← Boomer’s Office · Step 2 of 5 · 7 days × 20 minutes · free Claude is enough
You cannot break it. You cannot ask a dumb question. If it’s wrong, say “no, that’s not right” and it tries again.
One lesson a day, in order. Each ends with something real.
Remember the hierarchy: you’re not learning software this week — you’re delegating. Every green box below is an assignment you hand to staff. It works. You review, say “not quite, more like this,” and approve. Boss’s chair, from the first minute.
Day 1 — The Interview
Don’t think of something clever to ask. Let Claude interview YOU.
Go to claude.com, sign in, paste this, hit send. Answer like you’re talking across your desk. Allow 20–30 minutes.
I’m a real estate agent, new to AI. Before we work together, interview me — ONE question at a time, plain English, no jargon — until you understand: my actual day and week; which tasks eat the most time and which I dread; what I’m good at and want to keep doing myself; what I want more of; what technology I use; my market and typical client. If my answer is vague, ask a follow-up instead of guessing.
Then: (1) write a short profile of how I work and let me correct it, (2) rank the 5 things you could take off my plate first by time saved, (3) name the “advisors” you should play for me and when to call each, (4) ask how I want you to talk to me. From now on, when a job touches anything real, show me your plan first and wait for my go.
Save the profile it writes. Email it to yourself. You’ll need it Day 7.
✅ Done when: you have a profile of yourself that made you say “huh, that’s me.”
Day 2 — Rewrite One Listing
Paste in a listing description you wrote. Then:
Give me three rewrites: one warm and story-driven, one short and punchy for social media, one straight and factual for the MLS. Keep every fact exactly as I wrote it — invent nothing.
Pick your favorite. Tell it what to change. It will.
✅ Done when: you have a version you’d actually publish.
Day 3 — Empty the Email Jail
You know the three emails you’ve been avoiding. Paste them in:
Draft a reply to each in my voice — friendly, direct, no fluff. Flag anything I need to decide before sending.
Edit and send. This is usually the day it clicks.
✅ Done when: the jail is empty.
Day 4 — Plain English
Paste a dense clause — contract, disclosure, inspection report:
Explain this in plain English like I’m the buyer, not the agent. Then tell me what a client is most likely to misunderstand about it.
⚠️ Verify anything legal or numerical against the actual document. Office Rules, rule 1.
✅ Done when: you could explain that clause on the phone without reading it.
Day 5 — The List in Your Head
Dump out your mental follow-up list. Names, rough notes, no organizing:
Help me sort these past clients and leads by who I should contact first and why. Then draft a short, natural text or email for each. Nothing salesy.
First names or initials only — Office Rules, rule 2.
✅ Done when: two of those messages are actually sent.
Day 6 — One Repeating Headache
Pick something you do over and over — new-listing setup, open house prep, closing week:
I do roughly the same things every time I [take a new listing]. Interview me about my process, then turn it into a checklist I can reuse. Ask me what I’m forgetting.
✅ Done when: the checklist exists and you’d trust it.
Day 7 — Your Second Brain
The catch nobody explains: each new conversation starts mostly fresh. The fix is one file you own.
Based on everything we’ve discussed this week, write me an ABOUT-ME file I can save and paste into any AI tool so it knows who I am and how I work. Plain text, under one page. Include this line at the top: “Show me the plan first, and wait for my go.”
Save it as a Google Doc named ABOUT-ME. That’s your second brain, version one. Course 0 gives it a proper home.
✅ Done when: ABOUT-ME exists in your Google Drive.
Stuck? Say it plainly
“That’s not right — here’s what I meant.” · “Too formal. Say it like I’d say it.” · “Shorter.” · “Explain it like I’m ten.” · “Ask me questions until you have what you need.” ← the most useful sentence in this course.
Seven days, seven real things — and you never once operated software. You delegated. If this week earned its keep, Course 0 is where we give the staff keys to the office. That one needs Claude Pro — and by now you know whether it’s worth $20. — B.
🐾 Boomer’s exit box — answer in the comments below. 1) Where did you stall? 2) What confused you? 3) What felt like magic? 4) Would you tell another agent to pay for this? Be blunt — Boomer reads every comment.
Next → Course 0: Setting Up Shop
Stuck right now? Ask an AI. Open one in a new tab and just ask — plain English works.
Ask Claude Ask Perplexity Ask Gemini
Big question? Ask all three and referee them.
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