NxtEra Agents AI1

1

Create Your Account & Pick the Right Plan

5 min

1

Go to claude.ai and sign up

Click Sign in → Continue with Google (fastest) or sign up with email. Free plan is fine to start exploring today.

2

Download the desktop app

Profile icon → Download Desktop App (Mac or Windows). Gives you Chat, Claude Code, Cowork, and Routines all in one place with a persistent sidebar.

💻 Mac + Windows available

3

Download the mobile app

App Store or Google Play → search Claude by Anthropic. Same account, fully synced. Use on phone for chat only — not Cowork or Code.

4

Choose your plan

Profile icon → Upgrade Plan. Start with Pro ($20/mo) for daily use — unlocks Projects, Claude Code, Google Workspace, and MCP connectors like GHL, Canva, and more.

Free

$0 / mo

Chat on web, iOS, Android, desktop

Sonnet 4.6 — ~30–100 msgs/day, resets every 5 hrs

Basic MCP connectors (Notion, Slack, Google Workspace)

Projects and Artifacts included

No Claude Code or Cowork access

Try it first — write a listing or email before committing.

✦ Recommended for Agents

Pro

$20 / mo

Sonnet 4.6 with 5× more usage than Free

Claude Code + Cowork (agentic desktop tasks)

Full MCP: GHL, Canva, Notion, Zapier, Google Workspace

Extended thinking for complex work

Research mode — deep multi-step web research

Daily listing content, emails, lead follow-ups, and automations.

Max $100

$100 / mo

5× more usage than Pro — for heavy daily users

Claude Opus 4.7 — most capable model available

Claude Code + Cowork with more headroom

Priority access during peak hours — no waiting

Agents hitting Pro limits daily on Code, Cowork, and content.

Max $200

$200 / mo

20× more usage than Pro — for all-day power users

Full Opus 4.7 — 1M token context (beta), agent teams

Highest output limits — long docs, bulk content

Priority in all queues — no limits on most days

Running Code, Cowork, Routines, and bulk content simultaneously every day.

2

Set Up Custom Instructions & Memory

10 min · highest leverage

1

Open Custom Instructions

Profile icon → Settings → Custom Instructions. Claude reads this at the start of every conversation — forever. Set it once, every output reflects your market and voice automatically.

2

Paste this template — fill in your details

I am a REALTOR® in [your city, state], specializing in [your niche — military relocation, VA loans, first-time buyers, etc.].
Brokerage: [your brokerage]. Designations: [MRP, SFR, ABR, etc.].
Markets I serve: [neighborhoods, installations, zip codes].
Brand voice: calm, professional, advisory. No hype, no exclamation points, no clichés like "dream home" or "perfect fit."
Keep emails under 200 words unless I ask for more. Short paragraphs, not bullet walls.
My CRM: [GHL / Follow Up Boss / etc.]. Always suggest a clear next step at the end of your response.

3

Enable Memory (Pro+ plans)

Settings → Capabilities → toggle Memory on. Claude builds a profile of you across all conversations. View and edit everything stored anytime at Settings → View and edit your memory.

✓ After setup, ask "What do you know about me?" to verify

Community tip: Don't write "be helpful" — Claude already knows that. Focus on what it doesn't know: your market, your niche, the phrases you hate, and the format you want. Specificity is everything.

3

Migrate From ChatGPT, Gemini, or Grok

5 min · don't skip

If you've used another AI, months of context are sitting there — your preferences, projects, voice. Don't rebuild from scratch.

G

From ChatGPT

Most common

1

Go to claude.com/import-memory — Anthropic's official migration tool. Copy the export prompt it provides.

2

Open a new ChatGPT chat. Paste the prompt. It outputs everything it knows — memories, instructions, preferences.

3

Copy the response. Go to Claude → Settings → Capabilities → Import Memory. Paste and confirm.

4

Open a new Claude chat → ask "What did you learn about me?" Verify. Fix anything wrong in Settings → View and edit your memory.

Clean it first: Paste ChatGPT's export into a Google Doc, remove stale info, then import the trimmed version.

G

From Gemini

1

Same process — use the prompt at claude.com/import-memory. Paste into a new Gemini conversation.

2

Gemini stores less explicit memory — shorter export is normal. Add missing context manually in Claude Settings → Memory.

3

For Google Workspace context: Settings → Integrations → Google Workspace. Claude reads Drive, Calendar, and Gmail directly.

X

From Grok

1

Same import prompt works. Grok memory depth varies by plan — basic users may have a thin export.

2

Specific behavioral instructions transfer well. Supplement with manual edits in Claude Settings → Memory.

What transfers vs. what doesn't

✓ Transfers

Tone and format preferences
Your role, market, specialties
Custom instructions you wrote
Writing style preferences

✗ Doesn't Transfer

Full conversation history
Files you uploaded to old AI
Custom GPTs / Gemini assistants
Images, documents, saved chats

For old files: Export from ChatGPT (Settings → Data Controls → Export Data) and upload key documents into a Claude Project as reference files.

4

Understand the Tools — Chat · Artifacts · Cowork · Code · Routines

Read once · reference forever

Claude isn't one tool — it's four environments. Each does something different.

💬

Claude Chat

claude.ai · browser or app · syncs all devices

Primary workspace for writing, research, and conversation. Supports Projects, memory, MCP connectors, file uploads, and image analysis. Works on phone, laptop, and desktop — everything synced.

Best for agents: Listing content, emails, CMAs, market updates, client comms, research. Use this 90% of the time.

✨

Claude Artifacts

all plans · side panel in chat · shareable & remixable

A live side panel that appears inside chat whenever Claude creates something substantial — a page, tool, calculator, tracker, or interactive app. You can iterate on it by chatting, share it with a public link, or let others remix it. Artifacts now support persistent storage across sessions and can connect to MCP tools on Pro+.

Best for agents: Instant market report tools, open house lead capture forms, VA loan calculators, buyer qualification checklists, interactive CMA summaries — built by describing them in plain English. Enable in Settings → Capabilities → Artifacts.

🖥️

Claude Cowork

desktop app only · local · NOT cloud-synced

A local agent environment that installs on your machine and accesses your local files, folders, and desktop tools. You give it Skills and it uses them automatically.

Critical: Cowork stays on the device it's installed on. Laptop setup ≠ desktop setup — even with the same login. Pick one machine and commit to it.

Best for agents: Running Skills and workflows that access your local documents and folders.

⚡

Claude Code

Pro+ plan · builds and deploys real pages

Describe what you want in plain English — Claude writes the HTML, CSS, and logic. You deploy to Netlify in under 2 minutes. No coding required.

Best for agents: Landing pages, buyer guides, military relocation pages, open house capture forms, onboarding pages.

🔁

Claude Routines

Pro+ · cloud-based · runs while laptop is off

Automations configured once that run on a schedule — even when your laptop is closed. Set a prompt, connect your tools, and Claude runs the task automatically. Launched April 2026.

Best for agents: Daily morning briefing, weekly market update draft, Monday pipeline review, auto-transcribing calls.

Quick Reference — Which to Use When

Task	Chat	Artifacts	Cowork	Code	Routines
Write listing description or email	✓	—	✓	—	—
Build an interactive tool or calculator	—	✓	—	—	—
Build a full hosted landing page	—	—	—	✓	—
Run a task while laptop is off	—	—	—	—	✓
Access local files and folders	—	—	✓	—	—
Share output with a public link	—	✓	—	—	—
Use on phone between appointments	✓	—	—	—	—
Syncs across all devices	✓	✓	—	—	✓

5

Set Up Projects — Stay Organized Across Every Session

15 min · pays off forever

Claude has no memory between sessions unless you use Projects. A Project holds your context files, instructions, and documents — and syncs automatically across all devices.

How to create a Project

1

Claude sidebar → Projects → New Project

Name it by use case: "My Listings," "Military Relocation," "Market Updates," "Client Emails."

2

Add Project Instructions

Inside Project → Edit Instructions → paste context specific to this use case. Example: "Always include VA loan language. Fort Carson area listings. Calm tone."

3

Upload your context files

Paperclip → upload about-me.md, brand-voice.md, working-style.md. Claude reads them at the start of every session in this Project.

4

End every session with a save point

Paste key outputs and prompts that worked into a Google Doc outside Claude. Claude's memory resets — your doc doesn't.

✓ Keep a "My Best Prompts" doc in Google Drive

Starter Projects for RE agents

🏠

My Listings

Descriptions, captions, emails, SMS, open house materials. Upload your MLS template and neighborhood reference files.

🪖

Military Relocation

VA loan content, PCS guides, installation-specific info for Fort Carson, Peterson SFB, Schriever SFB, USAFA.

📊

Market Updates

Paste monthly MLS stats. Get buyer/seller paragraphs, social captions, and email newsletters. No jargon, no hype.

✉️

Client Communications

Follow-up emails, offer letters, objection responses, PCS buyer sequences. Upload your FAQ and templates.

Your 3 context files — create these first

Open any text editor (Notes app, Google Docs, Notepad). Copy each template below, fill in your details, and save as a .txt file. Upload all three to every Claude Project you create.

FILE 1

about-me.md — Who you are

          # About Me

          Name: [Your Full Name]

          License: REALTOR® | [Your State] License #[000000]

          Brokerage: [Your Brokerage Name]

          Designations: [e.g. MRP, SFR, ABR — or leave blank if none yet]

          ## My Market

          Primary city: [e.g. Colorado Springs, CO]

          Zip codes I serve: [e.g. 80906, 80907, 80909, 80920]

          Installations I serve: [e.g. Fort Carson, Peterson SFB, Schriever SFB, USAFA — or N/A]

          ## My Niche

          Primary specialty: [e.g. Military relocation and VA loans / First-time buyers / Luxury / Investors]

          Secondary specialty: [e.g. PCS move-in timelines / Fix-and-flip / New construction]

          Years in real estate: [X years]

          Average price range: [$X to $X]

          ## Contact & Links

          Phone: [Your number]

          Email: [Your email]

          Website: [Your website]

          Calendar: [Your booking link, if any]

FILE 2

brand-voice.md — How you communicate

          # My Brand Voice

          ## Tone

          Overall tone: [e.g. Calm, professional, and advisory — like a knowledgeable friend, not a salesperson]

          Energy level: [e.g. Steady and measured / Warm and encouraging / Direct and efficient]

          ## What to Always Avoid

          - No exclamation points in body copy

          - No urgency language: "won't last long," "act now," "hot market"

          - No clichés: "dream home," "perfect fit," "nestled," "charming," "cozy"

          - No filler phrases: "As an AI," "Certainly!," "Great question!"

          - [Add your own: e.g. No all-caps / No emojis in emails / No passive voice]

          ## Format Preferences

          Email length: [e.g. Under 200 words unless I ask for more]

          Paragraph style: [e.g. Short paragraphs, 2–3 sentences max. No bullet walls in client emails.]

          Social posts: [e.g. Professional but conversational. Max 2 hashtags.]

          ## Example of My Voice

          Good: [Paste a sentence or two you've written that sounds like you]

          Bad: [Paste an example of copy you hate — from a competitor, old email, whatever]

FILE 3

working-style.md — How you like to work

          # My Working Style

          ## Tools I Use

          CRM: [e.g. GoHighLevel / Follow Up Boss / KVCore / None yet]

          Email platform: [e.g. GHL / Mailchimp / Gmail directly]

          Design: [e.g. Canva / None]

          Video: [e.g. BombBomb / Loom / Phone camera]

          Transaction management: [e.g. Dotloop / Skyslope / RE-sure / CTM eContracts]

          Social media: [e.g. Instagram + Facebook / LinkedIn / Not active yet]

          ## Output Preferences

          Default length: [e.g. Keep it concise unless I ask for more]

          When unsure: [e.g. Ask me one clarifying question before writing / Just make your best attempt]

          Drafts vs final: [e.g. Give me a first draft I can edit / Polish it fully before showing me]

          ## Recurring Tasks Claude Should Know

          - [e.g. Every Monday I send a market update to my database]

          - [e.g. Every new listing needs a full content pack: MLS description, 3 captions, SMS, email subject]

          - [e.g. After every showing I write a follow-up email within 2 hours]

          - [Add your own recurring workflows here]

Save each as a .txt file (e.g. "about-me.txt"). In Claude, open your Project → click the paperclip → upload all three. Claude reads them at the start of every session. Update them whenever your tools, niche, or market changes.

6

First Skills to Build as a Real Estate Agent

Build one per week · start here

Pick the one that saves you the most time right now. Not all of them at once.

🏠

Listing Content Pack

START HERE

Full listing pack from one prompt — MLS description, social captions, SMS blast, and email subject lines. Knows your market, tone, and VA loan language automatically.

Copy this prompt — swap the details in brackets:

I have a new listing and need a full content pack. Here are the details:
— Address: [123 Example Rd, Colorado Springs CO 80906]
— Beds/baths: [3BR / 2BA]
— Square footage: [1,850 sqft]
— Year built: [2019]
— Key features: [2-car garage, updated kitchen, mountain views, corner lot]
— VA loan eligible: [Yes / No]
— Proximity: [5 minutes from Fort Carson main gate]
— List price: [$465,000]

Please write all four of these:
1. A 150-word MLS listing description. Professional, specific, no hype, no exclamation points. Lead with the most compelling feature.
2. Three Instagram captions — each under 120 characters, no emojis, mention VA loan eligibility in at least one.
3. One SMS blast under 160 characters. Direct, soft call to action.
4. Two email subject line options — one factual, one curiosity-based. Both under 50 characters.

My brand voice: calm, professional, advisory. Never use "dream home," "perfect fit," "won't last long," or any urgency language.

✉️

Lead Follow-Up Sequences

WEEK 2

Segmented follow-ups by lead source — Meta ad, open house, referral, Google. Each group gets a message referencing how they found you. Soft-close, not pushy.

Copy this prompt — swap the details in brackets:

Write a follow-up email to a buyer I recently met. Here are the details:
— Buyer situation: Active duty military, PCS-ing to Fort Carson from [Fort Bragg / their current base]
— How we met: [At my open house on Saturday / At a showing on Patriot Way]
— Budget: [$380,000–$450,000]
— VA loan: Pre-approved
— Timeline: Moving in approximately [90 days / 60 days]
— What they seemed most interested in: [proximity to the gate, yard for kids, single-story preferred]

Write a 3-paragraph follow-up email. Tone: warm, helpful, not pushy.
Paragraph 1: Reference how we met and something specific from our conversation.
Paragraph 2: Mention 1–2 listings in their range I can show them, and acknowledge the VA loan timeline flexibility.
Paragraph 3: End with one soft question — not a hard CTA. Something that opens a door, not closes a deal.

Under 180 words. No exclamation points. Do not use the phrase "perfect home" or "dream home."

📊

Market Update Writer

WEEK 2

Paste your raw MLS stats and get a 2-paragraph client update — one for buyers, one for sellers. Ready to send, no jargon, no hype.

Copy this prompt — paste in your real MLS numbers:

Here are the Colorado Springs market stats for [April 2025]:
— Median sale price: [$452,000] (vs. last month: [$448,000])
— Average days on market: [22 days]
— List-to-sale ratio: [98.4%]
— New listings this month: [487]
— Active inventory: [1.8 months]
— Closed sales: [312]

Write a 2-paragraph market update I can send to my database.
Paragraph 1: What this means for buyers right now — honest, no spin.
Paragraph 2: What this means for sellers right now — honest, no spin.

Tone: calm, factual, professional. No hype. No urgency language. Write like a knowledgeable colleague explaining the market over coffee — not a salesperson trying to create FOMO. Under 200 words total.

📋

CMA Narrative

WEEK 3

Paste your comps and get a 2-paragraph pricing narrative in language your seller will trust — no jargon, no urgency.

Copy this prompt — paste in your actual comp data:

I need a CMA narrative for a listing appointment. Here is the property and my comps:

Subject property: [742 Cochise Pl, Colorado Springs CO 80906] — 3BR/2BA, 1,740 sqft, 2016 build, 2-car garage, updated kitchen

Comps (all sold in the last 90 days, same zip or adjacent):
— Comp 1: [318 Apache Rd] — 3BR/2BA, 1,680 sqft, sold $447,000, 18 DOM
— Comp 2: [504 Mesa Verde Dr] — 3BR/2BA, 1,810 sqft, sold $462,000, 12 DOM
— Comp 3: [88 Cheyenne Blvd] — 3BR/2BA, 1,720 sqft, sold $451,000, 24 DOM
— Comp 4: [215 Navajo Trail] — 4BR/2BA, 1,900 sqft, sold $489,000, 9 DOM

My recommended list price: [$455,000]

Write a 2-paragraph CMA narrative I can walk through with the seller.
Paragraph 1: Summarize what the comps tell us. Reference the range and what drove the spread.
Paragraph 2: Explain why $455,000 is the right number — positioned to attract qualified buyers while leaving room for negotiation.

Language a non-expert seller will trust and understand. Calm and factual. No urgency. No "the market is hot" language.

🎬

Video Repurposing

WEEK 3

Film one ADTV or market update video. Paste the transcript and get 4 outputs — Reels script, email newsletter, LinkedIn post, blog intro.

Copy this prompt — paste your video transcript below it:

I recorded a short market update video. Here is the full transcript:
[Paste your transcript here — even rough notes or voice-to-text output works]

Please turn this into four separate pieces of content:

1. A 60-second Reels script: Hook in the first 3 seconds, deliver 2–3 key takeaways, end with a soft call to action. Written to be spoken naturally out loud — no jargon.

2. A 3-paragraph email newsletter section: One paragraph per key point. Add a brief intro sentence and a closing sentence with a next step. Under 200 words.

3. A LinkedIn post: Professional but conversational. 150–200 words. No hashtag spam — 2 relevant hashtags max at the end. Start with a hook that does not begin with "I."

4. A blog intro paragraph: 80–100 words. Sets up the topic, why it matters to Colorado Springs buyers and sellers right now, and transitions into the body of the post.

Tone across all four: calm, professional, advisory. No hype, no urgency language, no exclamation points.

🤖

Morning Routine (Automated)

WEEK 4+

Runs every weekday at 7 AM. Pulls your GHL pipeline, flags leads uncontacted 14+ days, checks mortgage rates, delivers a briefing before you're out of bed.

Setup: Claude desktop app → sidebar → Routines → New Routine → Schedule: weekdays, 7:00 AM

Paste this as your Routine prompt:

Good morning. Run my daily real estate briefing. Here is what I need:

1. Pipeline check: Review my GHL CRM. List any leads who have not been contacted in 14 or more days. Include their name, lead source, and last contact date.

2. Priority follow-ups: Flag any active buyers or sellers with an appointment, showing, or offer in the next 7 days.

3. Market pulse: Pull today's 30-year fixed mortgage rate. Note if it moved more than 0.125% from yesterday and what that means for a $450,000 purchase.

4. One quick action: Based on the above, suggest the single most important thing I should do before 10 AM today.

Format the output as a clean 5-bullet briefing. Plain language. No filler. I read this with coffee so keep it tight — under 150 words total.

Then add your email address in the "Send results to" field so it lands in your inbox before you open your laptop.

Most agents skip this. Don't. Pick the task that wastes the most time — usually listing content or lead follow-ups. Get that one working. Then add the next.

Your Complete Claude Setup Guide