In this short, a team of real‑estate professionals discusses finalising a $5 million deal slated to close by the following Friday. Speaker A explains that they have just submitted a deal for review and are preparing a customised business plan for a client named Katya (also referred to as Catherine). The plan is built on data collected from a "Fly Shark Investor" survey, which captures the client’s background and investment goals. Leveraging the survey results, the team incorporates insights from an executive board and a network of virtual experts, a process taught by Catherine and supported by a partnership with Titan Impact Group. The raw business plan is then fed into Google’s NotebookLM, where AI automatically formats it into a polished presentation ready for client delivery. Throughout the dialogue, the speakers coordinate roles, confirm that the presentation has been shared via WhatsApp, and express confidence that the AI‑driven workflow will streamline the deal‑closing process.
Chapters
Are you in the deal room? We'll be closed by next Friday. $5 million.
No way. Congratulations.
Yay. Right. So that's that. That's why I'm, that's why I'm in the, at the mastermind headquarters today and Catherine's at the office.
Uh-huh.
Somebody blowing up my phone. I don't remember having— hold on one second. Good morning. Nope, they're gone. Anyway. So I emailed in a deal this morning to run. Ready to run a deal? Trevor, did you, did you just see the presentation we put together for, for Catherine here with her, her survey results?
I did not. I saw not the one you put in the WhatsApp chat, right? I don't think I saw the deal you're talking about.
Yeah, I'll have to. What I do, what I did was here, let me just jump in there real quick and show you that before we run this deal. So we, we encourage people to come in and take this in Fly Shark Investor survey. And what they did was when they took this survey, It provides them with a personal background. My executive board assists me in all things regarding the way that I operate in real estate and development. But then I also incorporated a board of virtual geniuses or gurus into it. Catherine showed me how to do this, and this is why we partner with Titan Impact Group. But what I did was I took Katya's breakdown and I brought it in here and I said, okay, now run this, put together a business plan for this client so that, and, or this this Land Shark number so that we have a good structured breakdown roadmap of how to help her achieve her goals in success in real estate investing, right? And I did this because again, I applied the survey. Her survey results are copied right here. When I built this, I, I made it already understand there's, there's a mission to how we do these things. I gave it a nice big long prompt up there to, to know what to do. I gave it the instructions and it provided me with the business plan. Now what I did was I took this business plan straight over to NotebookLM. And in NotebookLM, if you've not used NotebookLM, it's amazing. But I put it in the NotebookLM. I said, here's Katya's business plan, create me a, a, a nice presentation so that we can present it to her. And boom, here we go.
