,500. And that still gives the client an accessible entry point while leaving

[39:24] enough room to handle the work properly. It also positions the system as a professional business service rather than say a small experiment. Once the agreement is signed and the setup fee is paid, then we can move directly into a standardized 48 hour onboarding process. Send the client a secure credentials collection link so that they can authorize access to their Gmail, Google Workspace, and any CRM tools required for the build. Avoid asking them to send

[39:54] passwords through regular email or chat. OOTH Access keeps the connection process safer and just easier to manage. Next, open up your base 44 workspace and then clone those three demo super agents rather than rebuilding them from the beginning all over again. Update the system prompts with the client's company name, the service area, business hours, preferred tone, and any specific lead handling rules discussed during the call. Then after that, replace the demo connections with the client's own live

[40:28] accounts. [music] Lead data should also now flow into their Gmail, Google Sheets, and CRM rather than our test environment. So before launching, run full endtoend validation tests. Submit sample leads. Check that the follow-up emails arrive correctly. Confirm that triage scores are indeed reasonable and make sure the weekly report logs data in the right place. Let's review the results of course with the client, fix anything that does not match their workflow and only then move the agents into live production. And that is the point where the demos become a real operating system for the brokerage. Now the build may look similar to what you already created, but the prompts, the accounts,

[41:12] the routing rules, and the brand voice now belong to that client's actual business. All right. So, landing that first client, that's exciting. But the bigger opportunity starts after the system has been running long enough to produce real results. And at that point, you're no longer selling a demo or asking someone to trust a new idea. Uh-uh. You have proof now that the workflow works inside an actual brokerage. So, let the system run for about 30 days and then turn the results into a short case study using real numbers and you might show that the lead response time dropped from 4 hours to 85 seconds. The team saved 18 hours of

[41:52] manual intake sorting each week and three additional property showings were booked during the first month from leads that previously might have gone unanswered. [music] So those numbers become far more useful than a long explanation of what the agents can do. [music] Future prospects can see the problem, the improvement, and the business impact in just a few seconds. Cold outreach then becomes easier as well because you are now presenting verified results rather than an untested promise. And the second and the third clients in the same niche should also be easier to close now because you already understand the real estate workflow. the common objections that they might have

[42:34] and the language that brokers use. [music] More importantly, you now have a working case study that proves the system has indeed produced measurable results. And then that gives you room to raise a setup fee. A first client may have paid around $1,500 while you were building proof, but later on in later deployments, well, those can now move towards the $3,500 mark or more. The sales cycle may also shrink from several weeks to only a few days now because the prospect has less uncertainty. Delivery becomes faster too because the three super agents are now reusable assets assets. There's no reason to rebuild the follow-up, the triage, and the reporting workflows from

[43:18] the beginning for every single brokerage. So for the next client, again, just duplicate the production tested templates inside of B 44. adjust the prompts for the new company's name and communication style. Of course, replace the account authorizations and run the validation tests again. So now, a deployment that originally took say several days can eventually realistically be completed in only a few hours. Now, this is where the agency begins to gain real margins. revenue increases but the amount of work required for each new client does not increase at the same rate because well

[43:54] the core system has already been built. [music] Now it can be tempting to move into another niche as soon as the first real estate client is live especially when you see opportunities in say e-commerce or healthcare right but expanding too early usually creates more work than actual growth. So stay focused on real estate until the sales process, the templates, the onboarding and the maintenance routines are fully documented and also repeatable. A practical target is say I'd give it five to 10 active retainer clients in one niche before expanding because at that stage the original offer should be running smoothly enough that a new client can be onboarded without

[44:35] rebuilding the entire process or solving the same problems again. And then as the number of your retainers grows, your own role will also need to change. Once monthly recurring revenue reaches, say roughly $5,000 to $10,000, well, spending most of your time fixing connections and adjusting prompts is no longer the best use of your time. Your focus now should move towards sales, partnerships, client strategy, and improving the overall offer. And that is usually the right time to bring in a junior technical operator or a workflow specialist because then they can handle routine API maintenance, prompt updates,

[45:16] account connections, and system checks. Well, you can now continue growing your agency. Now, before hiring anyone, document the workflow clearly enough that another person can follow it without guessing. The first procedure should cover environment cloning. The operator needs to know how to duplicate the production tested real estate templates inside of B 44. Apply a consistent client naming system and create a separate environment for each brokerage. [music] And then the next part should also explain credential setup and verification. They should disconnect the agency's test accounts, access the approved credential system, and then connect the client's production Gmail, Google Workspace, and CRM accounts through OOTH. So, every connection

[46:05] should be checked before any live data starts moving through the agents. System prompt customization also needs a clear process here. The operator should open the agents memory or general instructions area, replace every placeholder with confirm client details, and add the correct company name, service area, office hours, brand tone, and operating rules. They should also confirm that both the chat and automated task models remain set to Opus 4.8. Now, the final procedure is the validation checklist. Before launch, the operator should submit several simulated leads

[46:45] with different levels of buyer intent. They need to confirm that the triage scores make sense, that the spreadsheet logs are formatted correctly, that the data reaches the proper client accounts, [music] and the follow-up emails are delivered within the required 120 seconds. So documenting all of these steps just keeps delivery consistent even when you are no longer handling every single task [music] personally. It also turns the business from say a collection of custom client projects into a repeatable agency system that can now grow without depending [music] entirely on your own time. So a business like this can look complicated when you see all the moving

[47:28] parts at once. Doesn't that make sense? Because there are agents to build, clients to contact, pricing to figure out, and systems to maintain. But the model becomes much easier to understand when you reduce it to a few decisions that shape everything else. And the first is choosing one niche and staying focused right on it. That decision affects how credible your outreach sounds, how quickly you understand the client's workflows [music] and how much of your previous work can be reused. Specializing also helps you build stronger case studies and improve your delivery margins over time. [music] Remaining say a generalist usually means creating a new offer for every prospect

[48:12] and competing mainly on price. Now the next rule is how you charge. [music] Use an upfront setup fee followed by a monthly retainer and that's it. Because hourly billing rewards longer work rather than better results and it can make the service look like basic technical support. Valuebased pricing gives you room to build efficiently while still charging for the outcome the system provides. You also don't need to be the cheapest option in the room either because fair pricing signals the work is being handled as a serious business service. And then of the three agents that we built out earlier, the speed to lead follow-up agent is the

[48:51] strongest one to lead within a sales conversation. Its value is immediate because every delayed response can also mean losing a buyer and the commission attached to that potential deal. Showing a broker that a new inquiry can receive a personalized response [music] as well within seconds makes the return just so much more easier to understand than a long explanation of the technology itself. And the habit that turns one client into an actual agency is documentation. So save your prompts, record how each account is connected, [music] document the onboarding process, and

[49:30] create clear maintenance procedures. Every project should leave behind a reusable asset that makes the next delivery even faster and that is how revenue can grow without the workload increasing at the same pace. The timeline for this model should also stay realistic. During the first month, focus on choosing the niche, building the three working base 44 super agent demos, and beginning direct outreach. The goal is to close the first client at say around $1,000 to $1,500 for the setup plus a monthly retainer. And that first deal gives you real data and proof that the system works during the second month. Now, deploy the agents, track the results, and turn those numbers into a

[50:15] clear case study. Pay close attention to response time, hours saved, and additional showings booked. Use what you learned there to improve both the system and the way you explain the offer during your outreach. And then from the third month onward, use that verified case study to approach the second and third clients in the same niche. And at that point, setup fees can move towards the $3,000 to $5,000 or more mark because now you are presenting a proven system rather than just an idea. The standardized templates also allow you to deploy each new client faster while building recurring monthly retainer revenue. Now, the path here is straightforward. Choose one niche, build

[50:57] a small set of useful agents, close a modest first deal, document the results, and then repeat the system at a higher price. [music] And that is how a single base 44 project can grow into a real AI automation agency. All right, that right there is your full road map from building your first three agents to landing a client, packaging the offer, and eventually turning it into a repeatable agency system. Again, [music] start with one niche, get one real result. Document everything, and then use that proof to make the next client easier [music] to close. I want to thank you for watching and investing your time with me today. I'll see you at the next

[51:34] build.

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