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Ask us Anything | 2025 - October 8

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Ask Us Anything Quick Recap


This month’s Ask Us Anything focused on automation, engagement, and a first look at calling inside the CRM. The training, support, and product teams walked through how to get more from Workflows, when to use Real Geeks University, and what is coming next for Geek AI. We also covered practical settings like Facebook login with phone capture, duplicate handling, and lead-gen best practices you can put to work today.

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Key Highlights from the Session

Geek AI and the Nurture Engine

Learn More: Geek AI Overview

  • Robin continues to text leads and will expand into outbound voice calls.

  • Voice capability is targeted for early 2026 quarter 1.

  • The nurture engine will use website activity and past interactions to time outreach and tailor content.

  • Product is collecting examples of stronger opening messages that drive appointments.

Workflows: Structure and “Stop on Communication”

Learn more: Workflows Setup

  • Use Workflows to send timed emails and texts, apply tags, and update status.

  • Chain Workflows: move source-specific nurtures into long-term nurture automatically.

  • Enable “Stop on communication” so automation pauses when a lead replies.
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Reactive Responses and Team Controls

Learn More: Reactive Responses

  • Teams asked for more control over Robin’s prompts to avoid easy “just browsing” exits.

  • Admin-only toggles were requested so agents cannot disable org-wide settings by accident.

  • Product is reviewing more assertive prompts that focus on booking showings.

Facebook Login and Phone Capture

Learn More: Facebook Login Settings

  • Best practice: require phone when using “Continue with Facebook.”

  • Setting location: Website Admin, Advanced Site Settings, Facebook Login.

  • When required, the phone prompt appears after the Facebook step.

Duplicate Leads: Current State and Requests

  • Duplicate detection and merging is a top customer request.

  • Product acknowledged it as a top five priority under review.

  • Interim tips: run periodic checks for shared phones or emails and reassign as needed.


Lead Management Mindset

  • Do not delete quiet leads. Many convert months or years later.

  • Use Urgency and filters for last contact, activity, or opt-outs to prioritize daily calling.

  • Add a 30-day “refine your saved search” touch to re-engage overwhelmed buyers.

Content and Traffic

  • RGU 101 is the fastest path for new site owners to understand the stack.

  • Consistent blogging and area pages build trust and organic traffic.

  • Share new posts in eblasts and social groups to drive return visits.

AI Search and PPC

  • AI search does not materially change Real Geeks PPC targeting right now.

  • Agents should still publish helpful local content and consider “Top agents in [City]” list posts to earn AI summaries and links.

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Important Links

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Need More Help?

If you run into any issues or have questions, we’re here for you:

  • 📞 Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
  • 📧 Email us at support.realgeeks.com
  • 🎓 Explore our Real Geeks University (RGU) video learning center: learn.realgeeks.com
  • 💬 Connect with peers in the Real Geeks Mastermind Community on Facebook: Join here

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