How it works

Walkthrough, then interview, then a short leash.

You leave with a clear picture of how Grok bots and Gladbots can assist your brokerage, a map of which workflows deserve help first, a conceptual CRM path you can approve later, and a safe operating rule: bots draft, you decide.

Walkthrough

We explain bots in plain English: what they can draft, what they must not do, and how a human stays in charge of live actions.

Interview for individual needs

We interview to determine individual needs and the types of assistants that fit. The week is mapped one question at a time: leads, listings, social, voice, admin. Tools are not chosen first.

Safety stack

Standing instructions, drafts awaiting approval, inspectable logs, and an explicit yes before publish, send, contact, CRM write, or spend. Standing files and an inspectable trail stay in place.

First role, then more if needed

Core recommends the first role. Plus stands up one specialized bot and desk folders. Partner designs a multi-role system with ongoing refinement.

Safety stack, in practice

Standing instructions

Written law for each desk so the assistant stays on a short leash.

Draft folders

Work waits for approval. Nothing is assumed live because it looks finished.

Inspectable logs

Receipts you can audit. The trail is part of the product, not an afterthought.

Explicit YES

Publish, send, client contact, CRM write, and spend all wait for a human.