Turn a quick note from a chance run-in into tomorrow morning's follow-up list with an AI assistant
Kelly Sand, a Realtor with CENTURY 21 Morrison Realty in Bismarck, North Dakota, on a RISMedia panel
When she runs into someone at the grocery store who mentions selling, she makes a note to herself, and the next morning it is on her list of people to follow up with, with the details. She uses AI mostly as a virtual assistant for what she calls the "$10-, $20-an-hour items" she shouldn't spend her own time on.
ChatGPT Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (her AI tool isn't named; the steps use ChatGPT)
Easy · or we set it up for $197
Varies
The problem
Time-blocking is almost impossible for an agent because things come up, and a chance remark like "I'm thinking about selling in three months" is easy to lose.
What happened
Self-reported: "Nothing is being dropped. Everything is organized," and she says she is more present with people because she isn't worrying about her to-do list. No time figures are given, and the AI tool isn't named.
Quoted in the source: Kelly Sand, Realtor, CENTURY 21 Morrison Realty. Source: RISMedia: Finding Your Way With AI (Clarissa Garza), from its Rocking in the New Year panel (2026-03-03) · Added 2026-10-21.
How to set it up yourself
- What Kelly Sand does: a quick note right after a chance conversation becomes an item on the next morning's follow-up list, with the details. Her tool isn't named; the steps below are our DIY version with ChatGPT.
- Right after the conversation, dictate a one-line note on your phone: who, where you met, what they said, and when they might move (for example "Jane at the grocery store, thinking of selling in 3 months, kids starting school").
- Each morning, paste yesterday's notes into a ChatGPT project called "Follow-ups" with the prompt below, and copy the list it returns into your CRM as tasks with due dates.
- Check every name and date against your notes before you add them; don't paste in financial details or anything a client told you in confidence.
Copy-paste prompt
Here are my notes from yesterday: {PASTE NOTES}. For each person, give me one line: name, how I know them, what they said, the best next step (text, call, coffee, send a home value or a list of homes), and a due date. Put anyone planning to move within 6 months at the top. Use only what is in my notes; if a name or timeline is missing, write [MISSING] instead of guessing. Then draft a short, friendly text for the top three that sounds like me and doesn't mention that I took notes.We set up one AI automation in your tools, live within 48 hours of getting access, for $197. No call needed. Founding price for our first 10 customers (regular $297).
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