In this week’s tip, Crystal from the Real Geeks Training Team walks through how to recover leads that provide bad contact information by using simple tools already built into the Real Geeks CRM. She explains how to set up short email and text templates specifically for bad phone numbers or email addresses, then shows how the system automatically flags undeliverable emails and allows agents to mark phone numbers as bad. Crystal highlights how built-in workflows continue following up on these leads over time, and how Real Geeks prompts returning visitors to update their contact details before continuing on the site. With templates, workflows, and system prompts working together, agents can turn bad contact info into real opportunities instead of lost leads.

In this week’s tip, Michael Schmidt from the Real Geeks Training Team walks agents through how to use AI—specifically ChatGPT—to create more personalized, scenario-based workflows that improve long-term lead communication. He explains why relevant, behavior-driven messaging outperforms generic follow-up, then demonstrates how to use ChatGPT to generate custom campaigns for common situations like unresponsive but active website users. Michael shows how to refine message timing and tone, apply tags for better tracking, and seamlessly implement these workflows inside the Real Geeks CRM. The result is a smarter, more intentional automation strategy that saves time while keeping agents consistently connected to their leads.

Access the AI Workflow Generator Prompt here

In this Tip of the Week, Jed with Real Geeks walks through how to use tags and advanced filters in your CRM to better organize and communicate with your leads. He explains why tagging is essential for grouping similar contacts—such as VIP clients—so you can deliver more targeted messaging. Bob demonstrates how to add tags on a lead’s detail page, create saved filters using those tags, and easily identify custom filters in your CRM. He also shows how to use bulk actions to add additional tags, reassign leads, enroll them in drips, or send eBlasts to tagged groups. The key takeaway: tagging allows you to segment your database intelligently, automate follow-up, and keep your CRM working for you as your business grows.

In this week’s Tip of the Week, Bob McCraine walks through a multi-step AI workflow that uses all four major language models—ChatGPT, Gemini, Claude, and Grok—to help agents build stronger online authority and generate high-quality content fast. He starts with a “Hello, my name is…” script to introduce yourself to each model, have them interview you with ten questions, and then cross-fill the answers so every model has the same full picture of your business. Once that’s complete, Bob uses Claude to create a polished biography and then demonstrates how to generate batches of hyper-local blogs by combining your sitemap with lists of common homeowner questions. With this system, agents can quickly produce dozens of SEO-rich posts featuring their expertise and deep links back to their Real Geeks site, positioning themselves to dominate local topics and start the new year with a stronger digital footprint.

In this week’s Tip of the Week, Dustin Owens explains how to move your goals from “good ideas” to habits you actually live by. He shares that goals don’t fail from lack of discipline—they fail when agents don’t protect their time, environment, or mindset. Dustin breaks down three guardrails that keep goals alive: shaping your environment to support the agent you want to become, using simple triggers to keep momentum going, and upgrading your identity so your actions match the story you believe about yourself. He also prepares agents for “the dip,” the point where motivation fades and old habits try to take over, and shows how pushing through it leads to real progress. Dustin then shifts to the power of visibility, urging agents to keep their goals where they can see them daily and create a simple one-page “vision snapshot” with their top priorities. Finally, he recommends doing quarterly resets to stay aligned and prevent overwhelm. By protecting your goals, keeping them visible, and reviewing them every 90 days, you give them the structure they need to stick.