Building Your AI Chief of Staff for real estate agents

You’re great with people. This handles the rest. Over four weeks we set up your chief of staff together. It reads your email and calendar, drafts what you owe, files a note after every meeting and makes your content in your voice. Nothing reaches a client until you’ve read it and sent it yourself.

$497

One payment. Live with me on Zoom or at your own pace, with the same lessons either way. I email the dates before each live cohort starts.

Lance Pendleton on stage in a tan jacket, mid-sentence, pointing out at the audience

What you have at the end.

Claude on your computer and your phone, with your email and calendar connected and Gmail locked so it can draft and never send.

It’s the same Claude on both, signed in with the same email, so what it learns at your desk is there in the driveway.

A chief of staff that knows your business, your people and your voice, from an interview you answer out loud.

Open a new chat and ask it “Who am I, and what’s your job?” It answers about you and your business, and it names the thing you most often drop.

Reply drafts waiting every weekday morning, written while your laptop is shut.

A follow‑up draft and a dated client note after every meeting, from a Plaud recording, a Zoom, Fathom or Granola call, or a 60‑second voice note.

The draft covers what you discussed, what you’ll do and by when, and what the client will do. Where nobody said a date, Claude says so instead of picking one.

One page on any client, ready before you knock.

Your content in your voice and your brand, so a “Just listed” post, a month of social posts or a newsletter takes one sentence to ask for.

It starts in week 3, when Claude learns your logo, colors and fonts and makes a test flyer for a made‑up home.

Two kits that take jobs off your desk, the inspection response and the Monday seller update.

Both open as the first live cohort reaches week 3, whether you join live or go at your own pace.

A branded CMA you’d put in front of a seller.

It opens a week after the kits, with a PDF to leave behind in your colors and logo. It isn’t an appraisal, and the list price stays your call.

If your email is Outlook, read the three differences below before you buy.

Four steps, one a week.

(01)

Hire your chief of staff.

It knows your business. You’ve read its first drafts and sent one yourself.

(02)

Your clients and your meetings.

A client meeting has turned into a follow‑up draft for you to read. The morning drafts run every weekday.

(03)

Your brand and two kits.

Claude’s test flyer looks like something you’d hand a client, and you’ve run both kits on files from your own deals.

(04)

The CMA.

You’ve built a CMA for a home you’ve already priced, and practiced presenting it out loud once.

Your week, with a chief of staff.

The follow‑up that slips is a capacity problem, not a character problem.

Monday morning, and the weekend’s email.

Two days of email sit between you and the clients who wrote to you. Claude reads back through the weekend, skips the newsletters, receipts, listing alerts and e‑signature notices, and drafts up to five replies you owe. A client waiting on you comes first, so the week starts with reading and pressing send.

Back in the car after a showing, with a follow‑up owed.

You have another appointment to get to, so the follow‑up waits until tonight, and by then the details have faded. Now, before you pull away, you type /meeting and the client’s name on your phone and talk for about a minute. A follow‑up draft comes back for you to read. Every promise goes on a list by who made it and when it’s due, and a new note goes in that client’s folder. You say it once, while it’s fresh, and Claude does the writing.

In the driveway, before you knock.

Everything you know about this client is spread across email, notes and your calendar. Type /client and their name on your phone, and one page comes back with where they are in the process, what each of you promised, what’s overdue, what they prefer and the next step. /client reads all three, plus Claude’s memory, and flags anything it couldn’t find. Read it on the walk to the door.

Every seller wants to hear how the week went.

Each update means finding words for the hard part. Claude drafts one per active listing, under about 250 words, with the week’s showings, what buyers said, what moved in the market nearby and what happens next. Bad news comes first, plainly and kindly. The market part comes from the MLS hot sheet you paste in, and Claude never writes a new list price. After three letters you’re happy with, Claude can draft them every Monday morning, and you read and send each one.

The inspection report lands, and the clock is running.

It can run 60 pages, and your client wants to know how worried to be. /inspection sorts it from safety down to cosmetic. Each serious item gets its page number, the inspector’s words and a cost range with its source, or a note that no reliable cost was found. The rest are counted and listed. The review goes in the client’s folder with questions for the inspector and a draft repair request or your response to one. Claude tells you how many days are left.

The seller who already has a number in mind.

You want the sales on the table before the price conversation starts. Give /cma the sales you’ve pulled, and it picks three to six comps and builds the range they support. It shows where the seller’s number sits and how many sales reach it. You present the page from your screen, and the seller can uncheck a sale and watch the range move.

We build it together, one week at a time.

Week 1 is a 90-minute working session on Zoom where we set everything up together. Weeks 2 to 4 run about an hour each. If live doesn’t fit your calendar, you work through the same lessons at your own pace. Either way, weeks 3 and 4 open as the first live cohort reaches them.

Live, on Zoom

We meet once a week for four weeks, and I email you the four dates before we start. Every live session is recorded and goes up within 48 hours, so if you miss one, you still get the walkthrough.

Before week 1

The Before Day One sheet is ready the moment you enroll. It covers every step that needs a password, from buying Claude Pro to signing in to your email, and has you gather your brand files and a few files from past deals for weeks 3 and 4. Each step takes a few minutes at home, so week 1 goes to building your chief of staff and nobody spends it resetting a password.

Every lesson

Each one is a 2- to 6-minute read with the same shape. The quick version comes first, setup lessons give numbered steps with one action each, and every lesson has one line that starts “You’re done when”. When that line is true, you move on.

Mostly talking

The interview that teaches Claude your business takes about 45 minutes, and you can stop at the end of any part. You explain things out loud to clients all day, and here that’s the whole skill.

No prompts to copy

Every job has a short command, like /today or /client, so you type one word instead of pasting a page. Asking in plain words works too. When I improve a job or add a new one, it reaches you on its own.

If you get stuck

Every setup lesson ends with two to four fixes under “If it didn’t work”. If none of them works, post in Questions in the members’ community. Any member can answer, me included.

Lance Pendleton on stage with both hands raised, partway through explaining something

It drafts. You send.

Claude is set up to follow these rules, and it can still slip. You stay the last check on every name, number and date.

  • It never sends.

    Every draft waits for you to read it and press send. On Gmail you set sending to Blocked in week 1, so the lock holds even when the morning drafts run with your laptop shut.

  • It doesn’t guess.

    It’s told never to invent a name, number, date or commitment. Where it isn’t sure, it marks the gap, and you check it before anything reaches a client.

  • It leaves the deal terms to you.

    In the replies and follow‑ups from /today, /meeting and /client, Claude leaves out contract terms, legal positions and dollar figures and flags each one for you to handle. The inspection kit drafts wording for your state’s repair form, and you and your broker decide what goes in it.

  • It describes homes, not people.

    Every draft about a home sticks to the property and the facts. It never describes people, or a neighborhood by who lives there. Fair housing asks the same of every agent.

  • Private numbers stay out.

    One rule is yours to keep. Never type a Social Security number, an account number or a loan figure into Claude. If one comes up in a meeting, Claude writes [REMOVED] in the note and keeps the number out of the draft. In week 1 you also turn off the setting that lets your chats be used to train Claude.

  • The people part stays yours.

    It won’t walk a buyer through a home or sit across the table from a nervous seller.

Reframe Lab members don’t pay for this. It’s part of the $399 a month membership, along with every sprint, workshop and course I run. If you’re already a member, don’t buy it here. It’s on your members’ site now.

Short answers.

Who it is for.

Agents, team leaders and brokers who want the follow‑up that slips to stop slipping, and who’ll read every draft before it goes. It isn’t for anyone who wants an assistant that emails clients on its own.

What you need.

A Mac on macOS 13 or newer, or a PC on Windows 10 or newer, plus your phone. Claude Pro, which is $20 a month or $17 a month billed yearly, paid to Anthropic separately. The free plan can’t run the commands or the morning task. Gmail and Google Calendar, or Outlook on a work Microsoft 365 account. If your brokerage has a policy on AI tools, it decides what you may connect.

If your email is Outlook.

Outlook works, with three differences I’d rather you know before you buy. First, it needs a work Microsoft 365 account, and your email administrator has to approve Claude once, so enroll early and send them the note from your first lesson the same day. Personal Outlook.com, Hotmail and Live addresses can’t connect. Second, on the Pro plan, Claude reads your Outlook mail and calendar but can’t save drafts in Outlook. Your drafts, the morning ones included, wait in Claude for you to copy across. The Claude for Outlook add‑in, which is in beta, drafts replies inside Outlook, and your administrator approves it at the same time. Third, client notes and backups save to Google Drive. A free Google account handles that, and your email stays on Outlook.

If you meet clients in person.

I recommend a Plaud Note Pro recorder and Plaud’s Pro plan, which is $17.99 a month or $8.33 a month billed yearly. You buy both from Plaud. Order the recorder when you enroll, so it arrives in time for week 2. I record my own meetings on one. It isn’t my phone, so my phone stays in my pocket, and the client never wonders what I’m doing on it. If you’d rather not record, a 60‑second voice note in the car afterward works for any meeting.

What the CMA is.

It’s a comparative market analysis, an opinion based on the sales shown, and it isn’t an appraisal. It works only from the sales you give it, such as an MLS export, a spreadsheet or a screenshot, and it never looks up or invents a comp. With fewer than three sales, it tells you the range is weak. Some MLSs limit how listing data can be used in AI tools, so check your MLS’s rules before you paste an export in.

Whether I use it myself.

I do, and I was the first user. Before anyone else had it, /today ran on my own inbox, /meeting read one of my Plaud recordings and /client built a page on one of my clients. My own morning drafts run every weekday, and I teach the live sessions myself.

(Who leads it)

Lance Pendleton leaning forward and laughing

20 years training thousands of agents and professionals. National Head of Agent Development at Compass as it grew from 6,000 to 30,000 agents.

Four weeks, together.