Portfolio Project: Complete Real Estate Automation System (10-hour build)
Build a comprehensive, sellable real estate automation system that integrates every skill from Days 1-20. This is your master portfolio piece to showcase to clients and employers.
🔗 Knowledge graph – Day 21 integrates every skill from Days 1-20
Day 1
Prompts for all AI interactions
Day 2
Zapier for simple triggers
Day 3
Make.com core workflow
Day 4
OpenAI API everywhere
Day 5
Lead qualifier foundation
Day 6
Real estate use cases
Day 7
3 builds practice
Day 8
Advanced BANT qualifier
Day 9
Sales assistant sequences
Day 10
Content engine for listings
Day 11
Support for property mgmt
Day 12
Real estate niche focus
Day 13
Agent workflow analysis
Day 14
CRM + follow-up system
Day 15
API security best practices
Day 16
Scrape listings, agent data
Day 17
Dashboard for agent KPIs
Day 18
Proposal generator
Day 19
Chatbot for lead capture
Day 20
Optimize everything
Day 21
Portfolio project
🏠 Project Overview: Complete Real Estate Agent Automation System
📌 What you'll build in 10 hours
A comprehensive automation system for a real estate agent that handles:
- Lead capture from website, Zillow, social media (Day 2, 16)
- AI qualification – buyer/seller, budget, timeline, pre-approval (Day 8)
- CRM management – HubSpot with custom properties (Day 14)
- Automated follow-up – personalized email sequences (Day 9, 10)
- Listing distribution – auto-post to MLS, social media (Day 3, 10)
- Chatbot – 24/7 lead qualification on website (Day 19)
- Proposal generation – auto-create listing proposals (Day 18)
- Dashboard – real-time KPIs for the agent (Day 17)
- Optimization – cost and speed optimized (Day 20)
⏱️ 10-Hour Project Milestones
Hour 1-2: Setup & Architecture
☐ Create HubSpot account and custom properties (lead score, buyer/seller, budget, timeline, pre-approved)
☐ Set up Make.com account and connections
☐ Design system architecture diagram
☐ Create folder structure for templates
Hour 3-4: Lead Capture & Qualification
☐ Build website chatbot (Day 19) for lead capture
☐ Create Zillow/Realtor.com scraper (Day 16) for new leads
☐ Implement AI qualification prompt (Day 8) for BANT
☐ Connect to HubSpot – create contacts with scores
Hour 5-6: Follow-up & Content
☐ Build email sequences for buyers/sellers (Day 9)
☐ Create content engine (Day 10) for personalized emails
☐ Set up listing distribution to social media
☐ Implement case study selector for follow-ups
Hour 7-8: Proposals & Dashboard
☐ Build proposal generator (Day 18) for listing presentations
☐ Create agent dashboard (Day 17) with KPIs
☐ Set up automated weekly reporting email
☐ Add Slack alerts for hot leads
Hour 9-10: Optimization & Documentation
☐ Audit system performance (Day 20) – measure costs, speed
☐ Optimize prompts, caching, batching
☐ Create client documentation
☐ Record demo video for portfolio
⚙️ System Components – Detailed Specifications
Chatbot (Day 19)
Platform: Website widget / ManyChat
Prompt:
Integration: Creates lead in HubSpot with BANT data
Scraper (Day 16)
Target: Zillow, Realtor.com – new listings, lead inquiries
Schedule: Every 6 hours
Output: New leads added to HubSpot
Ethics: Respects robots.txt, 10s delay between requests
Qualifier (Day 8)
Trigger: New lead in HubSpot
AI Call: One prompt extracting BANT+
Scoring: Buyer + pre-approved + immediate = 100 (hot)
Follow-up (Day 9 + 10)
Hot lead: SMS to agent + email with matching listings
Warm lead: 5-email sequence over 14 days
Content: AI generates personalized emails using listing data
Proposals (Day 18)
Trigger: Seller lead requests evaluation
Input: Address, property details from lead
Output: PDF with CMA, marketing plan, commission
Delivery: Email with DocuSign integration
Dashboard (Day 17)
KPIs: Leads by source, conversion rate, avg days to close, hot leads this week
Update: Daily refresh
AI insight: Weekly summary generated by OpenAI
✅ Portfolio Deliverables Checklist
📊 1. System Architecture Diagram
Visual showing all components, data flow, integrations. Tools: draw.io, Miro, LucidChart
📝 2. Make.com Scenario Screenshots
Screenshots of key workflows with annotations explaining each step
📄 3. Prompt Library
All prompts used (chatbot, qualifier, email, proposals, insights) with explanations
📊 4. Dashboard Screenshot
Live dashboard with sample data showing key metrics
📧 5. Sample Email Sequence
5 personalized emails generated by the system for a sample lead
📄 6. Sample Proposal PDF
Generated proposal for a sample property
💬 7. Chatbot Conversation Log
Sample conversation showing lead qualification
📈 8. Optimization Report
Before/after metrics showing cost/speed improvements
📋 9. Client Documentation
User guide for the real estate agent (how to use the system)
🎥 10. Demo Video (3-5 min)
Screen recording walking through the entire system
💰 11. Pricing & Proposal
Sample proposal for selling this system to a real estate agent
📊 12. ROI Calculation
Show potential time/cost savings for the agent
🔄 How the System Fits an Agent's Daily Workflow
Morning (8 AM)
Agent receives dashboard email with yesterday's leads, new hot leads, tasks. Opens HubSpot, sees all qualified leads with scores.
During the day
Chatbot captures leads from website. Qualifier scores them. Hot leads SMS agent immediately. Warm leads enter follow-up sequences.
Afternoon
Agent meets with seller lead. After conversation, system auto-generates proposal and sends within minutes.
Evening
New listings scraped from Zillow, matched to buyer leads, personalized emails sent overnight.
12 hands-on portfolio exercises
📝 Exercise 1: Architecture diagram
Draw complete system architecture. Include all components and data flow.
🤖 Exercise 2: Build chatbot
Create real estate chatbot in ManyChat or similar. Connect to Make.com.
🕷️ Exercise 3: Zillow scraper
Build scraper for Zillow listings (respecting robots.txt). Store in sheet.
📊 Exercise 4: Qualifier workflow
Implement BANT qualifier in Make.com with OpenAI. Test with 10 sample leads.
📧 Exercise 5: Email sequences
Create 3 email sequences (buyers, sellers, past clients). Use Day 10 for content.
📄 Exercise 6: Proposal generator
Build proposal generator for listing presentations. Generate sample PDF.
📈 Exercise 7: Dashboard
Create agent dashboard with 5 key metrics. Add AI insights.
⚡ Exercise 8: Optimization
Audit your system. Measure costs, speed. Make 3 optimizations.
📋 Exercise 9: Client guide
Write 2-page user guide for the agent. Include screenshots.
💰 Exercise 10: Pricing proposal
Create a professional proposal to sell this system to an agent.
🎥 Exercise 11: Demo video
Record 5-minute screen walkthrough. Upload to YouTube/Loom.
📊 Exercise 12: Portfolio package
Compile all deliverables into a portfolio PDF or Notion page.
📄 Client Proposal – Complete Real Estate Automation System
🏠 Complete Real Estate Automation System – Proposal for [Agent Name]
The Problem: You're losing leads because responses are slow, follow-up is inconsistent, and you spend hours on manual tasks.
Our Solution: A complete automation system that works 24/7:
- ✅ AI chatbot captures and qualifies leads from your website
- ✅ Automatic lead scoring (hot/warm/cold) with BANT criteria
- ✅ Personalized email sequences for buyers and sellers
- ✅ Auto-generated listing proposals in minutes
- ✅ New listing alerts matched to buyer preferences
- ✅ Real-time dashboard with key metrics
- ✅ Weekly AI-powered insights report
Investment: $3,500 setup + $400/mo (includes AI costs, maintenance)
ROI: Based on 10 extra leads/month and 1 extra deal/quarter ($12,000 commission) = 300% ROI in first year
Timeline: 2 weeks to build and test
Next Step: 30-min discovery call to review your current process
Congratulations, Automation Architect!
You have completed all 21 days of the Automation Masterclass.
From Day 1 prompt engineering to Day 21's complete real estate system, you've built skills that most automation consultants take years to develop. You can now:
You are now ready to launch your automation agency, land high-paying clients, or transform your business.
🚀 What's next? Your journey as an Automation Architect
Launch your agency
Use your portfolio to approach real estate agents, agencies, and local businesses.
Revisit weak days
Each day links to previous – strengthen your skills in specific areas.
Join the community
Share your portfolio, get feedback, find collaborators and clients.
Create your own systems
Apply the framework to other niches: agencies, e-commerce, healthcare.
Scale with retainers
Offer ongoing optimization and support – turn projects into recurring revenue.
Teach others
You now have the knowledge to mentor junior automators.
📚 Portfolio & Career Resources
Day 21: You've built a professional portfolio project
✔ Complete real estate automation system integrating Days 1-20
✔ 10-hour project with 8 integrated components
✔ 12 portfolio deliverables ready to showcase
✔ Client-ready proposal and documentation
✔ Graduated as an Automation Architect
✔ Ready to launch your automation career
From beginner to Automation Architect in 21 days
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