Live REALTOR® meet-up · Workbook

Hosted by Melissa Dietrich, Lauren Johnston & Cathy Korpi

Live meet-up workbook

AI behind the scenes. You at the heart of your business.

NOV 17 10:30 a.m.–12:30 p.m. Cottage Canoe Restaurant, Barrie

Hosted by Melissa Dietrich, Lauren Johnston & Cathy Korpi

Bring your questions. No technical experience needed.

What would more support make possible?

Explore practical ways to use AI to organise your day, support your marketing and give clients more of your attention.

  • Less mental clutter.
  • More presence with clients.
  • Marketing that feels like you.
  • Consistent care from first impression to closing.

Let's make this useful for your business. Tell me a little about where you'd love more support, and use this page to work through the session with us. I'll use your answers to put together a personal starting plan for you by Friday, November 20.

Welcome. Let's set you up.

A little about you so Tory can prepare your plan and reach you the way you prefer.

Main area of support

The place where a bit of help would make the biggest difference right now.

Submitted answers and contact information will be shared with Tory to prepare and deliver the requested plan.

You can also scroll straight to any section. The workbook works either way.

1 Your starting point

A few short answers ground today's session. Keep them as long or as short as you like; every answer here is optional.

1.3 How comfortable do you feel using AI today?

There is no wrong answer here. This helps me meet you where you are.

2

Help AI understand your business

Context makes the difference

AI is only as useful as the context you give it. Three kinds of context make the biggest difference, and they are all things you already know.

Who you are and how you work

Your experience, your services, how you like to run your business, and what matters to you.

Who you serve and what they need

Your clients, the questions they bring, and the outcomes they are hoping for.

How you communicate

Your tone, the words you use naturally, and how you want to come across.

See the difference a little context makes

Generic example

"We help you buy and sell your home. Our team has years of experience and local market knowledge. Contact us today to get started."

This could belong to any agent, anywhere. Nothing here sounds like a person, and there is no clear next step for one specific reader.

AI is a helper, not a replacement for your judgement. Check facts and keep anything you are not sure about out of client-facing messages.

Your starter instruction

Fill in the marked placeholders, then paste this somewhere you draft helpfully. Copying works, and you can also select the text with your finger.

Help me sound like me, not like a generic agency. Use the details below and ask me for anything that is missing.

My name: [your name]
Who I help: [your audience]
What they need help with: [their questions or worries]
How I communicate: [your tone]
A sample of my writing: [paste an email or note you like]

Please write for me as one specific, human person. Do not invent facts about me, my experience, my numbers or my clients. Keep it short and useful.
3

Clear the mental clutter

From messy notes to useful next steps

Most of us carry notes in several places at once. Here is what happens when the same information gets organised.

Tap to compare

Fictional business notes

"A client called about 123 Maple Street. Wants to list, maybe in spring? Needs staging advice. Her mother was on the call too. Check recent sales in the neighbourhood. Call back Tuesday. Open house Saturday at 5, need flyers. New team member needs tax info. Did the lawyer send the signed papers? Remind client about parking for the showing."

One honest limit: AI can organise information, but it should never invent missing facts. If something isn't in your notes, it stays marked as missing.

Your starter instruction for organising notes

Take the notes below and organise them into: Priorities, Tasks, Missing information, and Decisions that need my attention. Do not invent facts, dates, names or numbers. If something is unclear, mark it as missing or needing confirmation.

[Paste your notes here]
4

Be more present with clients

Notes in the background, attention on the client

When the notes and the recap are handled, your attention can stay exactly where it belongs: with the person in front of you.

Three moments in a client conversation

Prepare useful questions worth asking, a clear idea of what the client wants to talk about, and anything you still need to confirm. A little preparation lets you relax into the conversation.

A note about recordings: never record client conversations without appropriate permission, and never share private details. Ask first, and keep only what you need.

Tap to compare

Fictional consultation notes

"Met at the office. Client wants to downsize. Worried about timing. Likes the lake area. Talked about open houses? Need mortgage pre-approval, must contact lender. Interested in a bungalow. Wants to avoid stairs. Looked at a few listings. Check parking situation. Sister visiting next month. Mentioned road noise at the other place, maybe?"

5

Marketing and consistent client care

One useful answer can travel far

Example A: from one question to an invitation

A fictional example, built around one question. It needs no market statistics and gives no legal advice. It's just the pattern.

  1. 1

    One client question

    "What does a home inspection actually cover?" is a question clients keep bringing to Alex, a fictional REALTOR®. Instead of answering it again and again by email, Alex writes the answer down once.

  3. 2

    Helpful website content

    A short, friendly page on the website: what a home inspection covers, what it doesn't cover, and what to do with the report. No jargon, no pressure.

  5. 3

    A social post

    "Three things to know about home inspections", with a link to the full page. One useful detail, then "read more if you're curious".

  7. 4

    An invitation to connect

    At the end of the page: "Have a question about buying? Ask me anything.", with an easy way to start the conversation.

Alex is a fictional person, used only to show the pattern. The example makes no claims about results.

Example B: the client journey

Four moments where a repeatable system helps, and where your personal attention matters most. Tap each stage.

What the client needs
To feel that a real person can help them.
What a repeatable system could prepare
A consistent introduction: who you are, your service area, and what to expect when they reach out.
Where your personal attention matters
A genuine hello that remembers their name and their reason for getting in touch.
Why this page works

  • It speaks to a specific audience. The words are for one kind of person, not everyone at once.

  • It offers useful information. The reader learns something, so the page earns attention instead of interrupting for it.

  • It reflects a real person. The voice is one agent's actual voice, grounded in their real experience.

  • It makes the next step clear. The reader always knows what to do next and how easy it is.

Real examples from Tory's business

Examples from Tory's own marketing will be added here shortly, using this same pattern: a real client question, a helpful answer, and a clear invitation to connect.

6

What sparked something for you?

Before you head out, jot down what is landing with you. Your answers stay on this page until you send them.

Your answers so far

Updates as you type, edit any time

  • Your answers will appear here as you go.

When you send, your answers and contact details are shared with Tory so she can prepare and deliver your plan.