Weekends are one practical real estate agent workflow.
You’re likely running an open house today. You have a stack of leads on a clipboard, in your CRM, or scribbled in your phone. Most go cold by Wednesday because the follow-ups are generic. Tuesday's Claude Opus 4.7 launch can help: 3.3x higher-resolution vision reads handwriting from your paper sign-in sheet, and a 1M-token context lets Claude process every lead in one session. 25 minutes tonight. 10 to 15 warmer Monday-morning conversations.
STEP 1: Pull it together
Photograph your paper sign-in sheet on a flat surface in good light, both pages. If your leads are already typed or in your CRM, copy out names, emails, and any notes. Grab the listing URL. Mark the two or three hottest leads with an asterisk. If you also had weekend Zillow inquiries or private showings, throw those in too.
STEP 2: Set up the project
Open Claude, confirm Opus 4.7 in the model picker, upload your sign-in sheet photo, and paste this prompt:
"Drafting follow-up emails for buyers who came through my open house at [address] this weekend. Listing URL: [paste]. Pull property details and 4 standout features from the URL. Read every name, email, and handwritten note from the uploaded sign-in sheet (or paste typed leads below). For each person, draft a 90-110 word follow-up email that thanks them for visiting, references one specific thing from my notes about them, names two home features that match what they responded to, asks one open question, and closes with a soft offer to schedule a second showing or get on my market alerts. Warm conversational tone. Don't reuse openers across emails. Sign each as [your name]. Put in my drafts folder.
STEP 3: Review every draft
Claude returns 5 to 10 drafts. Read each for factual accuracy (strike anything Claude invented), tone match (edit anything that doesn't sound like you), and specificity (replace generic phrases with the real detail you remember). One minute per email.
STEP 4: Send or schedule
For Cowork users with a CRM connected. Build this once and run it with one click every Sunday going forward. In Cowork, click New → Create scheduled task and fill in:
Name: Sunday-lead-followup
Description: Turn this weekend's open house leads into personalized follow-up emails and log every contact to my CRM, tagged with the open house info.
Task body:
"You are running my Sunday Lead Follow-Up. Walk me through it interactively. Ask for the listing address and URL, the open house date, and either a photo of the paper sign-in sheet or a typed lead list. Ask which leads to flag as hottest. Pull property details and 4 standout features from the listing URL. Read every name, email, and handwritten note. For each visitor, draft a 90-110 word follow-up email that thanks them for visiting, references one specific thing from my notes about them, names two home features that match what they responded to, asks one open question, and closes with a soft offer to schedule a second showing or get on my market alerts. Warm conversational tone. Do not reuse openers. Sign each as me. Show all drafts. Wait for my approval. Once approved, ask if I want to log everyone to my CRM. If yes, add each as a new contact with source = 'Open house', tag = listing address, open house date set, status = 'New lead'. Create a Monday 9am follow-up task on each record. If a contact exists by email, update with the open-house tag instead of duplicating."
Project: your real estate project (or default) Mode: Ask Model: Claude Opus 4.7 Frequency: Manual
Save it. Every Sunday evening, hit Run, hand over the sign-in sheet and listing URL when it asks, approve the drafts, and let it push contacts to your CRM. If your CRM doesn't have an MCP connector, Cowork drives the browser instead.
I'm thinking about running a 1-day weekend workshop on June 6 to go deep on Claude with agents and it will have. The response from last issue was great but if you didn’t see it or respond before, reply "yes", if you want to attend and I'll send you more info when it's ready.
-Matt
