Your 12-Week Plan to Actually Implement AI in Your Agency
48 deliverables. 4 phases. Zero guesswork. The week-by-week playbook for rolling out AI across your agency — from first setup to team-wide adoption.
Instant access • Includes training decks • 30-day money-back guarantee
You know WHERE the opportunities are. You just don't know HOW.
You've read the articles about AI in real estate. You've heard the stats. Maybe you've even taken our free assessment and seen the gaps.
But knowing you should "use AI for listing descriptions" and actually getting your team to do it consistently — week after week, property after property — are two completely different things.
The gap isn't knowledge. It's implementation.
Most agencies stall out somewhere between "this is interesting" and "this is how we work now." They try a few prompts, get inconsistent results, and slowly drift back to doing everything manually.
The Roadmap closes that gap. It's not another article telling you AI is the future. It's the step-by-step plan for making AI part of your agency's daily operations — starting this week.
4 phases. 12 weeks. Here's how it works.
Each phase builds on the last. Start with the foundation, stack quick wins, roll out to your team, then go deeper.
Foundation
Get the basics right before you build on top of them.
- AI tool setup and configuration for your agency
- Team access and permissions
- Your agency's AI usage guidelines (what's okay, what's not)
- CRM integration preparation (Rex, AgentBox, Eagle, or Reapit)
- Baseline metrics: where you are now (so you can measure improvement)
Key deliverables: AI setup guide, usage policy template, CRM readiness checklist, baseline metrics worksheet
Quick Wins
Start saving time immediately with the tasks that have the highest payoff.
- Listing description workflows (from property details to portal-ready copy)
- Social media content generation
- Vendor communication templates
- Database reactivation sequences
- Market report automation
Key deliverables: Listing prompt library, social media templates, vendor comms framework, database email sequences, market report templates
Team Rollout
Get your whole team using AI — not just the one person who's keen.
- Team training session plan (ready to run)
- Presentation decks explaining the why and the how
- Individual agent setup guides
- Quality assurance process (how to review AI output)
- Common mistakes and how to avoid them
Key deliverables: Training presentation deck, agent quick-start guide, QA checklist, troubleshooting guide
Advanced Integration
Move from "using AI" to "AI-powered agency."
- Workflow automation setup
- Advanced prompt engineering for your specific market
- Performance tracking and ROI measurement
- Continuous improvement framework
- Scaling plan for new team members
Key deliverables: Automation playbook, advanced prompt library, ROI tracking dashboard template, onboarding guide for new agents
Everything you get
The Roadmap Document
Your complete 12-week plan. Every week has specific tasks, deliverables, and success criteria. Print it out, pin it to the wall, follow the steps.
48 Specific Deliverables
Not vague "implement AI across your workflows" advice. Specific outputs: prompt libraries, email templates, training decks, tracking spreadsheets, QA checklists.
Team Training Decks
Two complete presentation decks — one for "Why AI" (the business case) and one for "How to Use AI" (the practical session). Designed for non-technical audiences.
CRM Integration Guides
Step-by-step guides for connecting AI workflows to Rex, AgentBox, Eagle, or Reapit. Specific workflows for each CRM.
ROI Tracking Template
A spreadsheet template for measuring time saved per agent per week. Track your progress from Week 1 to Week 12.
Bonus: AI Usage Policy Template
A ready-to-customise AI usage policy for your agency. Covers data privacy, content review requirements, and client communication guidelines.
This is for you if...
You're ready to move from "thinking about AI" to "using AI"
You want a structured plan — not another blog post
You need to bring your whole team along, not just the tech-savvy ones
You want something your ops manager can run without needing a consultant
You know the opportunities are there but need the implementation playbook
🚫 Not for you if:
- You haven't identified where AI could help your agency yet (start with the Assessment)
- You want someone to do the implementation FOR you (that's our consulting services)
- You're a solo agent with no team to roll out to (the Prompt Pack at $37 is a better starting point)
The maths on this one is simple
An AI consultant would charge you $3,500–$5,500 to build an implementation plan for your agency. They'd spend a day in your office, interview your team, and deliver a roadmap two weeks later.
This Roadmap gives you the same structured approach — 4 phases, 48 deliverables, team training materials, CRM-specific guides — for $297. It's templated rather than custom, which is why it costs 95% less.
The ROI test: If the Roadmap helps your team save even 3 hours per week (and it's designed to save much more than that), it pays for itself in the first week. At an average agent's effective hourly rate, 3 hours per week is worth $150+. You'll spend $297 once.
Assessment or Roadmap? Here's how to decide.
Assessment ($197)
Best for: "Where are our AI opportunities?"
- • Personalised diagnostic with your numbers
- • Boardroom-ready report (PDF)
- • Focus: Analysis and measurement
Roadmap ($297)
Best for: "How do we actually implement AI?"
- • 12-week plan with 48 deliverables
- • Implementation playbook + training materials
- • Focus: Action and rollout
Not sure? Get everything. The Bundle includes all three products and saves you $134.
30-Day Money-Back Guarantee
Work through Phase 1 of the Roadmap. If the Foundation setup doesn't give you a clear path forward, or if the deliverables don't match the quality you expected, email us for a full refund. No questions.
Frequently Asked Questions
Do I need to follow the 12-week schedule exactly?
Does my team need to be technical?
What CRMs do you cover?
Can my ops manager run this without a consultant?
How is this different from the Prompt Pack ($37)?
Do I need the Assessment first?
See the quality for yourself
Download the Phase 1 Foundation training deck free. It covers auditing your current workflows and understanding where AI fits in your agency. This is one of four training decks included in the full Roadmap.
Download Phase 1 Deck — FreeNo email required • PDF download • See what's inside the Roadmap
Stop planning to plan. Start implementing.
48 deliverables. 12 weeks. A structured playbook your ops manager can run starting this week.
Instant access • Includes training decks • 30-day money-back guarantee
Want the complete AI toolkit? Get the Bundle — Assessment + Roadmap + Prompt Pack and save $134 →