Spend less time writing, and more time with clients.
A practical AI system for agents: the right tools, prompts that sound like you, and automations that turn every conversation into a CRM note and a next step. It's built to keep you in control and on the right side of fair housing rules.
Get the Playbook ($49) Or have us set it up with you →
Who it's for
- Agents who've tried ChatGPT, got generic brochure copy, and gave up.
- Solo agents and small teams losing leads to slow or inconsistent follow-up.
- Listing agents who want faster MLS copy, social posts, staging and video without a marketing hire.
- Agents who want to use AI carefully: accurate facts, fair housing compliance, and client consent.
Not for you if you want AI to message clients on autopilot with no review. We don't recommend that.
The AI Playbook for Real Estate Agents
$49 · one-time · 31-page PDF
- The AI tool stack at three budgets (starter, producer, team/luxury)
- 36 copy-paste prompts: listings, social, email, lead follow-up, CMA summaries, open houses, operations
- Fair housing, privacy and accuracy guardrails, plus a compliance self-check prompt
- 5 CRM and automation recipes: Fathom/Fireflies + Zapier/Make + Follow Up Boss
- Virtual staging and listing video workflows, with disclosure rules
- An AI daily routine and a day-by-day 30-day rollout plan
- Checklists: pre-publish, recording consent, automation safety
Download link emailed after purchase.
Done-With-You AI Setup for Agents
$497 · one-time
- Kickoff call to map your business, tools and brokerage rules
- Your voice card and a custom AI assistant trained on your best writing
- Listing, social and email prompts tailored to your market
- Call notes automatically into your CRM (Fathom or Fireflies → Zapier or Make → your CRM)
- A lead follow-up workflow that drafts replies for you to review and send
- Follow-up call to adjust what isn't working
- The Playbook included
We'll email you to schedule the kickoff call. Tool subscriptions are billed separately by each vendor.
What's inside the playbook
- How to use this playbook (and the "voice card" that fixes generic AI copy)
- The AI tool stack for agents, three budgets
- Ground rules: fair housing, privacy and accuracy
- Prompts: listings
- Prompts: social media
- Prompts: email and lead follow-up
- Prompts: CMA summaries and market updates
- Prompts: open houses
- Prompts: business operations
- CRM and automation recipes
- Listing video and virtual staging
- The AI daily routine
- The 30-day rollout plan
- Checklists and templates
Want a free taste first? Read our AI tools for real estate guide and the real estate posts on the blog.
FAQ
Do I need to be technical?
No. Every prompt is copy-paste, and the automation recipes are written step by step for Zapier or Make. If you would rather not touch automations at all, the Done-With-You Setup is for you.
Which AI tools does it assume I use?
Any of ChatGPT, Claude or Gemini works for the prompts. The automation recipes use Fathom or Fireflies, Zapier or Make, and Follow Up Boss, with notes on adapting them to other CRMs.
How much will the tools cost?
The playbook lays out three stacks: a starter stack at roughly $20 to $40 a month, a producer stack, and a team or luxury stack. Tool prices are set by each vendor and change, so check their sites.
Is AI-written listing copy a fair housing risk?
It can be. AI often repeats phrases like "perfect for families" that can violate fair housing advertising rules. The playbook has a full chapter on this, a self-check prompt, and a pre-publish checklist. It is not legal advice; your broker and state rules come first.
How do I get the playbook?
After checkout, we email you a download link for the PDF, usually within one business day.
What happens with the Done-With-You Setup?
After purchase we email you to schedule a kickoff call. We set up your voice card and custom assistant, your listing and social prompts, call notes into your CRM, and a lead follow-up draft workflow, then hold a follow-up call to adjust. You keep ownership of all your accounts. The playbook is included.
Refunds?
If the playbook isn't useful to you, email builderbrief@gmail.com within 14 days for a refund.
The playbook is education, not legal or compliance advice. Tool names are trademarks of their owners. Sold by Haven Media Partners LLC.