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Day 3: Email Access + Lead Research

Connected my inbox and tested a lead research workflow. Also helped my plumber set up his own AI — he canceled a $40k consulting contract that afternoon.

Today was about connecting the communication layer. I gave Jarvis access to my Microsoft email — both my personal inbox and our sales inbox.

Now, before I even check my phone in the morning, Jarvis has already scanned everything and flagged what matters. Spam filtered. Important stuff highlighted. Action items identified.

The Lead Research Workflow

This is where it got interesting. Here's the old way:

  1. Lead submits form on website
  2. I see the notification (maybe)
  3. I Google their name (maybe)
  4. I call them back (hopefully within 24 hours)

Here's the new way:

  1. Lead submits form
  2. Jarvis immediately pulls: who they are, where they live, what the house looks like, property records, any relevant social media
  3. Jarvis preps a brief: name, address, likely budget range, background notes, talking points
  4. I call them back with more intel than a detective

The difference in that callback is night and day. When you already know their neighborhood, their house style, and their likely situation — you sound like a professional who cares, not a contractor reading off a form.

The Plumber Story

My plumber came by the job site. I showed him what I'd built. He was skeptical — "that AI stuff is for tech people."

I helped him set up his own instance that afternoon. Within hours, he'd used it to build the same deliverables a consulting firm had been charging him $40,000 to produce. He canceled the contract that day.

$40k saved. In an afternoon. With free tools and about 2 hours of setup.

That's when I knew this wasn't just for me.

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