Realtor Toolkit Embed.
I install the toolkit properly inside your practice, customize it to your voice and market, and stay engaged monthly to keep it sharp. Done-for-you AI for solo realtors and small firms.
The toolkit is free. Making it work for your practice is the hard part.
The Realtor Toolkit is public on the catalog. Anyone can install it. Most don’t — not because the toolkit is hard, but because setup, tone tuning, scheduled jobs, and figuring out which workflows to automate first is the part that takes time most top-producing agents don’t have.
Embed is the productized monthly engagement that handles all of it. I get the toolkit running properly inside your practice in month 1, then stay engaged on a fixed cadence to evolve it as you use it — sharpening what helps, retiring what doesn’t, building new skills as the work surfaces them.
You commit to the cadence, not a fixed deliverable list. What gets built each month is decided by what’s actually slowing you down — not by a checklist drawn up before I’ve seen how your practice runs.
Same four weeks, every month. The framework is the product.
The cadence is fixed; what’s inside each week adapts based on what last month surfaced. Lighter than full Fractional Chief AI Officer engagements — the buyer is one person, not a multi-stakeholder org — but the spine is the same.
- Week 01 Align Review what’s working, what isn’t, priorities for the month. Quick — usually a 30-minute call.
- Week 02 Activate Deep work on the workflow we’re focused on this month. Most of the work happens in the background — you don’t have to be in meetings for it.
- Week 03 Build One custom skill or scheduled job goes live. Tuned to your voice, your neighborhoods, your price points.
- Week 04 Review Written impact review — what got used, what didn’t, what saved time, next month’s priorities pre-loaded.
Discovery first. Then a roadmap. Then the work.
Weeks 1–2 are explicit discovery. No tooling stood up yet. Kickoff conversation about your top time sinks and your dream outcomes. A walkthrough of how a listing actually goes from new lead to closed deal in your practice. An audit of which of your tools have integration paths and which don’t.
Delivered at end of week 2: a written 90-day roadmap. Which workflows we tackle in which month, what gets stood up and when, what we explicitly defer or skip (and why), where the quick wins are.
Weeks 3–4 stand up the foundation. Anthropic Team account configured under your business entity with billing on your card. Realtor Toolkit baseline installed. First custom skill tuned to your voice. A 30-minute welcome session with you and your team. One-page reference card.
Months 2 onward run the cadence. One new custom skill or scheduled job per month, refinement of what’s already running, written monthly review. By day 90 the system is part of how you work.
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.
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 monthly reviews. The system gets better fast when you’re honest about what’s not earning its keep. The retainer pays for the right to retire skills that aren’t working — not just to add new ones.
Three tiers, by org size. Bigger practice, more on-call surface.
A bigger practice gets more value, runs more workflows, and asks more questions between months. Tiers reflect that. Pricing by conversation; founding-customer rate available for the first few clients in each tier.
- Solo 1–10 peopleRealtor Toolkit baseline installed and customized. One custom skill or scheduled job per month. Monthly written review. On-call (Slack/text/email) for “how would I do X with AI” questions throughout the month.
- Firm 10–50 peopleEverything in Solo, plus per-team skill libraries, token spend reporting by employee, and a quarterly strategy session. Two custom skills or scheduled jobs per month instead of one.
- Brokerage 50+ people, or work touching the brokerage P&LEverything in Firm, plus leadership presence, AI strategy for the brokerage as a business, hiring input, and vendor selection. Equivalent to roughly two days a week embedded with leadership.
The questions agents ask before signing.
How is this different from just installing the Realtor Toolkit myself? +
You absolutely can install the toolkit yourself — it’s public, it’s free, and the install instructions are on the catalog page. What Embed adds is the part that takes time you don’t have: account setup, tone tuning to your voice, neighborhood and price-point customization, scheduled jobs running in the background, monthly iteration on what’s working, and direct access for “how would I do X” questions when they come up.
Most agents who install the toolkit themselves use 20% of it. Embed is built so you use the 80% that actually matters for your practice.
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 work for my voice and my market? +
Yes — that’s most of the customization work in month 1. Listing copy, client emails, follow-ups read like you, not like AI. Your specific neighborhoods, price-point nuances, and the way you talk about the work all get baked into the skills 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 review is for.
What happens if I’m not getting value? +
Tell me. The retainer pays for the right to retire skills that aren’t working — not just to add new ones. If month 2’s build was wrong, month 3’s build is what we should have done in month 2.
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 — installed tooling, custom skills, account — stays with you.
Do you build for things outside the toolkit? +
Yes — that’s most of what month 2 onward is. The Realtor Toolkit is the spine; the custom skills built during the engagement are tuned to your specific practice. If your bottleneck is something nobody’s built a skill for yet, we build it.
Some examples of things that have started life as one-off custom builds and ended up worth keeping in the public toolkit: market-snapshot generators tuned to a specific MLS, transaction-coordination summaries, lender follow-up sequences. Your custom build might end up in the public toolkit eventually — with your input on naming and credit, if you want it.
Can my team use it without me walking them through it? +
That’s the goal. The 30-minute welcome session in week 4 of setup is for you and your team together. The one-page reference card stays on your desk. Skills auto-discover; you don’t memorize a system, you tell Claude in plain language what you’re trying to get done.
For Firm tier and up, per-team skill libraries mean each department has skills tuned to their work, not just yours.
What gets measured? +
Each month delivers a written review covering: token spend per person per week, which skills 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 in week 1 of the next month.
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.