Small Batch System Members' Only Workshop

May 11, 2026

Small Batch System Training Session | May 11, 2026

Reply-Driven Email Workshop β€” Real Estate Agents and the Visibility Layer TrainingΒ 
Live Webinar with Vanessa Roberts
(Raw transcription; not proofed for grammar or spelling.)
Click here for Google Doc of the transcript.

[0:01] Hello, hello. How's everybody doing? Let me know if you can hear me. Welcome, welcome, happy Monday. I think we might've solved the audio visual problem. Thanks, Brynn. Yes, I can hear. Fabulous, fantastic. And screen showing our call-to-action reply for real estate agents β€” that's the topic of the day. Spoiler alert. Let's see, I'm trying to get my questions big enough so I can see. Hi Trudy. Who else is here? We got Hazel. Fantastic. All right. Just making those questions bigger. All right. As always, as we go through, if you have any questions, please pop them into chat. Only I see them, so you can say and discuss and ask any questions.

[1:03] Kevin says, “I haven't been here in a while.” Yes, so I have started coming into Brian's office in Peachtree City on Mondays and Wednesdays, which means I have a computer with a webcam. At home, I don't have a webcam set up. I usually work remotely, but we are in the FinTitan rollout. There's a lot more hands on deck, so I am present here in the office a lot more. So yes, I have a webcam. I'm not gonna share it the whole time, but I wanted to get out and say hey to everybody. Just giving everybody a minute to roll in.

πŸ“Œ Upcoming Thursday Training β€” The Visibility Layer

[1:45] Vanessa: Oh, I wanted to talk to everybody about an additional training we have this week β€” not specifically for Small Batch members, but something I think y'all are really going to love. Let me see if I can drag over. All right, everybody see the Facebook group now? Okay, so I published this yesterday. We've got a training this Thursday on β€” we're calling it “the visibility layer” β€” and it is focused entirely on taking everything you're already doing, Small Batch being a very big part of it, cold email being a very big part of it, and adding a layer that adds efficacy β€” the visibility layer, your authority, your visibility, the trust factor. So when folks are getting your email message, what happens when they look you up, basically? And then this is built all around developing that with really simple systems that give you a lot of authority in the marketplace. Whatever you're promoting β€” a lot of us are working with the FinTitan FICA credit program, a lot of us are working with the Allusional Business Benefits and Telehealth program β€” absolutely perfect, perfect fit for this. But also if you are, very much so if you're doing local marketing for businesses, digital marketing, affiliate sales, PPO, PPC, etc., etc. β€” anything where your presence on the internet, online, as a leader, an influencer, an expert β€” this is definitely a training that I highly recommend you go to.

[3:48] We were not able to reserve seats on this one. So space is limited, but you have to RSVP. So inside the Facebook group, I have a post. Let me pin it right now. Make sure β€” I've learned, never stop learning β€” that when you link to an outside URL even in a Facebook group β€” so I know in marketing, Facebook ads, etc., Facebook doesn't want you to leave Facebook. So they suppress links, posts, or content that link outside of Facebook. They want to keep you in their microcosm. So I learned that that rule has extended into groups. So while I can post to the group and I can share with you a registration link or a hot link to a past training that we've got in the members area, Facebook is suppressing it and not showing it to you in your feed. You can still see it if you come to the group and proactively look for the information, but it's not gonna show up in your feed. So what I've done is just said “check out the event page,” or “comment visibility and I'll give you the link” β€” just so that the post does appear in your feed, because I don't want you to miss the information. So you'll see a lot more of that approach just to make sure that Facebook doesn't keep me a secret from you.

[5:10] And the event page β€” same thing, but it does allow for the link to be accessed, right? So if you haven't already, you should have an email in your inbox also. Yes, Kat says, “I was just about to ask you about that.” It's Thursday at 2 p.m. Eastern. Yes, so you should all have an invitation in your email box. But if not, please hop over to the Small Batch System group and I can give you the link. It's not a secret, but I just want to make sure that Facebook doesn't suppress it. Let's see β€” I can put it up here, drop it in the chat. If you click the link in your email to register, it'll also add it to your calendar, which I think is a cool trick. But there you go. I'd love to see you all on Thursday because the training β€” it really will add an oomph to everything we're doing in Small Batch. Regardless of the niche or industry that you're working with, that you're targeting, regardless of the offer or lead generation or product that you're selling, this is a boost, right?

[6:58] Okay, so any questions about that? Love to see you on Thursday. And then we will hop into working with real estate agents. All right, so pop in any questions. I'm gonna turn off my webcam so that we can just see these slides big enough.

πŸ“Œ Why Real Estate Agents β€” Overview and Opportunity

[7:16] Vanessa: All right, so we've been working with the trades. Our efforts for the call-to-action emails have been β€” we've done plumbers, HVAC, restaurants, of course. But now we're moving into the more β€” less contractor, more lead gen β€” for industries such as doctors, real estate, insurance agents, etc. And today, we're going to talk about real estate agents. So today's goal is we're going to talk about how to get a real estate agent to reply to you. We're going to build a complete three-touch email campaign with one goal, and that's to start a conversation with real estate agents. Just get them to pay attention to us.

[8:13] And so why is the real estate agent niche a great one for what we're doing? They're relationship-driven, so they're likely to be responsive to a conversational approach where you are trying to build a relationship with them. It's what they do all day. They understand the concept and they understand the value of powerful relationships, right? They also live and die by their pipeline. They rely heavily on referrals, paid ads β€” which means personal direct email can stand out. And they understand the value of leads and potential clients because that's their entire business model. So you're not going to have to introduce this concept to them. They already know. And the old tried and true is β€” if it works on them, it'll work for them. So you are your own first case study. “I can assure you, Mr. Real Estate Agent, that this approach gets results. It got you to talk to me, right?”

[9:10] So the call-to-action philosophy β€” we're not asking for clicks. We're not sending them to a landing page. We want a reply. The reply starts a conversation, and that's fundamentally different when it comes to engagement. And also when you think about real estate agents β€” they're probably in their car, they're probably on their phone, right? We don't need to give them some complex landing page for them to read all about the technical services you can do, right? We want to just start the conversation β€” so they're a perfect, perfect target.

πŸ“Œ Building the Master Prompt β€” Lessons Applied to Real Estate

[9:42] Vanessa: All right, so we're going to build a quality prompt. So we're gonna use AI to help us build this email campaign, or you could just use the one that we've got here in the training. But I wanted to go through β€” you know, I think what really helps us understand the approach and the concept of what we're doing with these three-touch emails is evaluating what's produced and thinking through how it's going to land with the recipient. So I like to do them live. But we're going to go through the technical and the training, and then we'll workshop it together. So the quality of your AI-generated emails depends entirely on the quality of the prompt. And I really think we're honing in. We really have tuned in the prompts that we're using. But every single time, we need to take into consideration who we are talking to. So we're going to walk through how we built the master prompt, and then we're going to use it.

[10:37] So where we started is in the initial prompt. We've taken all of the adjustments that we've made thus far with our other niches and we've kind of tweaked it for the real estate agents. So “I'm writing a three-touch email campaign to real estate agents with the goal of getting a response. I'm offering a service of lead generation. I want each email to be business casual, no more than three to five sentences, use real estate industry speak, don't be too salesy, just ask them to reply.” This is a good start, but it produced emails that were too wordy and predictable, and let's evaluate why.

[11:13] Okay, problem one β€” run of the mill. And this is all based on what we experienced last week, right? Initial output was straight out of marketing 101 β€” what every sales pitch reach-out email has ever sounded like. Too standard and a very generic marketing blast. So to fix that, we're going to proactively set the tone explicitly. So we're going to instruct the AI to be friendly, helpful, and not pushy. Sounds like a conversation with a friend β€” that is very key. And the longer you use your chosen AI β€” we use the free Google Gemini version for our how-tos, but you could have Claude or I love Manus for all of my tasks β€” it really gets to know you. It learns how you want to speak and what you respond to based on how you speak to it. You know, you can 100% give instructions like “sound like a conversation with a friend,” but it learns what that means for you. How do you speak to a friend? What is your tone? The more you feed it, the more it will understand and the better results you're gonna get. So I do recommend that you find the one AI that you enjoy working with and keep honing it and let it β€” for lack of a less creepy term β€” let it get to know you, right?

[12:48] So the tone β€” “friendly, helpful, and business casual. Sounds like I'm having a natural non-salesy conversation with a family member or friend. Do not be pushy, gimmicky, or predictable.” That's an example of how to fine-tune your prompt, right?

[12:59] And problem two was making claims you can't back up. We've seen this repeatedly when AI produces marketing material because, objectively, proof and claims work. Now, once you have personally achieved case studies or testimonials, etc., that you want to incorporate β€” absolutely, you can use them. But don't make claims that you can't back up. You teach or instruct the AI β€” “These are the kinds of claims that I will allow. Here's a sampling of, or here are all the testimonials I've received β€” use these as you see fit” β€” is a good example when you have them. “Here are my success stories. I've gotten X number of clients for X clients in the past six weeks.” You can give that data. But what you don't want to do is “I can give you 100 leads in the next seven days” if you don't have those leads sitting there in your pocket, right? You want to manage expectations without making false claims.

[14:13] A lot of services like Angie's List β€” they have people searching for, for example, real estate agents, right? So they have this bank of leads that they can then deliver to any real estate agent that wants to pay for them. But those are not exclusive β€” but that's how they're able to make those claims. They already have that. So being careful how you frame the service you're providing is gonna add to your credibility and not undermine you when you get in there and they're like, “Okay, so how do I get these 100 leads?” The AI started making specific claims about who we have helped and over-promising results. So we really want to negate that. So our fix is to instruct for no specific claims and no over-promising. You explicitly tell your AI not to fabricate experience or make promises you cannot keep. So the verbiage for that adjustment β€” “claims and promises: do not make specific claims about who I've helped or specific issues they have faced.” Again, you can amend this if you do have testimony, right? “Do not over-promise. Position it as wanting to partner with them to build a system that generates leads specifically for them.” That is actually β€” that approach, when presented properly β€” is a much more powerful offer than “oh, I've got 100 leads.” Well, you know, how are these tailored to me? How am I going to convert those leads into deals for me? How are we gonna handle that transfer of ownership or authority? And are they shared β€” am I fighting for attention with 15 other real estate agents? So “generate leads specifically for them” is a very powerful offer.

πŸ“Œ Live AI Workshop β€” Building the Real Estate Agent Email Campaign

[21:22] Vanessa: So we're offering two services. Okay, let's see β€” what's the last that we heard effectively? I discussed that the full prompt will be available in the replay in the members area at smallbatchsystem.com, right? Did everybody hear that? That I will include the video recording, the slide, and then I'll take all of our workshopped prompts, etc., etc. I'll put it in the Google Doc and share with everyone so that you can just copy and paste. And then we came into problem four. We didn't hear it, but thank you for telling us again. Oh, fantastic, Jessica. Yes, everything will be in the members area for you on the replay page.

[22:01] So basically, we're going to try to fix β€” offer both services, not just lead gen. If someone buys a house from a real estate agent, let's keep in touch so that when they go to sell that house and buy their next one, when they're looking at rental property, they reach out β€” when they need somebody to help them, or their kid, or their friend is buying, or looking, or shopping β€” building that relationship. And relationships are the key to the real estate business, so it's a perfect fit.

[22:30] And problem five β€” it just doesn't sound like me. Most AI on your first prompt β€” especially if you're just jumping in and you haven't fully trained the AI to know who you are and your tone yet β€” it's going to sound very generic, like you just Googled “how do I write a business email?” The good news is it takes just a little bit in a single chat or single conversation with an AI on a single topic to adjust the tonality and influence how it's speaking. You want to sound like a real person. You want to feel natural, how to be conversational. The more personal β€” like “I am just writing an email to Kevin, or I am just writing an email to Jessica, or I am just writing an email to Carla” β€” the more you can make it feel that way, the more responsive anyone, not just real estate agents, are going to be. People have an innate vibe for that blast-and-pass marketing email, the spray and pray. They just sent this. Basically, they see a BCC and their name is one of 5,000 people getting it. We want to make it feel like you took an interest in this person, and you want to offer and partner with them, right?

[23:52] So all of our fixes β€” we under-promise, we over-deliver, and then we instruct the AI to mirror your natural speaking style. So we want “friendly, helpful, business casual, sound like I'm having a natural, non-salesy conversation with a family member or friend.” This goes back to the tone from the first round. “I prefer to under-promise and over-deliver” β€” so that's another clarity. And we've got a final master prompt produced, right? All of the fixes combined β€” by synthesizing the initial prompt with all the necessary adjustments, setting the right tone, avoiding false claims, and adding the email-free pivot, right? Including the full value proposition, not just lead gen. And we ensure a natural voice. We've created a master prompt tailored for real estate agents. So this is what we're gonna start with here.

[24:39] Okay, let me see if I can grab this into a copy-and-paste format real quick. We're going to start up and I'm going to open up my Google Doc. I've got my screen paused, but we're going to get into the workshop portion. All right, so I'm opening up Gemini. “If you type in ChatGPT, just like type and send emails, it will learn your style, and then you can tell it to sound exactly like this.” Yeah, Craig, that's a great, great point β€” especially if you have maybe a library of emails you've sent, right, anything that are examples of your conversation. The AI β€” use this as reference, or tell it “look, this is how I like to talk.”

[25:40] Okay, we're gonna be pulling Gemini over here. All right, let me see β€” give me the final prompt. All right, my questions β€” I've gotten where I can't see the questions. Hold on, let's see. Oh, I fixed it. All right, so what we've got here is I've pulled this out of the slides. All right, we've got the setup and then we've got the clarifying points. All right β€” tone and style rules that we already just covered at length: keep each email short, no more than three to five sentences, tone β€” friendly, helpful, and business casual, style β€” do not be pushy or gimmicky or too predictable, don't sound like a traditional marketer, industry speak β€” use natural real estate industry terminology to make me sound knowledgeable, okay? In part three β€” your claims and promises: don't make specific claims about who I have helped or specific issues that they have faced. Do not over-promise, right? Call to action β€” just casually ask them for a reply. And email three specifics β€” on the third email, do the pivot, right? This should be familiar for everybody. I think we've been going over this part of the training a good bit, but this is all, again β€” I've got the exact prompt ready for you where we're using real estate agent terminology.

[27:28] All right, now I'm gonna go in. Okay, and now I'm going to paste in everything that was on those slides, right? You see how it's everything that we just went through about the prompt? This is all a unified prompt right here, right? All right, Gemini, and I am using the free version of Gemini, so everybody should be able to get the same quality results and a very similar experience. You can see over here, I've talked to it a lot so it knows my tone and what I'm looking for, so it might take some massaging and interaction from you to get into your tonality.

πŸ“Œ Reviewing the Real Estate Email Output

[30:01] Vanessa: All right, the real estate prompt has done its thing. So here's the three-touch email campaign. Again, we've learned from past experiences to build a better initial prompt, but that does not mean that we're gonna believe that the first thing Gemini kicks out is what's perfect. We always want to review β€” that human element takes any AI production from a great 80% first start to over-the-top usable in the last 20%, right? So we've got a “pipeline introduction.” So this is what we think with our prompt we should send to real estate agents first. And I'd love to hear what you think before I talk about what I think, okay? So I'm gonna read it out.

[30:40] “Hi, agent name” β€” that's great if you have the agent's name, right? We always want to personalize as much as we can. So if you have a source for an agent name, absolutely use it. Right, our subject is “quick question, your listings.” And it says, “Hi, agent name, I was looking at some of your recent listings and wanted to reach out. I'm helping a few agents build out more predictable pipelines through a custom lead-gen system. The goal is really just to keep your schedule full of appointments so you can focus on the actual closings. If you're open to a quick chat about how this might work for your business, just let me know.” All right. So what jumps out at you? I saw at least three things that I really like, and I want to know if you like them too. So on just this first email β€” what do you think? No wrong answers.

[31:37] Yep, Jessica β€” yes, right, look at the subject line. I'm not gonna give it away, but you hit it spot-on. What stands out to you about the subject line? All lowercase letters, right? A lot of hypey marketing emails are all caps or every word is capped or grammar is too perfect. I like how this is kind of a pattern interrupt. The lowercase letters β€” think about your inbox, when things stand out, right? I have said before you can use emojis, but use them sparingly because they do tend to look spammy if you use too many β€” same for all capital letters. But lowercase, right β€” we're not writing a complete sentence, we're not screaming with all caps. “Quick question, your listings.” Direct to the point. I really, really like that.

[32:38] “I was looking at your recent listings.” Highly recommend that when they do β€” if slash when they do β€” reach out for a reply, before you engage with them, do look at their listings. You don't have to do that research before, but before you start to have a conversation, do your homework with that. But it does personalize it. “I was looking at some of your listings and wanted to reach out. I'm helping agents build out a more predictable pipeline through a custom lead-gen system.” You're not promising them more sales. You're not promising them more customers. But “let's keep your schedule full.” A lot of agents spend a lot of time networking and waiting around. The industry is very, very reactionary. In preparing for this training, I did some research on how real estate agents run their business. And while it feels glamorous, right β€” walking around beautiful houses, making friends with people and helping their dreams come true, their home ownership, etc., etc. β€” really, it's a whole lot of sitting around and waiting for other people to make time for them, right? So if we can help take some of that stress of “sit around and wait, sit around and wait, sit around and wait” off, we're getting right to the point.

[33:55] “I've come from a corporate job where lowercase looks unprofessional, but maybe for this, it does work better, Jessica.” It is β€” oh, this is a different Jessica. Oh, we've got two Jessicas. Yes, so the approach is pattern break, right? And a more casual approach β€” friend to friend, right? I would love to test it. It appeals to me, but I will tell you β€” I have not run this. Like, we just got this production. It jumped out at me as something that in an inbox that is very, very polished β€” most people do put either, at least, the first letter capitalized, etc. This visually β€” because we respond to literature, marketing materials, information, with an overall vibe check aesthetically before our brains even read the words, right? That's why using bullet points, bold, italics, breaking things up, having line items or a number list or space between paragraphs β€” if you just give someone a wall of text, 2,000 characters with only space between the words and punctuation, I don't wanna read it, right? So we're trying to grab their attention and pull them in. So I think this is a really interesting approach and I'd love to test it. I would love to see the results. Just my gut instinct is that I like it, right?

[35:31] And so here we're talking about helping them regain management of their time. It's a known issue in the real estate industry that they're at the mercy of other people's time management β€” that if we could offer even a bit of a solution to that, we are tapping into that need-delivery aspect, but also conveying that we understand the challenges that they're facing. So it builds our authority right off the bat because we understand β€” we're not coming in cold, right? We know that they probably aren't gonna have 15 booked 30-minute appointments per day. So we're not gonna promise that, but we're gonna meet them where they're at and solve the problem that β€” before we even have a conversation β€” we already understand and know that they have, right?

[36:17] So number two β€” we've got a nurture follow-up. “A hi” or “forgot to mention.” Okay, so again, they're hitting it with lowercase letters. I don't think that you necessarily have to do that every time. We can see if it worked the first time. I like that it says “forgot to mention” because that does evoke that it is a follow-up. This is an ongoing conversation. It assumes a relationship already in place. And as we know, when you approach a conversation β€” the psychological mirroring effect β€” if you are speaking to someone with comfort and ease and familiarity, that makes them feel comfortable and at ease and familiar with you. So I really like the framing here. “Following up on my last note, along with new leads, I also help agents through their existing database to drive more repeat business and referrals.” We're using words that they like β€” repeat business and referrals. The real estate industry by nature does not have residual income unless they are leasing rental property and taking a monthly cut. So what do they need? Repeats and referrals. It's usually a lot easier to grow by re-engaging the folks who've already helped them than by always hunting for the new ones. “Would you be interested in a casual conversation about setting something like this up for your team?” I love it.

[37:42] And one last note β€” I have the same comments as the first and the second. Again, this is all lowercase. We don't have to do it that way. It's not a pattern interrupt if you do it every time. So that's not my favorite thing that they've done here. But it is following the line of “this is an ongoing conversation.” “I'll make this my last note so I don't clutter your inbox.” Okay. We all know I don't love an ultimatum. I'm not going to tell them it's my last one because I'm not giving up. So I already know what my feedback here is going to be. “I'd still love to help you build a system that manages both your new lead flow and your long-term client retention if that is a priority for you right now. If I have the wrong person, please forward this message to the right contact and CC them.” All right.

πŸ“Œ Fine-Tuning the Campaign β€” Adjustments and Second Round

[38:34] Vanessa: So I'm going to say adjustments. Not all subject lines should be all lowercase. I like to say β€” give them parameters. I'll say “increase professional tone by let's say 15%.” No ultimatums β€” no “my last message.” When asking about having the wrong person in email three, make it less bossy. I felt like “if I have the wrong person, please forward this message” β€” like, that's taking liberty. You're telling this person what to do. You could say more like, “If you'd like for me to work with someone else on your team, you can forward them my info, or let me know who to speak with,” right? More friendly. We're not gonna boss this person around when we're trying to get them to wanna work with us. So let's see what this gives us.

[40:18] And it is going to increase the professional tone by 15% across all messages because I did not specify. And the no ultimatums and no “my last message” β€” it will by default apply to all three. And then when asking about the wrong person, that is only email three. So “quick question regarding your listings.” So now we have a new option for the first subject line. I didn't dislike the first, but maybe you want your first impression to be more professional. And maybe the second email could go all lowercase. Up to you.

[40:56] “I've been following your recent activity and wanted to reach out. I help agents build custom systems to generate consistent leads and keep their appointment calendars full. They will also help you create more predictable pipelines so you can focus your energy on closings. If you're open to a brief chat about how this could support your business, please let me know.” Okay. The retention strategy β€” past clients and retention. “I wanted to follow up with another thought regarding your growth.” I like this β€” “you've been on my mind, I've been thinking about you,” right? It also implies or evokes the feeling that I'm going to continue to have my clients on my mind even when we're not in a direct brainstorming session. “I never stop thinking about how to help you be more successful” β€” without saying it, no promises, but it gives that impression.

[41:51] “Beyond new lead generation, I also help agents re-engage their past client base to drive more repeat business and referrals. It's often the most efficient way to scale without constantly hunting for new prospects. Would you be interested in a casual conversation about how we could nurture your existing network?” Yeah, what do we think? And our pivot β€” “connecting with your team.” I do like that more. Not “one last note,” right β€” more like, what are you even talking about? Great. And “I'm reaching out once more regarding your lead gen and client retention systems. I'm looking to partner with agents who want to automate these processes to free up more of their personal time.” I didn't even get into that, but as we know, real estate agents are, you know, at the mercy of other people's time management. So let's free up more of their personal time. Why did real estate agents get into the business in the first place? They're true entrepreneurs. “If there is someone else on your team you prefer I work with, feel free to forward them my info or let me know who I should speak with. Happy to chat whenever the timing is right for you.”

[42:57] So I absolutely love this third email best. I think the first two emails that were produced on both instances are very, very good and usable. It really depends on the tonality you want to take. Like Jessica said, she wants to be more professional, right? Corporate job, lowercase is unprofessional. Jessica, if that is your tone, absolutely β€” it should always represent you. Audio cut out for a moment. I think it might have been on Mason's end because everyone else seems to be able to hear me. Okay, you're good, awesome.

[43:35] So does that make sense for everybody? What we don't want to do is have a jarring shock, right? Your emails are going to this person and you're trying to have a conversation. What you want is a reply, right? So you can set up a phone call so that you can go have coffee, so that you can tour their listings and win their hearts and minds and get their business. You don't want to sound like a completely different person β€” you don't want to catfish them, bait and switch them β€” when they meet you in person and your tonality and your approach and your vibe is completely different than the emails, right? Don't make them spill their coffee when they read it, right? You walk in and you don't know β€” you're not using the same kind of words. You are prim and proper and buttoned up and professional, but your emails are casual and carefree. That is going to be a disconnect because they responded to the energy that you gave them with your emails, right? So that is what they're expecting, and it's what is working when it comes to them responding to you.

[44:54] Right. So I know the idea is you would want everyone to respond to you with the best foot forward β€” that would garner the most responses. But if it doesn't translate into being able to work with someone β€” because the emails presented or painted a different picture β€” you know, that could be something that was difficult to overcome. So I think that you absolutely, with this approach, can fine-tune the tonality, the vernacular, the words you use, the phrasing, the punctuation, the capitalization to represent you, and keep the effectiveness of the process. “Be authentic.” Steve, you know what? You wrapped it up in two words β€” absolutely. To be authentic, you can still be effective.

πŸ“Œ Members Area Walkthrough β€” Finding Replays, Notes, and Done-For-You Resources

[45:55] Vanessa: All right, so that's what I've got for you today. Are there any other adjustments that you think that could prompt AI? Do you wanna see any other examples of prompt changes? Let me see, just going through the questions. All right, I'll do this. So I'll show everybody where β€” all right. So in our Small Batch System, when you log in β€” oh, let's just see my face to see who I am, okay. When you log into the members area, okay, Craig has found it. Right here under “Members Only” β€” it is a link you can β€” underneath, that's instructions on how to upgrade your CRM to Pro. But if you just click directly on “Members Only,” also down here we've got “Members Only Training Replays.” This is a link also. So I know sometimes it's not intuitive to click on the top header of a nav bar. So I've also got this little title right here β€” “Members Only Training Replays.” When you click over here, all members β€” your link, your personal join meeting link for here, Mondays at noon β€” your link is published right there. If you ever don't get a reminder email or you don't have, you haven't saved the link or whatever β€” we don't want you to miss it, so we do publish your personal link inside the members area, you can grab that.

[47:36] Calls are held every Monday, and these are our replays. Okay, so May 4th was last Monday and we published it on May 5th. We try to get the replay up for you within 24 hours. And if you click on the date, we've got the recording, we've got access to Google Docs of prompts and emails produced for email three for landscapers, and we've got a complete transcript of this training. That allows you to Control+F and search. If you have a specific question, you can jump in and find the timestamp. You can come up here and fast forward, rewind. So you can either read to understand what we talked about, or you can go to that point in the video. And when you click here, these are the notes. Y'all were asking if I was gonna share all the notes β€” here's how we go. So the initial prompt is everything we started with, and then we started talking about the adjustments.

[48:40] What I did today that I did differently from last week is I included the initial prompts and the adjustments in my first request. And so then last week we had a lot more adjustments than we needed today. I think Gemini is learning our intentions. But here you'll see every adjustment that I made last week and then the email outputs. So as we went through and Gemini made adjustments to the emails, we've got all of the emails here for you. We asked for bullets and numbers to make it more visually interesting when they opened up the email, etc. But so we've got all of the notes, the prompts, and the email output. So you can use them in your done-for-you services, or you can set them up yourself.

[49:37] And if you're looking for the done-for-you, remember right here under the “Done For You” header β€” we've got your account warm-up, your campaign setup, your CAN-SPAM. If you want to produce your own email campaigns and you want us to check it for CAN-SPAM and spam trigger compliance, we will do that for you. We will analyze your domain, we'll help you set up your domain and email. Basically, we want to help you do everything, everything, we want to help you do everything. So that is a quick rundown. Are there any questions? Is there anything else I can help you with?

πŸ“Œ The Visibility Layer β€” Why It Matters and What's Coming Thursday

[50:19] Vanessa: Um, the last bit is β€” so let's say they get your email and they're like, you know, “Who is Craig? Who is Jessica? Who is Mason? Who are these people? Who is Steve?” Um, what we're going to talk about on Thursday is establishing a visibility layer when they want to look you up before they make a decision. Do you have a presence? Are you an authority? What do they see when they want to look for you? So if you haven't done so already, please, please, please check your email. I do encourage you to click the link in your email to get registered. It allows me to register you and lets you have a link on your calendar, an event on your calendar with your personal join meeting link. So it's just really, really handy, a handy way for me to help you remember to be there. It's going to be live, it's going to be interactive, we'll be answering questions along the way. Boost trust, conversions, and revenue from the marketing you already do. It is a perfect hand-in-hand with Small Batch, especially when you are introducing yourself to these folks cold. The ability to β€” you've got their attention, maybe they haven't replied yet, but they just want to see you well before they go any further.

πŸ“Œ Wrap-Up and Next Steps

[51:47] Vanessa: I just want to say β€” Praxis, you're getting all the notices, right? It's like the little radio in the background listening β€” the scanner, the police scanners. Yep. All right, everybody, I want to thank you so much. I'm gonna get this training published for you in the members area so you have all of the resources, you can get to work. And I'd love to know what you want to talk about next week. The real estate agents were the most requested topic for this week. I hope everybody found it to be beneficial, but I'm like a radio DJ in the 90s β€” all hits all the time, requests live. Let me know what you want to talk about because that's what I want to talk about. I want to talk about what you want to talk about. Thank you, Carla. Thank you, everyone. It was so great to see you all today.

[52:36] I am in the office. Yep, so I'll be here in Peachtree City with Brian and all, and a bunch of the FinTitan bigwigs β€” the executive board. Yep, so hopefully I'll have some FinTitan intel things to share, for those of you that are participating in the FinTitan agent referral program. I will be back in the office on Wednesday. All of the executive team will be here on Wednesday β€” John Souza, Brian, everybody. So big day, big day. So I'll have great, great things to share with you.

[53:20] “Is there new FinTitan training in the portal?” I want to do that, Jessica. If you wanna be a FinTitan agent, all right, send me a ticket at getsupport.biz. Anybody and everybody β€” it is limited. The agent program is limited only to Small Batch System members. So any Small Batch System member can be an agent, but all agents have to be Small Batch System members. Does that make sense? So I absolutely can hook you up with that. Jessica, send me a ticket at getsupport.biz and I will send you all of the information. All right, everybody, my next meeting's about to start. I wanna thank you so, so much. I wanna see you in the Facebook group. I wanna see you at training on Thursday. Fantastic, have a great week and we'll talk to you later. Bye-bye.