Workshop

Start here! | Claude 101 for Real Estate

Matt Spangler

Former Compass CMO | AI for Agents

This course is popular

4 people enrolled last week.

Stop guessing with AI. Set up Claude securely and build your first workflow.

You’ve been told AI will change your business. Maybe you’ve opened ChatGPT or Claude, typed a question, and gotten back something generic that sounded nothing like you. Maybe you tried to complete a workflow, but you're not sure if you did it right.

You’re not behind. You just never got the setup.

Most agents jump straight into prompts without knowing how these tools work, what they remember, or where their information goes. The result is wasted time, robotic copy, and a quiet worry about client privacy that keeps AI on the sidelines.

Start here! Claude 101 for Real Estate fixes that in under 3 hours. You’ll set up Claude the right way, starting with the privacy settings that protect your clients and your reputation. You’ll learn how Claude thinks, why some requests land and others fall flat, and how to give it the context that makes it sound like you.

Then we build. You’ll watch a real workflow go from CRM export to personalized outreach, a clear before and after view of AI working inside your business.

This course is free when you enroll in the End-of-Year Cohort, and the best way to show up ready to get the most out of it.

What you’ll learn

Go from AI-curious to AI-confident: set up Claude the right way, make it sound like you, and connect it to the tools that run your business.

  • Turn off model training on your chats and know exactly what Claude keeps, so client details stay private

  • Know what’s safe to share with Claude and what to leave out, so you can use it with confidence

  • Learn why vague requests get generic answers and how a few lines of context change the result

  • Use a simple formula of role, context, and examples to get usable work on the first or second try

  • Know when to start a new chat versus keep going, so Claude stays focused and accurate

  • Securely link Gmail, Calendar, and Drive in a few clicks, with you in control of what Claude can see

  • Ask Claude to summarize your inbox, prep for tomorrow’s showings, or find a file without digging

  • Watch a real workflow go from CRM export to personalized birthday outreach for your whole database

  • Build it alongside the instructor and leave with a workflow you can run again tomorrow

  • Arrive with Claude configured, connected, and tested, so the cohort starts with building, not setup

  • Know the core vocabulary and habits that let you keep pace from session one

Workshop agenda

  • Set up Claude securely, starting with privacy

    Configure the privacy and data settings that protect your clients, then get oriented in Claude so you know exactly where everything lives and what it remembers.

  • How Claude thinks and why your results fall flat

    Learn why generic requests get generic answers, and how to give Claude the context, examples, and direction that make its work sound like you.

  • Connect Gmail, Calendar, Drive, and build Workflow 1 live

    Link the tools you already use so Claude can read your inbox, calendar, and files, then build your first working workflow together, step by step.

  • See the north star: CRM export to scheduled outreach

    Watch a real workflow go from a CRM upload to personalized birthday messages for your whole database, a before and after of what you’ll build in the cohort.

Learn directly from Matt

Matt Spangler

Matt Spangler

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Former Compass CMO and founder of Agent Intelligence, teaching agents to use AI

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Who this workshop is for

  • Agents who’ve tried ChatGPT or Claude, got generic results, and want a safe, clear setup before going further.

  • Busy producers who know AI matters but haven’t had time to learn it and want a fast, practical starting point.

  • End-of-Year Cohort members who want to arrive set up and confident, so they spend the cohort building, not catching up.

What's included

Matt Spangler

Live sessions

Learn directly from Matt Spangler in a real-time, interactive format.

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

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Frequently asked questions

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Reimbursement

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Everything L&D needs: email template, receipts, and certificate of completion.

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Private cohort

Run a cohort for your org

A dedicated cohort with a custom schedule and curriculum, tailored to your team.

Book a private cohort

$200

USD

Nov 14
·

12–3pm EST

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