Everything from today is on this page. Start with Today, in order — that's the exact path we walked in the room, step by step. Then the library below has the rest, including plenty we didn't touch live.
Fell behind, or missed it entirely? That's what this page is for. Work down the steps in order and you'll end up in the same place as everyone who was there.
Everything is tagged Run it now works today in the Claude app · Can automate can go on a schedule · Claude Code the deeper lane, Week 5.
The links you'll need today: yourguidehome.co/login · the Week 2 page · text me at 858-216-6091.
Missed it, or want to run something back? The tightened version of the whole session, including the email triage setup start to finish.
Exactly what we did in the room, in the order we did it. Open any step for the full walkthrough. If you fell behind live, start at the top and work down. If you only have ten minutes, do step 1 and step 2.
What it is
A free tool I built for the agents in this room. It writes personalized texts to your people and hands them to you ready to send — from your own phone, one tap each. It never sends anything for you. You read every message and you hit send.
There's a "Watch how to log in" video right on that page if you get stuck. Don't have an account yet? Text me your name, email, DRE number, and a headshot at 858-216-6091 and I'll set yours up.
Why three
One text proves nothing — it's just a text. Three is where you feel it. Three different people, three different notes about them, and you watch it write three messages that actually sound different. That's the moment you realize twenty is the same amount of work.
Who to text
Past clients and your sphere. People who already know you. A check-in text from you is a welcome thing, not a cold pitch.
Not a buyer in the middle of a live transaction. Those messages deserve your full attention, not a workshop exercise. And not somebody sitting next to you in the room — the message won't make sense and you'll learn nothing.
Nervous about the first one? Put your own number in and text yourself first. Read it on your phone, then go do the real ones.
This is what the voice profile was for
Week 2 you taught it to write like you. This is where that pays off. It reads the last 24 hours, sorts everything by what actually needs you, and leaves a draft reply in your voice on every email that needs one. You skim and hit send.
The run that convinced me: 22 unread, 2 needed me that day, 4 that week, 16 didn't need me at all.
Both prompts and the full setup
Everything you need — the interview prompt, the daily prompt, and the step-by-step for putting it on a schedule — is in the full card below with copy buttons: Inbox triage with the replies already written, under Your work, day to day.
It drafts only. Nothing sends without you clicking send, and that isn't going to change.
Two ways in
Start with a group you'd actually text this month, not your entire database. A list you'll finish beats a list you'll avoid.
The part most people miss
The texting tool is how you use it. This is what it's for. You send a buyer their own link, and they get a guide that walks them through the whole thing — branded with your photo and your info, so every time they open it, it's from you.
What's inside
A step-by-step guide through every stage of buying, so they stop asking you the same five questions. Market Pulse, so they know what's actually happening instead of what they read on Zillow. A payment calculator they'll genuinely use.
Why it works as a lead magnet
It's something real to give an open house visitor or a lead who isn't ready yet. Not a market report nobody opens — a tool they keep coming back to, with your face on it, for the entire six months they're thinking about it.
Why this is here
Everything above works better once these are done, and the email triage won't work at all without them. If you've been meaning to do these for two weeks, today is the day. It really is twenty minutes.
Connecting Gmail is what makes step 3 possible. If you'd rather not connect your email at all, that's completely fine — the morning brief and daily brief cards in the library below get you the same idea with nothing connected.
The inspection analyzer
Take an inspection report you already have sitting in a folder, upload it, and watch 40 pages of technical language turn into something your client can actually read — in English, Traditional or Simplified Chinese, Spanish, or Korean. Use an old one from a closed deal so there's nothing at stake while you're getting a feel for it. Full card under Tools I built for you.
Turn one recording into a finished Reel
The one I showed you at the end. My eight-year-old built that app by talking to it, and then AI recorded the walkthrough, cut it to twenty seconds, wrote every word on screen, made the cover image, picked the music, and wrote the caption. I never opened an editor.
Your version is a listing walkthrough, an open house, or a market update sitting on your phone right now that you haven't posted because editing feels like a whole evening. Full card under Content & marketing.
Two things that make the difference: captions have to snap on at the exact moment the picture changes, never fade. And record 12–15 seconds of a moment even when the final cut is 4 — trim room is the whole difference between "edited" and "phone video."
Send a Guide Home link to one real person
That's it. One buyer lead, one past client, one person from your last open house. One.
Four pieces of homework last week produced about two people who did any of it. So this week it's one thing, and it's the one that actually puts something in front of a client with your name on it.
Stuck on any of it, or want your own page set up? Text me at 858-216-6091.
The two from Weeks 1 and 2 that make everything else on this page work.
What it does
Reads about fifty of your own real emails and writes down how you sound. How you open, how you close, your rhythm, your words, and the things your voice never does. You save that once, and from then on everything AI writes for you comes out sounding like you instead of like a press release.
Why it's worth it
This is the one that makes everything else on this page usable. Drafted replies, follow-ups, captions, none of it saves you a minute if you have to rewrite it. You already wrote the training material. It's sitting in your Sent folder right now.
The prompt
I want you to analyze my writing voice and create a reusable Voice Skill file I can use to make AI write like me.
## STEP 1 - GO FIND MY WRITING
Don't ask me to paste examples. Search my Gmail Sent folder and pull my actual writing.
What to look for:
- Roughly 50 of my LONGEST, most substantive sent emails. Real messages where I explained something, persuaded someone, handled a problem, or wrote at length.
- NOT one-line replies. Skip "sounds good," "thanks, see you then," "got it," and anything under about three sentences.
- Variety matters: client emails, problem-solving emails, intro and follow-up emails, anything longer and more personal.
CRITICAL - skip anything AI wrote:
- If an email reads like AI wrote it, exclude it. That's not my voice, that's ChatGPT's.
- Tells: em dashes as connectors, "I hope this email finds you well," "I wanted to reach out," "Let's dive in," perfectly balanced three-item lists, no contractions, no typos, uniform paragraph lengths.
- If I started using AI at some point, reach back to BEFORE that. Go back one, two, even three years. Older writing beats recent AI-assisted writing.
- Tell me what date range you used and why.
Before you analyze, report back: how many emails you found, the date range, and how many you excluded. If you found fewer than 15 substantive ones, STOP and tell me so I can paste some manually.
## STEP 2 - ANALYZE
For every email examine:
Structure: How do I open? How do I close? How long are my paragraphs? Headers, bullets, or flowing prose?
Rhythm: Short sentences, long, or mixed? Do I use fragments? Do I vary length for effect?
Word choices: Contractions? Slang? Shortcuts like "asap" or "thru"? Industry language? What's my register - friend, client, colleague?
Personality: Humor, empathy, authority, warmth, directness? How do I handle bad news, disagreement, or an upset client?
What I DON'T do: What punctuation do I avoid? What phrases would sound fake in my voice? What tonal registers never show up?
EVIDENCE RULE: Every pattern must be backed by a direct quote from my actual emails. In 2+ emails it's a rule. Only once, it's a tendency - say which. Never invent or paraphrase. Quote me.
## STEP 3 - BUILD THE FILE
Create this exact structure. It must work standing alone as a Skill file.
CRITICAL: the file MUST begin with the YAML frontmatter block below, exactly as shown, starting on line 1. Three dashes, the two fields, three dashes. Nothing before it, no code fences around it, no blank line above it. If this block is missing or malformed, the file will be rejected when I try to upload it as a Skill.
---
name: [my-first-name]-voice
description: Write in [My Name]'s voice. Use whenever writing an email, text message, Slack message, social post, or any other communication on my behalf.
---
# [My Name] - Voice Skill
You are writing as [My Name]. [One sentence about what I do and who I write for.]
Extracted from my actual sent email across [date range]. Internalize these as a whole portrait, not a checklist. The goal is writing I'd read and think, "yeah, that sounds like me."
## Core Identity
[One paragraph. Not personality adjectives. Describe the RELATIONSHIP between me and my reader. What should they FEEL?]
## Voice Principles
[5-8 principles. Each one:]
### [Number]. [Principle Name]
[2-3 sentences on what it means and why it matters.]
The rule: [One actionable sentence an AI can follow.]
| Instead of | Write |
|---|---|
| [Generic AI-default] | [How I actually write it - real quote] |
| [Another generic] | [My version] |
## Signature Patterns
### How I Open
[3+ actual opening lines. Then the pattern.]
### How I Close
[3+ actual closing lines, then the pattern, including how I sign off.]
### Transitions
[The actual transition words I use, pulled from my emails.]
### How I Handle Hard Things
[Bad news, disagreement, chasing someone gone quiet, an upset client. 2-3 real examples and the pattern. This is where voice matters most.]
## Anti-Patterns: What My Voice NEVER Does
[5-10 things that would make writing NOT sound like me. Each one:]
### No [Pattern Name]
[One sentence: why this breaks my voice.]
| Instead of | Write |
|---|---|
| [Wrong version] | [Correct version for my voice] |
Look for: punctuation I avoid (em dashes? exclamation points? semicolons?), filler that'd sound fake ("It's worth noting," "Let's dive in," "I hope this email finds you well"), structural patterns I never use, tonal registers that don't fit, and AI tells ("I'd be happy to help," "Great question!").
## Formatting & Language Rules
- Paragraph length: [typical sentence count]
- Sentence style: [short? long? mixed?]
- Contractions: [always/sometimes/never, which ones]
- Shortcuts: [do I write "thru," "asap," "ppl"?]
- Headers and bullets: [when I use them vs write it out]
- Bold/italic: [what gets emphasis and why]
- Emoji: [frequency, placement, which ones if any]
- Sign-off: [exactly how I end an email]
## Format Adaptation
| Format | What stays the same | What flexes |
|---|---|---|
| Text message | [core principles] | [length, formality] |
| Quick email reply | [core principles] | [what changes] |
| Long client email | [core principles] | [what changes] |
| Something public | [core principles] | [what changes] |
## The Voice Check
[3 specific questions to verify a piece sounds like me. Based on patterns you actually found, not generic.]
## RULES FOR YOUR ANALYSIS
- The "Instead of / Write" tables are the most important part. At least 15 across all sections.
- Pull ACTUAL phrases as evidence. Never paraphrase or invent.
- Anti-patterns matter as much as principles. AI defaults to generic unless told not to.
- Write it as instructions TO an AI: "Write as..." "Never..." "Always..." - not "The author tends to..."
- Output a reusable file that works immediately if saved as a skill.
- Start the file with the YAML frontmatter block. This is not optional. A file without it cannot be uploaded as a Skill.
- Give me the finished file as a downloadable .md file, not just text in the chat.
Now the part that actually matters
If the upload says it needs YAML frontmatter: your file is missing the header block. Open the .md file and make sure the very first line is three dashes, then a name line, then a description line, then three dashes again. Nothing above it. If it's missing, just say "add the YAML frontmatter block to the top of that file" and Claude will fix it.
Whenever you're writing anything for me — an email, a text, a Slack message, a social post, any communication — use my voice skill.
That line is the whole reason to make it a Skill instead of dumping the profile into your Instructions. Your voice profile loads only when it's actually relevant to writing something, instead of being read on every single chat. The rest of the time it stays out of the way.
What it does
Most people use AI like a stranger they meet every morning. New chat, same forty seconds of "I'm a realtor in the San Gabriel Valley, I work with first-time buyers, my brokerage is..." That's the tax you're paying, and you can stop paying it.
Claude reads context in three layers, and they stack. Before it answers you, it's already pulled from all three.
Why it's worth it
The difference between an agent who says "AI is fine, I guess" and an agent who runs their business on it is almost never the prompting. It's whether the AI knows anything about them. A generic assistant gives generic answers. Nine minutes of setup here changes the output on every prompt on this page.
And the second layer matters more than people expect. Once your projects and your memory are real, you stop writing long prompts. "Draft the follow-up" starts being enough, because it already knows who, about what, and in what voice.
The projects to build first
Don't build twelve. Build the three where you repeat yourself the most. For most agents that's Listings & sellers, Buyers & transactions, and Marketing & content. Add a Recruiting or Farm project later if that's your business.
The prompt
Here's the part almost nobody does. Don't write the project instructions yourself. Make Claude interview you and write them. Start a chat inside the new empty project and paste this.
I'm setting up this Claude Project for one area of my real estate business: [LISTINGS AND SELLERS]. I want you to write the custom instructions for this project. But don't guess, and don't write them yet. First, interview me. Ask me one question at a time, and use my answers to decide what to ask next. Dig into: - What I actually do in this part of my business, start to finish - Who the people are: my clients, my vendors, who I hand things off to - What I repeat over and over that you could take off my plate - My standards and my non-negotiables, the things I'd correct you on - How I want things formatted when you hand them back to me - What's off limits, what I never want you to say or promise on my behalf Keep asking until you genuinely have enough. Don't stop early to be polite, and don't ask me things you could infer from what I already said. When you're done, write the project instructions and show them to me. Write them as instructions to you, not as notes about me. Then tell me what files I should upload into this project to make you better at it.
How to run it
Revisit the instructions every few weeks. When you catch yourself correcting Claude on the same thing twice, that correction belongs in the project instructions, not in the chat.
One more thing: reference an old chat
You don't have to rebuild context you already built. In a new chat you can point Claude back at an old one and it'll pull the thread forward.
Look back at our earlier conversation about [the Arcadia listing / my open house follow-up system / the counter offer we reviewed] and pick up where we left off. Summarize what we decided so I know you've got the right one, then keep going.
Works best when the old chat lived in a project, because then Claude knows exactly which pile to look in. Another quiet argument for setting the projects up.
The recurring stuff that eats your morning. Pick the one that matches the part of your week you most want back.
What it does
One project that holds your whole world: your buyers, your listings, who you owe what and by when. You talk to it in plain English after every showing and every call. It files what you tell it, surfaces what is due, and tells you what to work on next. Every other card on this page is an employee. This is the manager.
Why it's worth it
This is how I actually run my business. The morning brief, the inbox triage, the follow-up radar on this page: mine all report to one chief of staff that knows my priorities, my people, and my open loops. The change isn't any single trick. The burden of remembering what's open moved out of my head and into a system that never forgets a commitment.
The setup prompt
You are going to be my chief of staff. Before you start, interview me. Ask one question at a time and wait for my answer: 1. What does my business look like right now? Active buyers, listings, escrows, anything mid-flight. 2. Who are the people I owe something to right now, and what do I owe them? 3. What are my top three priorities for the next 90 days? 4. What slips through the cracks most often in my week? 5. What would the perfect Monday morning update from you look like? Then write Project Instructions for this project that make you my chief of staff: - Track my open loops: every commitment I mention gets filed with a due date. Never let one disappear. - Track my people: clients, leads, sphere, each with the last touch and the next one. - When I tell you something happened, file it and confirm in one line. - When I open this project, do not wait for me to ask. Tell me what you would work on first and why. - Never make me re-explain my business. Start every answer from what you already know. Give me the instructions block to paste into the project settings. Then start the job: ask me for today's open loops.
How to set it up
The discipline that makes it work: anything worth remembering gets told to the chief of staff. A commitment that stays in your head is invisible to the system, and the system can only protect what it knows.
What it does
Reads your unread email, tells you what each person actually wants in one line, sorts everything into buckets by urgency, and drafts replies for the ones that need one. Two prompts: a one-time setup that teaches it your world, then a daily one that uses what it learned.
Why it's worth it
Mine runs on its own, multiple times a day, and I never start it myself. It drafts a reply to every email that needs one, sitting in Gmail waiting on me. Because it's trained on my voice, the drafts are close enough that I skim and hit send.
The run that convinced me: 22 unread, 2 needed me that day, 4 that week, 16 didn't need me at all. The drafts are what changes your morning. You're editing instead of staring at a blank reply box.
Step 1 — teach it your world (once)
I want to set up an email triage system that runs every morning and drafts my replies. Before we build it, interview me. Ask me these questions one at a time, and wait for my answer before moving to the next one: 1. Who are the people whose emails always matter, no matter what they say? (clients, your broker, escrow, lenders, your team) 2. What deals or addresses are live right now that I should be watching for? 3. What kinds of email do I get in a normal week? Walk me through the categories. 4. Which of those actually need me, and which are just noise I can ignore? 5. What kinds of email do I always want to answer myself, that AI should never draft for? 6. Is there anything that should get flagged as urgent even if it looks routine? After I've answered everything, write me a "Triage Context" block that captures all of it — my VIPs, my live deals, my categories, my priority rules, and my hands-off list. Format it so I can paste it straight into a scheduled task. Keep it tight. This is a reference card, not an essay.
Save what comes back. That's the part that makes this yours instead of a generic triage anyone could run.
Step 2 — the daily prompt (paste your Triage Context into the top)
[PASTE YOUR TRIAGE CONTEXT HERE] --- Go through the last 24 hours of my inbox using the context above. Sort everything into four buckets: - NEEDS ME TODAY — someone is blocked or a deadline is real - THIS WEEK — real, but not today - WAITING ON THEM — I already replied, tracking so it doesn't go cold - NO ACTION — newsletters, receipts, noise For each one that matters: one line on who it's from and what they actually want. Not a summary of the email, the ask. Then draft a reply to everything in the first two buckets, in my voice, saved to Gmail drafts as a reply on that thread. Include the ones that are just a quick yes — those are the ones that sit for three days. If a draft needs a number or date only I would know, write it anyway and leave a [BRACKET] so I fill one blank instead of writing the whole thing. Never send. Drafts only. End with one line: how many needed me, how many didn't.
How to set it up
It drafts only. Nothing sends without you clicking send — that's by design and it isn't going to change.
Run it more than once a day if your inbox moves fast — morning and midday covers most people. Each run only needs to look at what's new since the last one.
What it does
Assembles everything you'd otherwise open five apps to find, and hands it to you in one place. It reads your calendar and tells you what your day actually looks like, and it pulls the weather for where you'll be.
Why it's worth it
I used to open my weather app every morning. Now it's just there. That's the small version of the point. The bigger one is that I stopped rebuilding the same picture every day. Mine grew by conversation: I said "add the weather for my two cities" and two minutes later it was permanent. Start simple and let it grow.
The prompt
Every weekday at [TIME], give me a short brief on my day. 1. My calendar -- what's on it, who I'm meeting, and anything I need to prep for 2. Anything on my calendar where I should know something about the person before I walk in 3. The weather in [CITY] -- high, low, and what it's doing midday 4. Anything from yesterday I said I'd follow up on and haven't Under 3 minutes to read. Short headers, bullets, no filler. If a day is light, say so in one line instead of padding it.
How to set it up
Build it first, automate it second. Scheduling a brief you haven't tuned just means a bad brief arrives daily. Your laptop needs to be awake for it to run.
What it does
Goes and researches one subject you care about, every day, and hands you back what actually changed and where it got it.
Why it's worth it
Mine runs on SoCal housing and mortgage. Pick the thing you'd have to stay on top of anyway and hand it off. Your farm area. New construction going up near you. Rates. What the brokerage down the street is doing. The agent clients think of as the person who knows what's going on is the one who gets the referral.
The prompt
Every morning, research [TOPIC OR AREA] and give me a short brief. Cover: 1. What actually changed in the last 24 hours, with the source 2. What it means for my clients, in plain English, not industry-speak 3. One thing in here I could use in a conversation, a text, or a post this week Skip anything that's a rewrite of yesterday. If nothing real happened, say that in one line. Once a week, add: one thing I should be watching that hasn't happened yet.
How to set it up
Check the source on anything you'd repeat to a client. A brief is a starting point, not a citation.
What it does
Reads tomorrow's calendar and hands you a page on each person — who they are, what they're doing publicly, what you've talked about, and what you promised them.
Why it's worth it
This is the one people react to hardest. You walk into coffee already knowing they just listed in Arcadia and that you last talked in March about the buyer who fell out. Fair warning: it will surface the follow-up you forgot.
The prompt
Look at my calendar for tomorrow. For every meeting with someone outside my company, give me a short brief: - Who they are and what they do - Anything public and recent worth knowing (their site, their listings, their socials) - What we've emailed about before, and anything I said I'd follow up on - Two things I could genuinely ask them about Keep each person to under a page.
How to set it up
If someone has almost no online presence it'll say so rather than invent things. That's what you want.
What it does
Looks across your conversations, finds who never replied to you and who you never got back to, ranks them by what matters, and drafts the follow-up.
Why it's worth it
Follow-up is the thing every agent knows they should do and almost nobody does. My last run surfaced 19 open loops I'd let go cold — and caught a typo in an email address that had been silently bouncing for weeks.
The prompt
Go through my sent email from the last 30 days. Find every conversation where I was waiting on a reply and never got one, and every one where they replied and I never answered. Rank them by how much they matter to my business. For the top 10, write the follow-up message — short, warm, no guilt, easy for them to answer. Put them in my drafts.
How to set it up
Don't let this one auto-send. A follow-up that goes out unread is how you email a past client about a house they already bought.
What it does
A simple sheet of your people: name, segment, birthday, one specific thing you know about them, last touch. Every Monday, AI tells you whose birthday or home anniversary lands in the next seven days and hands you the specific thing. Then you write the text.
Why it's worth it
My birthday was this month. The messages that meant something were the specific ones, the people who remembered a detail. That is the whole play. And here is the quiet part: the birthdays are the excuse. By the time the sheet is filled in, you have built the sphere database most agents pay a CRM for and never open.
The prompt
Help me build my sphere sheet. Make a table with these columns: Name, Segment (past client / sphere / lead), Birthday (stored as text, like 07-25), One specific thing I know about them, Last touch. Now interview my memory. Go segment by segment and ask who comes to mind, past clients first. For each person, ask me for their birthday if I know it, and one SPECIFIC thing: their dog's name, their kid's team, the garden, the story of their deal. Do not accept "nice person" as an answer. When we are done, set up a weekly check: every Monday morning, tell me whose birthday or home anniversary lands in the NEXT 7 DAYS, with their specific thing next to their name, so I have time to do something real about it instead of a day-of "HBD".
Two gotchas worth respecting. Store birthdays as text like 07-25 so nothing mangles them into dates. And the failure mode: automating this so well that you are no longer in it. The reminder is the machine's job. The message is yours, every time.
What it does
You say everything that's in your head out loud, and it hands you back an order to work in. Not a transcript. A ranked list of what actually matters, the emails already drafted, and the things you said you'd do written onto your calendar.
Why it's worth it
Nobody ever has talker's block. Agents who say they hate writing don't hate writing, they hate starting. Talking is the one thing you already do all day.
This is the one I use most. Monday mornings, when I've got twelve things on my plate and no idea which one to touch first, I talk for five or ten minutes and let it sort me out. Not as a note taker. As a coach who tells me what to do first and what can wait.
The prompt — when the week is on top of you
Act as my business coach. I'm going to talk for five to ten minutes and dump everything on my plate right now — deals, open loops, people I owe a reply to, and the stuff I keep pushing to tomorrow. I have [how many hours] to work today. Don't just organize it back at me. Tell me: 1. The 3 things that actually move my business this week, and why the rest can wait 2. What I should drop, delay, or hand to someone else 3. Anything you can hear me avoiding Then help me knock out number one. If it's an email or a text, draft it in my voice.
The prompt — right after a showing or a meeting
I'm going to talk for two minutes about what just happened. Don't clean it up into corporate language. Turn it into: 1. A ranked to-do list of what I actually need to do 2. A short update email to my client, in my voice 3. Anything I said I'd do that I should put on my calendar
How to run it
This one only works if you actually dictate. Typing it defeats the entire purpose. And if you've built your voice profile already, the emails it drafts come out sounding like you.
The ones that show up in front of the people paying you.
What it does
Your phone becomes a translator for a real conversation. You speak English, it speaks their language. They answer, it tells you what they said.
Why it's worth it
I used this in an actual face-to-face conversation with someone who didn't speak English. In our market that's not an edge case, it's Tuesday. The alternative is losing the conversation or waiting on the adult child to translate — and the parents are usually the ones with the money.
The prompt
I'm sitting with someone who speaks [language]. Be our translator. I'll speak English, you say it in [language]. They'll answer, you tell me in English. Keep it natural and conversational, not formal. Don't add commentary, just translate.
How to run it
Practice once before you need it. Fumbling with your phone in front of a client is worse than not having it.
What it does
You photograph the whole stack of cards at once and talk through who each person was. It pulls every name, email and phone into a clean list, then writes a personal follow-up email and a text to each one, in your voice, referencing the specific thing you said about them.
Why it's worth it
Doing this by hand is the reason most cards die in a jacket pocket. Typing in twenty names, twenty emails, then writing twenty messages that don't sound copy-pasted is an hour of work, easily more. So it doesn't happen, and the whole reason you went to the event evaporates.
By voice it's five or ten minutes. You talk, it writes, everything lands in your drafts, and you review and send. Twenty people who met you once now hear from you the same night, each one referencing something real.
The prompt
Here are photos of the business cards I collected at [EVENT] tonight. I'm going to talk through who each person was. First, read every card and pull the details into a clean list: name, company, title, email, phone. Flag anything you can't read clearly so I can fix it instead of you guessing. Then, for each person, using my voice skill: 1. Write a short follow-up EMAIL that references the specific thing I said about them. Warm, brief, no pitch. Save it to my Gmail drafts. 2. Write a short TEXT for the same person. Shorter and more casual than the email. Just the message, ready to send. Rules: - Every message references something real about that person. If I didn't say anything specific about someone, write a warm general note instead of inventing a detail. - No two messages should open the same way. - Don't send anything. Drafts only, and give me the texts in a list I can work through.
How to run it
The voice dump is the whole thing. Skip it and you get twenty identical "great meeting you" emails, which is worse than sending nothing at all.
What it does
Sorts the report into what actually matters, what's worth asking about, and what's normal for a house that age — then writes the email that walks your buyer through it.
Why it's worth it
The inspection is where deals die from panic. Most of what scares a buyer is routine. Separating real problems from noise, in language they understand, is most of the job — and it's the moment they decide whether they trust you.
The prompt
Here's the inspection report for [address]. My buyer is a [first-time buyer / investor / family] and they're going to be overwhelmed by this. Break it into: 1. Things that actually matter — safety, structure, water, systems at end of life 2. Things worth asking about but not alarming 3. Normal wear that every house this age has Then write an email to them in my voice that walks through it calmly and tells them what I'd suggest we do next. No jargon.
How to run it
What it does
Takes your exported comp data and lays it out as something you'd be proud to hand across a kitchen table.
Why it's worth it
Every agent at that listing appointment hands over the same grey spreadsheet. The data isn't your differentiator — how seriously it looks like you took it is.
The prompt
Here's my comp data for [address] as a spreadsheet. Build me a clean, professional one-page summary I can hand a client — my branding, easy to read, the comps laid out so the comparison is obvious at a glance. Give me a version I can save as a PDF. Don't add any conclusion about what the home is worth. That's my conversation to have.
How to run it
Keep the valuation out of the document. The formatting is the product; the number is your professional judgment and belongs in your mouth, not in an AI-generated PDF. Standard "this is not an appraisal" language still applies.
What it does
You upload the executed purchase agreement and every counter. It reconciles the final terms across all of them, then drafts an email to each party in the transaction, sending each one only what's relevant to them.
Why it's worth it
Opening escrow is the most chaotic hour in the deal. Buyers, listing agent, both TCs, escrow, title, lender, inspectors, home warranty, insurance, that's eleven people who each need something different, pulled from terms scattered across a contract and two counters. By hand it's an hour and it's where things get missed, usually the detail buried in the second counter. By voice it's a few minutes and everyone hears from you the same afternoon.
The moment that lands it: the final price often isn't in any single document. It only exists after you reconcile all three. When AI surfaces the right number, you can see it read everything, not just the last page.
The prompt
We just opened escrow on [ADDRESS]. Attached are the purchase agreement and both counters. Read all three and reconcile the final terms, price, credits, dates, possession, everything that changed across the counters. Show me the reconciled terms in a short table first so I can confirm them. Then, using my voice skill, draft an email to every party: buyers, listing agent, both transaction coordinators, escrow, title, lender, general inspector, termite inspector, home warranty, insurance. Send each party only what's relevant to them. The lender needs loan amount and credit structure; title needs the parties and property; inspectors need access and the deadline; nobody outside the deal needs the buyer's financials. Also give me a one-page escrow summary for my own file, and a short text I can send the buyers congratulating them. Save the emails to my Gmail drafts. Don't send anything.
Practice on the demo deal
This is the exact transaction I ran live in Week 2. Fake deal, fake people, real paperwork structure. Download all three, upload them into one chat, and run the prompt above. You'll see the whole thing happen on a deal where nothing is at stake.
Or grab the whole folder here. Every page is stamped as a training document. Don't use these as contract templates, they're built to teach, not to transact.
Check its work
Here's the point of the demo. The final purchase price is $1,285,000, and that number appears in only one of the three documents. Not the contract. Not the first counter. If you'd read the purchase agreement you'd be off by $17,000, and if you'd read the seller's counter you'd be off by $10,000 in the other direction.
Two more to check it on: the seller credit is $15,000, ten of it a permanent rate buydown, five toward closing costs. And possession is a week after close, not at close, because of the rent-back that got negotiated in the last counter. That rent-back detail is exactly the kind of thing that gets missed by hand and then blows up two days before move-in.
If your AI comes back with a table that gets those three right, it read all three documents. If it doesn't, tell it so and make it reconcile again. That habit of checking the summary before you trust the drafts is the actual skill here.
How to run it
The whole point is that each party gets only what they need. Double check the lender and title emails, those are the two where the wrong detail in the wrong inbox actually matters.
What it does
You hand AI one listing: the MLS report, the comps you pulled, the photos. It comes back with the whole kit, each piece in your branding with your license on it. A designed comps flyer for the seller. A neighborhood market report for your farm. A five-slide Instagram carousel with the caption already written. The same method handles the math-heavy pieces too, like this seller-credit rate flyer that shows what the same dollars do as a price cut versus a rate buydown.
Why it's worth it
This is the marketing every listing deserves and almost none get, because each piece used to be a designer's afternoon. Now every listing gets the full treatment the same day you take it. And a listing presentation that includes this kit is a different conversation with a seller.
See real examples
The numbers come from comps YOU pull from your own MLS. Your data, your license, your name on the work. Anything quoting rates or payments goes through a lender's compliance before it leaves your hands.
What it does
Every Tuesday, for each live escrow: what actually happened this week, what is due in the next seven days with dates, and a calm client email drafted in your voice. The open-escrow card handles day one. This handles days two through thirty-five, which is where clients actually get nervous.
Why it's worth it
Clients don't lose confidence over bad news. They lose it over silence. A weekly update that arrives before they thought to ask is the service, and it is also the referral story they tell later: "she kept us informed the whole way." This cadence is the core of the escrow tool I built; you can run the same pattern with nothing but a project per transaction.
The setup
Give each transaction its own project (see "stop re-explaining yourself" on the Week 2 page). Drop in the timeline, the key dates, and the important emails as they land. Then every Tuesday, run this in that project:
The prompt
It is Tuesday. For this transaction, using everything in this project: 1. What actually happened in the last 7 days? Docs in, contingencies removed, appraisal, loan milestones. Only things you can point to in this project. 2. What is due in the next 7 days? Give me a dates table: item, who owns it, due date. If a date comes from a contract document, tell me where you found it. 3. Draft the weekly update email to my client in my voice. Calm, plain English, no jargon. Lead with the one-line status, then what happened, then what happens next and what (if anything) we need from them. Two short paragraphs plus the dates list, no more. If nothing happened this week, say so, and draft the "quiet week, here is what is coming" version instead. Never invent a status. If you are not sure whether something happened, ask me one question before drafting.
Check the dates table against your TC and your calendar for the first few weeks. AI reading a contract is a starting point, not a system of record. And it drafts only; you read it, you send it.
What it does
From the listing photos and the MLS Agent Full report, one conversation produces: a six-page branded listing report for the table (cover, the home, gallery, feature highlights, location, and a back page about you), a matching five-slide Instagram carousel, and three captions: public, agent-to-agent, and one casual version in your voice.
Why it's worth it
The flyer gets left on the counter. A bound six-page report gets carried out the door with your name on the back page, and the feed post matches the thing in their hands. I run this exact package for real listings; once the inputs are in, the whole set is one conversation.
The prompt
I am hosting an open house and want a print-ready package. I am uploading the MLS Agent Full report and the listing photos. My branding: [YOUR NAME], [BROKERAGE], [PHONE], [DRE #], brand colors [YOUR COLORS]. Build me: 1. A six-page listing report, print-ready: cover with hero photo and address, the home page (beds, baths, square footage, year built, lot, from the MLS sheet), a photo gallery page, feature highlight cards, a location and neighborhood page, and a back page about me with my photo and contact block. 2. A matching five-slide Instagram carousel in the same design language. 3. Three captions: one public, one written agent-to-agent, one casual in my own voice. Rules: every fact comes from the MLS report I gave you; if you cannot point to it there, leave it out. Mirror what the listing highlights. Do NOT include any value estimate, price prediction, or "worth" language anywhere in any piece.
Verify every number against the MLS sheet before anything prints. And if it is another agent's listing you are sitting, mirror their highlights and show them the package before it goes anywhere. No valuations, ever; format the presentation, keep the judgment.
Where most agents quit, because they're starting from a blank page five times a week.
What it does
You hand it raw footage — a listing walkthrough, an open house, you talking through this week's market — and it hands back the whole package: a hook, a beat-by-beat cut plan, the words that go on screen for each cut, which frame to use as the cover, and the written caption with the call to action already in it.
Why it's worth it
My 8 year old sat next to me and described an app she wanted. A secret door, cherry blossom trees, a picnic. We built it by talking, and it was live on the internet by dinner. Then I asked for a Reel about it.
AI recorded the walkthrough, cut it to 20 seconds, wrote every word that appears on screen, made the cover image, and wrote the caption. I never opened an editor. Start to finish it was a conversation.
Your version: the listing video sitting on your phone right now that you haven't posted because editing it feels like a whole evening. It isn't anymore.
The prompt
I recorded a video of [a listing walkthrough / an open house / me explaining this week's market]. I'm going to describe it to you beat by beat, or upload it if you can watch it. Give me back five things: 1. A hook for the first 2 seconds. Put the payoff in the first 5 words. No slow setup, nobody waits. 2. A cut plan: which moments to keep, in what order, and how long each stays on screen. Keep beats to 2-4 seconds. 3. The on-screen caption for each beat. 4-7 words each, absolute max. Nobody reads more than that in 2 seconds. 4. The cover: which frame to use, and the text that goes on it. 5. The written caption in my voice, ending with a line that tells people exactly who to send it to. My audience is [who they are]. What I want them to do is [comment a keyword / DM me / save it].
The two things people get wrong
Change the caption at the same instant the picture changes. If the words fade in half a second late, the eye reads them against the wrong shot. Snap them on at the cut and people compare the words and the picture together.
Record way more than you need. Film 12 to 15 seconds of a moment even when the final cut is 4. Trim room is the whole difference between something that looks edited and something that looks like a phone video.
The version I run does the entire thing end to end — it drives the app, records the screen itself, cuts the beats, burns the captions and renders the cover with no phone involved. That's the deeper lane further down this page. You do not need it to get most of the way here.
What it does
Takes a presentation from nothing to finished: outline, slide deck, and then the part almost nobody knows about — it listens to your rehearsal and tells you what to fix.
Why it's worth it
I built this bootcamp with it. I took Tony Robbins' AI bootcamp transcripts and slides, dropped them in a folder, voice-dumped my own context — who my audience is, what I actually wanted them to walk out with — and had it build a realtor version. Weeks of deck work became days.
But the rehearsal loop is the part that changed things. Practice used to have no feedback. You run through it, you feel okay about it, and you have no idea what actually landed. Now every run-through gets scored.
Your version of this: a homebuyer seminar. Build it once, record it, and it becomes an evergreen lead magnet you send to every buyer for the next two years. Same for a listing presentation or an investor talk.
Step 1 — the outline
I'm building a [90-minute homebuyer seminar / listing presentation / investor talk]. My audience is [who they are and what they already know]. What I want them to walk out with is [the one thing]. What I want to happen afterward is [book a consultation / sign a listing agreement / join my list]. I'm going to talk for a few minutes about everything I know on this and everything I want to cover. Don't clean it up yet — just listen. Then build me an outline: what to open with, the order of the sections, how long each should run, and where the interactive moments go. Tell me honestly what I should cut.
Have material from someone else — a training you paid for, a webinar you liked? Upload the slides or transcript and say "use this as the structure, but rebuild it for my audience." That's exactly what I did.
Step 2 — the slides
Turn that outline into a slide-by-slide structure I can hand to a slide generator. For each slide: the headline, two or three short supporting lines, and what visual belongs there. Keep every slide sparse — I'm doing the talking, the slide is just the anchor. Tell me the exact number of slides. Give it to me as one block I can copy and paste.
Paste that into NotebookLM — it makes the best-looking decks of anything I've tried. Download as PowerPoint, then bring it back to Claude for feedback and iterate. Two or three rounds gets it sharp.
Step 3 — the rehearsal coach (this is the one)
Here's the transcript of me practicing this presentation out loud. Be honest, not encouraging. Tell me: - What ran long and what I should cut - Anything I said that was inaccurate, overstated, or that I can't back up - Where I lost energy or rambled - Where the audience would tune out - What actually landed and I should keep Then give me the specific changes to make before I run it again.
How to run the whole loop
Record on your phone, don't type notes. The transcript is the input, and you want it to catch how you actually sound — the rambling, the parts you rush — not a cleaned-up version you wrote down afterward.
Then make it evergreen
Once it's good, have AI build a resource page for it — the handouts, the links, the recording. Host it free on Vercel or your own site. Now anyone who missed it can catch up, and anyone you meet next year gets the link.
That's the difference between a seminar you gave once and an asset that keeps generating conversations. This page you're reading is that.
What it does
You screenshot your profile, say what you're going for, and go back and forth until it's right. No counting characters, no guessing where the line breaks.
Why it's worth it
I stopped retyping mine into the app just to see how it wrapped. We went back and forth about six times in ten minutes and landed somewhere I wouldn't have reached alone. Screenshot, don't retype — that's the whole shortcut.
The prompt
Here's a screenshot of my Instagram profile. I'm a [what you do] in [market] and I want people to immediately understand [what you want them to get]. Give me 3 different versions of the bio. Respect the character limit and the fact that only about 4 lines show before it truncates. Make the first line the one that stops someone.
How to run it
What it does
Researches current posting-time data from real sources and splits the answer by content type, instead of repeating advice everyone's been copying since 2019.
Why it's worth it
I asked because my content partner and I disagreed. It came back with Reels 6–9pm, teaching content 7–9am — and then told me posting time was the fourth most important lever, and my real problem was the first five words of my hook. That was worth more than the answer I asked for.
The prompt
Research the current best posting times for real estate content on Instagram, using real sources, not general advice. Split it by content type — Reels vs carousels vs teaching posts. My audience is [who] in [market]. Then tell me honestly: how much does timing actually matter compared to everything else I could fix?
How to run it
This is the habit worth stealing from this whole page: ask AI to push back on your question, not just answer it.
What it does
Takes one piece of real raw material and turns it into everything you'd otherwise write separately.
Why it's worth it
The reason people stop posting isn't laziness, it's the blank page five times a week. Start from one real thing instead. One open house, one deal that almost fell apart, one thing a client said that stuck with you.
The prompt
Here's a transcript from [an open house walkthrough / a voice note about something that happened this week]. Turn it into: 1. An Instagram caption in my voice 2. A carousel outline, 5 slides, one idea per slide 3. A short email to my sphere 4. Three post ideas that come out of the same story Same voice throughout. Don't make it sound like marketing.
How to run it
What it does
This one's a workflow note, not a prompt. I write the strategy, the hook and the caption in Claude, then generate the actual carousel images in ChatGPT or Gemini, because right now they produce more cinematic visuals.
Why it's worth it
Anyone telling you one tool is best at everything is selling something. Using two on purpose isn't a failure, it's knowing what each is good at. And it changes — check again every few months.
The split
Caught up? A few of you already have the email triage running, so this section is the optional get-ahead path. In order: hire your chief of staff up in the day-to-day section, build Mission Control below, then install Claude Code with the honest guide. Claude Code runs on your laptop and can build and fix things, not just write them. We still install it together in Week 5. Nothing here is required and nobody is behind for skipping it.
See a live example → A sample built for a fictional agent, so you can click through before you build your own. Sample data only — nothing here is a real business.
What it does
One page: your escrows with the next deadline on each, your listings and where each is in launch, this week's new leads, the follow-ups due, the conversations you have started. Built as a single HTML file you save and open in your browser. No hosting, no login, no monthly software.
Why it's worth it
Your CRM shows you your CRM. Nothing shows you your business. Mine started as one conversation and now it is the first tab I see every morning: what is running, what is stalled, what needs me. The design rule that makes it honest: the numbers you control get the big font (calls, doors, posts, open houses), the results render small (closings, volume). You stare at the inputs; the outputs follow.
The prompt
Build me a one-page business dashboard as a SINGLE self-contained HTML file I can save and open in my browser. No hosting, no accounts, everything in one file. Interview me first, one question at a time: 1. If I could only see five things about my business every morning, what should they be? Help me think: active escrows with their next deadline, listings and their launch stage, new leads this week, follow-ups due, conversations started this week. 2. Which of my numbers are lead measures, the ones I control weekly (calls, doors knocked, posts, open houses hosted)? Those get the biggest type on the page. 3. Which are lag measures (closings, volume)? Those render smaller, on purpose. 4. My brand colors, and whether I want it bright or calm. 5. Anything money-related that should hide behind a "demo mode" button before I ever screen-share this. Then build the file: clean, bold, readable from across the room. Include the demo-mode button. One honesty rule: never show a number I did not give you. If a section has no data yet, show "not wired yet" instead of inventing something. I will tell you what to change and we will go back and forth until I actually enjoy looking at it.
How to set it up
The moment real dollars are on this page it is orange-zone: build the demo-mode button before you ever present or screen-share, not after. A screenshot travels further than you plan for.
What Claude Code actually is
The same Claude, moved onto your computer. The app can answer and draft; Claude Code can do: create and organize files, run work on a schedule while you are in the field, and build tools like the ones on this page. It is the advanced lane, and it is genuinely optional. We install it together in Week 5, and nobody is behind for waiting. This guide exists for the people who are caught up and want the head start.
Before anything: two gates
First, it needs a paid Claude plan (Pro or above); the free plan does not include it (as of July 2026). Second, know the easy exit: if the word "terminal" makes you want to close this tab, install the Claude Desktop app instead and use the Code tab inside it. Same power, no terminal. The steps below are the full version.
Windows, in PowerShell
irm https://claude.ai/install.ps1 | iex
Two more Windows potholes I have personally hit. If a Microsoft Store page for Python ever opens by itself, that is a Windows stub: Settings, Apps, Advanced app settings, App execution aliases, turn off the python entries. And if an older guide tells you to install Node and run npm: that was the old route, and it is what turned my first install into an evening of errors. You do not need any of it now.
Mac, in Terminal
curl -fsSL https://claude.ai/install.sh | bash
When anything snags
Open the Claude app and say: "I am installing Claude Code on Windows and hit this error," then paste the error. That is not cheating; that is the whole point of this class, and it is exactly how I fixed mine. First thing to try once you are in: ask it "what could you do for a realtor from this folder?"
What it does
A nudge to hit record before a meeting. A nudge to voice-dump right after, while it's fresh. The transcript filed somewhere searchable. And a watchdog that surfaces the person again when they go cold.
Why I built it
I kept having great conversations and then losing them. Not forgetting the person — forgetting what we actually said, which is the part that makes the next conversation good. Four small reminders chained together beat a CRM I'd never open.
Where to start
You don't need Claude Code for the first version. Start with the meeting brief above, and add a phone reminder after each meeting that just says "voice dump now." That's 80% of the value with none of the setup.
What it does
I put raw clips in a folder, describe what I want out loud, and get back edited, captioned, branded content. Revisions are spoken, not clicked.
Why it matters
It removed about 90% of the editing work. Not 90% of the thinking — I still decide what the piece is about and whether it's any good. But the part where you drag clips around at 11pm is gone. This is the single biggest reason I'd tell you to look at Claude Code.
Where to start
We'll go through it properly in Week 5. Until then, the version you can do today: record the footage, and use "one real moment becomes a week of content" above to handle everything except the edit.
What it does
Keeps a registry of everything running on a schedule and checks whether each one is actually still doing its job.
Why it matters
Once you have five things running automatically, the failure to fear isn't a crash — it's silent degradation. Mine caught five automations that had all fired nine hours late, in one burst, with no error message anywhere. I'd never have noticed.
Where to start
Nowhere yet. This only matters once you have things running. It's here so that when you do, you know to check on them.