U-01: Getting Started with Suzie

SOP ID: U-01
Title: Getting Started with Suzie
Category: User Guide
Version: 2.0
Last verified: 2026-08-07 against origin/main @ aedbc19
Audience: Socially Sold course members
Prerequisites: Active Socially Sold enrollment

What Suzie is

Suzie is your content partner inside the Socially Sold course. She writes Instagram content shaped around your market, your niche and your voice — not a generic real estate agent's.

She can write reels, carousels and Story sequences, and hold a free-form content conversation about what to post.

Suzie is trained on Ashley's actual course material and frameworks. That is the difference between Suzie and a general AI tool: she already knows the playbook you are being taught.


Opening Suzie

Open Suzie from inside the Socially Sold course portal. She loads in the page — you do not need a separate login, and there is no password to remember.

Your access is tied to your course enrolment. If you are enrolled, Suzie opens. If you are not, you will see a short "no access" screen instead of the app.

Always open Suzie from the course portal. If you bookmark the app directly and open that bookmark later, you may land on the no-access screen even though your enrolment is fine — the portal is what passes your identity through. Go back to the portal and open her from there.


The first screen: the compliance agreement

The first time you open Suzie you will see a Fair Housing and Compliance notice with a checkbox.

This is a read-and-agree gate. It does not have a close button, and you cannot skip past it — tick the box to continue.

What it says, in plain terms: everything Suzie writes is marketing education, not legal, brokerage or fair housing advice. You are the one responsible for making sure what you post follows federal, state and local law, plus your brokerage's own rules. Read it before you post, every time.

Your agreement is recorded against your account, so you only do this once. If the notice is ever updated, you will be asked to read and agree again.


Do your Brand Foundation first

After you agree, you land on the Brand Archetype tab.

This is deliberate. Every other tab stays locked until you finish your Brand Foundation questions. Suzie cannot write in your voice before she knows what your voice is, so she asks first and generates second.

It is nine questions and you only do it once. Full walkthrough in SOP U-02: Your Brand Foundation.

Once you finish, the rest of the tabs unlock and stay unlocked.


What you see once you are in

Five tabs down the side:

Tab What it is for
Brand Archetype Your foundation — the nine questions, and where you go to change your answers later
Content Chat Free-form content generator. Ask for anything, talk it through
Reels One reel, fully written
Carousel Listicle, Educational or Myth-Buster carousels
IG Stories A Story sequence

SOP U-03: What Suzie Can Do covers each one.


Your first five minutes

  1. Open Suzie from the course portal.
  2. Read and tick the compliance notice.
  3. Answer the nine Brand Foundation questions on the Brand Archetype tab.
  4. Go to Content Chat and ask for something real — "give me three reel hooks about buyers waiting for rates to drop in my market."
  5. Tell her what you think of what she wrote. Thumbs up or thumbs down on any reply. That feedback shapes what she gives you next — see SOP U-07: Refining and Feedback.

If something looks wrong

What you see What it means
A "no access" screen Suzie was not opened from the course portal, or your enrolment is not active. Open her from the portal first. If it still happens, use the help link — see SOP U-09: Getting Help
Every tab except Brand Archetype looks greyed out Normal. Finish your Brand Foundation and they unlock
The compliance notice again, after you already agreed The notice was updated. Read and tick it again
A blank or stuck screen Refresh the page. If it persists, see SOP U-09: Getting Help

Related guides

Guide Topic
U-02 Your Brand Foundation
U-03 What Suzie Can Do
U-08 What Suzie Cannot Do
U-09 Getting Help