Active prospects (excluding DNC and Hired) by expected timing
Loadingโฆ
๐ฌ 2-Way Conversations Trend
Goal: 20/day
๐ก Pisgah
Your AI recruiting coach. Pisgah has access to your voice profile, last 30 days of sent emails, reply rates, classification stats, and pipeline. Ask anything about your messaging โ what Pisgah suggests can be saved to your Playbook below to shape every future AI draft.
Pick a quick question above or type your own below โ
๐ Playbook
Pisgah's rules that shape every AI email draft and broadcast. Save advice from coach conversations, or add your own. Pause without deleting; the AI applies only active rules.
Loadingโฆ
๐ฃ Newsletter & Broadcast
Send a tailored newsletter or training-class invite to multiple prospects at once. AI generates a different version for each KW classification you select, so Cappers and Pre-Licensed agents each get content tuned to their level.
๐ Cappers 0
๐ฑ Young Agents 0
โญ New Agents 0
๐ Pre-Licensed 0
Paste a Google Calendar event URL. The email will get a "๐ Add to Calendar" button.
0 recipients (excluding DNC, Hired, and prospects without an email)
The brokerage you're recruiting for. AI references this in every message.
Market center name
Office locationsAll physical office locations agents can choose from
Coverage areaCounties / region you serve
Market position / claim to fame
๐ Value Propositions
What you offer that other brokerages don't. AI uses these as the reasons agents should join.
Top differentiatorsOne per line. The reasons agents choose you.
What you DO NOT offerThis is your filter. It attracts the right agents and repels the wrong ones.
๐ฃ๏ธ Your Voice
How you talk. The AI mimics this in every draft.
How you describe yourselfYour positioning. The story you tell about your role.
Curiosity questions you askThe questions that pull agents into conversation. One per line.
Words and phrases you USESpecific language that's part of your voice. One per line.
Words and phrases you AVOIDThings that make you cringe in others' messages. One per line.
Tones you DO NOT wantWhat messages should never sound like.
๐ฏ Recruiting Strategy
How you actually move someone from prospect to signed agent.
Your first-step askWhat you want every prospect to say yes to first.
Common objections you hearOne per line. AI will preempt these in messages.
Primary social-proof storyYour single most compelling win story. Used in cold emails.
๐ Office Culture & Vibe
What it actually feels like to work at your office. The intangibles.
How would you describe the office culture?3-5 sentences. The personality and feel of the place.
What's a typical day like at your office?
What do agents say they love most?
๐ Your Story (the why)
The deeper context behind why you do this work. Helps AI write with authentic motivation.
Why do you do this work?Your real "why." What gets you up in the morning.
A career-shaping momentA specific story that informed how you lead/recruit.
Your philosophy on what makes a great agent
๐ฅ Who You Want to Attract
Specific profiles. Helps AI personalize differently for Cappers vs Young Agents vs New Agents.
Ideal Capper profileWhat makes a great Capper for your office?
Ideal Young Agent profileSigns you spot a future Capper in someone still developing.
Ideal New Agent profileNewly licensed. What makes them worth investing in?
Who you DO NOT wantYour deal-breakers. AI will avoid attracting these types.
๐ Multiple Win Stories
Specific transformations AI can reference. Real names optional but powerful.
Win story #1 (your favorite)
Win story #2 (a Young Agent breakthrough)
Win story #3 (any other transformation)
๐จ Sample Messages
Paste actual messages you've sent. The AI studies these for voice patterns. The richer this is, the more "you" the AI sounds.
Sample SMS you've sent
Sample cold email you've sent
Sample follow-up message
Sample reply to a common objection
โ๏ธ Office Operations
Practical info AI needs for scheduling and warm intros.
Office hours
Best meeting spots near each officeCoffee shops, restaurants. AI suggests these for coffee meetings.
Your daily conversation goal
Team members AI can referenceNames + specialties. AI can use for warm-intro suggestions.
โ๏ธ Email Signature
How every email ends.
Your signatureReplace [your phone] and [website] with real values.
๐ค Anything Else?
Last step. Throw in any context that helps AI sound like you and represent KWP accurately.
Free-form contextReferences, frameworks you teach, books/podcasts you cite, inside jokes, anything.
Jump to step
๐ฅ Import Prospects (CSV)
Drag your Courted CSV here, or click to browse. Each agent gets auto-classified using KW terminology:
๐ Capper = $2.3M+ volume ยท ๐ฑ Young Agent = under $2.3M with transactions ยท โญ New Agent = no transactions yet.
๐ Re-uploading? Here's what happens:
Match priority: Courted Profile URL first (stable across brokerage changes), then email.
For existing prospects, only these refresh: Volume, Years in Industry, Years at Brokerage, Brokerage, Brand, Email, classification.
Preserved: 2-way conversation count, pipeline stage & tag, signal score, DNC flags, all activity history, notes, tasks.
New emails / new Courted IDs: Added as fresh prospects.
๐
Drop CSV file here or click to browse
Courted-format CSV with prospect data
Processing...
๐ Google Calendar
Connect your Google Calendar so prospects can book meetings with you.
We use your calendar to find available slots and add new bookings as events.
โณ Pulling context and drafting talking pointsโฆ
After the call
๐ฌ Send Text with AI
No prospect selected
Text type
Pisgah is drafting 3 options in your voice...
Your text
Edits are saved as training data so the AI keeps learning your voice.
๐ง Email Daily Log
๐ Log a Conversation
Who
What
โ Add a Prospect
๐ Pre-Licensed mode. Production fields are hidden because they don't apply yet. The AI will frame messages around the on-ramp into the business, training, and what to expect once they're licensed.
๐ License Status
Pick "Pre-Licensed" for someone who isn't a Realtor yet (in school, considering it, etc).
๐ค The Basics
Required so the AI knows who it's writing to.
๐ข Where They Work
Helps the AI personalize the angle.
๐ Where They Live
๐ Production (Last 12 Months)
Optional but powerful โ drives auto-classification.
Auto-classification
๐ด Inactive
No tier
๐ค Referral
Who referred this prospect to you? Optional but powerful โ the AI will reference the referrer in drafts.
๐ Notes
Anything you want the AI to know. Optional.
๐ค Draft Email with AI
๐ Replying in thread
AI will use the full conversation as context.
No prospect selected
Email type
AI is drafting in your voice...
Subject
Body
Edits are saved as training data so the AI keeps learning your voice.