Carlyn Lowery, Associate Broker · 443‑569‑3977 eXp Realty · Broker 888‑860‑7369

BSM2026 · Three Jobs, One System

Your AI starter kit


A one-page core document and a first week of prompts, so the assistant you already use starts every task from your business rather than from a blank chat.

  • The core document templateSix headings: who you serve, your market, your voice, your compliance lines, what it never does, and the corrections you have made. About 30 minutes to fill in.
  • Your first weekOne step a day, from setting up a Project on Day 1 to saving your corrections at the end of the week.
  • Prompts to copyOne real task for each of the three jobs (operations, marketing, and learning), plus a review prompt.

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The idea behind the kit

A rule people are asked to remember gets followed inconsistently. A rule built into the shape of the tool gets followed consistently.

One core assistant

Claude or ChatGPT, whichever you already have, used every day so you build real fluency.

One core document

Who you serve, your market, and your voice, plus every correction you make, read first on every task.

One connected touchpoint

Your calendar or CRM, added in week two, so what the assistant drafts turns into scheduled action.

Start with one page

You wrote two headings in the room. The template walks you through the other four, with an example under each. Correct it once, write it down, and your system learns.

Get the starter kit