Realtor AI Advisor.
An advisor for your AI practice the way you already have one for legal, taxes, and lending. I get your stack working in month one, then stay engaged as your judgment-on-call — tuning what’s running, retiring what isn’t, and tracking what’s worth adopting next.
The tool you need is Claude. The hard part is the judgment around it.
Honest version: a Claude account, your CRM connected, and a handful of the right workflows gets a working agent 70% of the way to what you actually need. The software isn’t the bottleneck. The bottleneck is knowing which data sources to wire up, which workflows are worth automating in your practice, and what to change as the AI landscape moves underneath you every quarter.
That last part is the work. New models ship every few months. New integrations open up. The thing that was the right answer in January is the second-best answer by April. Most agents won’t track that themselves — not because they can’t, but because they’re running a business and there’s no reason for the person closing deals to also be the person watching the AI roadmap.
Realtor AI Advisor is what you hire for the judgment, not the software. I bring a public toolkit — the Realtor AI Assistant skill — as the starting kit, but the deliverable is the relationship: a standing line to someone who’s tracking the landscape on your behalf, with a written monthly brief as the artifact that makes the relationship legible.
Closer to a coach than a vendor. Anchored against the professionals you already pay.
You already pay for judgment in your business. An ISA, a transaction coordinator, a coach, an attorney on retainer — each replaces a specific labor cost or risk with somebody whose judgment you trust. None of them are billed by the deliverable. You pay for the relationship and the right to call when it matters.
Realtor AI Advisor sits in the same shape. The retainer pays for an advisor who keeps your AI stack sharper than any competitor agent’s — and whose ongoing judgment compounds into a system that runs itself the rest of the time. Pricing by conversation, scoped to the size and shape of your practice. No published rates; no deliverable quota.
Two committed pieces. The rest is the relationship.
Builds happen when they’re the right answer — not on a quota. Same goes for meetings. The only two things you can count on the calendar are the kickoff audit and the monthly written brief; everything else is fluid.
Time-boxed to two weeks, often less. Walkthrough of how your practice actually runs, audit of which tools have integration paths, written 90-day plan delivered at the end. Foundation gets stood up the same window: Anthropic account on your billing, the right starting workflows tuned to your voice.
The one rhythm that doesn’t flex. One-page written brief at month-end: what got used, what didn’t, what changed in the landscape, what I recommend next. The artifact you can forward to your spouse, your team, or your accountant when they ask what you’re paying for — and the record that keeps the relationship honest on both sides.
Working sessions, tuning, and on-call access happen as-needed — more intense at first, lighter as we develop a feel for what each other’s looking for. You reach out when something’s slowing you down or when a question comes up; I reach out when I see something in the landscape worth your attention. Builds happen when the month genuinely calls for one.
More intense up front. Lighter and sharper as we go.
The first two weeks are the audit. Kickoff conversation, a walkthrough of how a listing actually goes from new lead to closed deal in your practice, audit of which of your tools have integration paths. Delivered at the end: a written 90-day plan covering which workflows we wire up first, what gets deferred and why, where the quick wins are.
Weeks three and four stand up the foundation. Anthropic account configured under your business entity with billing on your card. The starting workflows tuned to your voice. A 30-minute welcome session with you and your team. One-page reference card on your desk.
Months two and three are the heaviest months — we’re still figuring out what you reach for vs. what sits idle, what your voice sounds like in the templates, what bottlenecks you didn’t mention in discovery because you’d stopped noticing them. Expect more back-and-forth. By month four or five we’ve developed a rhythm that fits your practice, and the relationship settles into whatever cadence is actually right for you.
Less than you’d think. More honest than you’d expect.
Two hours total in month 1. Kickoff conversation, a couple of follow-ups, welcome session. That’s most of your time investment in the entire engagement.
Your business credit card on file in Anthropic. You stay the owner of the bill so the account belongs to you, not to me. If we ever stop working together, you keep the account and everything in it.
Permission for Claude to read from the tools we identify in discovery — granted once, revocable any time. Nobody but Claude touches your data.
Honest feedback in the monthly brief. The system gets better fast when you’re honest about what’s not earning its keep. The retainer pays for the right to retire things that aren’t working — not just to add new ones.
Scoped to your practice. Not packaged into tiers.
Pricing is by conversation because the right scope depends on your business, not on a column in a pricing table. Three rough shapes the engagement tends to take:
- Solo agent or small team The common caseOne agent or a small team, one stack, a handful of workflows that need to keep getting sharper as your business and the tooling both move. Most months are quiet; some are busy. You reach out when you need me; I reach out when something in the landscape warrants it. Monthly brief is the constant.
- Top-producing practice Higher-touch by natureA high-velocity practice consumes more advisor surface naturally — more questions, more “how would I do X with AI” in the moment, more value in keeping workflows tuned weekly rather than monthly. Same shape of engagement, scoped accordingly.
- Team or brokerage leadership Closer to a fractional CAIOWhen the work touches the brokerage P&L — per-team workflows, hiring input, vendor selection, AI strategy for the business — the engagement looks more like the Fractional Chief AI Officer shape than the advisor shape. Often the right answer is to start there instead.
The questions agents ask before signing.
Can’t I just sign up for Claude and figure this out myself? +
Yes — and you should know I’ll tell you that honestly on the first call. A Claude account plus your CRM connected plus a few good workflows gets you 70% of the way there. If you have the time and inclination to wire it up and keep it tuned, do it.
What you’re paying me for is the other 30% — the part that requires knowing which data sources matter for a real estate practice specifically, which workflows are worth automating in your business, and what’s changed in the AI tooling landscape this month that you should be reacting to. Most agents don’t want that to be their job. The advisor relationship is for the agents who’d rather pay someone whose job it actually is.
How is this different from buying the skill on the catalog? +
The Realtor AI Assistant skill is free and public. Anyone can install it. It’s one tool in the toolkit I bring to the engagement — not the engagement itself.
What you’re hiring an advisor for is the configuration around the tool: which data sources, which workflows turned on, which templates rewritten in your voice, which integrations matter for your specific market. And then the monthly cadence that keeps it tuned as your business and the AI landscape both move.
What about my MLS / CRM / data — is it secure? +
Claude reads from the tools we connect via MCP integrations, granted with permissions you can revoke any time. Nobody but Claude touches your data — not me, not anyone else. The Anthropic account is yours, on your billing, under your business entity. If we stop working together, you keep everything.
Workflows that need to write or send (drafting an email, posting to a CRM) ask you to approve before acting. The system is structured to never act on your behalf without your explicit yes.
Will this sound like me, or like AI? +
Like you. Voice tuning is most of the work in month 1 — listing copy, client emails, follow-ups all read the way you write. Your specific neighborhoods, price-point nuances, and the way you talk about the work get baked in during weeks 3–4 of setup.
You spend about 30 minutes reviewing tone samples in week 4 of month 1. After that, it sounds like you. If something doesn’t, we tune it — that’s what the monthly working session is for.
What happens if I’m not getting value? +
Tell me. The retainer pays for the right to retire things that aren’t working — not just to add new ones. If month 2’s direction was wrong, month 3’s session is where we course-correct.
If by quarter’s end the system isn’t producing what we agreed it would, we have a real conversation: re-scope, change tier, or wrap cleanly. The capability you’ve already received — the configured account, the tuned workflows, the documented decisions — stays with you.
Do you build custom things, or just configure existing tools? +
Both, but the bias is toward configuration. Most real-estate workflows can be solved by wiring the right data sources to the right prompts — no custom build needed. When a build is the right answer (a workflow nobody’s skilled yet, an integration that doesn’t exist), I’ll build it as part of the cadence.
The reason this matters: most consultants quote a build quota because it’s easier to invoice for. But builds-on-quota produce skills you don’t use. The cadence model produces the build only when the build is what the month actually called for.
What gets measured? +
The monthly written brief covers: token spend per person per week, which workflows are getting used vs. ignored, where you reach for help vs. where you don’t, time-to-output on the workflows we automated, estimated hours saved.
These numbers are how you see what you’re getting for the retainer — not vanity metrics, not exec theater. They’re the conversation we have at the start of the next month’s working session.
How do I get started? +
Email me. Tell me roughly how big your practice is, what MLS you’re on, and the top 3 things slowing you down. I’ll come back with a scoped proposal in 48 hours. No discovery calls before signing — the proposal is the conversation; if it lands, we sign and the real discovery starts in week 1.