AutoPilot Plan · Sample plan

This is an example plan written for a sample customer (an independent realtor). Your plan is built from your own answers at checkout.

Your AutoPilot Plan: Maria, Real Estate Agent

Inputs: Role: independent realtor · Tasks: writing listing descriptions, following up with leads, posting on Instagram · Tools: Gmail, Google Sheets, Canva, Instagram

1. Snapshot

You're a solo realtor, and writing, follow-ups, and social posts are eating your week. Most of that is repeatable text work, which AI does well. Estimated savings: 8–11 hours/week.

2. Top 5 Automation Opportunities

TaskWhat AI doesTool(s)SetupHours saved/wk
Lead follow-upsDrafts personalized replies and 3-touch sequencesGmail + Zapier + ChatGPT45 min3
Listing descriptionsWrites MLS, Zillow, and social versions from your notesChatGPT/Claude10 min2
Instagram postsTurns each listing into 5 captions and a Canva carouselChatGPT + Canva Magic20 min2
Lead trackingLogs new leads to Sheets and tags them hot or warmZapier + Sheets30 min1.5
Weekly market updateWrites a client newsletter from local statsChatGPT15 min1

3. Copy-Paste Prompts

You are a top real-estate copywriter. Write 3 versions of a listing description for [address]: (1) MLS, 900 characters, factual; (2) Zillow, warm and lifestyle-focused; (3) Instagram, 2 sentences + 5 hashtags. Details: [beds/baths/sqft/features/neighborhood]. Avoid fair-housing violations.
Draft a friendly follow-up email to [lead name], who asked about [property] on [date]. Mention one specific feature, offer 2 showing times, under 90 words, my tone: warm, professional.
Create a 3-email nurture sequence (day 1, 4, 10) for a buyer lead interested in [area, price range]. Each under 120 words with one clear call to action.
Turn this listing into 5 Instagram captions (hook, value, CTA) and a 6-slide carousel outline for Canva: [listing details].
Write a 200-word "This week in [city] real estate" update using these stats: [median price, days on market, inventory]. End with an invite to book a call.

4. Workflows

A. Instant lead reply: Trigger: a new lead email arrives in Gmail (label "Lead") → Zapier sends it to ChatGPT with prompt #2 → a draft reply is saved in Gmail → a row is added to the "Leads" Sheet.

B. Listing → content pack: Trigger: you add a row to the "Listings" Sheet → Zapier runs prompts #1 and #4 → the output is emailed to you → you paste it into Canva Magic Design.

C. Weekly newsletter: Trigger: every Monday at 8am (schedule) → ChatGPT runs prompt #5 → a Gmail draft goes to your client list.

5. Your First AI Agent: "Lead Concierge"

6. 7-Day Rollout Checklist

Day 1: Save all 5 prompts in a Google Doc. · Day 2: Create the "Leads" Gmail label and Sheet. · Day 3: Build Workflow A. · Day 4: Rewrite one listing with prompt #1. · Day 5: Build Workflow B. · Day 6: Turn on the Lead Concierge in draft-only mode. · Day 7: Review the week and schedule Workflow C.

7. Watch-outs

Keep the agent in draft-only mode until you trust it. Fact-check square footage and prices. Follow fair-housing language rules. Expect about $0–30/month in tool costs (free tiers cover most of this).

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