What if one client meeting could power your entire follow-up system?
In this episode of The Texas Real Estate & Finance Podcast, Mike Mills breaks down an AI workflow that turns a simple buyer or seller interview into a personalized CRM profile — complete with custom presentations, follow-up emails, and database marketing.
Using tools like Zoom, Otter.ai, TurboScribe, ChatGPT, or Notebook LM, Realtors can finally stop sending generic drip campaigns and start building authentic, client-specific experiences that actually create loyalty and referrals.
👉 Learn how to:
Record & transcribe buyer/seller interviews
Feed transcripts into AI for client goals, likes, and quirks
Generate presentations, emails, and marketing campaigns that feel personal
Store profiles in your CRM (Notion, Trello, Zapier, etc.) for long-term use
Automate like a Fortune 500 marketer for under $50/month
This is how AI stops being a buzzword and starts becoming your assistant that never sleeps.
💡 Imagine your clients getting personalized updates that sound like you actually remembered their obsession with natural light… or their fear of mowing half-acre lawns. That’s the future of real estate.
Timestamps:
0:00 – Turning meetings into client data
0:42 – Record → Transcribe → AI → CRM workflow
2:10 – Why personalization beats drip campaigns
3:15 – Examples of buyer/seller presentation prompts
4:20 – Follow-up emails written in client tone
5:00 – Database marketing with AI profiles
6:10 – Costs & tools (free to $50/month)
7:00 – Why this workflow builds loyalty + referrals
🔗 Resources:
• Podcast Website – https://www.thetexasrealestateandfinancepodcast.com
• Mike’s Mortgage Tools & Links – https://linktr.ee/mikemillsmortgage
#AIForRealtors #RealEstateMarketing #MortgageTips #RealtorLife
