AI + Agents · Season 3 Book David for your office →
AI + Agents · Season 3Episode 1 takeaway

Your AI Starter Pack

There are 500 AI tools. You need one, used well. Pick your job, pick the task in front of you, and copy a ready-to-run prompt into Claude, ChatGPT, Gemini, or Grok. Built for agents, transaction coordinators, and the people who keep a real estate office running.

    The starter pack

    Four things. That's the whole pack.

    If you remember only this from Episode 1, the session worked. Everything else on this page helps you put these four to work.

    The four-part prompt

    Say who, say what, say for whom, say how.

    Weak prompt

    Result: generic, wrong length, wrong voice.

    Strong prompt

    Result: usable on the first pass.

    The four prompts from the live session

    Word for word. Copy one and try it on your own work.

    Use this tomorrow

    Pick one email you owe today.

      Save the prompt that worked. That's the start of your playbook.

      Your prompt engineer

      Build a prompt for the job in front of you

      Choose your job, what you're working on, and the use case. Add the real details and the builder writes a complete Role · Task · Context · Format prompt, with real estate guardrails built in.

      1 · Choose your job function

      2 · What are you working on?

      Leave out Social Security numbers, account numbers, and anything private.

      Fine-tune it · audience, format, tone, length
      Tone (pick up to 3)
      Length

      Your prompt

      Send it to
      Copy and open Claude ↗

      Copies the prompt and opens a new chat. Paste it in, then replace anything [highlighted].

      Then coach the draft. Tap to copy a follow-up:

      Prompt library

      Every prompt for real estate agents

      The most common jobs in a real estate business, ready to copy. Replace the [highlighted blanks] with your details, or tap Customize to load one into the builder. Change your job function above to see a different set.

      Pick your tool

      Use the one you'll open every day

      Think of these as roles, not a ranking. The best AI is the one you're allowed to use and actually reach for. Consistency beats cleverness.

      If you only use one, run these three tests

      A good default: start with the tool you already use daily. Add a second one only for non-sensitive work.

      Two more tools built for agents on the move

      Add-ons, not a fourth thing to learn first.

      These tools change often. Check each one's site for current features, plans, and pricing, and check with your broker before client information goes into any of them.

      Build yours

      Set up your starter pack in 30 minutes

      Six steps, once. After this, every prompt you run already knows who you are and how you write.

        Before you send

        You are still the agent

        AI drafts. You decide. Anything that reaches a client passes through your judgment, your broker's policies, and fair housing law.

        DO Every time

          DON'T Ever

            AI + Agents · Season 3

            AI Without the Overwhelm

            The simplest ways to save time, stay organized, and create value for your clients and referral partners. Four episodes, each ending with something you can use tomorrow.

            Keep going

            Want this built around your business?

            Tell David what you do and where your week goes, and he'll follow up with a plan for putting AI to work.

            Request my personalized plan