Arvin Guillermo

Cowork Plugin automate 1-2 weeks

A skill that takes the monthly export of closed transactions and automatically cross-references it against the lead-source information already sitting in Follow Up Boss, then writes a clean lead-source record and a monthly channel summary into the Google Sheet Arvin already uses. It follows almost exactly the plan Arvin described himself: "I'm going to export all of my transactions from our board and then basically dump them in there and then have that spreadsheet filled out with lead source being one of the things."

Cowork Plugin consolidate < 1 week

We'll formally hand the CRM to Vivien as her core, owned job, using the VA Quick Start & Daily Playbook you've already put together. In Arvin's own words: "if she can own the CRM and follow up with my past clients, ask for the Google reviews... that would be my top priority." Alongside that handoff, we'll build a small weekly checklist tool that connects to Follow Up Boss and your Google Sheet transaction register, so Vivien isn't checking every contact by hand.

Cowork Plugin delegate 2-4 weeks

A set of AI tools built around the checklists and standards Arvin has already written down. It reads his CRM (Follow Up Boss) and past comments for the questions people keep asking, pulls his existing capture checklists and quality standards out of Google Drive, and checks YouTube comments for more topic ideas. From that it drafts a weekly content plan, a research brief and first-draft script for each topic, and a shot list for property and location content so extra footage gets captured while the team is already on site. A first-pass AI review checks captions and obvious factual slips before anything reaches him. Everything lands back in the same Google Drive folders his team already works from, so there's no new system to learn.

Cowork Plugin automate 2-4 weeks

A set of tools that plugs directly into what your VA and Descript already do, no new software subscriptions. It scans each new long-form video's transcript to suggest the best clips to turn into shorts, drafts hook and caption options for her to pick from, and runs your 17-point quality checklist automatically before anything reaches you for final sign-off. It also keeps a library of reusable footage so not every clip needs a fresh shoot, and it watches your posting buffer so the daily streak doesn't quietly run dry. Everything reads from and writes to Google Sheets and Drive, which your team already uses, plus your existing YouTube account.

Cowork Plugin consolidate 1-2 weeks

A referral tracker built entirely on tools Arvin already owns, no new software purchase. Follow Up Boss already lets contacts be tagged by role and by the areas they serve, which is exactly what's needed to find a referral partner, it's just not being used for that yet. This turns it on. Alongside it, a simple Google Sheets register logs every referral sent or received, the destination agent, and the agreed fee, so nothing lives only in memory.

Cowork Plugin automate 2-4 weeks

A tool built into Arvin's own workspace that takes over everything after he runs his comp search: it assembles the subject property and comp packet, checks listings and photos for anything that's changed or missing, weighs the comps by property type so the numbers reflect real similarity, clearly flags it whenever the available comps are too thin to trust at face value instead of presenting a falsely precise number, drafts the write-up in his own style, and automatically pulls in and files the land-titles paperwork that today shows up broken and needs chasing. It reads from and writes to the same Google Drive folders and Gmail he already uses, so there's nothing new to log into.

Cowork Plugin automate 2-4 weeks

A tool built specifically for your business that connects Follow Up Boss (your CRM), Google Calendar, Google Sheets and Gmail. The moment an offer is accepted, it sets up every deadline on that deal - financing, inspection, deposit, closing - with reminders that go out early and escalate louder if something is running close, so nothing depends on you remembering it. It keeps a running dashboard of every open condition, who owns it and where it stands, checks each contract for missing fields or dates that don't line up, and automatically starts the right folders and task lists as a deal moves through each stage. Every message it drafts for a client, lawyer or broker waits for your one-tap approval before it goes out - nothing sends without you reading it first, which is exactly what you told us you need: "I don't know if I'm, I'm there yet to, to trust that AI is going to draft an email and send it on my behalf without me reviewing it." All the deadline data lives in a Google Sheet cross-checked against Follow Up Boss, so nothing moves into a system you don't already use every day.

Cowork Plugin automate 2-4 weeks

A listing-operations tracker in Google Sheets -- the same kind of spreadsheet you already run for the Shared Show Home System -- that follows a listing from the day it's signed through every weekly update. It watches for stage changes in Follow Up Boss to start the onboarding checklist and set up the client folder automatically, gives you a place to paste in the MLS draft for a quick cross-check against the listing agreement before it goes live, collects and groups showing feedback as it comes in, and drafts the weekly seller update for your review. When an offer comes in, it also builds a side-by-side comparison so price and risk sit next to each other instead of price alone. This is a big build covering eight separate pieces of the listing process, so we'd deliver it in phases rather than all at once -- starting with the tracker, the weekly-update draft, and the offer comparison, since those save the most time soonest.

Cowork Plugin automate 1-2 weeks

We'll turn on the follow-up cadence Arvin already built in Follow Up Boss and add an assistant that drafts each follow-up message from that lead's actual conversation history, rather than a generic template, so client, hot, warm, and cold leads all get contacted on schedule without anyone having to remember to run it. We'll also add two pieces Follow Up Boss doesn't do on its own: an alert when a lead goes past its expected response window, and automatic re-engagement of leads that come back into their buying window later on.

Cowork Plugin automate < 1 week

Five automated touch programs built inside Follow Up Boss, the CRM Arvin and his VA already use every day: a market update sent every three months to seller-minded contacts thinking about listing within the year, birthday and home-anniversary messages sent automatically, a structured yearly plan for his top referral relationships, a standardized closing-gift process, a 90-day check-in and referral sequence after every closing, and a monthly list of people worth reconnecting with.

Cowork Plugin automate 1-2 weeks

An always-on phone agent for Arvin's business line that picks up any call he can't take himself, whether he's with a client or inside a protected work block. It qualifies the caller, books the next step, and sends Arvin a summary right after. It works alongside the call routing already built into Follow Up Boss, so calls still ring Arvin first and only reach the agent when he doesn't pick up.

Cowork Plugin automate 1-2 weeks

First, turn on the receipt capture that's already included in the QuickBooks plan Arvin pays for, so a photo or a forwarded email turns into a saved receipt with no extra tool needed. On top of that, a background system will put together a weekly summary of his numbers, run a check before tax deadlines for any transaction that's missing its receipt, and watch his recurring charges to flag subscriptions coming up for renewal or ones that look like they don't belong. Clear rules for how long records are kept get set at the same time. It all runs quietly in the background using tools he already has, QuickBooks and Google Sheets, no new software to learn.

Cowork Plugin automate 1-2 weeks

An AI voice agent that calls every new lead within moments of it landing, has a short qualifying conversation, books the appointment straight onto Arvin's calendar, and logs everything back into Follow Up Boss. It connects to the new-lead alert Follow Up Boss already has built in, so it knows the second a lead arrives, and it books directly onto the Google Calendar Arvin already uses. Both of those connections use tools already paid for, so there's nothing new to buy for either piece.

Cowork Plugin automate 2-4 weeks

A background automation that reads new messages in Gmail, Follow Up Boss and WhatsApp as they arrive and sorts them for him. It turns messages into clear tasks, pulls out anything with a deadline and puts it straight on his calendar, and keeps an eye on conversations that are waiting for a reply so nothing quietly goes stale. It runs on a schedule with no one needing to sit and watch it. The portion of the work that still needs a person but not specifically Arvin gets routed to his assistant's queue, already sorted and with the context attached, so she isn't starting from scratch either.