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What you'll accomplish

By the end of this guide, you'll have a complete set of 6–8 email templates for every stage of the realtor relationship — from first contact to seasonal check-ins — all written in your voice and ready to personalize and send in under 5 minutes each. Inspectors who use a system like this typically double their agent referral count within 6 months.

What you'll need

  • Free Claude account at claude.ai (free tier works perfectly for this)
  • A list of 20–30 real estate agents in your market (names, email addresses, which office they're at)
  • 10 minutes of thinking about what makes your service different from other inspectors in your market
  • Time needed: 60 minutes to build the email library; 15 minutes/month to send
  • Cost: Free

How-To Guide: Build a Realtor Referral Email System with Claude

Step 1: Create Your Claude Account

Go to claude.ai. Click Sign up and create an account. You'll be taken to a clean chat interface with a text box.

What you should see: A page that says "Start a new conversation" with a message input box.

Tools:Claude