Claude for Agents · Build

Expired Listing Campaign

Three letters that read like you actually looked at their house — built from your MLS data, mailed weekly, scrubbed automatically.

  • Desktop for setup
  • Setup ~20 min
  • Workbook required
  • Five minutes a week

This guide has been updated since the video — the steps are the same, the screens look a little different.

Before you start

Two files a week, and about five minutes.

On your phone? Get the files emailed to you and come back at your desk — the MLS export and the first run need a computer.

You need Claude Pro or higher for the skill and the letter rendering, and an MLS account you can build a saved search and export from. No Drive connector needed — you upload your two files straight into the chat.

A brand system in Claude Design is optional but a real upgrade. The campaign writes solid letters on its own; with your brand loaded they go out full-color with your headshot and logos. That’s the bonus step at the end.

Get the files

The campaign skill and the campaign workbook, emailed to you as direct downloads.

Your email also joins the Take It and Run newsletter — one practical move a week, and you’ll be the first to hear the moment we release a new build, skill or agent. Unsubscribe any time.

Files are hosted on kristijencks.com. No Drive links, no sign-up wall.

The install guide

The expired listing campaign, on autopilot.

A three-letter campaign that reads like you actually looked at their house — built from your real MLS data, mailed weekly, and scrubbed so nobody who relisted keeps getting letters. Each week you upload two files, say go, and Claude hands you back letters plus an updated workbook to save.

Step 1. Install the campaign skill

This is the part everything else depends on. Do it once and it's available in every chat on your account.

  1. Download the skill file from the email above to somewhere you can find it.
  2. Click your name at the bottom-left of Claude, then open Settings.
  3. Go to Capabilities → Skills.
  4. Click Add skill (it may say Upload skill) and choose the file.
  5. Make sure it's turned on for your account, then confirm you can see it in your Skills list.

Don't move on until you can see it in the list. The campaign can't run without it, and this is the step that quietly stops everything else from working.

Step 2. Tell Claude who to go after

Your MLS pull is deliberately wide, because the rest of it is comps. So you decide here who actually gets mailed. These four answers go into your project setup in Step 4.

  • Property types you work — single-family, condos, townhomes, multi-family.
  • Your target area — a few zips or subdivisions. Keep it tight; the next step explains why.
  • How far back to mail — expireds from the last 30, 60 or 90 days. Start at 30: it keeps the first batch light, and comps still reach back six months.
  • Who you never mail — owner-agents, builders, institutional owners, LLCs and entities, tenant-occupied, vacant.

About auto-filtering: not every MLS includes owner name or occupancy in its export. Claude filters out LLCs, builders, vacants and the rest as far as your export allows, and flags anything it can't determine rather than guessing.

Step 3. Pull one file, weekly

Six months of everything, in a tight area:

  • Area — your target area, kept tight.
  • Time — the last six months.
  • Statuses — active, pending, closed, expired, cancelled. All of it.
  • Don't pre-filter by owner type. Claude pulls your mailing list out of this and uses the rest for comps.

Export it as a CSV. You'll upload it straight into the chat each week.

Save it as a saved search before you leave the MLS. You'll re-run this exact search every week, and saving it now turns next week's pull into two clicks instead of rebuilding filters from scratch. Don't pull the whole county: the more rows Claude has to sort, the slower each run gets. If a run ever feels sluggish, narrow the area or shorten the window and re-pull.

Step 4. Set up your project

A project holds your targeting, your letter style and the standing instructions for how to run this — so each week you just upload your files and say a few words. First, three quick decisions about the letters: what makes you different, whether you offer any guarantee or risk-reversal, and your call to action. Then the tone: warm and personal, direct and confident, or polished and professional.

  1. In Claude, go to Projects → New project and name it [Your brand] Expired Campaign.
  2. Open the project's instructions and paste the block below, with your answers filled in.
Your project instructions
PROJECT — EXPIRED LISTING CAMPAIGN

Run this with the expired campaign skill.

WHO I MAIL
- Property types: [single-family / condos / townhomes / multi-family]
- Target area: [zips or subdivisions]
- Expireds from the last: [30 / 60 / 90] days
- Never mail: owner-agents, builders, institutional owners, LLCs and entities,
  tenant-occupied, vacant. Flag anything you can't determine instead of guessing.

MY LETTERS
- What makes me different: [your UVP, in your words]
- Guarantee or risk-reversal: [or "none"]
- My call to action: [what you want them to do]
- Tone: [warm and personal / direct and confident / polished and professional]

HOW TO RUN IT — every week
1. I upload two files: last week's workbook and a fresh 6-month MLS CSV.
2. Build the mailing list from the CSV, using the rules above. Show me who made
   the list and who you dropped, with the reason for each.
3. Diagnose each expired listing from the real data — days on market, price
   changes, how it compared to what actually sold — and write the letter to that
   house, not to a template.
4. Scrub anyone who relisted, sold, or asked to be removed. Never re-add them.
5. Render only the letters DUE this week — Letter 1 for new people, 2 and 3 for
   the cohorts that have moved up. One PDF.
6. Hand my workbook back updated so I can save it.

RULES
- Never invent a comp, a price, or a days-on-market figure. Everything comes from
  my export.
- Compliance: Equal Housing Opportunity, my brokerage attribution, and "not
  intended to solicit currently listed properties" on every letter.
- If an owner name is hidden behind a "Client of…" placeholder, flag it so I can
  skip-trace or mail it as "Current Homeowner."

Because the “how to run it” steps live in the project, you'll never paste a long prompt again. Each week you upload your two files and say run my weekly campaign.

Step 5. Meet your workbook

A sixty-second tour. The Campaign List tab is your people:

NameMailerStatusRemove?Notes
David & Lauren Hartman1Active
Jennifer Kim2Active
The Liu family1ActiveAsked to be removedHusband called, not selling
Jessica Park2RelistedRelisted with another brokerage

To take someone off, click the Remove? cell on their row and pick a reason. They stop getting letters and Claude never re-adds them. Prices and days-on-market aren't stored here — Claude reads those from your MLS file when it writes the letters.

The Dashboard tab has three sections: what you enter (inquiries, listings won, cost per mailer), what calculates itself (how many are on the campaign, total mailers sent, inquiry rate), and spend against return. Only the yellow cells are yours to type.

This workbook is your campaign's memory. It's the only thing that knows who's on Letter 1 against 2 against 3, who you removed, and who relisted. Each week Claude hands you an updated copy: you save it and upload it back next week. Lose the file and the campaign forgets everyone.

Step 6. Build and approve

Run your MLS search, then open a chat in your project and attach two files: your MLS export and your workbook. Then say:

Say this
Build my expired campaign.

Your project instructions tell Claude the rest. It shows you who made the list, who it dropped and why, and one example of each of the three letters. Tweak anything in plain English — “shorten the open”, “drop that line” — then say they're approved. Those become your locked templates.

If your export hides some owner names behind a “Client of…” placeholder, Claude flags them so you can skip-trace or mail them as Current Homeowner. Tell it the names in chat and it writes them in.

Step 7. Send week one

Templates approved? Now print only what's due. In week one that's Letter 1 for your new people — not 2 and 3.

Say this
Render this week's letters and give me my workbook back to save.
  1. Claude gives you one PDF with every letter due this week. Print, stuff, mail.
  2. Claude hands back your updated workbook.

Now save your workbook. Don't skip this. The second your letters are done, download the updated workbook and save it. That saved file is what you upload next week alongside your fresh MLS data — it's the only record of who got which letter. Close the chat without saving and next week starts from zero: people get repeat letters, or get skipped.

You never sort out who gets what. Next week the system builds one PDF with everyone who moves up to Letter 2 plus your new Letter 1s, and the week after, Letter 3 joins in. The workbook handles the timing; you just print.

Step 8. The weekly rhythm

About five minutes, every week:

  1. Re-run your saved MLS search and export a fresh six-month CSV.
  2. Open a chat in your project and upload two files: last week's saved workbook and the fresh CSV.
  3. Say the words below.
  4. Approve the adds and removes Claude shows you. It renders only the letters due this week.
  5. Save the updated workbook over last week's copy. Print the PDF and mail.
The weekly command
Run my weekly campaign.

That's the system

Upload two files, say go, save one back. Claude filters, diagnoses, writes, renders and scrubs. The workbook remembers everything.

Step 9. Bonus — branded letters in Claude Design

The letters the skill makes are clean, real and ready to mail as they are. But if you've set up your brand system, you can take them one step further — full color, with your headshot, logos and styling. This step is only for agents who already have that; if it isn't you yet, skip it. Your letters are already done.

Claude Design can read the campaign skill and your market data, so it builds the same letters, dressed up. Give it three things: the example letters the skill just generated, your campaign workbook, and your MLS export.

Paste into Claude Design with those three files
Using my brand design system, render this week's expired letters as branded PDFs — same
copy and data as the skill produced, with my headshot, logos, and styling. Here are the
example letters, my workbook, and my MLS export.

Same letters, same honest data — just the polished version. Mail these instead of the plain ones when you want the extra shine.

What you get

A letter written to that house.

Not a template with a mail-merge address in it. The diagnosis comes from the real listing history in your export. The homeowner, the address and every figure here are invented.

  • A diagnosis, not a pitch. Why that listing expired, read from days on market, price changes and what actually sold around it.
  • Real comps, never invented. Every number comes out of your own MLS export. If the data can't support a claim, the letter doesn't make it.
  • Three letters, one cohort at a time. The workbook knows who is on Letter 1, 2 or 3, so each week you print only what is due.
  • Scrubbed automatically. Anyone who relisted, sold or asked to be left alone drops out and is never re-added.
  • Compliance on every piece. Equal Housing, your brokerage attribution, and the “not intended to solicit currently listed properties” line that print requires.
Sample — fictional data
Letter 1 of 3 · due this week

To the owners of 5140 Willow Bend Road

Expired Jul 2 · 96 days on market · two price changes

Dear Mr and Mrs Okafor,

Your home came off the market on the 2nd, and I want to tell you what I think happened — not to criticize anybody, but because the data is fairly clear about it.

You listed at $498,000 and cut twice, to $479,900 and then $469,000. Both cuts stayed inside the same search bracket, so the buyers who had already passed on your home simply saw it again at a slightly better price. In the same window, three homes within half a mile of you sold — at $441,000, $448,500 and $452,000 — and all three were under contract in under three weeks.

That gap is the whole story, and it's fixable. It has nothing to do with your home's condition, which showed well in the photos.

If you'd like, I'll bring you the three sold sheets and walk you through exactly where I'd position it. No obligation, and no pressure to list with me.

KJ Your name · your brokerage · your phoneEqual Housing Opportunity · Not intended to solicit currently listed properties.
Sample Letter 1, built in the Take It and Run system. The homeowner, the address and every figure are invented.

Ready to mail week one? Get the two files.

The campaign skill and the campaign workbook, emailed to you as direct downloads.

Sending your email also joins the Take It and Run newsletter, so you'll be the first to hear the moment we release a new build, skill or agent. Unsubscribe any time.

Files hosted on kristijencks.com — no Drive links, no sign-up wall.

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Questions agents ask

Before you mail week one.

What stops someone who relisted from getting more letters?

The workbook. Each week Claude checks the fresh MLS export against your list, marks anyone who relisted or sold, and drops them — and anyone you removed by hand is never re-added. That scrub is why the workbook has to be saved and re-uploaded every week.

Does it make up comps to fill out the letter?

No. Every number in every letter comes from your own six-month export. If the data can't support a claim, the letter doesn't make it — which is exactly why the letters read like someone looked at the house.

What if my MLS export hides owner names?

Some do, behind a “Client of…” placeholder. Claude flags those rather than guessing, so you can skip-trace them or mail them as “Current Homeowner”. Tell it the names in chat and it writes them in.

How many should I start with?

Expireds from the last 30 days. It keeps week one light, and the comps still reach back six months, so the letters lose nothing. You can widen once the rhythm is habit.

Or have it built for you

Want one of these built for your business instead of building it yourself?

A working session with Kristi or Merrill ends with a system running, not a list of notes.

Book an AI Session