Last week I ran a webinar on using AI to work your CRM smarter. A lot of you were on it. A lot of you took notes.

 

One agent actually did something with it — the same week.

 

She's been in real estate six years. Disciplined. Consistent. The kind of agent who already knew she should be working her database — and was actually trying to do it.

 

That was almost the problem.

 

Her old CRM follow-up routine took close to an hour. Sorting contacts, reading through notes, figuring out who to call and what to say. She'd do it when she had the time and the energy. 

 

But some mornings she didn't have either — so she'd skip it, tell herself she'd catch up tomorrow, and slowly watch her pipeline go quiet.

 

Discipline without a fast enough system is just guilt waiting to happen.

After the webinar, she rebuilt the routine around five prompts she now runs every morning in Claude in Chrome. The whole thing takes twenty minutes.

 

Here's exactly what she types — and what happens next.

She ran the blueprint on Monday morning. By Wednesday, she had three appointments on the calendar — two from contacts she hadn't spoken to in months, one from a lead she'd written off entirely.

 

Same database she'd had for years. Same discipline she already had.

 

The difference is she used to spend an hour figuring out where to start. Now she spends twenty minutes — and the first ten are Claude doing the reading. By the time she picks up the phone, she already knows exactly who to call and why.

 

The deals were always there. AI just made finding them fast enough to be worth doing every single day.

This week, run the prompts on your own database. Open Claude in Chrome (get the extension here), pull up your CRM, and type in the prompts.

One name. One reason to call. That's the whole game.

Your database isn't cold. You just haven't had a fast enough way to read it — until now.

Spending 90 minutes prepping for every listing appointment? I cut that to under 25 — without cutting corners. 

 

In this free class, I'm showing you the exact Claude AI Skill I use to walk into every listing appointment fully prepared: neighborhood intel, comp analysis, pricing strategy, and a client-ready document — all in one workflow, in under 10 minutes of AI time. 

 

One skill. Built once. Used on every listing for the rest of your career. 

✅ Free to attend 

✅ Walk away with a setup checklist 

✅ Q&A at the end Let's build this together.

🎧 Feeling stuck, scattered, or second-guessing yourself?

The Take It and Run podcast is built for that moment. Each episode gives real estate agents and business owners clear moves they can use right away, not hype and not theory. Kristi and Kelcie break down the habits, decisions, and discipline that lead to more confidence, more consistency, and more appointments. Press play, take one idea, and run with it.

😲 Don't sleep on these offers!

 

 

Use my code KRISTI30 for 30% off. Applies to monthly AND yearly memberships.

 

How to do it:

Speaking Season is here! I'll be on stage with Tom at the following Edge Events, where we take you behind the scenes of what’s really working to win more deals and scale your business. The Edge was designed for committed agents looking to maximize their efficiency and adapt their systems for today’s environment. You’ll learn cutting-edge strategies for attracting buyers and sellers, AI automation, closing deals faster by leveraging the data consumers care about today, and controlling the narrative in your hometown. Just one day is all it takes to master the skills, confidence, and knowledge to make you a listing leader in your city.

These are just the cities I'll be in! Check the full list for your area. 👇🏻

Taking the time to execute on these small tasks is what places you in a position serve more people and increase your earnings.

Don't forget

This exercise is primarily designed to 🗓️ SET APPOINTMENTS! Track your progress and pay attention to what’s converting. I’d love to hear what you discover.

Wanna make magic together?

I coach, consult, speak on stage, and occasionally break out into dance. Which one can we do together? ⤵️ 

** This is not a coaching solicitation to any current Tom Ferry coaching clients working with another coach**