AI workflows that actually move the needle.
Real, installable systems I build with Claude — for agents and team leaders who want fewer wasted hours and more appointments. Each one comes with the video, the resources, and the exact steps.
New here? Don’t start with a build. Start with the Claude Ladder: what Claude is, what each rung hands off, and where you actually are today. Then come back and pick one tile.
Start with the Claude Ladder →ChatGPT or Claude? Stay where you’re comfortable. Merrill ran our agent workflows in both, and both run them. Claude for Agents is now Take it and Run – AI. Same builds, same links, new name at the top.
Read the comparison →Go deeper in a live session.
Every so often we go long — a full, live walkthrough of a bigger Claude workflow, start to finish. Miss one? The replay and its resources live right here.
I Know Nothing About Websites. I Built Ours Anyway.
How we rebuilt this site with Claude: the audit-first approach, the build loop, the honest $1,500 bill and the four lessons that keep yours to a fraction of it. Slides, copy-and-paste sentences and every tool we named.
Watch and get the slides →ChatGPT or Claude? Stay where you’re comfortable.
Merrill ran the same agent workflows in both. Both run them. Side-by-side charts, desktop app install links for each, and the one thing keeping him in Claude. Plus: why the library is now Take it and Run – AI.
Read the comparison →Claude for Busy Agents
One session, three automations that hand you your week back: listing appointment prep in a minute, a real P&L from your bank statements, and a full month of listing marketing from a single address.
Watch the replay →Claude + Your CRM
Turn the database you already pay for into your best lead source. Claude surfaces your hottest leads, audits the dead weight, and keeps your CRM clean — even builds reports your CRM can’t.
Watch the replay →Subscribe and we’ll send you an invite to our next live session.
Pick a topic. Watch it. Install it.
Every tile is a complete build — a short video walkthrough, the download you need, and a written recap you can skim later.
Instinct for Agents
The AI assistant you text, free while it’s invite-only. A ten-minute setup, the top 10 ways to use it with copy-and-paste prompts, and ZMA by text.
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Your Business Plan AI Agent
A plan that starts with your dreams, builds from your real numbers, goes on your calendar and checks on you every week. When life happens, it re-plans with you.
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Your Listing Pulse AI Agent
The price conversation you have been softening for three weeks, backed by your own MLS data. One export, one sentence, and five client-ready pieces in your brand.
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The Q4 Blitz
The 12 Week Year, run by your AI. Two goals, six numbers and a weekly check-in from October 5 to December 27, with a live scoreboard. Starting late? An eight-week blitz is still a blitz.
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10 Things Every Agent Should Be Handing to AI
Not ten prompts. Ten jobs, in the order they touch your money, each linked to the build on this page that shows you how. A three-minute read.
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The Market Update AI Agent
One MLS export and one prompt. Claude Design turns it into eight on-brand market update assets a month: report, social graphics, email, script and more. Never spend hours on one again.
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The Database Accountability System
Three copy-paste prompts: a monthly Database Audit report, a weekly per-agent Roadblock Report with call scripts, and a rebuilt 120-day follow-up plan. Works with any CRM that exports a CSV.
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Blotato for Real Estate Agents
The one-time setup, five copy-paste prompts written for agents, Blotato’s eight free Claude skills, and the honest catches. No video, just the whole playbook.
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Claude Now Posts My Content For Me. Here’s the Setup
Make the graphic, write the caption and schedule to Instagram, Facebook and LinkedIn without ever leaving Claude.
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Daily Social Report
Your social numbers, read for you every morning — plus a Gmail draft telling you exactly what to post today.
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Stop Practicing on Live Clients (Do This Instead)
Spar with an AI partner that fights like your market, never goes easy, and grades the round when it’s over.
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Teach Claude Your Brand
Teach Claude your brand once — voice, colors, logos, even your compliance rules — and launch every asset in your voice with a single sentence.
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ZMA — Home-Value Conversations
Reopen conversations with past clients about their home’s value. Claude pulls three estimates, drafts a personal text for each, and hands you a batch that’s ready to review and send.
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Email Tiers
Stop treating every lead the same. Sort your database into tiers and let Claude write the right email for each one.
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Weekly Seller Report
The single move that saves listings: a clear, consistent weekly update your sellers actually read — set it up once and let Claude run it every week.
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Expired Listing Campaign
Turn a raw expired list into a running, tracked outreach campaign. Claude builds the tracker, drafts every touch in your voice, and tells you exactly who to contact next.
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Quick Comps
Pull a fast, defensible set of comparables in minutes. Claude finds the right comps, explains the picks, and hands you a range you can stand behind.
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Daily Briefing
Start every morning with one briefing that tells you what actually needs you today — pulled from your inbox, calendar, and pipeline while you slept.
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The Best Listing Prep You’ve Ever Done (Full Walkthrough)
If your listing is priced right to the comps and it’s still sitting, the problem usually isn’t the price — it’s the preparation.
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Stop Letting Your SOPs Die in a Binder (Do This Instead)
If your SOPs are sitting in a binder nobody opens, they’re not helping anyone — and things keep slipping through the cracks. In this build, I take a real estate closing checklist and turn it into an interactive, self-tracking workflow inside Google Sheets: it drafts your review requests, reminds the right person to handle each task, adds clients to your card list, and holds your whole team accountable so nothing gets forgotten.
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I Can’t Code. Claude Built This Entire System for Me Anyway
Claude built me a complete escrow tracker that calculates my actual net commission — through my cap, my team split, and every broker fee — and then runs my entire closing protocol the moment a deal closes. Review request drafted. Team tasks assigned. Christmas card list updated. Nothing falls through the cracks.
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When a new Take it and Run – AI build goes live, we add it to our Take It and Run email. The video, the download, the steps — all in one place.
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