The Aigent Lab

30-Day Cohort Action Plan

The "Just Make It Work" Path for Real Estate Agents
Built to accompany James Rembert's Aigent Lab curriculum

You've used ChatGPT. You know AI isn't magic. Now it's time to build actual systems that run your prospecting, follow-up, lead capture, and growth on autopilot. This plan maps every Aigent Lab course to a specific day and adds free Claude tutorials at exactly the right moments.

The Rules: Go in order. Don't skip ahead. Complete each day's tasks before moving on. If you get stuck, bring it to the weekly cohort meeting.
🚀 Tired of watching videos and not building? Jump to the Agent's Prompt Library (15 ready-to-paste prompts) and the 7 Implementation Accelerators in the Handouts section. Use them on today's real work while you're still early in the curriculum. The fastest way from learning to doing is doing.
🛡️ Not in the Aigent Lab yet? This plan follows James Rembert's curriculum. Members get 18 modules, live coaching, and the full community. Join the Aigent Lab →
Overall Progress 0 of 30 days
Before Day 1 Pre-Work Checklist

Complete these before the 30-day clock starts. Budget about 45 minutes. This removes all the "I can't log in" and "Where do I find that?" friction so Day 1 is pure learning.

1

Confirm Skool Access

Log into skool.com/aigent-lab/classroom and verify you can see all 17 courses. If anything is locked, message the group or James Rembert before Day 1.

2

Create a Free Claude Account

Go to claude.ai and sign up if you haven't already. Use the same email you want for your business. You'll need a Pro subscription ($20/month) for CoWork, but you can start the free tier now.

3

Download Claude Desktop App

Go to claude.ai/download and install Claude on your computer (Mac or Windows). This is where CoWork lives. Don't worry about setting it up yet; that's Day 2.

4

Gather Your Business Info

You'll need these handy when you start teaching Claude who you are in Protocol 01: your bio or "about me" page, 3-5 past emails or texts that sound like you, your farm area zip codes, your brokerage details, and your CRM login info.

5

Set Your Schedule

Block 1-2 hours per day on your calendar for the next 30 days. Mornings work best before your phone starts ringing. Consistency beats marathon sessions, so even 45 focused minutes a day will get you there.

6

Join the Cohort Group Chat

Make sure you're in the accountability group chat (text thread, Slack, or Skool DM group). This is where you'll post quick wins, ask questions between meetings, and keep each other on track.

7

Connect Your Tools to Claude (The Big One)

This is the step most people skip and then regret in Week 2. Before you open a single connector, stop and make a list. Claude becomes powerful when it can reach into the tools you already use. So think about every app you touch in a typical week of real estate work.

Walk through your day and ask yourself:

  • Where does my email live? (Gmail, Outlook, etc.)
  • Where's my calendar? What do I use to schedule showings and client calls?
  • What CRM do I use for leads, contacts, and transactions? (Lofty, Follow Up Boss, KV Core, Sierra, Chime, BoomTown, etc.)
  • Where do I store files and documents? (Google Drive, Dropbox, OneDrive, iCloud)
  • What meeting tool do I use? (Zoom, Google Meet, Microsoft Teams)
  • Do I use Fireflies, Otter, or another transcription service?
  • What marketing tools do I use? (Canva, Mailchimp, ConvertKit, ActiveCampaign)
  • What about task or project management? (Notion, Asana, Trello, Monday)
  • Do I use a knowledge or note-taking system? (Obsidian is what James recommends in the Aigent Lab, but Evernote, Apple Notes, and others count too)
  • Do I use Slack or Teams with my brokerage or team?
  • Any industry-specific tools? (Showcase IDX, RPR, SentriLock, DocuSign, dotloop)

Write these down. Every tool on your list is a potential connector. The more tools Claude can reach, the more work it can actually do for you. Don't worry about connecting every single one today. Just get the essentials wired up now (Gmail, Calendar, Drive) and bookmark the rest. We'll extend your connector stack as the program progresses and as you discover new workflows in Protocols 2 through 6.

👉 Head to the Connector Setup Guide in the Handouts section below. It has the full priority list (must-have, should-have, nice-to-have), setup times, which Protocol needs each one, and the workaround for tools that don't have a native connector yet (like most real estate CRMs). Start with the must-haves today. Come back and add more as your stack grows.

MINDSET TIP: You're not learning AI for fun. You're building a system that will prospect, follow up, and create content for your real estate business while you're on listing appointments. Treat this like onboarding for a new assistant who never sleeps and never forgets.
Week 1 Get Set Up + Learn Your Platform

By end of week: You should have Claude CoWork installed, understand what Skills and Connectors are, and have completed the Claude Ecosystem course.

Day 1 Orientation 1.5 hrs ▾

  • Complete Aigent Lab "Start Here" course (all 4 modules)
    ▶ Open in Skool

  • Pay special attention to "What to Automate" and "The Real Problem is..." modules

  • 🌱 Growth moment: Before you start building, take 15 minutes to explore the Claude directory. See what connectors, skills, and agents already exist. This gets your brain in growth mode from Day 1 instead of just following a checklist.
    🔍 Browse the Claude Directory 🔗 Connectors 🎯 Skills 🤖 Agents
    You don't have to understand everything yet. Just see what's out there. Note 2-3 things that look useful for your real estate business.
Day 2 Claude Setup 1.5 hrs ▾

  • Complete Aigent Lab "Exporting Data to Claude" module
    ▶ Claude Ecosystem in Skool

  • Install and set up Claude CoWork on your computer
    🔗 Get Started with CoWork 🎓 Claude CoWork Course
    Anthropic's official setup guide + free video course

  • Verify your connectors: Open Settings > Connectors and confirm Gmail, Google Calendar, and Google Drive are all showing "Connected." If you skipped Pre-Work step 7, do it now.
    🔗 Connectors Overview 🔍 Browse the Full Connector Directory
    Connect everything you have. Browse the directory to see the 200+ connectors available and spot tools you already use. Every connector you add = another workflow Claude can handle for you.

  • 🌱 Growth moment: Spend 10 minutes browsing the Claude connector directory. Find 3 more tools from your Pre-Work list that have a native connector. Write them down. You'll install these over the next few weeks as the Protocols call for them.
    🔍 claude.ai/directory/connectors
Day 3 AI Foundations 2 hrs ▾
Day 4-5 Claude Ecosystem Part 1 3-4 hrs ▾

  • Aigent Lab: Claude Ecosystem modules 1-7 (Model Guide, What is CoWork, Setup, Use Cases, First Conversation)
    ▶ Open in Skool

  • Understand what Skills are and how they work
    🔗 What Are Skills? 🎓 Agent Skills Course
    Learn the difference between Skills, Projects, and MCP

  • 🌱 Growth moment: Browse the Claude Skills directory. Find 3 skills that could plug directly into your real estate work (email drafter, meeting prep, blog writer, social repurposer, etc.). Install at least one this week and try it.
    🎯 Browse Skills Directory
    The CoWork Essentials pack covered in the Aigent Lab is a great starting point. The directory has more beyond that.
Day 6-7 Claude Ecosystem Part 2 3-4 hrs ▾

  • Aigent Lab: Claude Ecosystem modules 8-15 (Scheduled Tasks, Canva, Phone Calls, Managed Agents, etc.)
    ▶ Open in Skool

  • Aigent Lab: Skills Library (install CoWork Essential Pack)
    ▶ Skills Library in Skool

  • Learn how automated scheduled tasks work
    🔗 Schedule Recurring Tasks
    Set up daily and weekly automations in CoWork

  • 🌱 Growth moment: Explore the Plugins and Agents directories. Plugins bundle skills + connectors so you install one thing and get a full toolkit. Agents are pre-built workers you can drop into your stack.
    📦 Browse Plugins 🤖 Browse Agents
    If you're picturing a specific workflow (listing follow-ups, content repurposing, transaction tracking), chances are a plugin or agent already exists for it. Bookmark anything useful.

  • 🌱 Growth moment: Pick one scheduled task to run tomorrow morning. Don't overthink it. "Summarize any new lead replies in my Gmail from overnight" is enough. You'll refine it later. The point is to feel what automation feels like.
TIP: Don't worry about memorizing everything in the Claude Ecosystem course. The goal this week is FAMILIARITY, not mastery. You'll come back to specific features as you need them in the Protocols.

📅 Weekly Meeting Agenda

Everyone shows their CoWork setup. Does it open? Can you have a conversation? Share one thing that surprised you.

Week 2 Build Your AI System (Protocols 01-03)

By end of week: Claude should sound like YOU, and you should have outreach + follow-up workflows running.

Day 8-9 Protocol 01: Intelligence 3-4 hrs ▾
📝 Copy-Paste Starter Prompts

Open a new Claude chat and paste these after you've fed it your bio, past emails, and farm info. Replace anything in yellow.

1. Voice check (test after teaching Claude who you are)
Write a short email to [past client name], who bought a home from me [X months/years] ago. Just checking in, no pitch. Use my tone from the example emails I gave you. Keep it under 90 words. Mention the specific thing they loved about that house.
2. Listing description in your voice
Write a 180-word MLS description for [address], a [bed/bath/sqft] home in [neighborhood]. Key features: [list 5 things]. Write it in my voice, not the generic "stunning home with open concept" style. Lead with what's actually unique, not square footage.
3. Pressure-test your Intelligence Skill
Based on what you know about me, what 3 types of clients am I the best fit for? Who should I not work with? Be blunt. If my business info isn't specific enough to answer, tell me what else you need to know.
✅ Done When
You can open a fresh Claude chat, ask it to write something in your voice, and a past client would believe you wrote it (not AI). If it still sounds generic, go back and add more example emails and more specific details about your niche before moving to Protocol 02.
Day 10-11 Protocol 02: Outreach 3-4 hrs ▾

  • Complete all 4 Protocol 02 modules in Aigent Lab
    ▶ Protocol 02 in Skool

  • Set up automated prospecting that runs daily

  • Connector check: Your Gmail connector must be active for outreach to work. Test it: ask Claude "Show me my last 3 emails." If it can't, reconnect Gmail in Settings > Connectors.
📝 Copy-Paste Starter Prompts

Three outreach angles you can run tomorrow morning. Paste, fill in the yellow, review Claude's draft, send.

1. Geographic farm "just sold" outreach
I just closed on [address] for [$price] in [X days on market]. Draft 5 short neighbor letters to homes within 3 blocks. Not a pitch, just sharing what sold and offering a free home value estimate if they're curious. My voice, warm not salesy, under 120 words each. Give each a slightly different opening so it doesn't feel like a mass mailer.
2. Past client annual check-in batch
Pull my sent emails from 12-18 months ago where I closed a deal. For each client, draft a check-in email that references something specific from our original conversation. No ask, just "thinking of you, here's a thing that made me think of you." Goal is to stay top of mind, not pitch. Draft them in my Gmail, don't send.
3. Expired listing outreach
Write 3 versions of an outreach email to a seller whose listing expired after [X days] at [list price]. Version 1: empathetic, no pitch. Version 2: data-focused, showing what's actually selling in that area. Version 3: direct, asks for a 15-min call to share what I'd do differently. My voice. Show me all 3 so I can pick one.
✅ Done When
You have a scheduled task running that, every morning, drafts at least 3 outreach emails in your Gmail drafts folder, ready for you to review and send. You don't have to send them automatically; the point is Claude is doing the thinking so you only have to do the tweaking.
Day 12-14 Protocol 03: Follow Up 4-5 hrs ▾

  • Complete all 4 Protocol 03 modules in Aigent Lab
    ▶ Protocol 03 in Skool

  • Build follow-up sequences that keep leads warm

  • TEST IT: Run your outreach + follow-up on 5 real contacts
📝 Copy-Paste Starter Prompts

Follow-up is where deals actually get made. These turn your meeting transcripts and notes into real sequences.

1. Turn a meeting transcript into a follow-up sequence
Here's the transcript from my buyer consult with [name]: [paste transcript or pull from Fireflies/Zoom]. Build a 3-touch follow-up sequence: a same-day recap email, a day-4 "here's what I'm seeing in your criteria" email with specific comps, and a day-10 check-in. Reference at least 2 specific things they said (their kid's school, commute, etc.) so it doesn't feel like a template.
2. Showing recap
I showed [buyer name] these homes today: [list 3-5 addresses with 1-line notes on each]. Draft a same-day recap email that: (1) summarizes what they liked and didn't like about each, (2) recommends next steps, (3) includes 2 new homes to look at based on the pattern I'm seeing. Short, scannable, my voice.
3. "They went quiet" re-engagement
I haven't heard from [lead name] in [X weeks]. Last conversation was about [topic]. Draft a no-pressure check-in that doesn't guilt-trip them. Give me 3 angles: (a) market update tied to what they cared about, (b) asking if their situation has changed, (c) a helpful resource they'd actually want. I'll pick one.
✅ Done When
You've run your outreach + follow-up loop on 5 real contacts and at least 1 has responded. You can show the group: the original outreach, Claude's follow-up draft, and the actual response you got back. If nobody responded, that's data, bring it to the meeting so the group can help you fix it.
TIP: After Protocol 01, test it immediately. Ask Claude to write an email to a past client, a listing description, and a social media post. If it doesn't sound like you, go back and refine your context before moving to Protocol 02.

📅 Weekly Meeting Agenda

Each person reads aloud one email or script Claude wrote for them. Does it sound like them? Group feedback. Share one outreach or follow-up workflow that's working.

Week 3 Complete the System (Protocols 04-06)

By end of week: Your full pipeline should be connected. Outreach feeds follow-up, follow-up feeds capture, capture feeds your CRM.

Day 15-17 Protocol 04: Capture 4-5 hrs ▾

  • Complete all 4 Protocol 04 modules in Aigent Lab
    ▶ Protocol 04 in Skool

  • Turn responses into booked appointments + clean CRM data

  • Connect Claude to your CRM and email
    🔗 Connectors Overview 🎓 MCP Course
    CRITICAL for this Protocol - read the Connectors article before you start

  • CRM Bridge: This is where your CRM connection matters. If you set up Zapier during Pre-Work, now is when you connect it to your CRM (Lofty, Follow Up Boss, KV Core, etc.). If you haven't, see the Connector Setup Guide.
📝 Copy-Paste Starter Prompts

Capture is the messy middle: a lead responded, now what? These prompts turn responses into booked appointments and clean CRM data.

1. Response-to-appointment converter
Here's a reply from a lead: [paste the email reply]. Do three things: (1) tell me what they're actually asking (buyer intent, timeline, objection), (2) check my Google Calendar for 3 showing or call windows in the next 5 days, (3) draft a reply that proposes those windows and keeps it under 80 words. My voice.
2. Inbox triage + CRM update
Scan my Gmail inbox from the last 24 hours. For any reply from a lead or past client: (1) summarize the message in one line, (2) tell me the priority (hot, warm, cold, not urgent), (3) draft a reply I can review. If it's a lead not in my CRM yet, flag it so I can add them to [CRM name].
3. Post-showing data capture
I just showed homes to [buyer name]. Here are my notes: [paste rough notes]. Turn this into (1) a clean CRM note I can paste into [CRM], (2) updated buyer criteria (price, beds/baths, must-haves, deal breakers), and (3) a tag or lead status update (active, nurture, dead). Format each section so I can copy-paste separately.
✅ Done When
A lead can email you, Claude can read it, check your calendar, draft a reply that proposes a real showing time, and log the activity to your CRM, all in one chat. If any link in that chain is broken (CRM isn't connected, calendar can't be read), fix it before moving to Protocol 05.
Day 18-19 Protocol 05: Operations 3-4 hrs ▾

  • Complete all 4 Protocol 05 modules in Aigent Lab
    ▶ Protocol 05 in Skool

  • Connect everything: outreach + follow-up + capture + CRM
📝 Copy-Paste Starter Prompts

Operations is the glue. These prompts give you recurring systems that run without you.

1. Daily morning briefing (save as a scheduled task)
Every morning at 7am, run this: (1) summarize any replies from leads in my Gmail overnight, (2) list today's calendar appointments with a one-line prep note for each, (3) flag any active transactions where I owe someone a response, (4) give me my top 3 priorities for the day based on what's urgent. Keep it under 250 words. Send the summary as an email draft to myself.
2. Weekly pipeline review
Every Friday, pull my active buyer and seller leads from [CRM]. For each one, tell me: (1) last contact date, (2) status, (3) what the next action should be this coming week, (4) which ones are going stale and need a re-engagement touch. Output as a checklist I can work through in 30 minutes Monday morning.
3. Transaction coordinator assist
I have [X] active transactions: [list addresses + key dates]. For each one, tell me what's due this week (inspection deadline, appraisal, loan contingency, etc.), who I'm waiting on, and draft a quick status update email to the client. My voice, reassuring, specific.
✅ Done When
You have at least one scheduled task running automatically (morning briefing, weekly pipeline review, or similar) and you've let it run for 2 consecutive days. You should be able to open Claude in the morning and have something waiting for you that saved you 20+ minutes of manual work.
Day 20-21 Protocol 06: Growth 3-4 hrs ▾
📝 Copy-Paste Starter Prompts

Growth turns every deal into 5 pieces of content and every interaction into referral fuel.

1. Closing-to-content engine
I just closed on [address] for [buyer or seller]. The story: [what made this deal interesting, like a tough negotiation, competing offers, a unique property feature, etc.]. Turn this into 5 pieces of content: (1) a LinkedIn post, (2) an Instagram caption, (3) a short video script (under 60 seconds) with a strong hook, (4) a neighborhood email blast angle, (5) a testimonial request to the client. No names or identifying details without my approval.
2. Past client referral activation
Pull my last 20 closed deals from the past 18 months. For each client, draft a personal message asking for a referral. Not a mass email. Reference something specific about their deal or their life. Give me 5 to review at a time, I'll approve and send one batch per day.
3. Video hook generator from the Content Codex
Using the Aigent Lab Content Codex approach, give me 10 short-form video hooks about [topic: first-time buyers, sellers in a slow market, 2026 interest rates, staging tips, etc.]. Each hook under 10 seconds, pattern-interrupt style, written for me to read on camera. Avoid cliches like "nobody is talking about this" or "you won't believe."
✅ Done When
You've taken one recent closing and turned it into at least 3 published content pieces (post, caption, video script) without manually writing any of them from scratch. You can describe the closing-to-content pipeline in one sentence to someone else in the cohort.
TIP: Protocol 04 (Capture) is where most people need the Connectors article. If Claude can't talk to your CRM, the capture system won't work. Read the Connectors overview before starting this Protocol.

📅 Weekly Meeting Agenda

Each person maps their full pipeline on a whiteboard or screen share. Where are the gaps? Help each other troubleshoot. Celebrate the first person who books an appointment through their AI system.

Week 4 Level Up + Refine

By end of week: Your system has been running for 7+ days. You've refined what doesn't work. You've added advanced tools.

Day 22-23 Advanced Agents 2-3 hrs ▾
Day 24-25 Prompts + Content 2-3 hrs ▾
Day 26-27 Tools + Polish 2-3 hrs ▾
Day 28-30 System Audit 2-3 hrs ▾

  • Watch any Weekly Coaching replays you missed
    ▶ Weekly Coaching in Skool

  • Fix anything that broke during your 48-hour test run

  • Document your top 3 wins to share with the group
TIP: Week 4 is about refinement, not new learning. If your system from Weeks 2-3 isn't working well yet, spend Week 4 fixing it instead of adding new tools. A solid basic system beats a broken advanced one every time.

📅 Final Meeting Agenda

Each person does a 5-minute demo of their working system. What's automated? What results have you seen? What's the one thing you'd change? Plan your next 30 days together.

Resources Worth Bookmarking Forever

These are the links to keep handy long after the 30 days ends. Four categories: what Claude can do, real estate AI tools, the Aigent Lab hub, and what to follow to stay current.

🔍 Claude Directories: What Else Can I Add?

The official Claude directories. Browse these any time you think "I wonder if Claude can already do X." Nine times out of ten, someone's already built it.

Main hubClaude Directory HomeThe master directory for everything: connectors, skills, plugins, and agents in one place.
200+ integrationsConnectorsConnect Claude to Gmail, Calendar, CRMs, Zapier, Slack, and more. Start here to extend Claude's reach.
Plug-and-playSkills DirectoryPre-built skills you install once. Email drafter, meeting prep, blog writer, social repurposer, and more.
Bundled kitsPlugins DirectoryInstall one plugin, get a full toolkit. Skills + connectors packaged for specific workflows.
Done-for-youAgents DirectoryPre-built agents that handle complete workflows. Drop them into your stack and let them run.
Free coursesAll Claude.com CoursesAnthropic's free video courses: Claude 101, CoWork, Skills, MCP, Subagents, AI Fluency, and more.

🏠 Real Estate AI Tools Worth Trying

Proptech and real estate-specific AI tools that pair well with Claude. Not every tool fits every agent. Pick what matches your workflow.

CRM + AILoftyJoe's CRM. AI-powered lead nurture, smart plans, and built-in marketing automation. Bridges to Claude via Zapier.
CRMFollow Up BossPopular real estate CRM with strong automation. Connect via Zapier to feed leads into Claude workflows.
Meeting AIFireflies.aiAuto-joins and transcribes Google Meet and Zoom calls. Native Claude connector. Critical for buyer consult follow-ups.
Listing copyNarrativeAI listing description writer built for real estate. Compare outputs against Claude in your voice.
Design + AICanvaSocial graphics, listing flyers, branded marketing. Native Claude connector for text-to-design workflows.
DataRPR (Realtors Property Resource)Free for NAR members. Dump RPR reports into Claude for instant CMA analysis, neighborhood briefs, and buyer prep.
Universal bridgeZapierThe workaround for any tool without a native Claude connector. 6,000+ app integrations.
TransactionsDocuSignE-signatures for contracts and disclosures. Bridge to Claude via Zapier to auto-track transaction status.

🎓 The Aigent Lab Hub

Everything from the Aigent Lab Skool program in one place. Come back here when you need to rewatch a module or look up a specific protocol.

Main hubAigent Lab ClassroomAll 17 courses, 121 modules. Your home base inside Skool.
StartWelcome! Start HereJames Rembert's intro. Sets the tone and expectations for the whole program.
FoundationThe 6 Foundational PhasesThe mental model behind all 6 Protocols. Rewatch when you're stuck on strategy.
Protocol 01IntelligenceTeaching Claude your voice, farm area, and communication style. The foundation for everything else.
Protocol 02OutreachAutomated prospecting that runs daily.
Protocol 03Follow UpFollow-up sequences that keep leads warm.
Protocol 04CaptureTurn responses into booked appointments and clean CRM data.
Protocol 05OperationsConnect everything into one pipeline that runs on its own.
Protocol 06GrowthEvery closing becomes content. Every client becomes a referral source.
Live supportWeekly CoachingLive coaching call replays and schedules. Bring your questions to James.
SkillsSkills LibraryEvery Skill James has built or recommends. The CoWork Essentials pack lives here.
ToolsAI Tools DatabaseJames's running list of AI tools. Filter by PropTech, writing, video, and more.

📚 Learning and Staying Current

AI and real estate both move fast. These are the places worth following to stay ahead instead of playing catch-up.

SourceAnthropic NewsEvery Claude update, feature launch, and research drop straight from the source. Low volume, high signal.
DocsClaude Support DocsThe official support site. Search when you're stuck on a specific feature.
YouTubeAnthropic on YouTubeFeature walkthroughs, behind-the-scenes builds, and prompting best practices from the Claude team.
YouTubeJames Rembert on YouTubeThe Aigent Lab instructor's channel. Real estate-specific AI builds you can watch and copy.
IndustryInman TechnologyReal estate industry tech news. Where proptech launches, integrations, and shifts get covered first.
NewsletterThe Rundown AIDaily AI newsletter. 5-minute read. Keeps you current without the noise.

🌱 The habit that matters most: Bookmark this page. Every time you learn something new, come back here and browse one category for 5 minutes. Over 30 days that's 2.5 hours of intentional exposure to what else is possible. That's how you stay ahead of 90% of agents.

Handouts

Print these or keep them open in a separate tab. They're designed to be quick-reference tools you use alongside the daily plan.

🖨 Print a handout:
🔌 Connector Setup Guide for Real Estate Agents

Connectors let Claude talk to your apps. Think of them as giving your AI assistant login credentials to the tools you already use. Do this during Pre-Work so everything is wired up before Day 1.

How to install: Open Claude Desktop > Settings (gear icon) > Connectors > Click the "+" button > Search for the connector > Click "Connect" > Sign in with your account.

✅ MUST-HAVE: Install These During Pre-Work

Connector What It Does for You You'll Need It For Setup Time
Gmail Claude can read, draft, and send emails on your behalf. Your outreach, follow-up, and lead nurture sequences all run through this. Protocol 02 (Outreach), Protocol 03 (Follow Up) 2 min (Google sign-in)
Google Calendar Claude can see your schedule, create appointments, and block time. When a lead responds, Claude can check your availability and suggest showing times. Protocol 04 (Capture), Protocol 05 (Operations) 2 min (Google sign-in)
Google Drive Claude can search your files, read market reports, and create documents. Essential for pulling data into listing presentations and client updates. Protocol 01 (Intelligence), Protocol 06 (Growth) 2 min (Google sign-in)

🚀 SHOULD-HAVE: Install These Week 1

Connector What It Does for You You'll Need It For Setup Time
Canva Claude can create social media graphics, listing flyers, and marketing materials directly. The Aigent Lab Claude Ecosystem course covers this. Protocol 06 (Growth), Content Codex 3 min
Zoom If you use Zoom for client calls, this is the easiest path. Claude gets direct access to meeting transcripts and recaps. Free connector, no extra subscription. Great for follow-up: "Summarize what the Johnsons said they wanted in a home." Protocol 03 (Follow Up), Protocol 05 (Operations) 3 min
Fireflies.ai For Google Meet users: There's no native Google Meet connector in Claude, so Fireflies is your workaround. It joins your Google Meet calls, records and transcribes them, then Claude can pull those transcripts through the Fireflies connector. Free tier gives you 800 min/month (about 10-15 calls). Pro is $10/month (annual) for unlimited. If you use Zoom, skip this and use the Zoom connector instead. Protocol 03 (Follow Up), Protocol 05 (Operations) 5 min + link to Google Calendar
Zapier The "universal translator." Zapier bridges Claude to 6,000+ apps that don't have their own connector, including most real estate CRMs. If your CRM isn't in the connector directory, Zapier is your workaround. Protocol 04 (Capture), Protocol 05 (Operations) 5 min

🛠 NICE-TO-HAVE: Install When Relevant

Connector What It Does for You You'll Need It For Setup Time
Slack If your team uses Slack, Claude can read channels, send messages, and summarize what you missed. Great for brokerage or team communication. Protocol 05 (Operations) 3 min
Notion If you use Notion for your business wiki, SOPs, or transaction tracker, Claude can search and update it. Protocol 01 (Intelligence) 3 min
Asana If you track tasks or transactions in Asana, Claude can create tasks, update statuses, and check what's due. Protocol 05 (Operations) 3 min

🎥 Google Meet vs. Zoom: Which Should You Connect?

If you use Zoom: Just install the Zoom connector. Done. Claude gets your transcripts directly. No extra cost.

If you use Google Meet: There's no Google Meet connector yet. Your best option is Fireflies.ai. It joins your Meet calls automatically, transcribes everything, and Claude can access those transcripts through the Fireflies connector. The free plan (800 min/month) is enough for most agents. If you need unlimited, Pro is $10/month billed annually.

If you use both: Connect the Zoom connector for Zoom calls and Fireflies for your Google Meet calls. Claude will pull from whichever has the transcript.

What About Your CRM? (Lofty, Follow Up Boss, KV Core, Sierra, etc.)

Most real estate CRMs don't have a built-in Claude connector yet. You have two options: (1) Use Zapier as a bridge. Connect your CRM to Zapier, then connect Zapier to Claude. This works for basic read/write operations. (2) Custom MCP connection. The Aigent Lab covers this in Protocol 04 and Protocol 05. It's more powerful but requires more setup. Don't stress about this during Pre-Work. Just have Zapier connected and your CRM login ready.

IMPORTANT: Connecting a service does NOT mean Claude will automatically use it. You still control when and how Claude accesses your tools in each conversation. Think of connectors like giving your assistant a keycard to the building. They still need your permission to go into specific rooms.
📋 Weekly Progress Tracker

Type your wins, sticking points, and status directly in the boxes below. Everything auto-saves to this browser. Bring this to your cohort meeting as your status update.

Week Progress Biggest Win Stuck On Status
Week 1
Get Set Up		 Check off tasks to update
Week 2
Build It		 Check off tasks to update
Week 3
Connect It		 Check off tasks to update
Week 4
Refine It		 Check off tasks to update

Your entries save automatically to this browser. Click "Reset" at the top of the page to clear everything.

📚 AI Terms Glossary for Real Estate Agents

Every term you'll hear in the Aigent Lab, translated into plain English.

Term What It Means Real Estate Example
Claude The AI assistant made by Anthropic. Think of it as your digital team member. Writes your listing descriptions, follows up with leads, creates social posts.
CoWork Claude's desktop app that can use files, connect to your tools, and run tasks on a schedule. Where you'll build and run all 6 Protocols from the Aigent Lab.
Skill A set of instructions that tells Claude HOW to do a specific job. Like a recipe card. "Write a listing description" skill, "Draft a follow-up email" skill.
Connector (MCP) A bridge that lets Claude talk to other apps. MCP stands for Model Context Protocol, but just think "bridge." Connect Claude to Google Calendar, Gmail, your CRM (like Lofty), or Slack.
Plugin A bundle that includes Skills + Connectors packaged together. Install once, get a whole toolkit. The CoWork Essentials plugin gives you email drafting, scheduling, document creation, and more.
Prompt What you type to tell the AI what you want. Better prompts = better results. "Write a warm follow-up email to a buyer who toured 3 homes last weekend" is a good prompt.
Scheduled Task A task Claude runs automatically at a set time, like a recurring alarm. Every morning at 7am, Claude pulls new leads and drafts outreach emails for you to review.
Context / Memory Information Claude remembers about you between conversations. Your preferences, style, and business details. Claude knows you work in Portland, specialize in SE neighborhoods, and prefer a casual tone.
Protocol One of the 6 systems in the Aigent Lab. Each one handles a different piece of your business pipeline. Protocol 01 = Intelligence (your voice), Protocol 02 = Outreach (prospecting), etc.
RAG Agent An AI that can search through your own documents and data to answer questions. RAG = Retrieval Augmented Generation. Upload your market reports and the agent can answer "What's the average DOM in 97202?" from YOUR data.
Vibe Coding Using AI to build simple apps or automations by describing what you want in plain English, no coding needed. Tell Claude "Build me a calculator that estimates seller net proceeds" and it writes the code for you.
⚡ Quick-Start Cheat Sheet

The 10 things that matter most, in the order they matter. If you're lost, come back to this list.

# Action Why It Matters When
1 Install Claude Desktop + CoWork Everything in this program runs on CoWork. No CoWork = no automations. Pre-Work / Day 2
2 Complete the "Start Here" course Sets the right expectations. You'll understand WHAT you're building before you build it. Day 1
3 Learn Skills vs. Connectors vs. Plugins These are the 3 building blocks. If you mix them up, every tutorial will be confusing. Day 4-5
4 Teach Claude your voice (Protocol 01) If Claude doesn't sound like you, your clients will know it's AI. This step makes everything else believable. Day 8-9
5 Build outreach automation (Protocol 02) Your first "wow, this actually works" moment. Daily prospecting that runs while you sleep. Day 10-11
6 Test on 5 real contacts Theory doesn't matter until you try it on real people. This is your reality check. Day 12-14
7 Connect Claude to your CRM Without this, Claude can write emails but can't send them or track responses. This is the bridge. Day 15-17
8 Wire the full pipeline together Outreach leads to follow-up leads to capture leads to CRM. One connected system, not 6 separate tools. Day 18-21
9 Run it for 48 hours and note what breaks Every system has bugs. Finding them early means fixing them before they cost you a lead. Day 26-27
10 Demo it to the group If you can show someone else how it works, you actually understand it. Teaching is the final test. Day 28-30
📝 The Agent's Prompt Library

15 prompts you can paste into Claude today. Replace anything in yellow. Each one assumes Claude already knows your voice and your business (Protocol 01). If the output feels generic, your Intelligence Skill needs more detail, not a different prompt.

👤 Buyer Work

1. Buyer consult prep
I have a buyer consult with [name] tomorrow at [time]. They came from [source]. Their criteria: [budget, beds, area]. Give me: (1) 8 questions I should ask to uncover their real motivation, (2) 3 likely objections and how I'd handle each, (3) a one-page buyer agency value prop in my voice.
2. Showing tour schedule
I'm showing [buyer name] these homes Saturday: [list MLS #s or addresses]. Build me a showing tour schedule with travel time between each, notes on what to watch for in each home, and 2 questions to ask the buyer after each one to gauge interest. Output as a printable checklist.
3. Competing offer strategy
My buyer is making an offer on [address]. List price: [$X]. It's been on market [Y days] and the listing agent says there are [N] other offers. Buyer max is [$Z]. Give me 3 offer strategies from most aggressive to most conservative, with pros and cons of each, and draft an offer cover letter for the middle strategy.

🏠 Seller Work

4. Listing presentation prep
I have a listing appointment at [address] on [date]. The home is [bed/bath/sqft/year built]. Pull comps from the last 6 months within [radius] of the home. Give me: (1) my pricing strategy with 3 price points and the trade-offs, (2) 5 questions I should ask the seller, (3) my differentiation pitch in 90 seconds or less.
5. Price reduction conversation
My listing at [address] has been on market [X days]. We've had [N] showings and [M] offers. Current price: [$X]. Draft a price reduction conversation: what I'll say, the data I'll show, and 3 likely seller objections with my response. My voice, direct but empathetic.
6. FSBO outreach
I found a FSBO at [address], listed at [$X]. Draft a soft-approach email and a phone script. Not a pitch, more of a "I have a buyer who might be interested, can I ask you a few questions?" angle. Keep it respectful, not predatory. Give me one fallback angle if they ignore the first message.

📱 Content & Marketing

7. Neighborhood market update (email blast)
Write a neighborhood market update email for [area/zip]. Include: recent closed sales, current inventory, average days on market, and one trend that matters (price changes, new construction, school district news, etc.). Under 250 words, my voice, no real estate cliches. End with a soft offer for a home value estimate.
8. Open house recap social post
I just hosted an open house at [address]. [N] people came through. Here's what stood out: [1-2 interesting observations]. Turn this into: (1) an Instagram post with caption, (2) a Facebook post with a different angle, (3) a LinkedIn post angled more professional. No "swipe up," no hashtag spam.
9. Short video script from a client question
A buyer asked me this today: [paste question]. Turn my answer into a 45-second video script I can read on camera or teleprompter. Strong hook in the first 3 seconds, plain English, ends with a CTA that isn't "DM me" or "call me." Sound like I'm talking to one person, not a crowd.

📞 Sphere & Past Clients

10. Anniversary check-in (close anniversary)
It's the [1-year / 5-year] anniversary of closing on [client name]'s home at [address]. Draft a personal note that's not salesy, references something specific they told me about the house (kitchen, yard, etc.), and subtly reminds them I'd love a referral without asking. Under 80 words.
11. Reactivate a cold lead
Here's my last email thread with [lead name]: [paste thread or summarize]. They've been quiet for [X months]. Draft 3 different re-engagement approaches: (a) ask about their life, not real estate, (b) share a market shift that affects them, (c) tell them about a specific new listing that fits what they wanted. Pick the best one and tell me why.
12. Referral ask after closing
I just closed with [client name] on [date]. Draft a post-closing email that: (1) thanks them genuinely, (2) asks for a specific type of referral (not the generic "know anyone who wants to buy or sell"), (3) makes it easy by giving them a sentence they can forward. My voice, warm.

⚙ Operations

13. Inspection response strategy
Inspection came back on [address]. Here are the findings: [paste summary or list top issues]. I represent the [buyer / seller]. Give me: (1) what to negotiate hard on, (2) what to let slide, (3) draft of an inspection response addendum, (4) talking points for my client call so they feel informed not panicked.
14. Transaction status update to client
My client [name] is buying/selling [address]. Here's where we are: [paste key dates and status]. Draft a weekly update email: what happened this week, what's happening next week, anything they need to do, any risks to flag. Reassuring but honest. No corporate-speak.
15. "What comparable just sold" answer for a curious homeowner
A homeowner at [address or area] asked me what their home might be worth. Pull recent sales of similar homes ([bed/bath/sqft range]) from the past 90 days. Build me a short, friendly email with: a rough value range (not a single number), the 3 most comparable sales with one-line explanations, and a soft invite to do a real CMA if they want more detail. My voice.
🚀 Implementation Accelerators: 7 Moves That Shortcut Learning

Most agents get stuck in learning mode because they think they need to "understand AI" before they use it. Wrong. You understand AI by using it on real work. Here are 7 high-leverage moves that get you producing this week, not next month.

# Move How to Do It Time
1 Dump a meeting transcript into Claude and ask for a follow-up sequence. Pull a Fireflies or Zoom transcript from your last buyer or seller consult. Paste it into Claude. Say: "Turn this into a 3-touch follow-up sequence, reference at least 2 specific things they said." You'll have 3 ready-to-send emails in under 2 minutes. 5 minutes
2 Forward a lead reply to Claude and let it draft your response. When a lead replies to your Gmail, don't start typing. Open Claude and say: "Pull the most recent reply from [lead name] in my Gmail and draft a reply in my voice." Review, tweak, send. This alone saves 15-20 minutes a day. 2 minutes per reply
3 Build one scheduled task before you finish Week 1. Don't wait until Protocol 05 to use scheduled tasks. Set one up Day 6 or 7 that runs every weekday morning and summarizes any new lead replies from your inbox. You'll get used to the rhythm, and it gives you a small win early. 15 minutes setup
4 Turn every closed deal into 5 pieces of content the week it closes. Don't let closings disappear. The day after close, paste the deal story into Claude and ask for a LinkedIn post, Instagram caption, short video script, testimonial request, and email blast angle. Schedule or batch-send. One deal = one week of content. 30 minutes per deal
5 Use Claude to prep for every appointment, not just the hard ones. Before any buyer consult, listing appointment, or even a coffee meeting, ask Claude: "Here's who I'm meeting with, here's what I know about them, what should I ask and what should I prepare?" You'll show up sharper every time. 5-10 minutes before appt
6 Run your CRM through Claude for a weekly pipeline review. Friday afternoon: "Pull my active buyer and seller leads from my CRM. For each one, tell me last contact date, status, and what the next action should be this coming week." You walk into Monday with a 30-minute checklist instead of a full day of figuring out what to do. 15 minutes weekly
7 Teach Claude one new thing about your business every Friday. Your Intelligence Skill isn't a one-and-done. Every Friday, add one new thing: a past client story, a specific objection you got that week, your take on a market shift. Claude gets sharper every week. Within a month it writes like a team member who's been with you a year. 10 minutes weekly
THE REAL UNLOCK: The fastest way from learning to implementation is to use Claude on today's work, not tomorrow's theoretical work. The lead you need to follow up with right now. The listing appointment on your calendar this week. The email you haven't replied to yet. Every time you catch yourself saying "I'll use AI for this next time," stop and use it this time. That's how this becomes a habit instead of homework.
📅 Weekly Meeting Agenda Template

Use this structure for every cohort meeting. Keep it to 45-60 minutes max.

Time Section What Happens
0-5 min Quick Wins Everyone shares their single biggest win from the week in one sentence. No discussion yet, just rapid fire.
5-15 min Progress Check Each person states which day they're on and whether they're on pace. No judgment, just accountability. If someone is behind, the group helps problem-solve.
15-35 min Show and Tell 1-2 people do a screen share of something they built that week. Could be an outreach email Claude wrote, a scheduled task running, or a connector setup. Group gives feedback.
35-50 min Troubleshooting Open floor for anyone who's stuck. One person describes the problem, everyone brainstorms solutions. If nobody knows, note it and someone researches it before next meeting.
50-60 min Next Week Preview Review what's coming next week in the plan. Identify anything that might be tricky. Set one specific goal each person will hit before next meeting.
PRO TIP: Rotate who runs the meeting each week. It keeps everyone engaged and builds leadership. Whoever runs the meeting also picks the "Show and Tell" presenters.
Ready to run the full program?

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Everything on this page is my implementation companion for James Rembert's Aigent Lab curriculum. He teaches the 6 Protocols across 18 modules with live coaching and a real community of agents building the same system. If this page gave you value, the full program will change your business.

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Not affiliated with Joe Saling or eXp Realty. The Aigent Lab is run by James Rembert.

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Created for Joe Saling's Aigent Lab Accountability Cohort · April 2026

Questions? Joe@sellingpdxhomes.com · 503-910-7364

The Aigent Lab framework, the 6 Protocols, and course materials are the work of James Rembert. This page is an independent implementation companion created by Joe Saling for his accountability cohort. It does not teach or reproduce any Aigent Lab course content. Links to Aigent Lab modules require paid Skool membership.