The Modern Agent AI Workshop

Skills Library

Find your level. Copy the prompt. Paste it into Claude. Boom. Quick heads up: anything in [brackets] is yours to fill in — your address, your name, whatever fits — everything else, copy exactly as written. Think of Blend cards like mixing the perfect cocktail — a few basic skills combined, and suddenly you've got a never-ending menu of ready-made resources, all mixed up for you. Pro tip: run the earlier skills first, in the same chat window (not a new one — Claude needs to remember what you just did), before you paste a Blend one in.

Beginner

Getting started

Meet your Claude tutor

Run this one first — and come back anytime you're stuck. That's exactly what it's for.

I'm new to using Claude for my real estate business. Act as my Claude tutor: explain what you can and can't do, walk me through the basics of writing a good prompt, and ask me questions about my business so you can tailor your explanations to real estate. Keep every explanation short and practical — show me by doing, not just describing. When I'm ready, tell me what to try first.

Beginner
Getting started

Your business brain

Paste this into a new Claude project next.

You are my AI assistant for my real estate business. Here's what you need to know about me: my market is [city/region], my typical client is [buyer type], my brand voice is [3 adjectives]. When I ask for help, default to short, client-ready drafts I can send with minor edits.

Beginner
Daily skill

Listing description, fast

Swap in the bracketed details for any listing.

Compliance check: Have this checked for Fair Housing language before it goes on the MLS or anywhere public.

Write a listing description for [address], [beds]/[baths], [sqft] sqft, key features: [list]. Match my brand voice. Give me a 150-word MLS version and a 60-word Instagram caption version.

Beginner
Daily skill

Caption pack from photos

Attach your listing photos and get a caption for each.

I'm attaching [number] photos from a listing. For each one, write a short, scroll-stopping Instagram caption in my brand voice, plus 5 relevant hashtags — reference what's actually in the photo (the room, a standout feature, the light).

Beginner
Daily skill

Neighborhood highlight

A quick blurb that doesn't sound like a brochure.

Write a 100-word 'why buyers love this neighborhood' blurb for [neighborhood/area]. Highlight [2-3 features: schools, walkability, restaurants, parks]. Make it sound like a local, not a brochure.

Beginner
Client touch

Post-showing thank-you

Send right after you leave the showing.

Write a short, warm thank-you text to send after showing [address] to [buyer name]. Reference something specific we talked about: [detail]. Keep it under 3 sentences, no pressure.

Beginner
Client touch

Testimonial request

A 10-second ask, not a chore.

Write a short, easy-to-say-yes-to text asking [client name] for a review after our closing on [address]. Include a genuine thank-you and make it a 10-second ask.

Beginner
Personal brand

Bio rewrite

Sound like a person, not a template.

Rewrite my agent bio using these facts about me: [years in business, specialty, hometown/local ties, a personal detail]. Make it sound like a real person, not a corporate template. Give me a 150-word version for my website and a 40-word version for social bios.

Beginner
Social contentBlend

New-listing social post

One complete 'just listed' Instagram post, seller-ready.

Combines: +

Using the listing description and caption pack style we just built, create one complete 'just listed' Instagram post for [address]: a punchy caption, 5 hashtags, and a one-line call to action to DM for a private showing.

Beginner
Personal brandBlend

Agent + area profile card

A two-sided intro card for your website or a flyer insert.

Combines: +

Combine my bio and the neighborhood blurb for [neighborhood] into a single 'meet your local expert' card I can use as a website section or a printed flyer insert — my story on one side, why this area on the other.

Beginner
Client touchBlend

Post-showing follow-up sequence

Two touches, already sequenced and ready to send.

Combines: +

Turn the thank-you note and testimonial request into a simple 2-touch follow-up sequence for [buyer name]: message 1 sent the day of the showing, message 2 sent 3 days later. Keep both short and low-pressure.

Beginner

Intermediate

AI chief of staff

Full business brain setup

The foundation everything else runs through.

You are my AI chief of staff for my real estate business. Reference my closed deals, my market data, and my brand voice in every response. Help me think through client challenges, draft communications, and stay on top of my pipeline. Always ask clarifying questions before drafting anything client-facing.

Intermediate
Brand voice

Train your voice

Paste 3-5 of your own emails or captions first.

Study the writing samples I just gave you. Describe my voice in 5 bullet points, then rewrite my next draft to match it exactly, including sentence length and how I open and close messages.

Intermediate
Listing strategy

CMA talking points

Turn your comps into a script.

Compliance check: CMA language should reflect data, not assumptions about who a neighborhood is "for" — have your broker review before presenting.

I'm preparing a CMA for [address]. Here are 3-5 comparable sales: [list with price, sqft, key differences]. Turn this into a talking-points script I can use in a listing presentation — plain language, no jargon, addresses why this price makes sense.

Intermediate
Client strategy

Objection-handling scripts

Confident responses, not defensive ones.

Write short, confident responses to these common objections I hear from [buyers/sellers]: [list 3-4 objections, e.g. 'your commission is too high', 'we want to wait for rates to drop']. Keep each response under 4 sentences and end with a question that moves the conversation forward.

Intermediate
Client strategy

Buyer consultation prep

Walk in ready, not winging it.

I have a buyer consultation with [client name] tomorrow. Here's what I know about them: [budget, must-haves, timeline, any concerns]. Build me a one-page prep sheet: questions to ask, properties or areas to mention, and how to set expectations about the current market.

Intermediate
Content

Weekly newsletter builder

Under 250 words, every time.

Build this week's newsletter: a market stat blurb for [market/area], a 2-sentence real estate news item, and a closing call-to-action inviting readers to book a home valuation. Keep the whole thing under 250 words and match my brand voice.

Intermediate
Listing strategyBlend

Full listing presentation deck

The whole script, in the order you'll say it out loud.

Combines: +

Combine the CMA talking points and objection-handling scripts into one listing presentation script, in order: intro, pricing rationale, addressing the 2 objections sellers raise most, and a close. This is what I'll say out loud in the room.

Intermediate
Client strategyBlend

Buyer strategy session package

Everything for the meeting, packaged into one session.

Combines: +

Combine the buyer consultation prep sheet with objection-handling responses for buyer hesitations into one strategy session package for [client name] — what I'll ask, what I'll say if they push back, and how the meeting should end.

Intermediate
Listing strategyBlend

New-listing marketing package

MLS copy, captions, and pricing rationale, assembled together.

Combines: + +

Using the listing description, caption pack, and CMA talking points we built for [address], assemble a complete new-listing marketing package: MLS description, 3 social captions, and a one-paragraph pricing rationale I can share with the seller.

Intermediate
ContentBlend

Fully on-brand monthly newsletter

This month's full newsletter, sounding entirely like you.

Combines: + +

Combine the newsletter builder, my trained brand voice, and the neighborhood blurb for [area] into this month's full newsletter: market update, neighborhood spotlight, and a closing CTA. This should sound entirely like me.

Intermediate

Advanced

Connections

Connect Gmail

Your inbox, triaged for you.

Check my inbox for any client emails from the last 24 hours that need a reply. Draft responses in my voice, flag anything urgent, and summarize what needs my personal attention versus what you can just send.

Advanced
Connections

Connect Drive + Canva

Use once both are connected.

Look in my Drive folder for [deal name] and tell me what's missing from a standard transaction file: contract, disclosures, inspection report, addenda. Flag any gaps.

Advanced
Client strategy

Zoom call summarizer

Never scramble for notes again.

Here's the transcript from my call with [client name]: [paste transcript]. Summarize it into action items for me, a CRM-ready note, and a short follow-up email draft.

Advanced
Automation

Weekly sphere check-in

Schedule this to run every Monday morning.

Review my contact database and identify the 5 people I should reach out to this week based on how long it's been since we last talked. Draft a short, personal text for each one in my voice. Do this every Monday morning going forward.

Advanced
Automation

Auto weekly market report

Delivered to your inbox on a schedule.

Pull this week's key market stats for [area] and build a short report: median price, days on market, inventory trend, and one sentence on what it means for buyers vs. sellers. Email it to me every Monday at 8am.

Advanced
AutomationBlend

On-brand content batch, auto-built

A full week of content, built and ready to review.

Combines: + + Canva

Using my trained brand voice, generate a full week of social content — 5 posts covering a listing highlight, a market tip, a local recommendation, a testimonial, and a personal post — and build each one as a Canva design ready to review.

Advanced
Client strategyBlend

Post-call client loop

Summary, follow-up, and flags — after every call, automatically.

Combines: +

After every client call, summarize it into action items, draft the follow-up email in my voice, and flag anything that needs my personal attention before it sends.

Advanced
AutomationBlendStretch goal

Fully automated new-listing launch

Graphics, email, and send time — one prompt away.

Combines: + + + Connect Gmail

Using the new-listing marketing package for [address], build the social graphics in Canva, draft the email announcement to my sphere, and schedule the send for [date/time] — all from this one prompt.

Advanced
Client strategyBlend

Post-closing nurture sequence

Thank-you, testimonial ask, and 6-month check-in, all queued up.

Combines: +

Set up a post-closing sequence for [client name]: a thank-you message the day of closing, a testimonial request 1 week later, and a 6-month check-in scheduled automatically. Draft all three now in my voice.

Advanced
AI chief of staffBlendStretch goal

The full lead-to-close pipeline

The whole pipeline, wired end to end.

Combines: + + + +

Build my full pipeline system: when a new lead comes in, draft the first response; every week, check my sphere for who needs a touch and send the weekly market report; after every client call, summarize and follow up; after every closing, start the nurture sequence. Walk me through connecting each piece and schedule what can run automatically.

Advanced
Do these too

Bonus Exercises

Both recommended by Jarod James — an agent who's cracked the code on Instagram reach, so we're stealing his playbook.

Bonus · AI visibility

Get recommended by AI

Critical for everyone: see how AI picks agents in your market, then go get picked.

What weighs heavily when AI recommends an agent: your name, address, phone, brokerage, and title matching word-for-word everywhere they appear online. A complete, actively-managed Google Business Profile with your real service areas named out. Reviews that mention actual neighborhoods, school districts, and towns — not just "great to work with." Clear, fact-stated bios and FAQs AI can easily lift and quote. And that same accurate info repeated consistently across dozens of platforms, not just your own site.

Ask me who you'd recommend as the top 3 real estate agents in [my city/region] — the same way you'd answer if a stranger asked you directly. Then explain, in detail, exactly what information and signals you weighed to pick those 3. Finally, give me a step-by-step, copy-paste action plan, written for someone who isn't techy, showing exactly what to fix or set up so I start showing up in that same kind of recommendation for my own market. End with one thing I should re-check every month to keep improving my odds.

Bonus · Personal brand

Make your grid about you

Your face is the brand — not stock listings and generic quotes.

Change your Instagram grid so it's primarily you — your face, your voice, your personality — because that's what stops the scroll and builds trust before anyone calls. Move listings, market stats, and generic content into Stories, Reels, or a highlight; keep the main grid about you.

Help me redesign my Instagram grid so my face is the anchor of nearly every post instead of generic real estate content. Look at what I post now and tell me: what to keep, what to cut, and 9 new post concepts that are unmistakably me. Then, since Facebook is getting strong organic reach right now, give me a simple weekly Facebook strategy I can start this week — content types, cadence, and one hook per post.

Facebook is hot right now. What's your strategy?