Hey, First name / you. No appointment this week?

A team I coach pointed Claude at 32 leads everyone had given up on and had it write a personal text to each one. Seven texted back. That’s better than one in five, from a list they were paying to store and refusing to touch.

Another broker I coach automated her calendar notifications. She says it cut that work by 80% and gives her back 20+ hours a month. 🤯What would you do with an extra 20 hours of your life back?!

 

This week on my calls, nobody asked me how to write a better prompt. What they really asked was what they could stop touching. Most agents use AI like a very fast intern. Ask it something. Check the answer. Fix the answer. Ask again.

 

You’re still doing the work. You just added a second job.

 

Here’s what I know. If you check every output, you never handed it over. That setup is broken, and it’s why so many agents tell me AI “didn’t save them any time.”

 

I call the fix The Handoff. It has three moves.

1️⃣ Pick a task that qualifies. It repeats every week. It follows rules. It costs you very little if it goes wrong once. Not client-facing, and not the first time you try this. Calendar notifications qualify. A pricing email to a seller does not.

 

2️⃣ Define done in one sentence. What does it produce? What is it allowed to touch? What must it never touch? If you can’t say that out loud, the build isn’t ready.

 

3️⃣ Set the check, then stop checking. Daily the first week. Weekly the second. Monthly after that. Still spot-checking in week three? You didn’t hand it over. You hired it an assistant.

What you’ll need: Claude and 15 minutes.

 

Step 1: Write down everything you did by hand this week. Circle the one task you’d be embarrassed to admit you still do yourself.

 

Step 2: Write your done sentence. Use this: “[Task] produces [output]. It can touch [what]. It must never touch [what].”

 

Step 3: Paste this into Claude with your done sentence: “Here’s a job I want to hand off. Ask me up to five questions you need answered to do it without me. Then tell me the three most likely ways it goes wrong.”

 

Step 4: Put three checks on your calendar. Tomorrow, one week from today, and one month from today.

 

That’s it. One task off your plate before tomorrow.

Your seller wants a new MLS description, more open houses and an ad in the paper. You already know none of that is the problem. The price is. Convincing them is the hard part. What if Ai could prepare you for that conversation, so you show up ready for the objections? Watch now and get the free skill 👇🏻

🎧 Our latest Take It and Run Podcast 

Dawn Levy has built an entire client pillar around downsizing, and it's some of the smartest long-game thinking we've talked about on this podcast. In this episode, Dawn walks through how she spots the downsizing conversation before the client even knows they're having it, and what she does differently to stay the obvious call when they're ready. If you have any past clients over 55, this episode is your homework.

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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**