Summary
In this episode of the Referral Boss Podcast, Keith uncovers why most real estate workshop systems fail and what Realtors should be doing instead. After watching a weak $2,500 training and hearing from a Realtor who paid $5,000 for zero results, Keith breaks down the real structure behind workshops that convert.

A Realtor bought a $5,000 workshop system and didn’t get a single lead. That moment exposed a major problem in the real estate industry: agents are being sold weak, outdated workshop frameworks that never convert. In this episode, Keith breaks down the truth behind real estate workshops, why most fail, and the simple structure that actually generates clients.
You’ll learn the exact framework that drives registrations, keeps people engaged, and turns workshops into appointments and closings. Plus, Keith shares the most important piece of the entire system—the avatar—and why every high-converting workshop starts with it.
If you want to build workshops that bring you real clients without spending thousands on bad programs, this episode gives you everything you need.

What You’ll Learn
• Why most workshop trainings fall apart
• The simple structure all high-converting workshops follow
• How to deliver content that leads directly into appointments
• The role of reminders and follow-up in getting real results
• Why the avatar is the foundation of everything
• How a 30-minute avatar session can reset your entire business strategy

Points
• Registrations come from your promise
• Attendance comes from your reminders
• Conversions come from clarity, not hype
• Follow-up is where deals are closed
• Your avatar determines your entire workshop strategy

Takeaway
You don’t need complicated software. You don’t need high-tech systems. You need a clear promise, simple structure, strong follow-up, and a well-defined avatar.

Final
If you want help building your avatar and crafting an offer that sets you apart, message Keith on Instagram. He’ll walk you through the full process for free.

Scott Betley reveals how one 9-second TikTok video pulled 300,000 views, thousands of comments, and dozens of live mortgage applications overnight.
In this episode, he breaks down how short-form content became the foundation of a $300M mortgage pipeline, why authenticity beats polish, and why live content is the next big wave for real estate and lending.

Look, I get it. CRMs are supposed to be the holy grail of productivity, right?
Wrong.
After spending thousands on fancy systems that promised to "streamline everything," I made a discovery that changed my entire business: sometimes the simplest tool wins.
In this episode, I'm pulling back the curtain on why I ditched my expensive CRM for daily operations and went back to something embarrassingly simple... a Google Sheet.
And before you roll your eyes, hear me out. This isn't about being cheap or old-school. This is about speed. This is about momentum. This is about actually getting stuff done instead of fighting your tools every step of the way.
You'll discover the exact system that let me manage 50+ active deals from one screen, cut my daily admin time in half, and actually enjoy my work again.
If you've ever felt like your CRM is working against you instead of for you... this episode is going to feel like a breath of fresh air.

Keith drops a productivity bomb that goes against everything you've been told about business systems. After years of wrestling with expensive CRMs, he rediscovered a method that top producers have been quietly using: running their entire operation from a simple, customized Google Sheet.
This isn't about abandoning technology – it's about using the right tool for the right job. While CRMs excel at mass communication, they're terrible at daily execution. Keith reveals how he split his workflow to get the best of both worlds.
Key Highlights
• The hidden productivity killer in every CRM (and why "more features" actually means less speed)
• Why a $0 Google Sheet outperforms $1,000/month software for daily operations
• The "One Tab Rule" that eliminated decision fatigue and doubled Keith's daily output
• How the "Next Action" system turns chaos into crystal-clear priorities
• The Whisper Flow integration that makes updating your sheet effortless (voice-to-text magic)
• The perfect CRM + Sheet combo: why you need both, but for completely different reasons
• Real numbers: how this system increased Keith's close rate by 30% in just one month
The Big Breakthrough
"I realized I was trying to use a broadcast studio as a workbench. Your CRM is for talking to hundreds of people. Your spreadsheet is for moving individual deals forward. Once I stopped mixing those up, everything clicked."
The Bottom Line
Stop fighting your tools. Start working with them. The most productive system isn't the most sophisticated one – it's the one that gets out of your way and lets you work.
Ready to Try This Yourself?
Keith's putting together The Speed CRM Playbook – the exact Google Sheet template he uses, plus a step-by-step guide to set it up for your business.
Want early access before he releases it to everyone else? grab it at ReferralBoss.co/speedcrm
Coming Up Next Week:
"How My VA Updates My Sheet in Real-Time (While I'm Closing Deals)" – The scaling system that keeps your pipeline moving even when you're not at your desk.

The Simple Ad Strategy That Turns Attention into Appointments

Keith shares the story of a one-hour conversation with a Bay Area ad expert that forever changed how he views online marketing. Learn why 90% of mortgage leads don’t have a realtor, how Meta ads outperform every platform, and the simple video funnel that builds trust — without chasing leads.

Discover how 90% of mortgage leads come without a realtor — and how to use short video ads to attract and convert clients without chasing them.

Most “AI gurus” aren’t building revolutionary technology — they’re just documenting their processes. In this episode, Keith Goeringer pulls back the curtain on what’s really behind those $10,000 “AI frameworks” and shows you how to create the same thing for free using simple Markdown files.

You’ll learn how to build your own AI Super Prompt Folder, teach your AI to think like you, and scale your creativity across any platform — without buying a single software subscription.
If you’ve ever wanted your AI tools to finally get you, this episode will show you how.
Keith reveals the hidden mechanism powering most paid “AI frameworks” — Markdown language. He explains how to use it to create a personal library of super prompts that any AI (ChatGPT, Claude, Gemini) can follow, allowing you to scale your thinking, writing, and systems instantly.

Key Takeaways:

• The real secret behind Custom GPTs and AI “frameworks.”
• Why Markdown is the universal language of AI.
• How to create your first AI Super Prompt Folder.
• The four-part structure every prompt file needs: Purpose, Framework, Style, Output.
• Why structure beats software — and how to own your process.
• How to start teaching your virtual assistants to use your Markdown prompts.

Mentioned Tools:

• Google Drive (for storing Markdown files)
• ChatGPT, Claude, Gemini (for running your frameworks)

Read the article for more info:

https://www.referralboss.co/blog/build-your-own-ai-framework-using-markdown

How to Build Your Own AI Framework Using Markdown (No Coding

Ever feel like every week there’s another “must-have” AI tool that promises to change your life—but ends up being more noise than help?
In this episode, Keith shares what happened after testing over 300 AI tools to find the handful that actually make your day easier, your work faster, and your business more efficient. From voice-to-text tools that write like you, to AI agents that handle tasks automatically, you’ll hear exactly which ones are worth using—and which to skip.
We’ll cover tools like WhisperFlow, ChatGPT Voice Mode, Claude Projects, Notion AI, Gemini 2.5 Flash, and more. You’ll walk away with a clear 3-step plan to test one tool this week and start building your personal AI stack for productivity, creativity, and focus.

After experimenting with more than 300 AI tools, Keith reveals which ones truly live up to the hype. This episode separates the “busy tools” from the ones that actually save time and deliver results.
What You’ll Learn

• Which AI tools genuinely increase productivity (and which waste time)
• How to use voice-to-text to create prompts, emails, and outlines instantly
• The best tools for automation, writing, visuals, and business systems
• How to choose just one tool a week to improve your workflow steadily
• Why consistency—not more software—is the secret to AI success

Key Tools Mentioned

• WhisperFlow (Voice-to-Text AI): https://wisprflow.ai
• ChatGPT Voice Mode: https://chat.openai.com
• Claude Projects by Anthropic: https://claude.ai
• Notion AI: https://www.notion.so/product/ai
• Google Gemini 2.5 Flash (AI Image Editing): https://aistudio.google.com
• Airtable AI: https://www.airtable.com
• Clay (Sales Outreach Automation): https://www.clay.com
• CircleBack (Meeting Intelligence): https://www.circleback.ai
• Lindy 3.0 (AI Agent Builder): https://www.lindy.ai
• Relevance AI (Team of AI Agents): https://www.relevanceai.com

Three Steps to Try This Week

1. Pick one productivity tool and put it to use.
2. Set up voice-to-text for your most common writing tasks.
3. Automate one repetitive process using AI.

Connect with Keith
Share your favorite tools or what worked for you inside the Referral Boss Skool community or at https://referralboss.co.Short Apple “Episode Summary” (for the small subtitle field)
I tested over 300 AI tools so you don’t have to. Here are the ones that actually save time, create better work, and automate your daily grind.

Yesterday, I opened an email that made my jaw drop: a $2,000 bill for bookkeeping services… with a 261-line spreadsheet I was supposed to categorize myself.
Sound familiar? Real estate agents everywhere are paying premium prices for bookkeeping that amounts to glorified data entry — while still scrambling to finish the work themselves.
In this episode, I pull back the curtain on:

• The difference between bookkeeping vs. tax prep (and why confusing the two is costing agents thousands)
• The real cost of outdated bookkeeping during tax season
• How AI bookkeeping workflows can instantly process receipts, categorize expenses, and deliver tax-ready reports in minutes
• Why relying on weeks-old financial data means you’re running your business blind
• How top-producing agents are already slashing bookkeeping costs and getting real-time insights with AI

By the end, you’ll see why paying $2,000 for homework is no longer acceptable — and how you can get smarter, faster, and cheaper with AI today.

What happens when you pay $2,000 for bookkeeping… and still end up with homework?
In this episode of the Referral Boss Podcast, Keith Goeringer shares the jaw-dropping moment that revealed just how broken traditional bookkeeping has become — especially for real estate agents facing tax season crunch time.
You’ll learn:

• Why bookkeeping ≠ tax prep (and how most agents are overpaying for the wrong thing)
• The hidden costs of waiting weeks for financial reports
• How AI bookkeeping tools can instantly process receipts, track commissions, and generate tax-ready reports for a fraction of the cost
• A step-by-step vision for running your business with real-time financial clarity

If you’ve ever felt like you’re paying champagne prices for soda service, this episode is your wake-up call.

Rates are finally coming down — and the conversations are heating back up. But here’s the real challenge: when clients, partners, or investors ask, “So what does this mean for me?” …what do you actually say?
In this episode, Keith breaks down Phil Jones’ OFQ Framework (Opener → Fact → Question), a simple three-step method that turns hesitation into confidence. You’ll hear how to:

• Start conversations without sounding pushy.
• Anchor every discussion to facts everyone agrees on.
• Ask curiosity-driven questions that make clients lean in.
• Apply the framework whether you’re a Realtor, lender, or investor.

Plus, Keith shares how he’s using this exact script in his own business — and how you can try it today with just a few warm reach-outs.

Rates are dropping, and the real estate market is buzzing again. But many professionals get stuck when clients ask, “What does this mean for me?” In this episode of the Referral Boss Podcast, Keith introduces Phil Jones’ OFQ Framework (Opener, Fact, Question) — a proven communication method that helps Realtors, lenders, and investors guide conversations with confidence.
Discover how to open the right way, state undeniable facts, and ask powerful curiosity-based questions that shift buyers, sellers, and partners from hesitation to action. Whether you’re reconnecting with past clients or reaching out to high-interest prospects, this framework gives you the exact words to say — without ever sounding salesy.
Want custom scripts built for your exact scenario? DM or text Keith to get access to his free Phil Jones Custom GPT.