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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.
Load this page all the way through right now, while it's fresh. It stays readable without wifi
Have a hotspot? Use it and stay off the shared wifi entirely, you're saving all of us
On your phone? Try turning wifi OFF. Your cellular is probably faster than this room's router
One Claude tab, not five. Close the others, they're loading in the background
If Claude stalls mid answer, wait. Do not resend, that just doubles the traffic
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
