Claude Setup Guide for Real Estate Agents
$47
Prompts help once. A setup helps every day.
This step-by-step guide walks you through setting up Claude for your real estate business, one click at a time. You follow one example client from her first email to her closing post, and you set up each piece as she reaches it.
By the end of the weekend, you'll have:
4 Projects for leads, listings, transactions, and social media, each one already knowing your voice
4 installed skills: Lead Reply, Listing Package (with a Fair Housing check built in), Milestone Update, and Caption Formatter
Your email, calendar, files, and Canva connected (Gmail or Microsoft 365)
4 automations that run on a schedule: a morning briefing, a lead check, a Friday seller update, and a Monday content plan
A Brand Kit, so everything Claude writes sounds like you
What you get: the 35-page guide (PDF) and the 4 skill files, ready to upload. Bonus toolkits are added as free updates.
What you need:
A Mac or Windows computer (the free Claude desktop app)
A Claude Pro plan, about $20 a month, paid to Anthropic separately
A Gmail, Google Workspace, or work Microsoft 365 email. Personal Outlook.com and Hotmail addresses can't connect.
2 to 3 hours, which you can split over a weekend
Built by a working broker and solo mom who runs this exact setup.
This guide is independent and not affiliated with or endorsed by Anthropic.