Building Your AI Chief of Staff

Your day on your phone every morning, with what matters today, what you promised and where your deals stand. You read everything, and you press send.

A Tuesday with your chief of staff

• 7:00 AM. Your day is on your phone before you're out of bed. The replies you owe are written, and you send them before your coffee's cold.
• 9:40 AM. In the driveway before a listing appointment, one page on the sellers is waiting. It covers what they told you, what you promised, what's still open and what's on record for the home.
• 11:15 AM. Back in the car, you talk for a minute about how it went. The follow-up is written, your to-dos are on your calendar, and the notes are in their file.
• 1:30 PM. Rates dipped this week. It noticed, and a short note is ready for the two buyers who pressed pause.
• 4:00 PM. You ask for a just listed post in one sentence. It comes back in your words and your colors.
• 6:00 PM. You close the laptop. Nothing you promised today is rattling around in your head. It's all somewhere you'll see at 7 tomorrow.

Before you hire an assistant

Follow-ups, notes, reminders and posts are the work you'd hand a virtual assistant. Your chief of staff drafts them in your voice, on a $20 a month Claude plan.

Easy, because we do it together

You don't need to know anything about AI. Week 1 is 90 minutes on Zoom where we set it up together on your own computer, and you leave with tomorrow's 7:00 message already scheduled. It arrives on your phone as a calendar alert, and in your email too if you'd like. Each week after that adds one piece.

• Week 1: It learns you. Your email, calendar, people and brand go in, and you tell it about your business out loud.
• Week 2: Your day. The morning message, your conversations followed up, and one page on any client.
• Week 3: Your people and your listings. The Monday report, seller updates, and home anniversary and birthday notes.
• Week 4: Your marketing. A month of posts and your newsletter, with graphics in your brand. Ask for an inspection response or a CMA, and it drafts that too.

Join the next live cohort, four weekly sessions on Zoom with me, or work through the same lessons at your own pace. Every live session is recorded and goes up within 48 hours. You get the dates by email, and the Before Day One sheet is ready the moment you enroll.

It drafts. You send.

Every email waits for you to read it and press send, and sending from Gmail is blocked. When it doesn't know a name, number or date, it says so and leaves the gap for you. Prices, deal terms and the people part stay yours.

What you need

A Mac on macOS 13 or newer, or a PC on Windows 10 or newer, plus your phone and Claude Pro. Claude Pro is $20 a month, or $17 a month billed yearly, and you pay Anthropic for it directly. For in-person meetings, I recommend a Plaud Note Pro recorder and Plaud's Pro plan, which is $17.99 a month or $8.33 a month billed yearly. If your brokerage has a policy on AI tools, read it first.

Gmail works as it is. Outlook works with a work Microsoft 365 account once your email administrator approves Claude, so enroll early and send them the note from your first lesson the same day. Your drafts come back in Claude for you to copy across, and client notes save to Google Drive, so you'll need a free Google account too. Personal Outlook.com, Hotmail and Live addresses can't connect.

Claude Duet

Duet is Anthropic's research preview of Claude that you message the way you'd message a person. It's for Pro and Max members in the US, by waitlist invitation, in waves. It uses your Claude memory, skills and connectors, so everything we build together is ready for it when your invitation comes. It doesn't work with Microsoft 365 yet.

What it costs

If you're not a Reframe Lab member, it's $497, one time.

Or join Reframe Lab for $399 a month, and this program is free, along with every sprint, workshop and course I run. You also get two live sessions with me every week, Monday Detox to plan the week and Wednesday Dopamine Boost on the people you love and like in your database.

If you're already a member, don't buy it here. It's on your members' site now.

Questions before you enroll? Email Ana at ana@lancependleton.com or call 203-916-9162.