The Rich Group Β· Real Estate + GFI System Index Β· Aug 2026

🧭 System Index

Every tool, report, and automation we've built β€” one place. Bookmark this page. Links open the live version.

Command Center

daily driver
πŸ“Š Command DashboardLIVE
Both businesses β€” focus list, pipeline, scorecards, FUB live panel. Cloud-hosted, always on.
dashboard.richyourrealtor.com

Marketing Β· Conversation Engine

IG/FB DM nurture Β· Kommo
πŸ“š Lead-Magnet Library20 GUIDES
All 20 branded value guides (PDFs) + 2 videos β€” one click each. First-time, sellers, investors, relocation.
lead-magnets/00-LIBRARY-INDEX.html
πŸ—£οΈ FAQ Bank + VoiceOpen β†’
Your real DM answers + brand voice β€” powers the AI clone & ManyChat.
πŸͺœ Nurture LadderPHASE 1
The 7-day keep-warm cadence mapped to your Kommo pipeline.
🀝 Referral PartnersCA / HI
Feeder-market agent list β€” sortable, filterable, check off as you DM. CA/HI agents who send Vegas relocation referrals.
referral-partners.html
πŸ“– Referral PlaybookOpen β†’
The whole play on one page β€” positioning, KPI + cadence, and the 5 DM scripts with one-tap copy buttons.
referral-playbook.html
πŸ’‘ Ideas & BacklogOpen β†’
The single running ideas list (mirrors the dashboard Ideas tile).

Reports & Playbooks

click to open
πŸ“Š Business AuditOpen β†’
The honest read of your funnel + the prioritized action plan.
πŸ—ΊοΈ Workflow MapAUTO Β· SUN
Visual of every system across both businesses. Refreshes weekly.
πŸ“ˆ Weekly Market UpdateAUTO Β· MON
LV market pulse + buyer/seller talking points to forward to your team.

Escrow Client-Comms System

templates live Β· plan in build
πŸ”‘ Escrow PlaybookOpen β†’
Every buyer + seller message, milestone by milestone.
πŸ“‹ Build SpecOpen β†’
The full spec mapped onto your FUB account.
βœ… Assembly ChecklistIN BUILD
Click-by-click to finish the action plans in FUB.
πŸ“‡ In Follow Up BossLIVE
3 date fields + 21 Escrow β€” templates. Buyer plan built (OFF); Seller + test pending.
Admin β†’ Custom Fields Β· Templates Β· Action Plans

Automations

Scheduled sidebar Β· runs when app is open
πŸŒ™ Nightly Refresh8PM DAILY
Calendar + Gmail + production sheet + FUB pull β†’ publishes dashboard.
daily-dashboard-refresh
πŸ—ΊοΈ Workflow MapSUN 8PM
Regenerates the systems map + dated snapshot.
weekly-workflow-map
πŸ“ˆ Market UpdateMON 7:30AM
Pulls fresh LV data β†’ team briefing, sent to you.
weekly-market-update

On Your Mac

local files
πŸ“ Dashboard folder
Dashboard app, data files, FUB pullers, all escrow docs, workflow snapshots.
~/Dashboard/
πŸ“ Market Updates
Weekly team briefings β€” current + dated copies.
~/Documents/Market-Updates/

In Progress & Backlog

what's next
πŸ”§ Finish Escrow PlansNEXT
Seller action plan + set triggers + test on a dummy contact, then go live.
πŸ“Š Marketing Metrics LoopBACKLOG
Leads by true source, cost, conversion β€” fix the ~35/mo lead gap.
πŸ’¬ Conversation Engine (Kommo)IN BUILD
20 lead magnets + FAQ/voice + nurture ladder DONE. Next: Kommo API token β†’ bulk-sort + wire the 7-day cadence + AI agent.
🧠 You never have to track this in your head. In any chat with me, just ask "what's running?" or "where's my [x]?" β€” it's all saved in memory, so I'll always know your full setup.