🏠Property & Real Estate · Step-by-step guide

Let ChatGPT collect your team's daily sales numbers and keep the scoreboard up to date

A team leader gives his ChatGPT dot one clear job: collect each agent's daily numbers (calls, appointments, listings) and update the team's tracker. It checks who hasn't reported yet, fills in the sheet and sends him a short summary, so he coaches from the numbers instead of chasing them.

Created byRick Bosley · The Bosley Team
📰 Read the original: Rick Bosley on LinkedIn: give your AI assistant a clear job and a playbook ↗
⏱️ About 1 hour, then a week of checking🎯 Medium💵 Included in ChatGPT Pro (from USD 100/month)📋 7 steps
🔵 Dots🙋 Personal post
🎯 What you'll have at the endYou'll have a dot that collects your team's daily numbers, updates the tracker and gives you a short end-of-day scoreboard.

👀 What you'll get

Example

Here's the kind of thing you'll have at the end:

💬 ChatChatGPT · Jarvis-style dot
DotToday's numbers are in the tracker. Team totals: 214 calls, 38 conversations, 9 appointments set, 2 listings taken.
DotTop for appointments: Nadia (3).
DotNot reported yet: Ken and Priya. Draft reminder: "Hi Ken, quick one: can you send today's numbers before 7pm? Thanks!"
YouSend me Priya's draft too. She was at a viewing all afternoon.
DotHere it is, softened: "Hi Priya, hope the viewing went well! When you get a moment, could you send today's numbers?"

🧪 Made-up sample to show the kind of result. Your output will vary.

💸 What will this really cost me?

Prices checked 21 Oct 2026
🧪 To try it once
No free way to try. Dots need ChatGPT Pro (Pro 100 is USD 100 / MYR 408 a month) or a Business Premium seat. ChatGPT Plus (USD 20 / MYR 82) doesn't include dots.
🔁 To keep it running
Pro 100: USD 100 (MYR 408) a month, billed monthly only (Pro 200 is USD 200 / MYR 816 and Pro 500 is USD 500 / MYR 2,040 for more usage). Business Premium seats: USD 125 (MYR 510) per person a month, or USD 100 (MYR 408) paid yearly.
⚠️ Watch out for
Dots use your Pro plan's usage; daily routines plus a weekly scoreboard are light. A form tool for agents' reports may cost extra: check the provider's pricing page.

🔗 Official pricing: ChatGPT Pro tiers · ChatGPT pricing

Prices change often, so check the links before you pay. Amounts exclude tax. MYR at USD 1 = MYR 4.08 (Bank Negara Malaysia, 19 Oct 2026).

🧾 Which plan do I need?

💎 Big upgrade · MYR 408/mo

Dots need ChatGPT Pro or a Business Premium seat; ChatGPT Plus doesn't include them.

Tick what you already pay for:

🪙 Small = up to MYR 250 a month more · 💎 Big = over MYR 250 a month more · prices from each provider's pricing page, checked 21 Oct 2026.
ℹ️ How we work this outPrices come from each provider's own pricing page (checked 21 Oct 2026; amounts exclude tax; USD 1 = MYR 4.08, Bank Negara Malaysia 19 Oct 2026). Small upgrade = up to MYR 250 a month more than you pay now. Big upgrade = more than MYR 250 a month more. Check pricing = the provider doesn't publish a price we could confirm. Each guide's needs come from its own "What will this really cost me?" box. Your ticks stay in this browser only (no account, nothing sent to us).
Tick all your plans on the home page →

⚡ One-click install

Checked install pages (app stores, official sites and template pages): tap to get it straight away.

⬇️ Get ChatGPT on iPhoneApp Store⬇️ Get ChatGPT on AndroidGoogle Play

🧰 Before you start

⏱️ Time neededAbout 1 hour, then a week of checking
💵 Rough costIncluded in ChatGPT Pro (from USD 100/month)

🪜 Step by step

🐣 Beginner mode: showing the 7 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 7.
✅ 0 of 7 steps done 📄 Printable page
  1. 1
    ☐

    Write the playbook first

    Decide the 3-5 numbers that matter (for example calls, conversations, appointments set, listings taken) and the time each day agents report by. Rick uses Claude to help write playbooks like this; any chat assistant will do.

  2. 2
    ☐

    Set up the tracker

    Create the sheet with columns: date, agent, then one column per number, and a notes column. Connect it to ChatGPT.

  3. 3
    ☐

    Choose how agents report

    The simplest is a two-line email to one address, or a short form that writes into the sheet. Tell the team the format and the cut-off time.

  4. 4
    ☐

    Give the dot the job

    Open your dot in ChatGPT and paste the 'Daily numbers playbook' prompt below, filled in with your numbers, cut-off time and team names.

  5. 5
    ☐

    Keep messages to the team as drafts at first

    Let the dot draft reminder messages for agents who haven't reported, and send them yourself until you trust it.

  6. 6
    ☐

    Review the work

    For the first week, compare the sheet with what agents sent. Correct the dot in plain words when something's wrong; that's Rick's 'review the work' step.

  7. 7
    ☐

    Add a weekly scoreboard

    Once the daily job is reliable, use the 'Friday scoreboard' prompt for a weekly summary you can share in the team meeting.

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Daily numbers playbook
Your job: keep [team name]'s daily activity tracker up to date.
Every weekday at [6pm, time zone]:
1. Read today's reports in [inbox / form responses] from: [agent names].
2. For each agent, add one row to [sheet name] with: date, agent, [calls, conversations, appointments set, listings taken], notes.
3. If an agent hasn't reported, draft a friendly one-line reminder for me to send. Don't send it yourself.
4. Send me a short summary: team totals for today, the top performer on [appointments set], and anyone who hasn't reported.
A good result is a complete sheet with no guessed numbers. If a report is unclear, leave that cell empty and tell me.
💬 Friday scoreboard
Every Friday at [5pm], using [sheet name], make this week's scoreboard: each agent's totals for [numbers], change versus last week, and team totals. List it highest to lowest by [appointments set]. Add one short, encouraging coaching note per agent based only on their numbers. Keep it to one screen.

⚠️ Tips & common mistakes

🌟 Why it's worth it

💡 Why it mattersSales teams that track daily activity improve faster, but collecting the numbers is a chore that gets dropped. A dot that does the chasing and the typing keeps the tracker honest every day.
🏷️ Real exampleRick Bosley, who runs The Bosley Team (Keller Williams, Brevard, Florida), posted on 13 Oct 2026 that his dot, Jarvis, handles collecting team numbers and updating the tracker, alongside email briefs, calendar invites and getting videos edited and scheduled. He uses Claude to write the playbooks and Jarvis to follow them. His advice: pick a repeatable process, explain what a good result looks like, and review the work.
🔌 Connects to:ChatGPT dotsGoogle Sheets or Excel trackerEmail or messages from your team
🙋 Proof level: Personal postOne person's own account on X, Reddit, YouTube or a blog. Nobody has checked it: treat any numbers as their results, not a promise.
📰 Found via Gallery · madewithdots.com: Rick Bosley on LinkedIn: give your AI assistant a clear job and a playbook ↗

🔗 Helpful links

🔗 Rick Bosley on LinkedIn: give your AI assistant a clear job and a playbook (source) ↗🔗 madewithdots.com (where we found it) ↗🔗 OpenAI: getting started with dots ↗

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