🧠 Case Study: Building a Lead-Converting, Client-Facing GPT for Stone Realty Group

Reimagining Lead Gen with a Brand-Trained AI Concierge

Aug 04, 2025

Yesterday, we launched a project that reimagines what client engagement looks like for local service businesses. Together with Stone Realty Group, one of the Carolinas' top-ranked real estate teams, we deployed a client-facing, always-on AI concierge—powered by OpenAI’s GPT and trained with their proprietary content, tone, and market knowledge.

This wasn’t about creating another chat widget or internal assistant. This was about building a branded, consultative digital expert that speaks the way your business does, guides prospective clients intelligently, and generates warm leads—24/7.

Here’s how we built it, who else it’s perfect for, and what’s coming next: agent-specific GPTs with personality and niche expertise.

🏗️ The Vision: A Conversational Concierge for Charlotte Homebuyers & Sellers

Stone Realty Group GPT was designed to act as a 24/7 digital extension of the team—warm, professional, knowledgeable, and capable of guiding any user through common real estate questions and decisions, without ever sounding robotic.

The GPT is ready to answer questions like:

“I’m moving to Charlotte—where should I start?”
“What’s the Charlotte market like right now?”
“What’s my Ballantyne home worth in today’s market?”
“Which areas in Charlotte are best for walkability?”

And it doesn’t just answer. It qualifies gently, encourages contact, and offers real value at every stage.

Check It Out

🔍 What Makes This GPT Different?

We started with a robust blueprint, including:

✅ Deep local training: The GPT knows Charlotte’s neighborhoods like South End, Dilworth, NoDa, Ballantyne, and beyond. It can compare Fort Mill to Belmont, explain buyer heatmaps, and cite market trends in Weddington or Davidson.
✅ Brand voice infused throughout: Every response reflects The Stone Standard—a mix of warmth, expertise, and proactive guidance. It’s helpful, never pushy. Factual, but never cold.
✅ Soft lead qualification: If a buyer mentions a price range or timeline, the bot naturally responds with prompts like “That’s great—are you already working with a lender, or would you like a referral?”
✅ Sales-friendly, but human: “Want to schedule a consult?” “Here’s our Buyer’s Guide.” “Would you like an expert from our team to run a free home valuation?” The assistant’s goal is to open the door, not close the sale.

It even handles sensitive topics (like crime or schools) in a Fair Housing-compliant way, and deflects politely when asked about demographics—just like a licensed agent would.

⚙️ Technical Summary

Trained on over 100 pages of internal guides, SOPs, listing systems, blog posts, neighborhood descriptions, and branded marketing materials
Structured with a custom system prompt, multiple example interactions, and tone constraints
Built to be platform-portable (can be embedded on web, used via chat link, or integrated with future API plugins like MLS or Calendly)
Designed for real-time client interaction with seamless escalation to human agents when needed

👥 Who Else Can Use This?

If your business has:

A sales cycle that starts with education
Local or consultative services (real estate, legal, finance, coaching, etc.)
A recognizable voice or brand tone
And frequent inbound questions from curious, unqualified, or long-lead clients...

…then this kind of GPT can act as your frontline digital concierge.

Imagine:

A family law firm’s GPT that answers “What happens in a custody case?” before the first call.
A wellness coach GPT trained on your nutrition philosophy and client stories.
A mortgage GPT that explains 2-1 buydowns, rates, and preapproval steps in plain English.
A niche SaaS GPT that walks users through setup before they even book a demo.

🔮 Coming Soon: Custom GPTs for Individual Agents

The Stone Realty Group team isn’t stopping at one centralized assistant.

We’re now developing agent-specific GPTs, each one:

Trained on their own voice, reviews, and listings
Focused on their niche specialties (relocation, luxury, 55+, sellers, investors, etc.)
Designed to generate listing descriptions, social content, buyer scripts, contract review, reverse prospecting and more

Think of it as a digital twin for every agent—one that helps prospects get to know them, showcases their expertise, and preps leads for handoff without burning out the actual agent.

Built to match your tone and territory. Whether you're Mackenzie ruling Uptown condos or Hasty dominating South Charlotte, your GPT will speak your language and sell your niche.

🚀 Want One?

We’re opening up limited GPT build slots for teams, brokers, coaches, founders, and agencies ready to:

Convert more website traffic
Reduce cold DMs and unqualified leads
Increase perceived value before first contact
And build scalable trust at scale

If you want your own branded concierge—or a custom GPT for each of your team members—reply here or join the early build list.

The next generation of business isn’t just AI-enabled. It’s brand-trained and client-focused.