Engentfy Cadence
An operating method for working leads, listings and contracts.
Claude
ChatGPTA working method for a Florida practice: how to run a lead, a client, a listing, a contract and a weekly report. It adds a deterministic FAR/BAR deadline calculator and a saved profile that remembers your own stage names and cadences across chats.
What it does
Each line is a job the assistant can finish on its own, from the record. Nothing that changes data runs without your yes.
Dated next actions on every lead
Listing-centered weekly plan
Contract-to-close checklist
Works with your CRM connectors
Try asking
Three things agents ask it. Your own words work just as well.
Plan my week around my three active listings.
Which leads need a touch today, and what should I say?
Installed in three steps.
No download. A plugin is a connector Claude talks to, and your Engentfy account is the key.
- 1
Pick a plugin
Take one on its own, or get Parcels and Lofty with the Assistant. Free to install, a low monthly price from day one. Cancel anytime.
- 2
Add the connector in Claude
In Claude, open Settings, then Connectors, and add the connector URL. Sign in once with your Engentfy account. ChatGPT is coming soon.
- 3
Ask like you'd ask a colleague
“Who owns 3400 S Orange Ave?” The plugin answers from the record, in the chat you already have open.
Other plugins
Engentfy Parcels
Every Florida parcel, inside your assistant.
Engentfy for Lofty
Your Lofty CRM, from chat.
Aperture Contracts
Federal contracts and grants your company can actually win.