Your follow-up and your day, prepared before you start.
I set up Claude, Anthropic's AI assistant, on your own account. Each morning it drafts your replies and lays out your day. You review it, approve it and send it yourself.
Three things handled before your first call.
Follow-up, prepared
A ranked list of who needs an answer, with each reply drafted in your voice. Built from the sources your setup connects.
Your day, laid out
A suggested plan around what is already on your calendar. You decide what goes on it.
Open items stay visible
A week board of open items and a weekly review of what is still waiting on you.
A morning run, start to finish.
Claude prepares. You approve. You send. Nothing leaves without your click.
- 01Reads the email, calendar and systems your setup connects
- 02Ranks who needs an answer first
- 03Drafts each reply in your voice
- 04You approve, edit or skip each one
- 05You send it from your own email or phone
MADE-UP NAMES AND MESSAGES. NOTHING SENDS FROM THIS SAMPLE.
One week of my own business.
Unlike the sample above, this is real output from my own system, the week of October 5, 2026. Names, addresses and some numbers are changed. My setup reads more systems than a typical Core setup. What yours reads depends on what we connect.
Referred by an out-of-state agent. March 16, Alan: "I will be more than happy to do that" about a review. No review found. Laura came back as a home-value lead June 21.
"Just a simple check in text, hey how are things, hope everyone and everything is well."
Hey Alan, how are things? Hope you, Laura and everyone are doing well and the house is treating you right.
Josh
Recorded Friday about 3:05 PM. Missed the 2 PM wire cutoff, so disbursement and commission are expected today.
Open: septic report to the buyer, confirm commission landed.
Closed with title this morning.
Open: swing by with the closing gift.
Photo shoot today 9:30 to 11:25. Load photos and submit Wednesday 12:30. Coming Soon goes live Wednesday.
Open house Saturday, 10 to 12.
What clients get.
Demo versions of what my system produces in my own business, rebuilt with a made-up listing, sample numbers, stock photos and a placeholder brand. Yours are built in your brand, from your own deals. Tap any one to see it full size.
Built by a working agent.
I am Josh Bernal, a full-time residential real estate agent. I built this system for my own business first and run it on my own deals.
I set yours up the way I use mine: practical, in your voice, and with you in control of everything that goes out.
What $1,297 gets you.
One payment for the setup. After that it runs on your own Claude plan. Support and add-ons are optional.
- Setup on your own Claude account over screen share. You sign in to each system yourself.
- A voice profile built from your own sent emails
- A morning follow-up run: who needs an answer, ranked, with replies drafted
- Day and week plan drafts built around your calendar
- A weekly review of open items
- A week board for your open items, with text notes on each one. File attachments are not available yet.
- A 14 day check-in to tune it
- Your Claude plan. Required. A paid plan on your own account, billed by Anthropic.
- Ongoing support. Optional. A Care or Partner plan, below.
- Add-ons. Optional. Listing, Buyer and Back Office systems, priced on your call.
- Other subscriptions. Only if an add-on needs one, like an AI video plan or a phone line. Billed by that provider.
Your Claude account, your files and the routines we set up stay with you. They live on your account, not mine. Software changes, so routines need occasional upkeep. Without support, that upkeep is yours.
How setup works, and what you need.
Free 20-minute call
We go over the systems you use and confirm what can connect.
Start your Claude plan
On your own account, paid directly to Anthropic.
Setup on screen share
One or more sessions, depending on what we connect. You sign in to each system yourself.
14 day check-in
We tune anything that is not working the way you want.
- A Mac or Windows computer, on with the Claude app open when your routines are scheduled
- The Claude desktop app and a paid Claude plan
- Google Chrome, for systems that only work in a browser
- Your own sign-in for each system we connect
- The scheduled routines in your setup (the morning follow-up run, the day plan and the weekly review) run from the Claude desktop app. If your computer is off or the app is closed at run time, that run waits.
- Gmail and Google Calendar connect most directly. Other email, texting, CRM, MLS and transaction platforms vary, and some limit or block AI access. We check yours on the call.
- It drafts and organizes. It does not send, sign or submit anything for you.
- AI makes mistakes. You review everything before it goes out.
Keep it running.
Monthly support for the workflows in your setup. No long-term commitment needed to use what you have.
- Fixes when a routine from your setup stops working
- Updates when Claude or a connected system changes
- One check-in call a month: how it is running and your questions
- Everything in Care
- A monthly tune-up session in place of the check-in: hands-on changes to your routines, drafts and voice, on screen share
- One new workflow each quarter, scoped on the call
Support covers the workflows set up for you. Send requests by text or email. They are handled in the order received, with no guaranteed response time. New add-ons and third-party subscriptions are not included.
Add a system when you are ready.
Grouped into three packs. Add-ons and packs from $397, priced on your call to fit how you work. Each needs the Core setup.
LISTING PACKWin and market listingsClient Dashboards, Listing Launch Kit, Listing Presentation
Client Dashboards RUNNING IN MY BUSINESS
A page for each listing your sellers can check, refreshed weekly, plus the weekly seller update email drafted for you to send. A buyer version shows where a purchase under contract stands. See examples
Listing Launch Kit RUNNING IN MY BUSINESS
A home value report for the listing appointment. MLS remarks checked against the facts and fair housing guidelines. Walkthrough video, Just Listed reel, and open house flyers and posts from your listing photos. Videos need your own AI video plan. See examples
Listing Presentation
Your listing presentation rebuilt in your brand, plus a version filled with the home, the comps and your plan for each appointment.
BUYER PACKGuide buyers to the offerBuyer Presentation, Tour Coordinator, Offer Package, Buyer and Seller Packets
Buyer Presentation
A branded buyer consultation that walks clients through the process, the market and what to expect.
Tour Coordinator
Showing routes and stop times drafted for you, with branded tour packets for you and your buyers.
Offer Package RUNNING IN MY BUSINESS
Purchase offers drafted on your state's contract where your forms and transaction platform allow it. I run it on Arizona forms. Other states are confirmed on the call. Seller net sheets for offers your sellers receive. You review and sign. See an example
Buyer and Seller Packets
A branded buyer packet and seller packet built from your process: what to expect, timelines, checklists and who to call.
BACK OFFICE PACKKeep deals and contacts cleanTransaction Workflow, CRM Optimization, File Organizer
Transaction Workflow RUNNING IN MY BUSINESS
Deal folders built and kept current from the email, files and platforms your setup connects. Documents found on request, dates tracked, deal parties added to your contacts. Not a person and not a licensed transaction coordinator. More
CRM Optimization
A cleanup of the CRM you already use: tags, stages and campaigns rebuilt so leads get worked, where your CRM allows it.
File Organizer
Your downloads folder sorted into the right folder by client and deal.
Also available, priced on your call: Branded Forms and Docs, AI Answering Line (inbound only, tells callers it is an AI), Agent Website, AI Jumpstart, and a Team Package for teams and brokerages.
Rather learn it yourself?
Live classes from $97 a seat, 1-on-1 at $150 an hour, and team sessions. Claude, ChatGPT, Gemini and Grok.
Common questions.
Will it send anything without me?
No. Every setup is prepare-only. Claude drafts and organizes. You review, approve and send from your own email or phone.
Do you need my passwords?
No. You sign in to each system yourself during setup.
What do I pay for besides the setup?
Your own paid Claude plan, billed by Anthropic. Support, add-ons and any other subscriptions an add-on needs, like an AI video plan or a phone line, are optional and listed separately. We go over which Claude plan fits on the call.
What does it work with?
Gmail and Google Calendar connect most directly. Other email, texting, CRM, MLS and transaction platforms vary. Some limit or block AI access. We check each system you use on the call, and your setup only reads what it can reach with your own sign-in.
Does my computer need to be on?
For the scheduled routines in your setup, yes. The morning follow-up run, the day plan and the weekly review run from the Claude desktop app, so your computer needs to be on with the app open at their scheduled times. Systems that only work in a browser also need Chrome.
What happens if I stop support?
You keep your Claude account, your files and the routines we set up. They live on your account, not mine. If Claude or a connected app changes, a routine may need updating. You can fix it yourself, book a 1-on-1 hour, or start a Care or Partner plan.
Is the transaction add-on a transaction coordinator?
No. It keeps deal files organized, tracks dates and finds documents for you. It is not a person and not a licensed transaction coordinator, and you stay responsible for deadlines and compliance.
I already use ChatGPT. Do I have to switch?
No. I build the daily system on Claude because that is what I run and have tested on my own deals. Other AI tools may offer similar features, but I have not tested this workflow in them. ChatGPT, Gemini and Grok can stay in your toolkit. I use them for design, video and research.
Request a free 20-minute call.
Tell me a little about your business. I will call or text you to set a time.
- We go over your systems and where you lose the most time
- I tell you what can connect and what cannot
- Core setup $1,297. Add-ons priced on the call.
Free 20-minute call
A short form. No prep needed.
Request a free 20-minute callOr call or text (480) 773-4489