The AI Bot That Follows Up on Leads for a Full Year (So You Don't Have To) | Wise Agent CEO

Send us Fan MailIf you've invested in a CRM and wonder whether it's actually moving the needle on your business, this episode is for you.JMan sits down with Brandon Wise, co-founder and CEO of Wise Agent, one of the most trusted real estate CRMs in the country, to talk about what a CRM actually is, what it should be doing for your business, and how the AI tools built inside it are changing the way top agents convert leads and stay top of mind.Brandon shares the story behind Wise Agent, which started as a napkin idea born out of real-estate overwhelm, and has outlasted almost every competitor by focusing on one thing the industry keeps forgetting: human relationships backed by smart systems.Timestamps:00:00 Sponsor intro: Wise Agent, Subi, and The CE Shop01:30 Brandon's origin story: Scottsdale agent, Coldwell Banker, overwhelmed and unorganized02:30 The napkin idea that became Wise Agent[03:00] What a CRM actually is and why every lead belongs in one05:00 The AI writing assistant: building hyper-targeted drip campaigns for every lead type07:20 The AI lead bot: how it follows up by text for up to a full year09:00 How the bot handles the handoff when a lead is ready to move10:00 Why texting works when email and phone calls don't11:30 Real story: 100 stale leads turned into clients two years later12:00 How new agents can use the bot for open house leads and old broker databases16:00 Social media integration and landing pages inside Wise Agent17:30 Building multi-touch workflows before you even go live with a campaign19:30 Analyzing your business to identify your real client profiles20:00 Using technology to create more human time, not less22:00 The consistency pattern: what agents who succeed all have in common24:00 What makes a database worth selling when you're ready to exit27:00 Categorizing by interest, hobby, and life event to stay top of mind personally30:00 The dental hygienist CRM story: when technology makes you feel cared for31:00 Wise Agent's best-in-class customer support and how to get started32:30 Brandon's #1 tip for getting started with AI: make it sound like youGuest BioBrandon Wise is the co-founder and CEO of Wise Agent CRM, a real estate contact relationship management platform he built after working as an agent in Scottsdale, Arizona. Overwhelmed by the complexity of the business and worried about staying organized enough to avoid legal liability, Brandon sketched the idea for Wise Agent on a napkin alongside his future CTO. More than 20 years later, Wise Agent has outlasted dozens of competitors by focusing on customer relationships over feature bloat, and by being, as Brandon puts it, the only technology company in real estate that actually answers its phone. Brandon is a frequent speaker and advocate for using AI to create more human time in the business, not less.LinkedIn: https://www.linkedin.com/in/brandonwiseaz/Website: wiseagent.comFOUNDING SPONSORS: 1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business.2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command.3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% offhttps://www.jsquaredpodcast.com/