How it works
From the interview to the first referral.
Seven steps. You do the first three once. Bruce does the rest, and checks with you before anything new goes out.
The steps
-
You
Interview Bruce
Ask him what you would ask anyone you were about to hire.
-
You
Show him your book
Your past clients, from a spreadsheet or a contact export.
-
You
Introduce him
Nothing reaches a client until you introduce Bruce, from your own email, in your own words.
-
Bruce
He stays in touch
About once a month per client, spread out, never in a batch. A heads up about their area, the anniversary of their move, a birthday. Each note has a reason, or it does not go.
-
Bruce, with your yes
The morning ask
Most mornings he texts you one draft and who it is for. Reply YES and it goes. Reply NO and it skips today. To change the words, just tell Bruce and he will update it for you.
-
Bruce
He brings you the openings
When a client mentions a move, a refinance, or a friend who needs an agent, Bruce does not handle it himself. He tells you what was said, so you can pick up the phone.
-
Bruce, when you ask
Reviews, in their words
When it's time to ask for a review, Bruce makes it easy. He asks your clients a couple of thoughtful questions, helps turn their own words into a polished review, and makes it easy for them to share it and post.
What stays with you
Who he writes to
Only people you introduce. He never adds anyone himself.
What goes out
You see new notes before they send, and you can pause him any time.
Anything that needs a person
Plans, problems, questions he cannot answer. All of it comes to you.
What your clients see
Your clients meet Bruce as your AI assistant, introduced by you. He's friendly, helpful, and always available when they need something. Whether it's a recommendation, a question, or just staying in touch, Bruce makes sure they feel looked after.
Ready to interview him?
It takes about five minutes, and he's happy to answer any questions.