Most agents start their day the same way.

 

Open the inbox. Get overwhelmed. Scroll through emails trying to figure out what's urgent and what can wait. Check the calendar. Realize there's a gap at 10am and spend 20 minutes deciding what to do with it. Finally open the CRM. It's already 9:15.

 

 

Here's what my amazing husband Merrill built instead.

 

Every morning at 6 AM, before he touches his inbox, Claude sends him a daily briefing. It's already sitting in his drafts folder when he wakes up. It tells him what's on his calendar, what gaps need to be filled and with what, and which emails are actually urgent.

 

He didn't hire someone to do this. He set it up in about 15 minutes.

And now it runs every single day without him thinking about it.

 

Merrill and I just launched Claude for Real Estate Agents — short tutorial videos showing you the exact workflows we're using to run a smarter, faster real estate business with Claude. No fluff. Just real setups that actually work.

 

This one is the second video in the series, and it's called "I Built Every Agent a 6 AM Coach (Free Setup, 15 Minutes)" — and yes, we mean free. You just need Claude Pro at $20 a month.

 

Go watch it. 👇🏼

Set up your morning coach this week (by the way, it doesn't need to be 6am). Here's exactly what you need:

 

 

Step 1 — Install your connectors. Inside the Claude desktop app's Co-work tab, install connectors for your email and your calendar. Set all permissions to "always allow" so Claude can read your schedule and draft emails on your behalf.

 

Step 2 — Upload the skill. Download the ZIP file from the video [HERE] and upload it into Claude's Skills menu.

 

Step 3 — Build your brain doc. Open the HTML setup wizard included in the ZIP file. Fill in your contact info, time zone, days off, sacred time blocks, how often you want to follow up with past clients, and any urgency keywords for your inbox. It generates a customized brain doc — copy it.

 

Step 4 — Create your project. In the Co-work tab, create a new project called "daily briefing" and paste your brain doc into the project instructions.

 

Step 5 — Test it. Run it manually first. In 2-3 minutes, Claude will drop a draft email into your actual drafts folder with your personalized daily briefing.

 

Step 6 — Schedule it. Set up a scheduled task in Co-work, link it to your daily briefing project, and set it to run at a certain time every morning.

 

That's it. One setup. Every morning, done.

You don't need a better morning routine. You need a better morning briefing.

🎧 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**