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Build your Real Estate Business Operating System

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Stop chatting. Start delegating real work to AI.

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What Clients Are Saying

Pilar Lecha

Broker Associate

★★★★★

The Claude AI class was clear, useful, and easy to apply immediately for my real estate business.
I would definitely recommend this program to any professional who wants to work smarter, faster, and with more clarity.

George Black

Realtor

★★★★★

Incredible information and passion from Alejandra.

I can put so much of this information into action immediately. Look forward to more sessions with the Chief AI Wiz.

 

Dina Cruz

Realtor, LPT Realty

★★★★★

I highly recommend this class.

The course was very well organized, engaging, and full of valuable information that I can apply. Alejandra was outstanding, knowledgeable, patient and created a welcoming learning environment. 

Not another ChatGPT training

You already know how to prompt AI. But generating text is not the same as executing a task. While ChatGPT requires you to copy, format, and manually transfer its output, Claude Cowork functions as an autonomous system. You assign it a goal, it builds the plan, executes the steps across your existing apps, and delivers a finished result while you are showing houses.

Claude Cowork works like a team. This is what real estate professionals who are already pulling ahead are building right now. A solo agent running with the output of a full team because their AI is handling the grind while they focus on the relationships. That's what we're setting up in this workshop.

Imagine Starting Every Morning Like This

Inbox already triaged

Automatically read overnight emails, cross-reference your calendar, and draft replies in your voice.

Daily briefing ready for you

Cowork pulls market news data, your CRM, your calendar, email and business data and generates scheduled briefing reports.

Marketing assets prepared

Sort unorganized property photos and push them to Canva, to create marketing assets with your brand guidelines.

CRM already updated

Extract key commitments from your raw meeting notes, update your CRM activities and draft the follow-up.

Property research done

Research leads, find property owners and assemble complete contact dossiers before you pick up the phone.

What You'll Leave With

Walk away with a fully operational setup. Start delegating tasks!

✓ Your Claude Cowork set up the right way

Folder structure, memory, claude.md all configured correctly. Key instructions you'll need to set up Claude Cowork

✓ Migrate your ChatGPT contextual memory

Port over your ChatGPT memory or from other AI you use today into Claude.

✓ Connectors, plugins and skills

Learn to connect Cowork to your real work and install useful plugins and skills. If you already own my 16 AI Assistants for Real Estate, you can use them with Claude.

✓ 5 use cases specific to real estate 

Actionable examples of tasks to delegate to your AI

✓ Roadmap to your AI Business Operating System
✓ Ask questions and get advice from the Chief AI Wiz, live
✓ Access to workshop recording replay for 60 days

What You'll Build

A live, small-group working session with Alejandra Teran, AI advisor specialized in real estate.

✓ Follow along, ask questions in real time, and leave with a setup that actually works. (not a 100-person webinar where you just watch)

✓  Hands-on, interactive, real examples, and you walk out having built something, not just having watched someone else build it.

✓ Together we'll build your AI Workspace, connect your apps, install plugins, create your first skill, and start delegating real work before you leave.

✓ By the end, you have a working AI agent setup to start delegating tasks.

What We'll Cover

AI Agents vs Regular Chat

How AI Agents like Claude Cowork are different from regular chat and how they can help you get real tasks done. Yes, autonomously.

Cowork Set Up

Cowork walkthrough and configured with your CLAUDE.md, MEMORY.md and initial context.

Plugins + Skills

Installing 2 valuable plugins you can use right away. Learn how to install and create your own skills.

Connectors to Apps

How to connect the apps you use to your Cowork to get real work done. Installing 2 popular apps (Gmail, Calendar).

Real Estate Use Cases

5 practical use cases: sales call prep & lead gen, listing presentations, CRM follow-ups, marketing content creation and scheduling your daily brief.

Your AI Business OS

From setup to your AI Operating System and AI Brain that runs tasks for you on autopilot.

Who This Workshop Is For

Real estate agents, brokers and mortgage brokers who use AI and want to delegate tasks to AI agents.
No technical background required.

Workshop Details at a Glance

  • Instructor: Alejandra Teran, Real Estate AI Advisor

  • Topic: Claude Cowork Set Up

  • Format: 3-Hour live virtual session

  • Next live session: To be announced

  • Includes: access to recording and setup files for 60 days

  Two Things To Know
  1. We won't cover: regular Chat, Claude Design or Claude Code (as this is for non-tech users).
  2. Requirements: Desktop computer, internet and Claude Pro account or higher. You'll also want to have  installed the Claude Desktop app and Chrome extension before the workshop. 
    Don't worry, I'll show you step-by-step during the workshop.

Most Common Questions

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