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Real estate · Lead follow-up and CRM · Case

Aidan Holt: clean up the CRM and write down what every real client is looking for with Own AI assistant + Follow Up Boss

Shares numbersSells a paid communityYouTubepublished result self-reported

Aidan asked his AI assistant to go through every contact in his Follow Up Boss CRM and make a list of what each client is looking for. The assistant pulled the notes for each person into one database. Reported result: CRM cut from ~1,200 contacts to 402 real people (self-reported, not verified).

Shares numbers · self-reportedYouTubeSells a paid community

Aidan Holt

Agent, RE/MAX · residential and commercial · Toronto area (Scarborough, Mississauga)

Tool Own AI assistant + Follow Up BossPublished 2026-04-24Sells anything? Sells a paid communityResult self-reported

A computer monitor filmed at an angle, showing a terminal-style AI session that pulls contacts and notes from a CRM; the text is too blurred to read.Play from 1:36
Screenshot from Aidan Holt's YouTube vlog at 1:38, while the assistant scans his Follow Up Boss contacts. Source ↗
  1. All Follow Up Boss contacts + notes
  2. His own AI assistant
  3. 402 real contacts, each with what they want
Steps as stated in the video. No review step is mentioned.
Task
Clean up the CRM and write down what every real client is looking for.
Tool
An AI assistant he built himself (he does not name the model in this part of the video), working on his Follow Up Boss database.
What they did

Aidan asked his AI assistant to go through every contact in his Follow Up Boss CRM and make a list of what each client is looking for. The assistant pulled the notes for each person into one database. The contact list went from about 1,200 entries to 402 people he calls "real". The goal is to match clients to listings: when a new listing comes up, he can see which client it fits. This is one short clip in a day-in-the-life vlog, not a full walk-through.

Result

The CRM went from about 1,200 contacts to 402 real people, each with notes on what they want. No time saving or deal is reported.

Self-reported by Aidan Holt; not verified.
Where it goes wrong
The clip does not show how he checked which contacts were dropped. Later in the same vlog he says that building AI tools distracted him from his important tasks for two weeks.
Conflict of interest
Sells a paid community He is starting a paid community where he says he will teach AI for real estate (he says about $1 a month for now, price to rise). The video also invites sellers to contact him.
Source
YouTube Aidan Holt · day-in-the-life vlog · published 24 Apr 2026
So, we have 402 people that are real. Started from 1,200, worked our way down to 402 real people.

Published 2026-04-24 · rewritten in our words from the video · #aidan-holt-crm-cleanup

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