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AI Leverage

Claude in the daily workflow: address summaries and the weekly QA skill

Use Claude each morning to summarize addresses, spot mismatched leads and fill missing board data, with a weekly QA skill that audits your pipeline.

From the Lead Manager Playbook live session

Read this lesson as a written walkthroughEvery screen and every number, on one page Prep for Week 4: AI, live Tuesday, October 27

Lesson checklist

What to keep in mind

Tick each one off once it is true for you. 0 of 4 ticked

I asked Claude for a summary of one address in my pipeline.
I know which of my fields belong in custom fields and which belong on the message board.
I ran the audit and moved every mismatched lead to the right column.
I can say how often I call cold, warm and hot leads.

‹ Editing a skill and the APIs behind SiftStack: IDX feeds, SERP, Home Depot Model pricing: which model for which job ›

We build this with you live in Week 4: AI, Tuesday, October 27, 1 to 4 PM ET. Add it to your calendar.

Live every Tuesday and Thursday

The 4-Week Deal Flow Workshop, live on Zoom

One 3-hour lesson every Tuesday, 1 to 4 PM ET: data, marketing, sales, then AI. You watch that week's modules first, then we build it with you, your own county on screen. Every Thursday, 1 to 2:30 PM ET, you bring your 5 numbers to the Q&A and we break down where you go next.

Lessons: Tuesdays, October 6, 13, 20 and 27

Q&As: Thursdays, October 8, 15, 22 and 29

Join Zoom when a session is live. Missed one? Watch the replays. Registered? Book your free 30-minute setup call. Not yet? Save your free seat.

The DataSift Real Estate Mastermind Community group on Facebook, with 5.4K members

The DataSift Real Estate Mastermind Community

5,400 investors on Facebook. Post your market and your deal count in the intro thread, then ask anything. The team answers there, and so do the members.

Join the Facebook group