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Workflow Secrets Redefining Real Estate Technology. Makers of SAM, the AI-System replacing Legacy CRM's for agents & teams across North America.

We help agents simplify their tech, automate systems, grow their businesses to save time, make money, and enjoy life! The Makers Of The Systems Accelerator Manager (SAM) The AI System Replacing Legacy CRM's & Empowering Real Estate Success

11/06/2026

In this opening module, Mark and Cody Stepp introduce the C.O.R.E. framework — Conversion, Operations, Retention, and Experience — and show how real estate agents can stop treating their business like a pile of disconnected tasks.

Instead, you’ll see how SAM helps turn your real estate business into a flywheel: leads come in through landing pages or assessments, follow-up starts through Routines, client details fuel better communication, and past clients become part of a repeatable retention and referral system. The workbook frames this as one connected cycle, not four separate projects.

Start SAM here:
https://sam.workflowsecrets.info/

Download the AI Tools & Automations workbook:
https://drive.google.com/file/d/1BAdSDzJuy-2bDkOAyMmrCxWEANSSPwtK/view?usp=drive_link

Full training hub:
https://sam.workflowsecrets.info/connect?id=b225ef9c-0f52-4445-a594-61bb7950228f

09/06/2026

Welcome to the AI Tools & Automations training series for real estate agents.

In this opening session, Mark and Cody Stepp introduce the purpose of the event, the structure of the training, and the bigger vision behind SAM — the Systems Accelerator Manager by Workflow Secrets.

This series is not just about learning another real estate CRM or collecting a few AI prompts. The goal is to help you understand how to build a connected operating system for your real estate business using AI, automations, lead capture, landing pages, assessments, Routines, templates, dashboards, and client experience tools.

Inside this training series, we’ll walk through the full C.O.R.E. framework: Conversion, Operations, Retention, and Experience. The workbook describes this as a flywheel, not four disconnected projects: strangers become leads, leads are captured and qualified, follow-up starts through Routines, client communication becomes more personal, and past clients can continue moving through retention and referral systems.

You’ll also see why setup matters before automation. In the AM session, Mark explains that SAM is designed to bring contacts, properties, transactions, communication, AI, and automations together into one operating system for your business instead of forcing you to copy, paste, and duct-tape disconnected tools together.

Use this video as your starting point before moving into the individual modules.

In this training series, you’ll learn how to:

• Set up SAM around your real estate business
• Customize your Profile, Member Voice, integrations, and setup menus
• Create AI-powered lead magnets and resources
• Build landing pages and assessments for lead capture
• Use Routines and automations for follow-up and operations
• Create templates, newsletters, and personalized messages
• Manage properties, listings, transactions, and projects
• Use dashboards, call lists, and VIP systems to stay focused

Start SAM here:
https://sam.workflowsecrets.info/

Download the AI Tools & Automations workbook:
https://drive.google.com/file/d/1BAdSDzJuy-2bDkOAyMmrCxWEANSSPwtK/view?usp=drive_link

Full training hub:
https://sam.workflowsecrets.info/connect?id=b225ef9c-0f52-4445-a594-61bb7950228f

Subscribe for more real estate AI, automation, CRM replacement, lead generation, and client experience systems from Workflow Secrets.

04/06/2026

Welcome to Deploying AI Tools & Automations In Real Estate, this is a complete training series built for agents who want more than AI ideas, prompt lists, or disconnected tools.

Get Access Here: https://sam.workflowsecrets.info/connect?id=b225ef9c-0f52-4445-a594-61bb7950228f

Inside this training, Mark A. Stepp and Cody Stepp walk you through how to use SAM (the Systems Accelerator Manager by Workflow Secrets) to start building a connected real estate business system for lead generation, follow-up, automations, client communication, listings, transactions, dashboards, call lists, assessments, and guided AI assistants.

Instead of stacking another CRM, another landing page tool, another spreadsheet, another email template, and another reminder system, this training shows you how the pieces can work together inside one operating system.

You’ll start with setup, move into conversion systems, build operational automations, and finish with advanced VIP tools that help you talk to your business data and act on what matters next.

Enter your details below, and we’ll send you direct access to the training hub, plus the AI Tools & Automations workbook, so you can follow along and start turning each module into a real implementation inside SAM.





In real estate, personalization is often talked about as if it only means better emails, smarter texts, or more advanced...
01/06/2026

In real estate, personalization is often talked about as if it only means better emails, smarter texts, or more advanced automation.

But sometimes, the most memorable touchpoint is the one that feels the least digital.... A printed letter.

Who's gotten one of late?

Mark A. Stepp recently finished a major SAM update that brings printed letters directly into the Systems Accelerator Manager.

Inside SAM, templates can now be created as:
Email
SMS
Letter

Each format has its place, for example, a text can be short and timely, an email can provide more detail, or a letter can feel more personal, intentional, and memorable.

The important part is that this is not a disconnected mail merge process.

Agents can now create letter templates, use expanded formatting and fonts, include images, add letter-specific signatures, print letters in batches, print envelopes, print labels, and track those printed letters back to the right contact, listing, transaction, or file area.

SAM also now includes a dedicated Print Queue - It works similarly to the Outbox, but instead of helping agents manage messages that need to be sent, it helps them manage letters that need to be printed.

And because this is part of SAM’s Routine engine, letters can now become part of automated real estate systems.

That means a new lead Routine, past client Routine, birthday touch, listing update, home anniversary, or seller follow-up can generate a personalized letter and place it into the Print Queue for the agent.

The goal is not to replace handwritten notes, but rather, remove the repetitive, time-sucking steps that prevent thoughtful follow-up from happening consistently.

This is where we believe real estate technology is heading, not toward more software that simply stores information like Legacy CRM tools, but rather, toward AI-native systems that use information to help agents deliver better communication, stronger follow-up, and more consistent client experiences.

In a world full of digital noise, a thoughtful letter can still stand out, and now SAM helps make that easier to do!

Mark walks through the update here:
https://youtu.be/QSKSIFtxPqY



Tying together, building, and combining Systems. The true 'Workflow Secret' we get the opportunity to share. Today, ...
28/05/2026

Tying together, building, and combining Systems. The true 'Workflow Secret' we get the opportunity to share.

Today, we are embarking on a day of systems creating, of detail connecting, and community building.

So much of what Mark and Cody Stepp get to do comes down to the C.O.R.E. Strategies, and taking the power of when tied into your business details, and creating a tool, that can help you improve followup, save time, and move your business forward from one connected platform.

While most are sharing the path is cut/copy/paste - and you don't see the value, there are engineers and life long real estate technologists, experts at the tools you need, who are helping build, guide, and create the next generation of tools.

A true answer to 'what comes after CRM', not "AI-powered", "AI-Agents" or "AI-Chatbots" buzzwords, but a hub that attracts, converts, delivers & delights, on autopilot for every touchpoint, every system, and every automation.

This is where leads get helped no matter the hour, emails get sent no matter where you are physically (in the office, on the road, at your house), and past clients have consistent reminders why YOU are so incredible to do business with.

Want to stop by? We'll be sharing till 6PM: https://meetn.com/workflowsecrets







22/05/2026

Watch the replay of our free training, AI Tools & Automations Every Real Estate Agent Should Be Using in 2026, where Mark and Cody Stepp break down the real AI tools, automations, and connected systems agents should be paying attention to now.

You’ll see how AI-native real estate platforms like SAM can help save time, improve follow-up, manage leads, and keep your business moving without adding more manual work.

Next Step? May 28th | AI Tools & Automations LIVE Training Event For Real Estate Agents
Main Training: 10 AM – 12 PM CST
Lunch Break: 12 PM – 1 PM CST
Main Training Continues: 1 PM – 4 PM CST

VIP After-Hours Session: 4 PM – 6 PM CST

Secure Your Ticket Here: https://workflowsecrets.info/ai-training

Wanna skip the line? Skip the ticket? Skip the need for VIP? Subscribe Today: https://workflowsecrets.info/samorder

Today is the free training! AI Tools & Automations Every Real Estate Agent Should Be Applying in 2026 Join our co-fo...
22/05/2026

Today is the free training!

AI Tools & Automations Every Real Estate Agent Should Be Applying in 2026

Join our co-founders, Mark and Cody Stepp, today from 1 PM–3 PM Central for a practical, plain-language training built specifically for real estate agents.

If AI has felt useful one prompt at a time, but disconnected from your actual business, this is the session to attend.

We’ll show how AI-native tools, automations, and connected systems can help agents:
→ Save time
→ Improve follow-up
→ Keep communication personal
→ Reduce scattered notes and reminders
→ Support daily tasks
→ Build real estate systems that keep the business moving

This is not about becoming more technical, learning how to write a special way, or having to shift from a real estate focus to learning new tools...

It is about understanding how AI can support the work you are already doing every day, and how to get the real benefits from it! (Saving Time!)

Save your free spot before we go live:
https://sam.workflowsecrets.info/connect?id=0a93f1c4-7c58-4eba-a713-a4358966d953





21/05/2026

Tomorrow is our free live training for real estate agents! Are you registered?!?!

AI Tools & Automations Every Real Estate Agent Should Be Applying in 2026
If you have tried ChatGPT, tested a few AI tools, or heard people talking about automations but still feel unsure how it all fits into your actual real estate business… This session is for you!

We’ll walk through how AI can help agents with:
→ Follow-up
→ Client communication
→ Lead management
→ Daily tasks
→ Connected real estate systems
→ Reducing the manual copy/paste work that eats up your day

The goal is simple: Help real estate agents understand how AI can save time without adding more disconnected work.

You do not need to be technical, to become a prompt engineer, or shift from your focus on business to trying to learn AI...

You just need a practical view of what AI should actually be helping with inside your business, so you understand the landscape of tools that offer everything you need to gain the benefits of AI: time savings, without the cut/copy/paste mess ChatGPT promises.

Free Live Training:
AI Tools & Automations Every Real Estate Agent Should Be Applying in 2026
May 22 | 1 PM–3 PM Central

Save your free spot before we go live:
https://sam.workflowsecrets.info/connect?id=0a93f1c4-7c58-4eba-a713-a4358966d953

20/05/2026

Most real estate agents do not need another AI tool, they need to know where AI actually belongs in their business.

Because right now, a lot of agents are using AI in disconnected moments:
“Write this email.”
“Summarize these notes.”
“Create a follow-up.”
“Give me a caption.”

Helpful? Yes.
A system? Not yet.

That is the focus of our free live training on May 22.

Mark Stepp and Cody Stepp will walk through the AI tools, automations, and connected real estate systems agents should be paying attention to as we move into 2026.

We’ll cover how AI can help with:
→ Follow-up that does not fall through the cracks
→ Client communication that still feels personal
→ Lead management without scattered notes and reminders
→ Daily tasks supported by automation
→ Real estate systems that save time instead of creating more work

You do not need to be technical, or a prompt engineer like the coaches would have you believe. You do the real estate, the system does the AI.

You just need a clearer picture of what is worth learning, what is worth ignoring, and how AI can start supporting the work you already do every day.

Free Live Training:
AI Tools & Automations Every Real Estate Agent Should Be Applying in 2026
May 22 | 1 PM–3 PM Central

Save your free spot:
https://sam.workflowsecrets.info/connect?id=0a93f1c4-7c58-4eba-a713-a4358966d953





20/05/2026

ChatGPT is a great starting point.

But if you’re still copying, pasting, rewriting, and manually moving ideas between your inbox, CRM, follow-up, calendar, notes, and daily tasks… you’re still doing most of the work yourself.

In this free AI Tools & Automations training for real estate agents, Mark Stepp will show you how to go beyond one-off prompts and begin applying AI inside the real systems of your business.

Mark has spent 36 years building real estate technology and has helped tens of thousands of agents build more successful businesses through better systems, smarter workflows, and practical automation.

During this free training, you’ll learn how AI can support:

Follow-up
Lead management
Client communication
Daily tasks
Real estate automations
Business systems that save time and reduce things falling through the cracks

The goal is simple:

By the end of the training, we want you to understand how to start building your first AI system — and how to repeat that system across the rest of your real estate business.

No course to buy.
No credit card required.
Just show up and learn what actually matters.

Register for the free AI Tools & Automations training here:
https://sam.workflowsecrets.info/connect?id=0a93f1c4-7c58-4eba-a713-a4358966d953

Hosted by Mark & Cody Stepp
Workflow Secrets

Address

4190 S 135th Road

65613

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 18:00
Wednesday 08:00 - 18:00
Thursday 08:00 - 18:00
Friday 08:00 - 18:00

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