Cody Stepp
Workflow Secrets Co-Founders, Marketing and Growth Director & Architects of SAM 2.0
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Father-son duo Mark and Cody Stepp are lifelong serial entrepreneurs and technologists, best known for their pioneering work in real estate automation through their company, Workflow Secrets. With decades of combined experience building software solutions, they’ve created the groundbreaking Systems Accelerator Manager (SAM), an AI-powered platform designed to streamline operations, boost client engagement, and drive business growth.
Mark Stepp is a recognized leader in real estate technology, with a long history of developing tools that automate complex workflows and deliver measurable business impact. Cody Stepp specializes in designing AI-driven strategies that enhance efficiency and elevate customer experiences across industries.
Together, they bring a wealth of knowledge on how businesses of all sizes can leverage AI to optimize their operations, reduce manual tasks, and scale faster - making them the perfect guides for businesses looking to harness AI's transformative potential.
Area of Expertise
Topics
Beyond Traditional Systems: How AI & SAM Are Revolutionizing CRM Tools with Advanced Automations
AI is reshaping the CRM landscape - a field cluttered with decades-old tools, duct-taping AI onto outdated code, and often offering little beyond prompt-based systems with hefty marketing budgets.
This session delves into the potential of systems infrastructure to move beyond basic data storage and achieve dynamic, personalized automation through contextual AI platforms.
We’ll explore how AI-driven platforms transform complex daily operations, utilize vector databases for enriched data interaction, and deploy task-focused AI agents for real-time support.
Attendees will gain insights into integrating JSON and Flutter/JS for a responsive, cross-platform design and learn how these technologies build user-centric, AI-powered experiences.
Ideal for technology leaders, industry veterans, prompt engineers, and software developers - this workshop highlights how these tools set new industry standards, with real estate as a compelling use case in our first-of-its-kind 'system accelerator'.
AI & Business Systems Development
Imagine streamlining your operations, enhancing client interactions, and harness AI tools to close more deals - all while reclaiming valuable time and drives business growth. This is the promise of AI, and technical innovation in your tools.
Attendees will walk away understanding:
Your C.O.R.E. Systems: Where to find the major critical business systems, and how to automate and build them.
World-Class Client Experience: Learn how to deliver an outstanding client experience that drives loyalty and referrals - the 'golden goose' of any sales pipeline.
AI Mastery: Harness the latest advancements in AI tools to enhance your business operations, communications, and overall customer experience, using tailored-automations, leading to more deals & growth.
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