Windermere Coaching AI Toolkit

AI STARTER KIT

Save time. Grow faster. Show up like a pro.

6 AI TOOLS EVERY AGENT SHOULD TRY

ChatGPT (OpenAI)

ChatGPT QR Code

USE IT FOR:

  • Writing listing descriptions
  • Creating drip emails and texts
  • Brainstorming content ideas
  • Drafting scripts for calls

Claude AI (Anthropic)

Claude AI QR Code

USE IT FOR:

  • More nuanced writing and complex tasks
  • Deeper market analysis reports
  • Crafting personalized client proposals
  • Handling complex ethical questions

AI ASSISTANT EXPANDED CAPABILITIES

USE CHATGPT OR CLAUDE FOR:

Roleplaying with AI:

  • Draft call or conversation scripts
  • Practice with AI as a roleplay partner (e.g., objection handling)
  • Create objection flashcards with suggested responses

Copywriting Tasks:

  • Write engaging buyer and seller guides
  • Generate content for relocation guides
  • Write copy for postcards and mailers
  • Write your personal bio or website copy

Translation & Email Marketing:

  • Translate marketing pieces into multiple languages
  • Write content for newsletters or nurture campaigns
  • Personalize client emails for holidays and anniversaries

Landing Pages & Market Reports:

  • Write HTML code for custom landing pages
  • Create branded forms and sign-up pages
  • Convert data-heavy market analyses into client-friendly summaries

Canva (Magic Write + AI Design)

Canva QR Code

USE IT FOR:

  • Designing flyers and social posts
  • Generating captions and ad copy
  • Making branded marketing templates

Magic Write Ideas:

  • Write listing descriptions for different buyer types
  • Generate postcard headlines and call-to-actions
  • Draft emails for open house invites

AI Design Ideas:

  • Create carousel posts with tips or testimonials
  • Design branded buyer or seller guides
  • Turn listing stats into visual graphics

MAXA

MAXA QR Code

USE IT FOR:

  • Automated real estate marketing materials
  • AI-powered property descriptions
  • Branded real estate content creation
  • Market analysis reporting
  • Creating custom email marketing templates
  • Generating social media graphics at scale

CLOZE

CLOZE QR Code

USE IT FOR:

  • CRM with AI-powered relationship management
  • Automated contact follow-up and reminders
  • Smart email templates and tracking
  • Centralized client communication history
  • AI-powered lead scoring and prioritization
  • Integrated marketing tools and analytics

Fathom

Fathom QR Code

USE IT FOR:

  • AI note-taking during client calls
  • Automated follow-up summaries
  • Highlighting key moments in conversations
  • Client meeting analytics and insights
  • Seamless integration with video conferencing tools
  • Capturing action items from meetings

USE THESE PROMPTS RIGHT NOW

LISTING DESCRIPTION:

"Write a listing description for a 4-bed, 3-bath home in San Diego with a pool and updated kitchen. Make it sound fun and high-end."

EMAIL FOLLOW-UP:

"Write a follow-up email to a buyer who toured a property but hasn't responded in 3 days. Keep it casual and helpful."

INSTAGRAM CAPTION:

"Give me 5 Instagram captions for a just listed home with ocean views, priced at $1.2M."

ROLE PLAY:

"Role play a Seller consultation with me where the seller is a Power personality and wants to price too high in a slowing market. Make the seller assertive and skeptical."

USE AI TODAY IN YOUR BUSINESS

  • Write listing descriptions in under 60 seconds
  • Brainstorm weekly content ideas for social
  • Create buyer/seller email drips automatically
  • Polish your client communication
  • Save time on ads, scripts, and blog posts

PRO TIPS WHEN GETTING STARTED

  • Start with one tool and build from there
  • Use AI to assist, not replace, your voice
  • Make it a daily 5-minute habit
  • Keep a folder of your favorite prompts