— Found · For real estate agents
All your contacts. One clean list. Finally.
Your contacts are scattered across your phone, your inbox, your old CRMs, your closing files, and Facebook. Found gets them all in one place: cleaned up and merged, with every past client's closing history and birthday, ready to import into your CRM.
You know there's money in there
You've been meaning to clean up your database for years. Every January it goes on the list. Every January something with a closing date gets in the way.
Meanwhile it keeps growing. Your phone has one version. Gmail has another. There's an old CRM you stopped paying for, a spreadsheet from three brokerages ago, and a box of closing files you'd rather not open.
You're not disorganized. You were busy closing deals, and nobody handed you a system for keeping the people behind them.
"Your Database is easily worth $100k a year in income. Take really good care of it."
— Rebecca Green
"I told her there was $100,000 hiding in her database. She came back and told me I was wrong — it was actually $128,000."
— Rebecca Green
She didn't find new business. She found the business she already had, once everything was finally in one place.
Right now vs. after Found
| Right now | After Found |
|---|---|
| Contacts in your phone, Gmail, an old CRM, and a spreadsheet you stopped updating | One clean list |
| Past clients you can't name from five years ago | Your closings: who, where, which side, and when |
| Lenders, escrow officers, and agents mixed in with your clients | Every contact sorted: clients, sphere, agents, lenders, escrow, vendors |
| Birthdays buried on Facebook | Birthdays on the contact record |
| "I'll clean it up in January" | 10–30 minutes of setup. Claude handles years of backlog. |
How it works
Pick the starting point that fits what you already have: an MLS report, your settlement statements, your saved contracts, or just your email. You'll need to do 10–30 minutes of work up front, depending on your route. Then Claude does the digging.
01
Get every contact in one place.
Your phone, Google, and Outlook contacts, merged into one clean file.
- Junk gone: relay addresses, no-reply senders, and automated emails
- Couples who share an email stay two people
- Every contact sorted, so your escrow officer never gets mistaken for a client
02
Find your closings.
From whatever you've got. Four routes, step-by-step prompts for each.
- Works with an MLS report, settlement statements, contracts, or your inbox
- Pulls only your clients, never the other side of the deal
- Works even if your brokerage email won't connect
03
Know your list is right.
Claude checks its own work against a second source.
- Every deal marked Confirmed, Double-check, or Missing
- Suggested searches for anything it couldn't find
- Contracts that never closed get caught
04
Put the person and the deal together.
Every past client, with their closing and how to reach them, on one row.
- Email, phone, and birthday pulled from everything you've already got
- Two clients on one deal get their own rows
- A clear list of who's still missing contact info
05
Import it into your CRM.
Two files, built for your CRM.
- Contacts: one row per person, with categories and birthdays
- Closing History: one row per closing, so repeat clients keep every deal
- Your CRM requires a specific template? It goes in that exact format.
Plus three bonuses
Bonus 1: Merge every platform your contacts live on. Your CRM, the one you used three years ago, your email platform, your transaction software. All of it, into the same clean list. ($97 value)
Bonus 2: Find the clients hiding in Facebook + Instagram. Some clients never emailed you. They messaged you about a listing. Claude finds those conversations in a download of your own data. It never logs into your accounts. ($97 value)
Bonus 3: Get birthdays into your database. From your contacts, your old CRMs, your calendar, and Facebook. Every birthday is a reason to reach out that isn't "just checking in." ($47 value)
| What you get | Value |
|---|---|
| Found: the 5-step course | $297 |
| Bonus 1: Merge every platform | $97 |
| Bonus 2: Facebook + Instagram | $97 |
| Bonus 3: Birthdays | $47 |
| Total value | $538 |
| Your price | $538$47 |
Who built this
I'm Rebecca Green. I've sold 1,600 homes, and more than 1,000 agents have been through my program. I take care of an 8,000-contact database, and I built this process because I needed it myself.
"I told her there was $100,000 hiding in her database. She came back and told me I was wrong — it was actually $128,000."
— Rebecca Green
Is this for you?
| It's a fit if… | It's not a fit if… |
|---|---|
| You've closed deals for years and your contacts are everywhere | You're brand new and haven't closed a deal yet |
| You know your past clients are your best source of business | You want someone to do it for you |
| You'll spend 10–30 minutes setting it up | You're looking for a list of strangers to cold call |
| You want your database clean before you put AI to work on it |
Questions
I'm not a tech person. Can I do this?
Yes. Every step has a copy-and-paste prompt. If you can download a file and drag it into a chat, you can do this.
What do I need?
Claude. File creation and connectors work on the free plan, but a paid plan is worth it here, because searching years of email hits the free plan's limits fast.
I'm on my brokerage email. Will it work?
Yes. Three of the four routes work with nothing connected: an MLS report, your settlement statements, or your saved contracts.
Gmail or Outlook?
Both. Outlook needs a work Microsoft 365 account. If yours won't connect, use one of the other routes.
How long does it take?
10–30 minutes of setup, depending on your route. Then Claude handles years of backlog, one year per chat.
Is my data safe?
Everything stays in your own Claude account. I never see your contacts. And Claude never logs into your Facebook or Instagram. You download your own data and hand it over.
Will it work with my CRM?
If your CRM imports a CSV, yes. If it requires a specific template, Claude puts your files in that exact format.
Will it find every closing I've ever had?
It finds every closing that left a trail. Step 3 checks the list against a second source and shows you what's missing. Anything that never left a trail, you add by hand.
What if I get stuck?
There's a troubleshooting lesson for the common snags. And if you finish it and it's not making a difference, email me and I'll jump on a call.
I'm in the CEO Agent Academy. Do I need to buy this?
No. It's inside the CEO Agent OS™ for members.
My promise
Finish it. If it's not making a difference, email me and I'll jump on a call.
One more thing
I've watched a lot of agents walk right past their best business because they couldn't see it. It was sitting in their phone and their inbox the whole time.
Cleaning up your database is step one to a healthier, more scalable, more profitable business. Do this one, and everything you build after it has something real to stand on.
Let's get weirdly efficient so we can work less and make more.
— Rebecca
Found.
→ Found: the 5-step course — every contact in one place, your closings found and checked, and two files ready for your CRM.
→ Bonus 1: Merge every platform — your CRM, the one you used three years ago, your email platform, your transaction software.
→ Bonus 2: Facebook + Instagram — find the clients who messaged you about a listing.
→ Bonus 3: Birthdays — from your contacts, your old CRMs, your calendar, and Facebook.
— Or get the whole system
CEO Agent Academy.
The CEO Agent Academy is the whole system:
→ Found — it's inside the CEO Agent OS™ for members
→ Database Mastery — to keep this list clean and growing
→ Onboarded — to set up your AI
→ The full CEO Agent OS™
→ Your AI team — Avery, Becky, and Cami
→ Live coaching — every month
Stop chasing production. Start building a business.