J
Jack Reynolds
Vanguard Properties — Marin County
JR
Jack Reynolds

Good morning, Jack

Here's what needs your attention today.

Follow-Ups Due —
✓
All caught up!
Upcoming Anniversaries —
📅
None in the next 90 days

Contacts

All contacts

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Name Type Property / Area Last Contact Next Follow-Up Anniversary Actions

Tours

Every home you've toured, and what it ended up selling for

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12 Week Year

Execute the plan. Score the week. Bring it to the WAM.

Automations

Your scheduled workflows that run on autopilot

Data & Backup
● Cloud sync active — all changes save instantly to Supabase
How It Works

These automations run automatically on their schedule inside the Claude desktop app. Each one searches the web, reads your CRM data, and creates Gmail drafts ready for your review. You always have the final say — nothing is sent without you hitting "Send" in Gmail.

First run tip: Click "Run Now in Claude" on each automation the first time to approve the tools it needs (Gmail, web search). After that, they run fully on autopilot.

Prospecting Pipeline

Track and advance your prospects from first touch to conversion

Buyer Pipeline
Click arrows to advance prospects through stages
Seller Pipeline
Click arrows to advance prospects through stages
📡 Leads by Source
Add New Contact
Identity
Classification
Property Details
Notes
Contact Profile
✉ Email Composer
Log a conversation

Counts if it was a real conversation about real estate with someone who could become a client or send you one — in person, by phone, or a real back-and-forth by text/DM. A wave or a like doesn't count.

Update pipeline

Do this every Sunday before the WAM. Hot and warm are prefilled from your contacts.