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7
THE 7 CLAUDE HABITS OF HIGHLY PROFICIENT REALTORS
Powerful lessons in reading the room and closing the deal
Tamany Hall
Tap the cover to open
The 7 Claude Habits of Highly Proficient Realtors
Yes, like THAT book. No, FranklinCovey has no idea who I am. Stephen wrote about being effective, we're over here reading minds and getting paid. Legally distinct, spiritually related.
Every habit is unlocked now, work through them in any order
Come back anytime, this page doesn't go anywhere
Still stuck on Claude setup? Scroll to The House Hunt below
Welcome back
This is the replay of Day 2, unlocked and fixed. Every place we got stuck in the room, there is now a picture and a script. Work at your own speed. Nothing is timed anymore.
Both September PDFs are in step 2 on this page. You do not need to log into the GWG portal.
That's why we built a Project, not prompts.
Three words, so nothing is confusing
Project
The folder called Elite Retreat. Everything you loaded lives here. Open Claude, look at the left sidebar, tap Projects, tap Elite Retreat. That screen is your Project page
Instructions
A text box on the Project page where you tell Claude who you are. You type or paste into it. It is not a file
Project knowledge
The file drawer on the Project page. The button says Add content. Files go here: the toolkit PDFs, your AI Context PDF
Your Project page in Claude
1Tell Claude who you are
Open Claude, go to Projects in the left sidebar, tap Elite Retreat. On that page find Instructions and tap it.
1
Copy the frame below. Paste it into the Instructions box.
You are my real estate marketing strategist. Everything about me, my market and my clients is in the profile below and in project knowledge. When I ask you to personalize a Girls With Grit toolkit piece: read my market and audience first, then rewrite every text field for my area, labeled by piece and field so I can paste each one straight into Canva. Match the length of the original template text, never longer. Never change the layout. Use only businesses, stats, dates and names you are confident are real; anything you are not sure of, write VERIFY next to it and tell me. Never invent testimonials or client names.
MY PROFILE:
(paste your AI Context Generator answers here, or delete this line if you uploaded the PDF)
You are my real estate marketing strategist. Everything about me, my market and my clients is in the profile below and in project knowledge. When I ask you to personalize a Girls With Grit toolkit piece: read my market and audience first, then rewrite every text field for my area, labeled by piece and field so I can paste each one straight into Canva. Match the length of the original template text, never longer. Never change the layout. Use only businesses, stats, dates and names you are confident are real; anything you are not sure of, write VERIFY next to it and tell me. Never invent testimonials or client names.
MY PROFILE:
(paste your AI Context Generator answers here, or delete this line if you uploaded the PDF)
2
Look at the bottom of what you just pasted. It says MY PROFILE: and under it a line in parentheses. That parentheses line is a placeholder. Delete it and put your own profile there.
Where the profile goes
3
Where your profile comes from, pick one:
A
You have the AI Context PDF It downloaded to your computer last night, even if you did not notice. Open it, select all the text, copy, paste it under MY PROFILE. Then delete the parentheses line.
B
You can't find the PDF Open the AI Context Generator again, scroll almost to the bottom to the black box, tap Copy, save, and email my brand context. A box opens under it. Highlight everything in that box, copy, paste under MY PROFILE.
C
You have not done it at all Paste the generic profile below for now. It works. Swap it when you finish the generator.
MY PROFILE (generic, swap it for your own):
Name: Jamie Reyes
Market: Denver south metro. Parker, Castle Rock, Highlands Ranch. Zips 80134, 80138, 80104, 80126
Experience: 4 years, 18 closings last year
Brokerage: Your Brokerage Name
Niche: move up families and relocations into Douglas County
Typical client: dual income couple, 35 to 50, two kids, selling a starter home in Aurora or Centennial, wants a yard and a garage
Why people hire me: I answer texts fast and I over explain the numbers so nobody is surprised at closing
Past clients: the Hendersons (sold Aurora, bought Parker 2024), Priya and Dev (relocated from Austin 2025), Marcus (first time buyer, Castle Rock 2025), the Nguyens (downsized from Highlands Ranch 2024), Kelly (divorce sale, Centennial 2025)
Testimonials: "Jamie explained every number before we asked." "She found us a house before it hit the market."
Insurance pro I refer: none yet
Team: Broncos. Rival: Raiders
MY PROFILE (generic, swap it for your own):
Name: Jamie Reyes
Market: Denver south metro. Parker, Castle Rock, Highlands Ranch. Zips 80134, 80138, 80104, 80126
Experience: 4 years, 18 closings last year
Brokerage: Your Brokerage Name
Niche: move up families and relocations into Douglas County
Typical client: dual income couple, 35 to 50, two kids, selling a starter home in Aurora or Centennial, wants a yard and a garage
Why people hire me: I answer texts fast and I over explain the numbers so nobody is surprised at closing
Past clients: the Hendersons (sold Aurora, bought Parker 2024), Priya and Dev (relocated from Austin 2025), Marcus (first time buyer, Castle Rock 2025), the Nguyens (downsized from Highlands Ranch 2024), Kelly (divorce sale, Centennial 2025)
Testimonials: "Jamie explained every number before we asked." "She found us a house before it hit the market."
Insurance pro I refer: none yet
Team: Broncos. Rival: Raiders
The email the generator promises is broken right now. Do not wait for it. Use option A or B.
Save it. Tap Save or Done on the Instructions box. If it did not save, the next step will not know who you are.
2Give Claude the September kit
Now the file drawer. On the same Project page, find Project knowledge and the Add content button.
1
Download both PDFs below. On a laptop they land in your Downloads folder. On a Mac look at the bottom of the screen or the Downloads arrow in your browser. On Windows or Chromebook check the bar at the bottom of the browser, or open the Files app and tap Downloads.
On the Project page tap Add content, then Upload from device, then pick both PDFs from Downloads.
The word "content" trips people up. Claude's button says Add content. What it means is: put a file in the drawer. The files are the two September PDFs. That is all.
3
Optional, and worth it: also upload your AI Context PDF here. Then Claude has it in both places and you never have to find it again.
3Start the chat, then name it
You cannot name a chat that does not exist yet. Send a message first, name it after.
1
On the Project page there is a big text box near the top. Type in it. That is how a new chat starts inside the project. There is no plus button to hunt for on a Chromebook or anywhere else.
2
Pick one campaign, paste the prompt below, send it. Read what comes back.
Look at the September Girls With Grit files in this project. I want to personalize the [Right Size Your Life workshop / Game Day postcard / Insurance postcard].
Before you write anything, tell me three things:
1. Who in my market is this piece actually for
2. What are those people worried about right now
3. What does the template get wrong for my area
Three short bullets. Do not write any marketing copy yet.
Look at the September Girls With Grit files in this project. I want to personalize the [Right Size Your Life workshop / Game Day postcard / Insurance postcard].
Before you write anything, tell me three things:
1. Who in my market is this piece actually for
2. What are those people worried about right now
3. What does the template get wrong for my area
Three short bullets. Do not write any marketing copy yet.
3
Now the chat exists. Find its name at the top or in the sidebar, tap the three dots, Rename. Call it September toolkit.
Tap one and its prompt opens in step 4.
4Get the copy, labeled to fit
Same chat. This is where the words come from. Every prompt now has length rules baked in, because yesterday Claude wrote paragraphs that did not fit the boxes.
Personalize the Right Size Your Life workshop for my market. I'm hosting on [date] at [venue, or write "suggest three venue types in my area"].
Give me the flyer first. Label every text field like this so I can paste each one into the matching text box in Canva:
HEADLINE:
SUBHEAD:
DATE LINE:
VENUE:
HOSTED BY:
BODY:
CTA:
Rules: match the length of the original template text, never longer. Headline under 6 words. Body under 40 words. Write VERIFY next to anything I need to confirm.
Then name three people in my network who should be on the expert panel and why.
Personalize the Right Size Your Life workshop for my market. I'm hosting on [date] at [venue, or write "suggest three venue types in my area"].
Give me the flyer first. Label every text field like this so I can paste each one into the matching text box in Canva:
HEADLINE:
SUBHEAD:
DATE LINE:
VENUE:
HOSTED BY:
BODY:
CTA:
Rules: match the length of the original template text, never longer. Headline under 6 words. Body under 40 words. Write VERIFY next to anything I need to confirm.
Then name three people in my network who should be on the expert panel and why.
Personalize the Game Day postcard for my area. Search the web to confirm every business is real and currently open.
Label every text field like this so I can paste each one into the matching text box in Canva:
FRONT HEADLINE:
FRONT SUBHEAD:
BACK TITLE:
SPORTS BAR:
RESTAURANT:
BREWERY OR PATIO:
FAMILY SPOT:
RIVAL TEAM LINE:
Rules: each business gets one sentence, 15 words maximum, because the template has a small text box. Match the length of the original template text, never longer.
Then list every business you named with VERIFY next to any you could not confirm.
Personalize the Game Day postcard for my area. Search the web to confirm every business is real and currently open.
Label every text field like this so I can paste each one into the matching text box in Canva:
FRONT HEADLINE:
FRONT SUBHEAD:
BACK TITLE:
SPORTS BAR:
RESTAURANT:
BREWERY OR PATIO:
FAMILY SPOT:
RIVAL TEAM LINE:
Rules: each business gets one sentence, 15 words maximum, because the template has a small text box. Match the length of the original template text, never longer.
Then list every business you named with VERIFY next to any you could not confirm.
It will name five places. Check every one. Ninety seconds on Google beats a bad postcard.
Personalize the Insurance postcard for my county.
Label every text field like this so I can paste each one into the matching text box in Canva:
FRONT HEADLINE:
FRONT BODY:
BACK TITLE:
OPENING:
REASON 1:
REASON 2:
REASON 3:
CLOSING:
REFERRAL LINE:
Rules: opening is two sentences maximum. Each reason is under 8 words. Match the length of the original template text, never longer. Write VERIFY next to any stat I should check before mailing.
Personalize the Insurance postcard for my county.
Label every text field like this so I can paste each one into the matching text box in Canva:
FRONT HEADLINE:
FRONT BODY:
BACK TITLE:
OPENING:
REASON 1:
REASON 2:
REASON 3:
CLOSING:
REFERRAL LINE:
Rules: opening is two sentences maximum. Each reason is under 8 words. Match the length of the original template text, never longer. Write VERIFY next to any stat I should check before mailing.
Pick a campaign in step 3 and its prompt shows up here.
Still too long for the box?
This is normal. Claude does not know how big your text box is. Tell it.
That is too long for the template. Rewrite it to fit: [say which field] needs to be under [number] words. Keep the meaning, cut the words.
That is too long for the template. Rewrite it to fit: [say which field] needs to be under [number] words. Keep the meaning, cut the words.
Labels match text boxes
5Put it in Canva
Two ways. Start with the one that always works, then try the fancy one.
Way 1 · you paste it, works every time
1
Open the template in Canva. Tap a text box.
2
Paste the matching line. HEADLINE goes in the headline box, CTA in the CTA box.
3
Next box. Swap words only, do not redesign. GWG already did that part.
Postcards are jumbo now. Share > Print with Canva > Jumbo Postcard.
Way 2 · Claude edits the design itself
This is the thing you asked about in the room. It works, it just has four setup steps and it fails silently if you skip one.
1
In Claude, go to Settings > Connectors, find Canva, tap Connect, log into Canva, approve it. Paid Claude plans only.
2
In Canva open your design, tap Share, set it to Anyone with the link and Can edit, then Copy link. View only will not work.
3
Paste the prompt below into your chat. Notice the first four words. Claude often says it cannot see Canva until you tell it to use the connector. Saying it out loud fixes it.
4
Watch it swap the text. Then open Canva and check it with your own eyes before you print anything.
Canva share settings
Use the Canva connector. Open this design: [paste your Canva link]
Read every text box in it, then replace the text with the fields you just wrote for me. Do not change the layout, the fonts, the colors or the images. Only swap the words. When you are done, tell me which boxes you changed.
Use the Canva connector. Open this design: [paste your Canva link]
Read every text box in it, then replace the text with the fields you just wrote for me. Do not change the layout, the fonts, the colors or the images. Only swap the words. When you are done, tell me which boxes you changed.
If Claude says it cannot access Canva: type use the Canva connector and send it again. That alone fixes it most of the time. If it still refuses, check that the link is set to Can edit.
6The payoff
Run a campaign you did not do yesterday. Same chat, one line. Watch how much faster it is now that the Project knows you.
Personalize the [Game Day postcard / Insurance postcard / Right Size flyer] for my market. Same rules as before.
Personalize the [Game Day postcard / Insurance postcard / Right Size flyer] for my market. Same rules as before.
The first one took twenty minutes. This one takes about one. That is the Project, not the prompt. You still verify and paste, Claude just stops making you start from a blank page.
And the thing I built on stage
Somebody's most annoying task became a working tool in about ninety seconds. Yours can too.
Build me an interactive artifact that fixes this problem in my real estate business: [describe the annoying thing in your own words].
Read it the way you read my market: what is actually annoying underneath the words. Then build the smallest working tool that removes it. I want to open it on my phone, no login, and it does one thing well.
Build me an interactive artifact that fixes this problem in my real estate business: [describe the annoying thing in your own words].
Read it the way you read my market: what is actually annoying underneath the words. Then build the smallest working tool that removes it. I want to open it on my phone, no login, and it does one thing well.
7You asked if there is more
There is. Take what you want, ignore the rest.
·
Claude for Beginners. If yesterday was your first real week in Claude, start here. Self paced, built for realtors, no tech background needed.
Your NOSY questions. I am pulling my favorites into one document, grouped by what each one is really asking, so you can steal them. Free, tick the box on the exit ticket.
Girls With Grit Zoom training. Date coming from the GWG team. This is where I teach the Canva connector properly, slowly, with everyone's screen visible. Replay lives in the membership forever.
Special thanks to our session sponsor
8The grand prize
$3,000 value
Six months of HighLevel's top tier went home with one woman from the retreat.
Full transparency, I partner with HighLevel and I use it myself. Never heard of it? It is the platform that runs my whole business behind the scenes:
AI agents that answer your DMs, texts and phone calls, book the appointment, and sound like you
CRM and pipeline so every lead has a next step and nothing goes cold
Email and text campaigns that go out on their own
Social planner for every platform in one place
Funnels, websites and forms unlimited, no extra tools
Calendars, reviews, automations all talking to each other
Everyone else: your first month is free. Claim it before the end of August and you also get 60 days of the AI features free to play with.
Yesterday Claude read your people. Today it read your market. Go be nosy, rockstar.
Paste your real situation
Ask one question
Get the readyou were missing
Tap the one that sounds like you
How comfortable are you with Claude?
Lanes stack. Every habit starts with the Open House prompt for everyone, your lane decides how far past it you push. Be honest, and level up or down anytime with the little control in the corner.
Open house
New here, or opened Claude twice. You'll do the Open House step in each habit. That's the whole assignment and it's plenty.
Second showing
You use Claude most weeks. After the Open House prompt, you'll push the same chat further with the Second Showing follow ups.
Off market
Already fluent. Do the Open House prompt fast, push through Second Showing, then run the Off Market prompt nobody else gets. Find where Claude fails and bring it to the room.
The House Hunt is locked
Pick your lane above and your hunt appears.
15:00
Just for you, no alarm, nothing happens at zero. I'll call the room when it's time.
The House Hunt, first 15 minutes
Your hunt matches your lane. Finish your list, then explore until we start.
Getting set up
For the Open House lane
Phone app. Open the App Store (iPhone) or Google Play (Android), search Claude, it's by Anthropic with a rust orange starburst logo. Download it
Laptop too, this is where you'll work. Two ways, first one is smoother:
Log into the same account either way. Same brain, bigger screen
Make your account. Tap Continue with Google, or use your email. If you use email they'll send a login code, check spam if it hides
Make your home base. On the laptop, look at the left sidebar. Click Projects, then the New Project button. Name it exactly Elite Retreat. In the instructions box paste: I am a residential real estate agent in [your city]. Click Create. That folder is where everything lives for the next two days
Here's where everything lives
1 Click Projects in the sidebar, then New Project 2 Name it Elite Retreat 3 Paste your one line into Instructions 4 Every chat you start in here already knows who you are
Say hi. Inside your Elite Retreat Project, start a chat: "Hi! I'm a real estate agent. What kinds of things can you help me with?" Then tap the plus sign, choose Photos, upload any photo near you and ask what it sees
Power setup
For the Second Showing lane
Chrome extension. On your laptop, open the Chrome Web Store and search Claude, install the official Anthropic extension
Connect your email. Do this in the Claude app on your phone if you have it, that's the smoother path. Otherwise at claude.ai. Either way: Settings, then Connectors. Gmail user? Connect it. Outlook or something else? Skip the connector and copy 3 past client emails you're proud of instead, you'll paste them in the next step
Find your voice. New chat, paste this:
Build the Project. Create a Project named exactly: Elite Retreat. In its instructions paste: I am a residential real estate agent in [your market]. Add your brand voice file to its knowledge. Every chat inside already knows who you are
Bonus. Start a brand new chat inside your Elite Retreat Project and paste this:
Off market setup
For the Off Market lane
Check you actually have these. If any box is empty, grab that step from Power Setup first:
Interrogate your own writing. New chat, paste this:
Build a real knowledge base. Add to your Project's knowledge: your last CMA, a past listing presentation, and 3 testimonials. Then paste this:
Make Claude build you something. Paste this:
Test whether it's guessing. Paste a real deal but leave something important out, like the seller's motivation. Then ask: "Which parts of your answer are based on what I actually told you, and which parts are you assuming? List the assumptions separately." Bring what it says to the room
Three things before we start
Your client information is safe here
Anthropic does not train Claude on your conversations by default. Still, use good judgment: first names instead of full names, and skip account or social security numbers. Same rules you already follow in your CRM.
The more you give it, the better it reads
A three line summary gets you a three line answer. Paste the whole thread, the actual words, the messy parts. Claude is reading for what people are working around, and it cannot see what you leave out.
If an answer feels generic, push back
Say "that's surface level, go deeper" or "you're being too nice, be blunt." It will adjust. A weak first answer is usually a thin prompt, not a broken tool.
Habit one is locked
When the room is ready, I'll give you the word.
Not it. Listen for the word.
1
Habit one
What the other agent is avoiding
Four days of "let me circle back with them" is not patience, babe. It's a tell.
1
Set up your chat
New chat inside your Elite Retreat Project. Name it Habit 1: Other Agent
2
Think of your real situation
Think of a deal, current or past, where the other agent was being weird, slow, or cagey. Open that text thread.
3
Copy this prompt into Claude
I am a residential real estate agent. Here is my full text thread with the agent on the other side of a deal. Tell me what they are actually asking for and what they are working around. Be blunt.
[paste the whole thread, or screenshot it and upload the images]
Copy this thread and paste it under the prompt.
Them: Hey! My sellers reviewed the inspection response. They feel like the credit ask is high given the age of the home.
Me: The furnace is original and flagged as end of life. $6,500 covers replacement, we have two bids.
Them: Right, they just feel like the price already reflected the age.
Me: The list price didn't mention the furnace. Happy to share the bids.
Them: Let me circle back with them.
Them (2 days later): Still waiting to hear back, they've been traveling.
Me: Appraisal deadline is Friday, want to make sure we stay on track.
Them: Yes definitely. Would your buyers consider $2,000 and a home warranty instead?
Me: That doesn't replace a furnace. Where is that number coming from?
Them: Just trying to find middle ground! Let me talk to them tonight.
4
Push it further
5
Go off market
Fresh chat, still inside Elite Retreat.
I am a residential real estate agent. Here are text threads from two different deals I've worked. Compare how I negotiate in both. What is my pattern, where do I give ground first, and what does the other side probably notice about me?
Same chat, right after your first answer. Send all three at once to save time, or one at a time to go slower.
What is their client pressuring them about that they are not saying?
Write my next message so it gives them a way to save face.
Where in this thread did I lose leverage?
Now break down the psychology and marketing tactics at play here. What is driving the behavior, what am I doing that works against me, and what would you do differently?
Habit two is locked
We debrief first. When it's time, I'll give the room the word.
Not it. Listen for the word.
2
Habit two
Their objection before you get there
Walk into her kitchen already knowing the fight. Spoiler: it was never about the Zestimate.
1
Set up your chat
New chat inside your Elite Retreat Project. Name it Habit 2: Their Objection
2
Think of your real situation
Think of a listing appointment coming up, or a seller anchored to a number. Pull your comps and their Zestimate.
3
Copy this prompt into Claude
I am a residential real estate agent prepping for a listing appointment. Here are my comps: [paste]. The seller's Zestimate is [number]. They have owned the home [years], they are selling because [reason], and when price comes up they say things like "[what they actually say]". Tell me what they will push back on, in what order, and what this number represents to them beyond money.
Comps: 4512 Juniper Ln sold $487K, 41 days. 890 Canterberry sold $505K, 28 days, updated kitchen. 1203 Stonegate sold $472K, 55 days, original everything.
Zestimate: $549K
Owned: 24 years, raised three kids there
Selling because: downsizing after husband's retirement
When price comes up they say: "Zillow says 549 and the Hendersons got 560 two years ago, and ours has the bigger yard."
4
Push it further
5
Go off market
Fresh chat, still inside Elite Retreat.
I am a residential real estate agent. Build me a reusable objection map for listing appointments in my market: the eight objections I will hear most, what each one is really about underneath, and the response that addresses the real thing instead of the surface thing. Format it so I can review it in the car before every appointment.
Same chat, right after your first answer. Send all three at once to save time, or one at a time to go slower.
Give me the one sentence that defuses each objection without arguing.
What are they afraid this number says about them?
Role play it. You be the seller, at their worst.
Now break down the psychology and marketing tactics at play here. What is driving the behavior, what am I doing that works against me, and what would you do differently?
Habit three is locked
Debrief first. Listen for the word.
Not it. Listen for the word.
3
Habit three
The buyer who keeps looking
Twelve showings deep and "it doesn't feel like us yet." Sweetie. It's not the houses.
1
Set up your chat
New chat inside your Elite Retreat Project. Name it Habit 3: The Buyer Who Keeps Looking
2
Think of your real situation
Think about the last buyer you toured homes with who couldn't pull the trigger. Write down each home you showed them and what they said walking out.
3
Copy this prompt into Claude
I am a residential real estate agent. Here is every home my buyer has seen and exactly what they said about each one, in their words as close as I can remember. Tell me what they are actually afraid of, and what the comments reveal that they haven't said directly.
[list each home and their comment]
Home 1, $465K ranch: "The kitchen is perfect but the yard feels like a lot."
Home 2, $440K two-story: "Love it. We need to think about the school situation though."
Home 3, $478K ranch, big lot: "This is the one... but what if something better comes on next month?"
Home 4, $455K patio home: "It's beautiful. It just doesn't feel like us yet."
Home 5, back to home 3 for a second showing: "Can we see it one more time next weekend? My sister wants to look."
4
Push it further
5
Go off market
Fresh chat, still inside Elite Retreat.
I am a residential real estate agent. Here is a tour list from a buyer who eventually closed. Based only on the comments, predict which home they bought and what finally got them off the fence. Then I'll tell you what actually happened.
Same chat, right after your first answer. Send all three at once to save time, or one at a time to go slower.
What question should I ask them that I have not asked yet?
Are they ready to buy, or am I working a lead that needs a year?
Rank what they say they want against what their comments reveal.
Now break down the psychology and marketing tactics at play here. What is driving the behavior, what am I doing that works against me, and what would you do differently?
Habit four is locked
Debrief first. Listen for the word.
Not it. Listen for the word.
4
Habit four
The one who is not talking
He asked about the roof. She opened the pantry twice. Guess who's buying the house.
1
Set up your chat
New chat inside your Elite Retreat Project. Name it Habit 4: The Quiet One
2
Think of your real situation
Think of a showing where more than one person came. Picture where each of them went, what they touched, and who said the least.
3
Copy this prompt into Claude
I am a residential real estate agent. Here is how each person acted at a showing: what they did, where they lingered, what they asked, who stayed quiet. Tell me which one is actually deciding and what they need to hear from me.
[describe each person]
Husband: walked straight to the garage, asked about the roof year and HOA fees, made two jokes about the seller's paint colors, was ready to leave after 15 minutes.
Wife: quiet most of the tour, stood in the kitchen a long time, opened the pantry twice, asked one question: "which direction does the backyard face?"
Wife's mother: came along, narrated everything, said "you two would be so happy here" three times, asked me about comps unprompted.
4
Push it further
5
Go off market
Fresh chat, still inside Elite Retreat.
I am a residential real estate agent. Here is how each person acted at a past showing where I already know the outcome. Which of these people was the real decision maker, and what would have moved them faster?
Same chat, right after your first answer. Send all three at once to save time, or one at a time to go slower.
What is the quiet one worried about that the loud one is not?
Write a follow up addressed to what the quiet one cares about, without making it obvious.
Who do I lose the deal with if I ignore them?
Now break down the psychology and marketing tactics at play here. What is driving the behavior, what am I doing that works against me, and what would you do differently?
Habit five is locked
Debrief first. Listen for the word.
Not it. Listen for the word.
5
Habit five
Why she stopped answering
Three unanswered texts and you're drafting a fourth. Put the phone down, we're doing the autopsy first.
1
Set up your chat
New chat inside your Elite Retreat Project. Name it Habit 5: The Ghost
2
Think of your real situation
Think of the client who went quiet on you. Find the last three messages you sent her. Don't clean them up.
3
Copy this prompt into Claude
I am a residential real estate agent. Here are the last three messages I sent a client who stopped responding. Tell me honestly what I sounded like from her side. Then write me one message that reopens the door without sounding desperate.
[paste your three messages exactly as sent]
Message 1 (Tuesday): "Hi Rachel! Just checking in, a few new listings hit this week that made me think of you. Want me to send them over?"
Message 2 (Friday): "Hey! Those two homes I mentioned are getting a lot of activity, one already has an offer. Don't want you to miss out!"
Message 3 (following Wednesday): "Hi Rachel, haven't heard back so I'll assume you're busy! No pressure at all, just know rates are supposed to move again soon so the timing really is good right now. Here whenever you're ready!!"
4
Push it further
5
Go off market
Fresh chat, still inside Elite Retreat.
I am a residential real estate agent. Here are my last five follow up sequences with different clients who went cold. What is my pattern when someone stops responding, and what does it cost me?
Same chat, right after your first answer. Send all three at once to save time, or one at a time to go slower.
Where did she actually go quiet? Point to the exact message.
Is this recoverable or am I holding on past the point?
Write the version that gives her permission to say no.
Now break down the psychology and marketing tactics at play here. What is driving the behavior, what am I doing that works against me, and what would you do differently?
Habit six is locked
Debrief first. Listen for the word.
Not it. Listen for the word.
6
Habit six
The seller who will not reduce
It was never a math problem. It's a feelings problem wearing a price tag.
1
Set up your chat
New chat inside your Elite Retreat Project. Name it Habit 6: The Price Talk
2
Think of your real situation
Think of a listing sitting too long, yours or one you've watched. Picture the seller and what that price means to them.
3
Copy this prompt into Claude
I am a residential real estate agent. My seller will not reduce. Here is the situation: how long it's been listed, the showing activity, who the seller is, and their history with the home. Tell me what a price drop makes them feel about themselves, and then tell me how to open that conversation.
[describe the listing, the seller, the history]
Listed 47 days at $589K. 14 showings, zero offers, two agents gave feedback that it's priced $30K high. Seller is a widower, 71, built the deck himself, raised his family there over 32 years. His late wife picked the kitchen tile. He says "the right buyer will see what this house is." His daughter quietly told me he needs the money for his move to assisted living but won't discuss it.
4
Push it further
5
Go off market
Fresh chat, still inside Elite Retreat.
I am a residential real estate agent. Design this conversation so the price reduction becomes the seller's own idea. Map it: what I ask, what they will likely say, what I ask next. Three exchanges max, and tell me where I need to stay silent.
Same chat, right after your first answer. Send all three at once to save time, or one at a time to go slower.
Give me just my opening line for the price conversation with this seller, then stop, so I can think about how they'd react before you write the rest.
What do they need to feel like they are choosing instead of losing?
Role play the worst version of this call.
Now break down the psychology and marketing tactics at play here. What is driving the behavior, what am I doing that works against me, and what would you do differently?
The last habit is locked
This one is different. Wait for the word.
Not it. Listen for the word.
7
Habit seven
Then turn it on yourself
Everyone else got read today. Your turn, rockstar, and yes, it's going to sting a little.
1
Set up your chat
New chat inside your Elite Retreat Project. Name it Habit 7: The Mirror
2
Think of your real situation
Think of the deal you've been avoiding thinking about. You know the one. That one.
3
Copy this prompt into Claude
I am a residential real estate agent. Here is a deal I am stuck on, including the part I wouldn't say out loud. Tell me what I am avoiding, and give me the three strongest reasons I am wrong about how I am handling it.
[describe it honestly]
That's okay. Use this one, but notice which detail feels familiar.
"I have a listing at $495K, 60 days, my longest ever. The sellers are friends from church. I knew the price was high when we listed but I didn't push because I was afraid of losing the listing to the agent they interviewed before me. Every week I send them a cheerful update and every week I feel a little sick doing it. I keep telling myself the market will catch up."
Win a prize
Write a better follow up question than mine
Being good at Claude is not memorizing prompts, it is knowing what to ask next. Pick any habit, then write a follow up question I did not think of.
DM the word NOSY on Instagram to @realestatesocialstrategist and follow the prompts. My favorite wins a prize tomorrow morning. One entry each, make it count.
Tonight's homework
Fill out the AI Context Generator. It builds the profile we'll load into your Project tomorrow, and it takes about ten minutes.
Just fill it out and pause. Your answers save on your device automatically, even if you close the browser. And if the page complains about being unsafe, make sure the address starts with https:// exactly as this button sends you.
Go enjoy the rest of the retreat, rockstar. See you tomorrow morning, bring your homework.
Your lane:
No brand voice file yet?
Make one in about two minutes. New chat inside your Elite Retreat Project, paste this, then save what it gives you into the Project's knowledge.
Review my recent sent emails, or here are 3 emails I wrote to clients, and write my brand voice guide as a markdown file. Focus on how I actually talk to clients: my rhythm, the words I reach for, what I never say.
No email connected? Paste in three emails you have written and it works the same.
Got a question mid-habit?
Drop it here instead of interrupting the flow. I'm answering as many as I can as we go.
1
Open the parking lot
Tap the button below, opens in a new tab.
2
Tap the plus sign
Round button, usually bottom right of the screen. Starts a new post.
3
Type your question
Short and specific works best, one question per post.
4
Post it
Tap Post or the little arrow icon. Now the room can see it.
5
Keep working, don't wait
No need to refresh and watch. I'll get to it live or between sections.
Both methods start with a screenshot, shown above. Then pick ONE. Please give Claude the whole conversation, screenshots of everything, not a summary. It reads the full thing better than any recap.
Method 1: Phone to laptopPreferred
Screenshot the thread on your phone using the buttons shown above. Scroll and repeat until you have the whole conversation
Text or email them to yourself, or AirDrop to your Mac
Open them on the laptop, save, then drag the images straight into your Claude chat window
Method 2: All on your phone needs the Claude app
You need the Claude app installed on the same phone as your texts. Then nothing has to move anywhere
Screenshot the thread using the buttons shown above. Scroll and repeat until you have captured the whole conversation
Open the Claude app, tap the plus sign, tap Photos, select all your screenshots, send
