The YesMasters AI Playbook

• Answer Claude's 4 setup questions specifically — the tighter your sweet spot, the hotter the leads.
• Say “yes” when it offers to run daily, so your list is waiting before your 8–11 AM Power Block.
• This is public-source only. When you're closing enough to invest ~$160/mo in a data stack, move up to the 2.0 engine below.

Create a Claude Project named “Seller Lead Engine — [Your Market]” and paste this into its custom instructions. Then upload your market profile, conversion benchmarks, the scoring rubric, and voice guide to the Project's knowledge.

Attach today's lead exports (expired/FSBO CSVs, PropStream export), paste this, and go pour your coffee. Your Morning Briefing is ready in ~15 minutes.

Five minutes after your calls. Type outcomes in shorthand — Claude logs the pipeline, sets every follow-up, and preps your appointments.

Copy this into a doc and upload it to your Project's knowledge. Recalibrate the weights monthly against what actually produced appointments.

• Confirm DNC scrubbing is ON at your data provider, and scrub PropStream skip-traced numbers monthly. One TCPA complaint costs more than the whole stack.
• Delegate the 7:00 AM run to a VA on their own Claude seat — 15 min/day and your briefing is waiting, zero agent effort before 7:30.
• If scripts sound generic, add 2–3 of your own best openers to the voice guide. Claude will match your rhythm.

• The gold isn't the phone numbers — pull those cheaper from Vulcan7/RedX. It's the per-property motivation read and custom call plan.
• Read the opener and discovery question before you dial each one — 30 seconds of prep turns a hang-up into an appointment.
• Scrub every number against the DNC registry before you call.

• Cross-check the turnover numbers with your title rep before you bet your year on them — the estimates are for direction, not gospel.
• Owner contact lists come from real sources (title, RedX, Vulcan7, PropStream) — never let AI invent a list.
• Most title reps pull real MLS farm reports for free. Start that relationship early.

• Give it the property address whenever you have it — that unlocks Zillow value, equity, and how long they've owned (your motivation signals).
• Turn this into a saved Claude Project so you never re-paste the prompt — just drop in a name and city.
• Go straight to the “Talking Points & Insights” section in the car — that's your walk-in rapport plan.

Paste this into the custom-instructions field of your CMA Engine Claude Project.

Fill this out for the subject property, then paste the whole thing into a new chat inside the Project. Garbage in, garbage out — pull the comps the right way.

This is the autonomous upgrade. Instead of pasting the intake every time, you teach Claude your method once as a skill, then let it build CMAs on its own the moment a lead comes in — and hand them to you for review. Requires Claude Cowork + your MLS login + Google Drive connected. Set up a /CMA-Engine folder with your best past CMA, your testimonials, and your adjustments first.

• The CMA is only as strong as the data behind it. Pull comps by the Perfect CMA rules (same tract, ±200 sqft, ±5 yrs, last 3 months) before you run the engine.
• Set this up once for the whole team — every agent runs the same on-brand, on-system CMA in seconds.
• Let the engine push back. If your comps are weak or you're drifting toward Dreamland pricing, it's designed to flag it before the listing dies.

Paste this into Claude to turn the system into a dated, listing-specific launch plan you can hand to your team.

• Pricing is the #1 marketing strategy — run the CMA Engine first, then feed that price into the customizer.
• The no-showings-until-1PM rule is the single most powerful demand lever. Frame it as the seller's instruction (because it is) and hold the line.
• The full illustrated system (every checklist, script line, and phase) lives in your Google Doc master — this card is the quick-launch version.

• Watch it work on screen the first few listings. Once it flags cleanly (blank fields, date conflicts, private notes drifting into public remarks), you'll trust the draft.
• It only ever saves as draft. The licensed professional reviews the flag list and presses submit — every time.
• Any virtually staged photo must be labeled as virtually staged per your board's rules.

• Dictate 30 seconds of feedback right in the driveway after each showing — the pattern is only as good as the notes you feed it.
• Recommendations go to you, then the seller decides. You lead; the AI hands you options and reasoning.
• Feedback notes must never leak into public remarks or ads.

• Read every script out loud before the event. If it sounds like you're reading, so will your visitor — rewrite anything that clangs against your voice.
• Host it like a party, not a showing. Every visitor leaves with something useful, even if they never buy from you.
• Watch for the neighbor quietly thinking about selling — the conversation guide flags the tells.

Three non-repeating content assignments every week, rotated across themes, formats, and hooks so nothing feels stale.

A fun, local, value-packed newsletter people actually open — not the "rates and stats" every agent sends.

Six weeks of holiday content plus a downloadable local guide you use as a lead magnet.

• Paste last week's 3 tasks into the weekly planner every time — the no-repeat rotation only works if it knows what you already posted.
• Save the newsletter output and paste it back next month so the AI keeps your voice.
• Turn the seasonal guide's list into a PDF (“The [Your Town] Holiday Guide”) and make it your lead magnet.

• The specifics are the point — and the risk. Run the file past someone who actually lives in the market before you script from it.
• Feed the output straight into a video script or your follow-up sequence — that's where it pays off.

• Steady beats bursts — one Google review a week looks real; 50 in a week looks fake and gets flagged.
• Own your own website. A brokerage site isn't yours, and many of them actively block AI crawlers in robots.txt.
• Answer the client's real question in the first 200 characters of the page — that's the part AI quotes back.
• You approve every post and send every review ask personally. Never buy or fabricate reviews.