How Directors of Operations Are Using AI to Help Their Teams Handle More Deals

What we covered in this webinar

1. TOPIC 1

   Connect your tools, not just your prompts

   Why Trevor says the real power of AI tools is that they can connect to multiple platforms, from an inbox assistant that drafts and tags replies to expired and FSBO lists that land in Follow Up Boss each morning, so prospecting time is spent prospecting.

2. TOPIC 2

   Getting the process out of one person's head

   The team's TC was handling 20 to 40 transactions a month from memory and a physical binder. How they mapped it step by step, so that deep experience goes to clients and agents instead of data entry across compliance platforms.

3. TOPIC 3

   Capturing what gets said on the phone

   How the team records calls, including inspection calls where a summary reaches the TC and Ava drafts the defect notice for them to approve, plus lighter options like Granola and the iPhone record button. Details lost from phone calls are a big source of delays.

4. TOPIC 4

   Track what leads to the P&L

   The P&L is the ultimate lagging indicator. How Trevor pulls Follow Up Boss and QuickBooks into one Google Sheet with Coefficient, the leading indicators he watches, like attempted contacts, speed to lead, appointments set and held, and clients signed, and why the team rewards that activity.

5. TOPIC 5

   Test tools for 90 days, then check the return

   Trevor's GPS (goals, priorities, strategies) for running 90-day tool tests, aiming for about a 7x return on bigger investments, tagging leads and closed deals by source, and why reporting splits to your brokerage is too late to steer the business.

6. TOPIC 6

   Getting the team on board, and where to start

   Use a tool yourself first, expect people to adopt it at different speeds, and coach them through it. To get started, describe your team, your pain point, and your goal to an AI assistant, and end the prompt with "ask me any clarifying questions."