PART 1
The lead management plugin for Claude.
This plugin builds your lead management training manual for you. You answer a set of questions about your business, and it writes the manual your lead manager works from. You need a Claude subscription, and that is it.
What this plugin sets up.
Set up your lead management workflows with one plugin.
This has everything to do with actually setting up the lead manage workflows, like the 75 custom fields. It also trains your actual team on your entire process.
It helps onboard closers or lead managers into your actual business. Everything that has to do with lead management, and all the things in between.
You will need at least a clause description to do this, but you will not need the API.
Run it and read the output.
Download the plugin and watch the video training first.
This is a Claude plugin that you can use. There is a video training here on how to use this plugin, and I walk through the whole thing on camera.
When you run it, it will create this output right here. Mine was hard to see on screen, so I switched the folder over to large icons.
And what it will do when you run it, alright, is it will create this output right here.
Answer the questions and let it write your manual.
When you go through it, it asks you a bunch of questions, and it creates your own lead management training manual for your business. In the video I used the best real estate wholesaler ever LLC, answered the questions, and it built out the manual for my lead manager.
The really cool thing is that I do this training as if I am teaching or learning as a lead manager. So it reads the way the person doing the job needs it to read.
Hand the training and the document to your lead manager.
If you come in here and do this, give just this to your lead manager. This training plus this document, or just this document, and they should be able to manage your account for you.
They should not have any issues whatsoever. That is the point of building it as one handoff.
Plugin run
From plugin run to your lead manager.
- 1Watch the video trainingThere is a video training right here on how to use this plugin.
- 2Answer the questionsIt asks you a bunch of questions about your business.
- 3Read the outputIt builds your own lead management training manual for your business.
- 4Hand it to your lead managerGive them this training plus this document and they can manage your account.
BEFORE YOU MOVE ON
PART 2
Download the plugin and read it.
The plugin builds almost the whole lead manager for you. What it does not do is teach the sales conversation, so that part stays on you. Then you read the output as if you just got hired.
They need sales conversation skills.
Teach them the sales conversation yourself.
Do you need to teach them sales conversation skills? Yes. But other than that, they are 100% there.
There is the Word document version, and there is also the non Word version that gets generated for you. So it generates a PDF document, which is identical to the one I am reading from.
So there's the Word document version, and then there's also the non Word version that gets generated for you as well.
Download the plugin instead of typing everything.
In yours there is an extra step that says get these things right first. Create your default account, make sure you have a phone system, make sure you have these task presets, make sure you have these custom fields.
Inside this, it also will generate all your custom fields for you. The KPI tracking Google Sheet is in this plugin too. You can watch the old trainings there as well.
If you do not have Claude, then you have to type all this stuff yourself. That is totally up to you, and I am happy to give you this one so you can update everything manually. I would suggest doing the plugin because it is better.
You can watch the old trainings there, and then you can download the plug in to run through Claude and get all this all the resources.
Plugin or manual
The plugin writes what you would type yourself.
Run the plugin
- The training manualGenerated for you
- Custom fieldsIt generates them all
- KPI tracking Google SheetInside this plugin
No Claude
- The training manualYou type all this stuff yourself
- Custom fieldsYou update everything manually
- KPI tracking Google SheetFind it yourself
Read it as a lead manager.
Read the document as a new lead manager.
Remember, I am positioning this like I am a lead manager right now. I am onboarding on to Florida Cash Real Estate, and I am learning how to be a lead manager. So I am going to read this as if I am a lead manager.
First question. The company that I just got hired on to, what do we do?
Say out loud what your company does.
Florida Cash Real Estate is a full service real estate business. We buy houses from motivated sellers, renovate them, and either sell them to end buyers or add them to our rental portfolio. The lead manager is the engine that makes the entire operation work.
Most people hear we buy houses and think we lowball distressed homeowners. That is not what we do. We solve real problems for real people, homeowners dealing with foreclosures, probates, divorce, code violations, or properties they simply cannot afford to maintain.
We are problem solvers first, investors second. That is really important for your lead manager to understand, and for you as a business owner. Maybe you change this up a little bit in your own business.
Most pop most people here, we buy houses and think we lowball distressed homeowners.
What we do
We solve real problems for real people. We are problem solvers first, investors second.
BEFORE YOU MOVE ON