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Business assessment
We learn your business
A guided, approximately 100-question discovery uncovers how you work, who you serve, and where AI can save the most time.
Claude AI setup & training for real estate agents
Vitalis configures your Claude workspace around your market, clients, voice, lead follow-up, listings, buyers, and workflows—then trains you to use Claude every day.
Built for the way agents work
Practical setup. Private training. Real workflows.
Prepare me for tomorrow's listing appointment on Oak Street.
↗Your business isn't generic. Your AI shouldn't be either. We give Claude the context it needs to work like a well-onboarded team member.
YOUR BUSINESS CONTEXT
Your market & farm areas
+Your clients & lead sources
+Your voice & brand standards
+Your buyer & seller process
+Your CRM & follow-up strategy
+Your team, vendors & goals
+The result
Stop explaining your business every time you use AI.
Think of it as onboarding a new team member—one that needs the right context, tools, and training before it can do great work.
Business assessment
A guided, approximately 100-question discovery uncovers how you work, who you serve, and where AI can save the most time.
Done-for-you setup
We configure Claude with your voice, standards, templates, frameworks, and repeatable real estate workflows.
Private live training
A private session turns the setup into practical daily habits you can use for leads, listings, buyers, and marketing.
Claude does not replace your expertise. It removes the blank page, organizes the work, and helps you move faster—while you stay in control of what gets used and sent.
New lead texts, nurture emails, open-house follow-up, sphere touches, reactivation, and objection responses.
Listing descriptions, launch plans, seller updates, social content, price-adjustment talking points, and appointment follow-up.
Consultation agendas, showing follow-up, process education, client updates, priorities, FAQs, and negotiation talking points.
Turn one market update into social posts, video scripts, an email, a blog post, talking points, and follow-up content.
Organize property details, client notes, market data, questions, likely objections, talking points, and next steps.
Document the processes in your head for onboarding, listings, transactions, closings, marketing, and past-client follow-up.
Record one short market update. Your AI coworker helps transform it into useful content for every channel—without making you sound like everyone else.
YOUR INPUT2-minute market update
The strongest workflow gives each part of your team the right job.
Drafting · planning · research · scripts · SOPs · ideas · organization · content
CRM updates · scheduling · coordination · publishing · tracking · administration
Clients · appointments · negotiations · relationships · leadership · closings
For the complete AI coworker experience, AI Business includes the full discovery, deeper configuration, more workflows, private training, and 30 days of support.
| AI Starter | AI Coworker | FULL SETUPAI Business |
|---|---|---|
| Price | $497 | $1,497 |
| Business discovery | Short | Full 100 questions |
| Claude configuration | Basic | Complete |
| Personalized workflows | 3 | 10 |
| Prompt library | ✓ | Customized |
| Training | 45 min | 60 min |
| Follow-up session | — | ✓ |
| Support | 7 days | 30 days |
| Team setup | — | — |
| Buy now — $497 | Buy now — $1,497 |
FOR AGENTS · TEAMS · BROKERS
A personalized Claude workspace, built around your real estate business—and the private training to make it useful from day one.
One-time investment
Claude subscription is separate and paid directly by the client.
Everything included
15 deliverablesDays of support
Questions plus an optimization check-in
What should I use AI for?
How do I make it understand my business?
How do I make the output sound like me?
How do I use it consistently?
Your business. Your voice. Your AI coworker.
Let Vitalis set up Claude around your real estate business and train you to use it every day.