Now in session: The AI Marketing System, Cohort 5
80 agents are building their Cowork projects this week, including listing presentation workflows like this one. If you want in on the next cohort, join the waitlist here.'
Tuesday I wrote about Claude's new ability to work on your computer while you're away. The headline was literal: you leave, it keeps working, and when you come back the files are done. You can also now control a task on your machine and access files that live there from your phone.
You might be wondering: "What would I actually use this for?"
Today's answer: The listing presentation. It’s the lifeblood of an agent’s business. Claude can now create all of the sections with your bio, the comps, the neighborhood data, the pricing strategy, and the marketing plan while you are in another meeting.
You can start with your own template and it will give you a finished PDF. Kick off the job from your phone while you're sitting in your car before an appointment.
What you need: A Claude Pro subscription ($20/month). The Claude Desktop app on your Mac or PC (claude.ai/download). The Claude mobile app on your phone with Dispatch installed. Your existing listing presentation template (PDF, Word doc, or PowerPoint). A CMA or comp data from your MLS for the property you're pitching.
Step 1: Set up Dispatch (one time only).
If you already have Dispatch running after Tuesday's issue, skip to Step 2.
Open the Claude Desktop app. Click "Dispatch" in the left sidebar. Click "Get started." Toggle on file access and keep-awake. Open the Claude app on your phone and scan the QR code to pair it with your desktop. Your phone and your computer now share one continuous conversation.
Step 2: Build your listing presentation project.
Start on the web. Go to claude.ai and create a new Project. Name it "Listing Presentations." Add your instructions and upload your template here first, because web projects sync across your devices. This becomes your source of truth. For the project instructions, paste something like this:
When I give you a new listing, build a presentation that follows the structure of my template. Include a cover page, my agent bio, a comp analysis table, a neighborhood overview, a pricing strategy summary, and a marketing plan outline. Match my voice. Output as a professional PDF. Use the property address as the filename.
Now bring it into Cowork. Open Claude Desktop, go to Cowork, and create a new project. Select "Import from a Claude project" and choose the Listing Presentations project you just built on the web. Your instructions carry over. Add your local files and folders on the Cowork side so Dispatch can access them.
Right now you’re probably rebuilding 80% of the same presentation from scratch every time. This is a one-time setup to never have to do that again.
Step 3: Drop in the listing data.
Start with your CMA. This is the one thing Claude can't do for you. It doesn't have access to your MLS, and if it tries to fill in comp data from its general knowledge it will get the numbers wrong. Pull your comps from whatever system you use. Export it as a PDF, or Excel or screenshot it. Claude will build the presentation around this data, but the data has to come from you.
Jsut ask it to add the supporting materials. The property details, imagery, Neighborhood info: school ratings, walkability scores, transit access, anything the seller would care about.
Step 4: Text Claude the assignment from your phone.
Open the Claude app. Go to Dispatch. Type:
I have a listing appointment Thursday at 330 Wythe Ave, Brooklyn. 4-bed/3-bath loft, approximately 2,200 sq ft, asking $4M. Comps and property info are in the Listing Presentations folder. Build me a complete presentation following my template. Save it as a PDF.
Step 5: Come back to a finished presentation.
Claude messages you when it's done, usually within a few minutes. Open your laptop and the PDF is in your Cowork session. The first time its highly likely that you’ll need to give it some notes on editing, adjusting data, format etc. But pretty soon it will be ready to download, print, or email to your seller. The first time this happens it feels a little strange, because you didn't sit down and format anything, but the presentation is there.
Edits could look like this…
Move [Comparable] to the top of the comp table, it's the strongest. Add that it sold in 22 days, fastest in the neighborhood this quarter. And make the neighborhood section more specific: elementary school is a 9 rating, train station is a 10-minute walk.
The second time is where this pays off.
The first presentation takes ~30-60 minutes because you're setting up the project. Every one after that takes five. You drop in new comps, text the property details, and walk away. The template, your voice, your bio, your marketing plan and pricing language, all of that carries over.
And the best part is once you nail the style every presentation looks consistent, which is the thing that falls apart first when you're rushing to customize at 10pm the night before.
One note on quality.
The PDF is clean and professional, but it won't look like a custom Canva design with your brand colors and typography. If you want that level of finish, use this workflow to build the content and structure, then sync it up to your existing templates.
-Matt
