[1:45] Coach Emily Terrell: Hello everybody. Tell me where you guys are from. Where's everybody joining in from today? Indiana, Arizona, California. We were all just in California. Coming in really fast. We've got people from everywhere Asheville North Carolina I went and visited there with my husband a couple years ago, New York Baton Rouge. Trophy Club, Texas. I've never been there actually. Boston, Charleston, one of my favorite places to visit. It looks like a bunch of people are jumping in. Texas, Canada, Nashville. We've got people coming from everywhere today.

[2:38] Coach Emily Terrell: Okay, guys. Well, while everybody is still jumping in, we are going to get started. I do have some introductory stuff that I want to go through, So we'll get started because we do have a lot of content to go over today and I want to make sure that I respect everybody's time. So without saying that guys, I am Coach Emily Terrell for those of you that are not familiar with me. I have been a Tom Perry coach for about four years. I actually started out as a coaching client ooh about ten years ago. And I am now a Tom Ferry coach and speaker. Now, if you do have any questions throughout this, you can reach out directly to your coach. And outside of your coach, you can also reach out to me on Instagram just at Coach Emily Terrell. So if you have any questions, like I said, reach out to either your coach or me through Instagram. I am more than happy to answer any of those questions. So let me take a look here. We're going to check out some of the slides that I have built for you guys today.

[3:36] Coach Emily Terrell: Now, before we do get started, we are in the authority stack. I am Coach Emily Carroll, And today, we're going to start the eight week series that goes over the database and the referral optimizer. So making sure just in the right class as we get started. Now what is the authority stack? Now as Tom mentioned, The authority stack is really a six month program that's going to start with me. I am going to go over eight weeks of working your database. Then it's going to switch Over starting in October to Derek Caldwell, where he is going to go over AI for client attraction. Now after Derek is done with those six weeks sessions, It's going to switch over to Coach Aaron Kua who is going to start in December and go over four sessions. They're they're going to be every other week, and he's going to go over YouTube home tours. And then it's going to finish right before a lead retreat with Andrew Undam, where he goes over the control selling method.

[4:34] Coach Emily Terrell: So be sure that you are registering for all of these individually because you do actually have to register for each class. So. And also just to understand kind of the cadence of which you're going to be receiving all of these classes. Now, The good thing about these is is that all of these classes do build on each other. So as you're going through my sessions, if you do miss a session, that's okay. The recordings will be online and I'll show you guys where that's at in You know, in Revy, so that you guys can go back and rewatch the recordings. You could also look at the resources that I am going to provide for each class. I'll show you the resources for today so that you guys understand what you can use to actually complete the homework. Because, if you guys think that we're going to have homework at the end of each one of these, you are absolutely right. So, What are we going to be talking about in my sessions over the next eight weeks? Now, I've split it into two sections because when I was.

[5:28] Coach Emily Terrell: Going through and looking at this class, I was sitting there thinking, you know, gosh, we're told all of the time that we need to work our database, That our SOI and our past clients and just anybody that we have in our database. You know, that we've got money sitting in our database that we need to work it. But one thing that isn't really taught and doesn't we don't really go over as much is how to set up your database, how to set up your CRM. So for the first four weeks, we're going to go through that. At the end of the first four weeks, You are actually going to be able to walk away with a database that's set up for you to work. Because imagine this : imagine either you or your ISA sitting down and not having to guess who to call, not having to guess who to reach out to. Right? Actually being able to sit down and just look at your CRM. I know that for me personally, I have ISAs that work my business and I don't have to tell her who to call every day.

[6:25] Coach Emily Terrell: It's organized where she logs in and knows exactly the first set of people to call, the second, third, and fourths every day. And I am going to show you at the end of the first four weeks, how to set that up. Now, the next four weeks as you can check out on this schedule, The next four weeks is actually going to be how you actually use that database. So, we've set it up in the first four weeks, and then we're going to actually work it in the second four weeks. Now, In this, if you guys know anything about me, how many of you guys and obviously can't raise your hand? But if you can guess how many people, how much we're going to actually use AI, if you guess that we are, you are correct. We are going to have some AI used and built into here. The good news is I'm going to walk you through how to set that up today. Now, what do the sessions look like? Right? What, are we going to do? And what are we going to talk about in the sessions? So, the first thing that we're going to do is we're always going to review the homework of what we did in the last week. We're going to review the session and talk about the homework and the things that you needed to accomplish.

[7:24] Coach Emily Terrell: Now, Do you guys think that at the end of this, you'll have homework and you should talk to your coaches about it? Absolutely, you could. Do, you think a lot of your coaches made the time to be on here? Absolutely they are. So, they know what you should be working on so that you can ask questions, and you can make sure you're completing this. Now, is this homework going to take hours and hours? No, it's not. It's just meant to add a little bit of time to your week to complete, so you can be ready for the next session. Now after we do that we're going to go over the current session, And go over the information there. I am, in addition to showing you on the slides, I am going to spend some time at the end walking through that on the tool. So you can see it in real time. And then lastly, We're going to finish each session by doing any Q and A that you guys might have. Because one thing I do want you to do is I want you to be successful with completing the tasks. Now do keep in mind these sessions are meant to build on each other.

[8:21] Coach Emily Terrell: So if for whatever reason you miss a specific session, Please go back in and watch it so you can have your homework completed for the next session. Okay. So in that, Let's actually get started and I want to start going over the tools. So that if we do have any questions, we can make sure that we get those answered there at the end. So we're going to start by setting up the tools. And that's going to be the main focus of what we do today because I want you guys to have your tools set up. So that in the end, you're good to go and you can actually work next week. So, The three tools that we are going to talk about today are going to be Claude. We're going to look at listing leads, and then we're going to talk about your CRM. Now, one of the questions that I did get asked here in the chat is, "Are these slides going to be available?" And absolutely yes they are. Within Revi, you're gonna get three things: the slides, you're gonna get any resources that I refer to.

[9:20] Coach Emily Terrell: In here, and then you're also going to get the recording. So if you need to go back and rewatch that, it'll be there. Now, the good news is Zoltan is actually the slides are already set up. And as soon as this session ends, they'll be made live, so you'll have access to them right away. They're not emailed to you, they're already going to be loaded in Ready. I actually already sent them to them, so they're updated and set up for you on the page. So you will have those. Okay, So let's talk about these tools because I want to make sure we have time to go over there. Now, how many of you guys in the chat are currently using Claude? Is anybody here currently using it? Perfect, I love it. Well, What I have found in just going through all of the process? Is that a lot of times there are some tips and tricks that you guys can have updated so that we can make sure that we're doing the right tools. Now, can you do some of these things on Chat GBT? You can.

[10:12] Coach Emily Terrell: You can, however, just know that some of the things the processes that I've created are meant to be run on Claude. So you can definitely check them somewhere else, but they're meant to be run on Claude. But if Chat GPT is where you want to be, you absolutely can. But I love to see that most of you guys are running Claude. I do prefer Claude, so I like to go over all of that. Now when we get started on Claude, one of the very first things that I want you guys to do is to make sure that we've got the Claude desktop app on our computer. There are certain things that you can do on the app.

[10:42] Coach Emily Terrell: Versus that you can do on the desktop version or I am sorry on the web version. For example, CoWork. Now we will be using CoWork starting tomorrow, So part of your homework today is to get Claude set up on your computer. So to do that, What you are going to do is you are going to go into the settings section on your Claude web browser. So when you go to the internet and it says claude dot ai Now make sure you are using Claude dot AI and not accidentally playing for something else. Right when you're using that uh web version, make sure that we've got we go to the settings section. It's, just going to be done by clicking your initials down in the bottom left hand corner. So in my case it'll say E T. I click that and it brings up this window. When you bring up this window, you're going to see this button right here that says apps and extensions. You want to click on that, and that's going to take you into a page that has this.

[11:38] Coach Emily Terrell: You have to scroll down a little bit, but you'll come to this. Now, there are two things that I want you guys to make sure you've installed. The first one is the Chrome extension. Make sure that this installed on your computer. This what allows CoWork to take over Chrome. In addition to that, you want to download the desktop app. Now I am on a Mac; mine says "Download for Mac." If you are on a PC, it'll say "Download for PC." You just need to click the button Go through the process to make sure that you have the app version here. Now, somebody did mention that cowork does not function a Chromebook, so I am not using a Chromebook, so that's not an issue with me. If you are using a Chromebook, I'd recommend getting an actual computer so that cowork can function for you. Darcy also asked if you need the paid subscription to Claude. The answer is yes; in order to run cowork, you will need and some of the.

[12:32] Coach Emily Terrell: The better models you will need the paid subscription. My recommendation is to start with the twenty dollars a month Pro subscription. The reason is some of the things that we're going to do are actually in cowork, so you do need that subscription in order to create this process. Once we get the Chrome extension installed and we get the desktop app, we need to make sure that we've got those set up because we will need those next week.

[13:03] Coach Emily Terrell: To understand, I'll show you Michelle in a minute. Please remind me if I don't answer. I'll show you how you understand which version you're on. I can show you really easily on my computer here in a second. Once we've got those installed, the next thing we're going to do is upgrade how our Claude actually functions. I don't know about you guys, but one of the things I dislike about using any AI tools is that it likes to agree with me too much.

[13:31] Coach Emily Terrell: You know, it tells me, oh great job or that's a great question. And frankly, I don't care. Like I don't care if you have if it likes me. I don't care if it if you you know like me. I can pay someone to tell me that they like me or that I did a good job. I don't need Claude to do that. What I really need is, I need Claude to actually be smarter than me because it is, it's significantly smarter than me. I needed to act like it is. It needed to actually do that I don't need it to be my assistant. What I want is for it to be my advisor. So when I do that, I am actually going to give it instructions to be my advisor. Now, How you do that? And this something that I want you to do now, I am going to preface this with if you ever thought that AI could be a little bit of an asshole, this how you make it be a little bit of an asshole. Is.

[14:27] Coach Emily Terrell: By giving it these instructions, but I do think these instructions are super important. So we're going to go into that settings folder. Remember, you're going to click your initials down in the bottom left, and this going to be in your settings section. And just right there on general, you're going to look and it's going to say Instructions for Claude. This where you're going to copy the instructions that I'm gonna send you. Remember, they're gonna be in the resources and you're just gonna simply paste them into this section. It's gonna look like this Now, as you can see, we're telling it, "You're not my assistant. You're my advisor who happens to be smarter than me." And it's going to follow the rules. Now, these are not the only rules, so screenshotting this isn't super helpful. Um, what we actually need to what I want you to do is actually use the the seven rules that I've given it. It and it tells it don't start with an agreement. And I want it to rate my confidence. Why do we want it to rate your confidence? Because do you think that if it isn't super confident, it should tell us? Absolutely! I want it to tell me that its guessing.

[15:25] Coach Emily Terrell: I wanted to tell me that it isn't super likely. I wanted to tell me that it's confident because that shapes what I do with the information. If I know that it's just guessing something, then it changes how I use that information. So, I need to know that ahead of time because it's going to change what it does for you. And and what you want to look at going forward. Especially if it's not very confident, then you can ask a different question to help it be more confident. So to do this, you're simply going to look at the resources that I gave you. I've already got all of them there. They're already loaded. They'll be available to you as soon as the session is done, and you're going to copy them and just paste that into your instruction. Now one thing to look at is you notice here there's no save button. Don't worry that there's no save button. It's there's not a button to click save. You simply paste them in there and they're automatically saved for you.

[16:21] Coach Emily Terrell: So they are in the resources, like I mentioned already. So you'll be able to have that and copy and paste them into here. So once you get, now we've done two things so far. Number one, We made sure that we got the Chrome installed, and we've got the desktop app. We've also updated from agent or assistant to advisor. The next thing that we're going to do is we're going to make sure that, especially for those of you who have used Chat GPT in the past and are now looking to. You know, Really get everything that you've done in Chat GPT or Perplexity or Grok into Claude. This is how you do it. Now, Armando asked and I'll go ahead and answer this question really quick. He said that there are three different versions of Claude. Which one do we want when he's talking about the subscription? My recommendation is just to start with the Pro. One because they all three do the same thing, it just depends on how much you're using it. So start with the Pro. And if you find that you're using it too much where it's stopping you all the time, then you can upgrade. But for now starting with a twenty dollar a month option.

[17:19] Coach Emily Terrell: Is perfectly fine. Okay, so when we do this, We want to start with going through and actually updating any of the history that we've done. So to do this, you're going to start again. You're going to go to the sections, which is just your initials. In my case, it's E T down at the bottom. It's going to take us to the settings tab. That's going to be there under capabilities. And what it's going to do is we're going update the memory now when we update their memory. We're going to click look here where it says import memory from other AI providers. The cool thing is, Is you just click the button that says start import? And it's going to open this right here. It's going to say import memory to Claude. To complete this, you're just going to click this button right here that says copy. You'll go to Chat G P T and you'll paste it into Chat G P T. And it's going to give you essentially a bunch of kind of looks like gibberish, right? I mean, you can read it but it's really just a summary and.

[18:14] Coach Emily Terrell: Specific details of everything you've done. You don't need to process any of it. You just need to copy everything. It gives you and you're going to paste it right here into this section that says, paste your results below. Now, you can do this from Chat GPT, you can do this from Claude, you can do this with Gemini not from Claude from uh Gemini, from Grok and Perplexity. And you're just going to add it to your memory. And, what it does is everything that you've done from the past is going to be imported. Into your cloud, and so it's going to help shape. So, Especially if you've done a lot of stuff like building your brand or building your voice, or how you talk to it, it's going to update all of that. Okay, Now remember, what it's going to be is under settings ;. It's going to be under capabilities, and it's going to be import memory. I'll walk you guys through that here in a little bit. So y'all can see in real time where it's at. Okay, After that, once we've updated this, okay. So remember, we'll go through it. You are gonna download the app.

[19:09] Coach Emily Terrell: You're also going to update your agent versus or assistant versus advisor. We're going to update and import all of our history that we've done in Claude, and then we're going to go and make sure we're adding in our connectors. I see a couple of you are looking at them and saying that your capabilities, your import here. Make sure you do have the paid version. If you don't have the paid version, it's not going to be in there.

[19:39] Coach Emily Terrell: So okay, so in here we're going to update our connectors. Now connectors are going to be if you can look at them for two places. One of the places if you go to settings, it's going to be under customize and it's going to say connectors. Now, my recommendation is to go into connectors and look at some of the things that you're using. As you can see, I've got several connectors going. The cool thing is is it gives some of the popular items, Right, for example, a lot of people like to connect Canva, and this allows Claw to go and connect directly with Canva. In addition to that, we've got stuff like Gmail. We highly recommend looking at your Gmail; you will need this for next week. Some of the more popular ones are also Google Calendar, Google Drive, and then you know you could add things like Dropbox. But specifically for next week, my recommendation is to have Gmail. Now one question that.

[20:35] Coach Emily Terrell: I do get is if you're not using Gmail, you notice up here there is a Microsoft three sixty five. So Microsoft three sixty five allows you to connect other tools, um such as Outlook different stuff like that. So, if you don't use Gmail, it's okay to connect to Microsoft three, sixty five. But the big thing is is if your you want to connect your email. We also like to do or I love to have Google Drive connected, your Google Calendar. And then, if you are using Canva, working from there as well. This going to help you connect any of those tools. Sorry, this going to help you connect any of those tools. It allows Claude to go directly into those tools and work within there. So for example, If anybody's using Notion or Slack or any of the other ones that are suggested, feel free to connect those. But specifically for next week, you're going to be able to connect Gmail, the calendar and Google Drive. Okay?

[21:32] Coach Emily Terrell: Now, one person did ask, what happens to the privacy issues when you connect to Gmail? There are settings that you can connect, but at the end of the day, what I like to do is. The email that I connect, I don't do things like getting my banking information or doing, you know sensitive information. I like to connect that into a separate email so that I'm not giving it cloud access to it because, unfortunately, there's not a way to go in and say, hey, don't look at the private emails. So for me personally, I just don't connect anything that's private, like banking information, banking details, things like that in that computer or on that email specifically. I do that in a separate email that I use strictly for that stuff. That I don't connect to anything that's AI related. Now, of course, uh, we do have this session recorded, so you will be able to out look at the specific recording within twenty four hours. It'll be on the Revi link. I'll make sure you guys to show you where that's at.

[22:27] Coach Emily Terrell: Here in a little bit, so that you can be there, so that you can take a look at that. But do have these connectors set up so that we've got all of that connected, and we're ready to go for next week. Okay. So after that, now I do want to just show you guys Cloud Projects. You don't actually have to set anything up. We will be using this later, but just do keep this in mind. We do have the option of doing Cloud Projects We will take a look at these later, but you don't necessarily have to do any of these now. I just want you to be familiar with some of the terms and the things that we talk about when it comes to a Claude project. Claude projects are really great, and they're used for prompts that you're reusing on a regular basis. So just as an example, if you are creating the same flyer for a listing on repeat. Oh perfect! I love it! Somebody went in and updated um for those of you guys that weren't finding memory.

[23:23] Coach Emily Terrell: Um, it's actually under customize skills plugins, et cetera on the left hand column. So it is there. So for those of you guys that are looking for it, it is there. Thank you so much. I don't I'm not going to butcher that name. I'm so sorry, But do take a look there in the chat guys for those of you that are looking for memory. But back to projects right? So projects are going to be used for things that you do on repeat. So for those of you that have collected all of these prompts that you're reusing over and over and over again, consider making them a project. And when you go into projects to create a project, just so that you guys have some knowledge, you are going to look at projects. You are going to click the button that says "New Project." Once you create the new project, it's going to ask you to name it. Now in this case, I am just doing an example one of custom listing presentation. For those of you that are taking a look at that, you know that have seen my custom listing presentations, I do that one quite a bit. Now in the description, I want to be really clear when your.

[24:20] Coach Emily Terrell: Doing a description. It's not where the prompt goes. The description is used to describe what the project is. Now, for me, I personally like to put the thing that is the trigger. So for example, in a custom listing presentation, uh I like to give it things like this Zillow link, my old MLS data or old MLS sheet, the MLS data updates in order to create that custom listing presentation. So, when you are doing that, I like to put the things that are the triggers there. Now, once I do that, it actually takes me into a project. Now, the prompt the prompt goes here in instructions. Just click the little pencil and you're going to copy and paste. So, when I ask you guys to create a project now, i yes, we'll go over this process again. But just so that you guys are familiar with where a project is now.

[25:14] Coach Emily Terrell: If, you have anything that you're wanting to create, or you think would be a great project because you would use it on repeat, you use one prompt on repeat, You'll now have the information of how to actually go in and set up that project so that you can, instead of copying and pasting and finding the prompt over and over again, You'll actually just be able to reuse it every time. And it'll update. And as you can see, it updates the memory for you. So it knows all the preferences that you're doing within that project. As you can see this example I do geo blogs So I just simply put the questions in there or the topics that I wanted to write about, and we've got it pasted into there. Okay, so we went through a ton just on Claude. So right now, I know I had said towards the end, I was going to do questions, and I've went through and answered a lot of questions, but I want to make sure that I'm answering all of the questions. So really quickly, Does anybody have any specific questions that you want to put into there? Because now I can go back easily and show you the slides?

[26:13] Coach Emily Terrell: So I can make sure to do this now. The good news is, Andy, is that your coach is on this, And the coaches actually go through and they'll be able to help you with this. And if not, they know how to get in touch with me. So we'll make sure that you can do it. Um, Most of you guys should be able to have your coaching calls between now and then. Now for me, Let me just show you guys I'm I'm using the paid version. Now There are three paid versions. It doesn't matter, which one you do. These actually work in all of the paid versions, so you can do Claude Pro, which is going to be the twenty dollars a month one. So for anybody asking, you can do Claude Pro and that would work. Okay, so let me go back over here. Okay, So my initial instructions um Do, they also work if I paste them only into the project instruction set? Um Well I don't put them so I am not putting.

[27:08] Coach Emily Terrell: Those instructions in a specific project, but you can. You can give it to each individual project if you want. I have them set up in my instructions for Claude in general, so that it acts the same to everything. So it challenges me and acts as my advisor for everyone. Like I said, A downfall is it kind of makes it a little bit more of an a-h ole, but I set it up for everything instead of just specifically an individual project. So it's set up for Claude in general, but you can, Um, so if somebody is using Apple Mail, is there a connector instead of Office three hundred and sixty Miriam? I've never actually looked for it, but there are a lot of connectors, so there most likely is. I've never actually had that question asked. It would be something we would have to check out to see specifically. I've not explored all of them. Um, I do know that Gmail is one of the most popular ones. My Office three hundred and sixty five is the second was one of the also popular ones. Um okay so in there oh.

[28:08] Coach Emily Terrell: Uh, Lauren, for those of you that are not seeing it, I will let me go back. I am going to share this right here. We're going to go right into Claude. So as I mentioned, If you are going in and selecting down here, where it says ET and you select settings um in my case, right here where it says capability, it says import memory from other AI. Sorry the one y'all asked about. I am so sorry where the instructions for Claude is here under general, And then for those of you where they were asking where the capabilities are, it's going to be import memory from other AI providers. It's right here where it says import memory. So both of those two things are located there. So my agent versus advisor instructions go here under general, And I have I have a bunch of instructions mine down here at the bottom, but they're just going to be this right here. Notice again no save button, and then under capabilities, it's going to be here where it says import memory from other AI providers.

[29:05] Coach Emily Terrell: So, both of those are going to be located there so that you can see them. Uh, yes, the website this is being recorded. You'll get it guys in about twenty four hours. So you can go back and rewatch this. You can go back and see all of the things that I've done uh to make sure we do this, okay, um to set up your Gmail and to do any of the uh connectors. Same thing we're here under settings. If you look under customize, it says connectors. So you're going to be here. These are the popular ones. And then the connectors here, you've got all of them. They're going to be listed here. You can also search for specific connectors. So if you're wanting to look for something specific, you can look here. To connect, You're simply just going to click Connect. And then in this case, it's going to take me uh to a login page, so I can log in. I'm not going to log into Dropbox, but it does take me to that login page.

[30:02] Coach Emily Terrell: Now, for those of you that may have a question, and I know I kind of mentioned this, make sure we are on claude. ai for we're here because I'm just on the web version. Make sure we're actually using Claude. I've had a couple of times where people have accidentally paid for a different option. They typed in Claude and accidentally were paying for something else that wasn't Claude. So make sure again, This is Claude Pro or Opal mine is a little bit higher, but you can use Claude Pro Um. Let me make sure, okay, fantastic getting.

[30:33] Coach Emily Terrell: Okay, perfect. If you're using coworker already, Janet, then you probably have the Chrome extension already attached. If not, just go and check on it. Yes, you can if you attach Claude to Gmail Google Drive. All, you have to do is go and click the button that says connector, and you can configure it. And remove it at any time. It doesn't have to stay um at all. Uh Terry depending on, they asked, they already have rules in there, depending on what happens when you put those instructions, my instructions in it could change it. Um, depending on what instructions that they have there. Stephanie asked, "Is there something more that the new that the more expensive ones do?" No, they don't do anything different other than it gets you more usage. So you'll have the option to do more usage. So it goes, you know, Pro gets this much. Um, then the middle tier gets you this much, and then the max tier gets you like this much. When to decide when to upgrade to the next tier?

[31:28] Coach Emily Terrell: Is if you're doing pro and it's constantly running out and it's telling you, oh, we're going to reset in three hours come back then if you're constantly running out, then it's probably time to upgrade. I use my cloud all the time, so i've upgraded to max. Uh, just because i use mine constantly every day. It's running at night. So i do need it to be the max, but you can definitely start off with pro and have all of this here. Okay, we've got a ton of questions. Um, some of these, there's a couple of them. Rhonda asked how uh it's helping with YouTube videos. That one actually Erin who can answer right now, we're just sticking to getting making sure that this is getting set up. Yes, Julia, There is a benefit to using the desktop version, and that's going to be being able to run co- work. C o- work runs off of the desktop version. So you want to make sure that you are using the desktop version um Mary's question of how to make the tone and feel less like AI.

[32:25] Coach Emily Terrell: That is going to be using my brand guide. If you want, I can send you my brand guide. Um, But that's not something that we're going to be able to cover directly right here, But we can definitely get you a brand guide so that you can start attaching it there. Um, We're going to use the email Jessica just so that you know we are going to be using the email to actually do some research for your data. So we'll be using that um There's also a lot of other benefits for it, But specifically, we're going to be using it to research and fill in data for you. So okay, Perfect. Okay, so I'm going to go. I'm going to pause answering some of these questions right now because I want to make sure that I get through the rest of my slides and then I'll definitely come back to them for you guys. I just want to make sure that we're getting through the rest of these slides for you. Okay, So now the next tool that I'm going to go over is going to be listing leads. Now, I know a lot of you guys have heard heard of it. And a lot of you may already be using listing leads if you're not if you're not already using listing leads now would be the time.

[33:22] Coach Emily Terrell: To go in and get uh signed up for it now. The cool thing is is that we've got a sixty day trial for you. So if you are not already doing it, Do go get signed up and then use the code summit stack to get signed up for it. And. The reason is this because remember I told you that the first four weeks we're going to set up your database. Well, The next four weeks in some of the classes, we're going to go over how you can use listing leads and the already made already created content. And how to actually apply it to your database. So we will be going into it. So make sure that we are signed up for listing leads again. You can do the summit stack, coupon code, and it'll give you sixty days instead of just the regular seven days trial. So making sure that we are using that in there. In addition to that, I do want to talk to you guys about your CRMs. Now, what CRMs is everybody using? Put in the chat, tell me what CRMs are most of you using?

[34:22] Coach Emily Terrell: Because we will need this, okay? I love it. I see a lot of follow-up boss clothes, lofty bold trail wise agent man. Love it, guys. Y'all are going crazy. The good news is a lot of you are using some of the same CRMs. Funny enough, It's actually a lot of them. And there are some there are some that are different, but a lot of them are going to be some of the ones that I've listed here. Here is the cool thing. And this is something that I really want y'all to understand : I don't care what CRM you're using.

[34:53] Coach Emily Terrell: You can use any CRM that you want to. Now, I am going to demonstrate using Follow Up Boss. I am not telling you to go and sign up for Follow Up Boss. What I am telling you is is that I want, you, To go in and make sure that you are you can sign into your CRM. I want you to make sure that it is um You know, you can sign in. You are familiar with it and you know what some of the terms mean. And the reason is, oh thank you Sulten for answering that. Listing Leads is just at listingleads dot com. That's where you go to log in. Just use the coupon code summit stack and it'll give you those for sixty days. So, In saying that I just want you to make sure that you are signed in and that you remember what your CRM looks like, And why is that important because we are going to be working on it now?

[35:48] Coach Emily Terrell: Part of your homework today is obviously we're gonna you're gonna go in and set up all of your cloud. You're gonna make sure that you are signed up for and using listing leads. You don't necessarily have to be using it right at this second, but make sure that we are signed up for it. And then in addition to that, make sure that we are going in and looking at our CRM. Now, The last thing that I want you to do is I want you to download your data. And this is going to be from your database. You don't need to do anything special with it other than before the next call. So you don't have to do it today. You can do it right before next Wednesday. I want you, to go in and download, the, Excel spreadsheet or you can have it in Google Sheets, either one. But I want you to go and download the database because we will be using it along with Claude next week.

[36:43] Coach Emily Terrell: And it's important because we want to make sure that it's ready to go. And next week, when I am giving you guys prompts and we're you know running content, You guys can do it at the exact same time as me on your own PCs. You are just going to Suzanne. You are just going to simply download it to your desktop and have it somewhere available and ready to go. Now whether that's having it on a Google sheet, you can also just download into an Excel file now. And you can have it in a CSV. It doesn't have to be specifically an Excel file. It could be a CSV. It can be a Google Sheet. Now, the question is, and somebody said, what database? For those of you that don't have any database built at all, don't worry. Next week I'm going to show you how to actually start a database and where you're going to go. Yes, don't worry Lindsay, it will be on the slides. I'll get to the next one, and it'll tell you what your homework is, but next week.

[37:42] Coach Emily Terrell: I'll actually show you where to go and get data because we need to fill in what's missing, and we also need to fill in all the missing people. So, we will be doing that again hands-on next week. Okay, so back to here—you are going to get these slides; they're already uploaded. It does show you what your homework is. And, how many of you guys think that I'm going to be sending this out to your coach? So they know exactly what you should be working on, and they can check it with you? You know for. Everybody who thought, yes, my coach is going to know about this, absolutely. Because, the coaches are either on this call, and they're most of them are on this call, and they're also going to get an email from me that actually a, a post from me that tells them exactly what they need to be working on with all of the resources that they can help you and walk you through these things. So homework for you, like I said, download your full database list via Excel Google Sheet CSV. Just have it in some format. Now you're going to download whatever information you have.

[38:40] Coach Emily Terrell: If you have everything, like my coaching client Samuel, he's got everything. Or if you have just their first names, if you have just or hopefully you have more than just their first names, but if you have just their names and maybe a phone number, that's perfectly fine. Just download what you have, and we're going to work on cleaning it up and getting all that information in there. I also want you to set up your three tools, : set up your Cloud account and the app. That's there. You're going to make sure that your cloud account is set up, you have the app ready to go. You're also going to do listing leads with the code that I sent you, and then set up any CRM that you're currently using. Hey, guess what? Free CRMs are definitely the best, right? You don't have to go and pay for one if you don't need to. And then lastly, feel free to message me on Instagram, especially if you complete it or if you have any wins from it.

[39:34] Coach Emily Terrell: Now, you know, I'm necessarily going to have wins. Maybe your wins are that your claw is working significantly better by adding the instructions. Absolutely message me because I want to be able to number one celebrate with you. And then if you're cool with it, I want to be able to congratulate you on these calls. So make sure that we are sending me these messages so that I can make sure that we don't have any questions because I like to be able to answer the questions there. So okay, we've got a couple of questions here and I want to make sure That we spend the rest of the time answering these because I want to make sure that we don't have questions, and we're not confused when we leave. So what file do we download it in? Whatever your C R M outputs. If it gives you an Excel, if it gives you a C S V, if it gives you a Google sheet, just have a list ready to go. Claude can work on it in whatever format it needs. So just have that list ready to go. Okay? What information do we need downloaded? Whatever information you have. So if you have all of their information, perfect.

[40:29] Coach Emily Terrell: If you have just some of their information, that works too. So just gather any information that you have. We're going to work on it next week. Yep, um, yep. And all CRMs offer different data, and that is an accurate thing. That's okay. Just download the way it is. The prompts that I've created are designed to work in the format that you provide with the information that you provided. So there doesn't need to be a specific setup for any of the data, And it's going to be any database, so it's going to be all of your data. Because the point of the entire point of this exercise next week, we are going to take the data that you have, we're going to fill in the gaps, we're going to add missing people. We're going to do a really fun thing by researching their social media so you can get notes in there. Because what we're working on is work, putting together one file that you can put into your CRM that gives you everything.

[41:25] Coach Emily Terrell: So that all that missing data and all the reasons that you are not using your CRM, you can't have those excuses anymore. So we're going to work on filling in all of that data. So any information that you have, put that together on a list. Do we separate the languages? Jonathan, That kind of depends on how you like to run your CRM. You could just put a tag on there which we'll get to tagging of, I'm just going to use English versus Spanish because I'm in San Antonio. And that's the two languages, right? If you have like an English versus Spanish, those would be controlled with tabs. So, you can do just one list in one database, and then we can just put those tabs. Okay. Oh, right. Perfect. Yeah, I mean Barbara if you've got six thousand contacts in there download them all. We're going to process through all of that information so download everything. And Maria asked.

[42:21] Coach Emily Terrell: A question: if you should do Claude personal or team. So, there is a team option. If you want to share projects with your team members, if you want to share anything with your team members easily, then you do team. If you are just using it for yourself, do personal. So that's going to be how you make your decision. Majority of people that I work with just do team, they i mean, so sorry, just do personal. They don't. I don't have a lot of clients that do the team option, even if they have. They have each of their agents get their own accounts. Um, so Melissa, depending on so she has a team follow up boss account. Um, Let's take a look at what capabilities you have because most likely you can do most of the capabilities that we're going to talk about in that team account. If you find yourself really limited, Then at that point, you can decide to open up your own account to do it.

[43:17] Coach Emily Terrell: Okay, perfect. Um, all right. So I answered some of these, so we're good to go. Um, You know, somebody asked if they have two email accounts, a team and a personal email um, do they need two cloud accounts? I mean that completely depends on you depending on which one you use. If you're sending out, you're only using your team email, then you can then use that one. If you're using both of them, you may need to have two cloud accounts because unfortunately, you can only ask. That we do get all the recordings and the slides. They're going to be listed in Revvy. Um, yep, if you are uh Gina, if you're already using your database, Just go ahead and download it. And then you can we can add a lot of data to it. And go and upload your current contacts. Um this way, we've we've got all that, and we're going to update a lot of the information in there. Um I answered some of these. The listing link codes, it's summit stack is the code. It's also going to be in the resources. So you guys could take a look at that.

[44:15] Coach Emily Terrell: Uh, yep, all of the instructions are going to be there in those resources. Um, Listing Leads does not currently connect to Claude; it does not have a connector. However, I can show you some workarounds for that. Um, if you have two CRMs, Then pick the one you want to use ; just commit to the one that you want to update all this stuff for. Um, you can also download all of those contacts and we can, you know, work on one list; we can put them together for you. Uh, Okay, cool. Um, yeah. So instructions for a Claude script, those are going to be in the resources. And here we go. Um Patricia, that's up to you. I recommend putting the whole database in there. She asked do we put the whole database or just your A's? I recommend doing the whole thing. If you want to work, just your A's, you absolutely can do this Okay cool. So we've got ton of questions. What about VAS Amy, if you want to put in a second question?

[45:14] Coach Emily Terrell: I want to know a little bit of clarification for that, um, so I can do that. Great. Okay, so for everything to download everything, I just again we're just downloading it to an Excel spreadsheet, A Google sheet somewhere that you can use it because we're going to be throwing that information into Claude next week. So just make sure you have that somewhere. So that you've got that over, okay, perfect. How do I share all of this with my VA? You could definitely share them the recording, Um, so that they can go back and rewatch this, So that they can look at all of this information and update if they have their own Claude accounts, they can do update that. Um, And then Kathy said that she's frustrated with C laude ;, it starts going rogue and changes how it processes. That's kind of one of the points of the instructions is that you are telling Claude what to do. So that it doesn't change because it changes processes based on.

[46:08] Coach Emily Terrell: Its memory and what you've been telling it. So, if you give it instructions, it's going to stay and follow those instructions above other things. So that's part of the process there. Now, For those of you that want my brand guide because I noticed that as soon as I said that a bunch of people wanted the brand guide do this Give me two hours, and then I am going to put in my Instagram, a response to a DM, where, if you in two hours now right now. If you DM me the word "brand," I will have it automatically sent. But give me give me two hours. I need to set up many chat, so just give me a just give me a few minutes. Give me a little bit. I got some coaching calls, so I can set that up for you guys. Um, but give me two hours. You are going to send me the word "brand, " and I'll have that automatically sent back to you guys. So you have that brand guide and you can go work through it, But I want to make sure that I actually get it there because if a bunch of you guys message me, um, I don't want to uh accidentally.

[47:08] Coach Emily Terrell: Miss all that for you guys, okay? Um, Summit Stack is all one word, so just one word: Summit Stack. No spaces right into there. Um, okay, cool. Does listing needs collect to follow connect to Follow Up Boss? It does not as of now. Um, but we are going but it does connect to Canvas. You can actually create some of this really easily. Okay? It has a database includes sphere, leads agents. It's fine, yep. It's everybody. We're gonna go through and clean up that data. And work on tagging it and stuff like that, so you'll be able to kind of parse through all of that. And then one question is, what if our CRM is already connected with our Outlook? Fantastic. It should be. Having your CRM connected there is fantastic. Let me show you guys where the resources are. We're going to go back over to here. So within Revi, just so you'll know guys, remember you do need to register for the link, so make sure we're going into the app and we are registering. This is the one we did today.

[48:04] Coach Emily Terrell: You do need to scroll down and register for session two. It's going to be session two is going to be on the twenty sixth same time, so make sure that we are registering for all of the sessions. In addition to that, not right this second, But eventually where you went um for the on demand training where it says the database referral optimizer there on the dashboard. Um it's actually going to take if you go into here. It's where all of the recordings are going to be. It's where all of the resources, slides, everything are going to be into here. And as soon as this session ends, the team is going to update this in the learning center. Now I'm going to take this path. I'm going to put it into the chat for you guys so that um you guys can get it. I'm gonna put this here. There we go, Perfect You guys can see exactly where you can go. And it's in the learning section because it's in a little bit of a different place, right? I'm gonna put this in here.

[48:58] Coach Emily Terrell: A couple of times, so that you guys know where to go to get all these resources and the recordings, because it's in a slightly different place. Okay. Another question is, can we use the database of people we do not know, is there something we should do? Um you can. It's it's not gonna the things we do next week won't give as much information, but you absolutely can, if that's the only database that you have, then make sure that we are, you know that your you have what you have. Um, I am going to show you how to add in people that you do know so that you can kind of add to that. But just download whatever database that you have. Um, okay, perfect. Oh, y'all aren't able to see it? That's because the course isn't live yet. It'll connect in and make sure we are located or we are uh logged into our Revvy. Um so that it can go there. Okay, cool. Um, all right, Let me go back when I make sure that we're answering some of these questions. Oh.

[49:55] Coach Emily Terrell: My Instagram name is just Coach Emily Terrell. You can reach me there, just Coach Emily Terrell. It's a black and white picture of me screaming at the camera, and for some reason I don't want to change it, so that's what it's going to be: just Coach Emily Terrell. For those of you guys that are if you do have questions, I most likely did answer them. So be sure to go back and rewatch this course if you guys still have questions. So that we can go in there, I am also going to be providing all of my slides and everything there. You are not required, so Eileen. Oh no, Elaine. I think there we go. Asked if they have to sign up for listing leads after the trial. You absolutely don't have to. You can if you want. If, you find that you are using the tools and you are using all of the marketing ideas. And it's useful to you, then absolutely you should add it to your tech stack, but it's not a requirement.

[50:47] Coach Emily Terrell: For this, I am going to show you now. It's not the only thing that I am going over, but for this, I am showing you guys how to use those tools and how to actually use it. Because a lot of you are probably paying for it and have been paying for it. And so, I want to actually show you guys how to use that in there. So okay, cool. You should use your inside or somebody mentioned that, uh, let's see, can you show again where to find the recording and information? Absolutely. So that's going to be just located here. It's going to be under the learning in Tom Ferry. So it's going to be learning in Tom Ferry, and then when you go and look up, you know, the online courses, if you look up the database referral optimizer, it's going to take you right into that dashboard. And in that dashboard is where all of the sessions are going to live. It's where all of the recordings are going to be, all of the resources, all of the homework. It'll be listed here. So if you go to our learning section.

[51:45] Coach Emily Terrell: Which here, I'll take you here. You go to learning, you go to learning home. Go to start learning. It's going to take you to this page right here. Right in here, you are going to go and as you can see, there is a lot of different stuff that you can look up. Once you get into here, Let's see if they don't have the page on your yet because we just started the next one. But if you go and you look up, let's see what does it call I am going to make sure I do it on here database. Right, if you go in and search "database," it's going to bring up this section right here, the Database Referral Optimizer. And this way, this going to be that dashboard where everything lives. So you can go back in. So if you are wanting to rewatch, look at any of the content, This going to be where you go. And all of the content um go in there. So it'll be able to help you with that. Okay, So here is the thing : I went over quite a bit with you guys today, and I want to respect your time.

[52:42] Coach Emily Terrell: Now, I do know that some of you guys have questions. Remember that there are three places that you can go to get a lot of your questions answered. Number one is going to be going to your coach. Coaches are on this, coaches are rewatching this, so coaches will be able to help you. If for whatever reason you still have a question outside of that, You are more than welcome to reach out to me on Instagram at Coach Emily Terrell. I will answer questions ; I'll make sure that we get those things answered for you. And then the third resource. Is going to be going to that learning home. You are going to get all of my slides. You are going to get all of the content. Now, keep in mind the homework. The homework that you do, I want you to go back and if you need to rewatch this, watch a section, pause it, do the thing, go back, replay it, do the next section, pause it, do it. That's perfectly okay. It's okay to go in and watch do one piece.

[53:42] Coach Emily Terrell: Pause it. Cause, what we're going to do is we're going to take your data, and we're going to go in and fill in some of the blanks. Once we go in and fill in some of these blanks, we're going to be able to get this database updated. Now I do know it's a little bit tedious to do this, That's why we're going to walk through step by step next week of how to do it. Now, to do it you will need that data from your database, you'll need that list of people. You'll also need number two. You'll need Claude, And we're going to use those two things to actually go through and process your data. And you will need some of those things that I mentioned already set up. So make sure that we're going into our Claude, setting that up, And that we're going in and making sure that we've got all these questions answered. Now, if you guys like I said have any questions, I can give you the resources to go through if not.

[54:36] Coach Emily Terrell: I will be signing off today and letting you go so that you've got a few minutes to get through. I know I went over a good amount of stuff today, but I wanted to make sure that you guys can get.