https://www.loom.com/share/bd57fa2f4a2c4eb890f2810dc2853ff3

This is one of the most important steps — because no leads in = no results.

In this video, you’ll learn how to properly import and automate leads into Cortex Growth — and why doing this right is the difference between an AI agent that wins you deals and one that sits idle.

Why this matters:

✅ AI agents work FAST — but only if leads are fed in consistently and with the right data

✅ The more contextual data you give your AI (property address, timeline, price), the more PERSONAL and EFFECTIVE the conversation becomes

✅ Agents seeing $55M+ in deals aren’t just uploading CSVs — they’ve automated this flow so leads hit their pipeline and the AI calls within SECONDS

Here’s what you’ll learn in this video:

✅ How to import leads manually (CSV or Excel — perfect for past clients, old leads, open house lists, title leads, etc.)

✅ How to map your columns — so your AI knows what to reference in conversation (address, timeline, asking price, etc.)

✅ How to create a Smart List — to set up AUTOMATED lead flow from Facebook Ads, FollowUpBoss, Typeform, Jotform, etc.

✅ How to integrate with Zapier — so your AI can call new Facebook leads in real time — the same moment the form is submitted

✅ How to structure your pipeline and assign the right AI agent — so no lead goes untouched