NxtEra Agents - Claude Setup

1

Create Your Account & Pick the Right Plan

5 min

1

Go to claude.ai and sign up

Click Sign in → Continue with Google (fastest) or sign up with email. The free plan is genuinely useful — web search, file uploads, and code execution are all included.

2

Download the desktop app

Profile icon → Download Desktop App (Mac or Windows). The app gives you Chat, Claude Code, Cowork, and Routines all in one window. Required for Cowork and Routines.

💻 Mac + Windows available

3

Download the mobile app

App Store or Google Play → search Claude by Anthropic. Fully synced with your desktop. Use for chat, quick tasks, and steering Cowork sessions remotely (Max plan).

4

Choose your plan

Pro ($20/mo) is the right starting point for daily agent use — it unlocks higher usage, Projects, Claude Code, Google Workspace, and 950+ MCP connectors including GHL and Canva.

Free

$0 / mo

Sonnet 5 — default model

Web search + file uploads

Code execution + Artifacts

Memory on all plans (Mar 2026)

Daily message limit

Try it before you commit — write a listing or email today.

✦ Recommended for Agents

Pro

$20 / mo

Sonnet 5 with 5× more usage

Claude Code + Cowork

Full MCP: GHL, Canva, Notion, Zapier

Google Workspace integration

Unlimited Projects + Routines

Daily listing content, emails, automations, lead follow-ups.

Max $100

$100 / mo

5× more usage than Pro

Opus 4.8 — current flagship model

Priority access during peak hours

Plugins marketplace access

Agents hitting Pro limits daily on Code, Cowork, and content.

Max $200

$200 / mo

20× more usage than Pro

Opus 4.8 + Sonnet 5 at full limits

Remote Cowork control from phone

Highest output — no waiting

Running Code, Cowork, Routines, and bulk content daily.

2

Set Up Custom Instructions & Memory

10 min · highest leverage

1

Open Custom Instructions

Profile icon → Settings → Custom Instructions. Claude reads this at the start of every conversation — set it once and every output automatically reflects your market, voice, and niche.

2

Paste and fill in this template

Copy exactly, fill in your details:

I am a REALTOR® in [your city, state], specializing in [your niche — military relocation, VA loans, first-time buyers, etc.].
Brokerage: [your brokerage]. Designations: [MRP, SFR, ABR, etc.].
Markets I serve: [neighborhoods, installations, zip codes].
Brand voice: calm, professional, advisory. No hype, no exclamation points, no clichés like "dream home" or "perfect fit."
Keep emails under 200 words unless I ask for more. Short paragraphs, not bullet walls.
My CRM: [GHL / Follow Up Boss / etc.].
Always suggest a clear next step at the end of your response.

3

Enable Memory — now on all plans including Free

Settings → Capabilities → toggle Memory on. Since March 2026 this is available on every plan. Claude builds a profile of you across all conversations. View and edit what it stores at any time at Settings → View and edit your memory.

✓ After setup: ask "What do you know about me?" to verify

4

Opt out of model training (recommended)

Since August 2025, conversations feed training by default. Settings → Privacy → turn off Allow model training. Especially important when discussing client details or proprietary business info.

🔒 Opt out before discussing any client information

Community tip: Don't write "be helpful" — Claude already knows that. Focus on what it doesn't know: your market, your niche, the phrases you hate, and the format you want. Specificity is everything.

3

Migrate From ChatGPT, Gemini, or Grok

5 min · don't skip

If you've used another AI, months of context are sitting there — your preferences, projects, voice. Don't rebuild from scratch.

G

From ChatGPT

Most common

1

Go to claude.com/import-memory — Anthropic's official migration tool. Copy the export prompt it provides.

2

Open a new ChatGPT chat. Paste the prompt. It outputs everything it knows — memories, custom instructions, preferences.

3

Copy the response. In Claude → Settings → Capabilities → Import Memory. Paste and confirm.

4

Open a new Claude chat → ask "What did you learn about me?" Verify. Fix anything wrong in Settings → View and edit your memory.

Clean it first: Paste ChatGPT's export into a Google Doc, remove stale info, then import the trimmed version for better results.

G

From Gemini

1

Same process — use prompt at claude.com/import-memory. Paste into a new Gemini conversation.

2

Gemini stores less explicit memory — shorter export is normal. Add missing context manually in Claude Settings → Memory.

3

For Google Workspace: Settings → Integrations → Google Workspace. Claude reads Drive, Calendar, and Gmail directly.

X

From Grok

1

Same import prompt works. Grok memory depth varies by plan — basic users may have a thin export.

2

Specific behavioral instructions transfer well. Supplement with manual edits in Claude Settings → Memory.

✓ Transfers

Tone and format preferences
Your role, market, specialties
Custom instructions you wrote
Writing style preferences

✗ Doesn't Transfer

Full conversation history
Files you uploaded to old AI
Custom GPTs / Gemini assistants
Images, documents, saved chats

For old files: Export from ChatGPT (Settings → Data Controls → Export Data) and upload key documents into a Claude Project as reference files.

4

Understand the Tools — Chat · Artifacts · Cowork · Code · Routines

Read once

Claude isn't one tool — it's five environments. Each does something different. Here's the plain-English breakdown.

💬

Claude Chat

claude.ai · browser, app & mobile · syncs all devices

Your primary workspace. Supports Projects, Memory, 950+ MCP connectors, web search, file uploads, image analysis, and extended thinking. Works on every device you own — fully synced.

Best for agents: Listing content, emails, CMAs, market updates, client comms, research. Use this 90% of the time.

✨

Claude ArtifactsAll Plans

side panel in chat · shareable · remixable

A live panel that appears when Claude creates something substantial — a tool, calculator, form, or interactive app. Share with a public link. Others can remix it. Now supports persistent storage and MCP connections on Pro+.

Best for agents: VA loan calculators, open house lead forms, buyer checklists, interactive CMA tools. Enable in Settings → Capabilities → Artifacts.

🖥️

Claude CoworkAll Plans

desktop app · local · NOT cloud-synced

A local agent environment on your machine. Accesses your files, folders, and desktop tools. You give it Skills (playbooks) and it uses them automatically. Computer use preview: Claude can click and navigate your screen. Pick one device — it doesn't sync.

Critical: Cowork stays on the device it's installed on. Laptop ≠ desktop even with same login.

Best for agents: Running Skills and workflows that need your local files. Set up on your main work machine.

⚡

Claude Code

Pro+ · terminal or desktop app · builds real pages

Describe what you want in plain English — Claude writes the HTML, CSS, and logic, then you deploy to Netlify in under 2 minutes. No coding required. Also available in VS Code, Cursor, and JetBrains on paid plans.

Best for agents: Landing pages, buyer guides, military relocation pages, open house capture forms, onboarding pages.

🔁

Claude Routines

Pro+ · cloud-based · runs while laptop is off

Automations that run on a schedule in Anthropic's cloud — even when your laptop is closed. Set a prompt, connect your tools, and Claude runs the task automatically. Start from web, mobile, desktop, or another Routine.

Best for agents: Daily morning briefing, weekly market update draft, Monday pipeline review, auto-transcribing showing notes.

🔌

PluginsFeb 2026

Pro+ · marketplace · one-time or bundled

A plugin marketplace launched February 2026. Install Anthropic's free open-source plugins, community skills, or third-party packs. Admins on Team/Enterprise manage plugin access by role. 950+ MCP connectors available — GHL, Canva, Notion, Zapier, Google Workspace, and more.

Best for agents: Connecting GHL for pipeline automation, Canva for graphics generation, Zapier for multi-step workflows.

Quick Reference — Which to Use When

Task	Chat	Artifacts	Cowork	Code	Routines
Write listing description or email	✓	—	✓	—	—
Build an interactive calculator or form	—	✓	—	—	—
Build a full hosted landing page	—	—	—	✓	—
Run a task while laptop is off	—	—	—	—	✓
Access local files and folders	—	—	✓	—	—
Share output with a public link	—	✓	—	—	—
Use on phone between appointments	✓	—	—	—	—
Syncs across all your devices	✓	✓	—	—	✓

5

Set Up Projects — Stay Organized Across Every Session

15 min · pays off forever

Claude has no memory between sessions unless you use Projects. A Project holds your context files, instructions, and documents — and syncs across all your devices automatically.

How to create a Project

1

Claude sidebar → Projects → New Project

Name it by use case: "My Listings," "Military Relocation," "Market Updates," "Client Emails."

2

Add Project Instructions

Inside Project → Edit Instructions → paste context for this use case. "Always include VA loan language. Fort Carson area. Calm tone."

3

Upload your context files

Paperclip → upload about-me.txt, brand-voice.txt, working-style.txt. Claude reads them at the start of every session.

4

End every session with a save point

Paste key outputs and prompts that worked into a Google Doc outside Claude. Claude's memory resets — your doc doesn't.

✓ Keep a "My Best Prompts" doc in Google Drive

Starter Projects for RE agents

🏠

My Listings

Descriptions, captions, emails, SMS, open house materials. Upload your MLS template and neighborhood reference files.

🪖

Military Relocation

VA loan content, PCS guides, installation info for Fort Carson, Peterson SFB, Schriever SFB, USAFA.

📊

Market Updates

Paste monthly MLS stats. Get buyer/seller paragraphs, social captions, and email newsletters.

✉️

Client Communications

Follow-up emails, offer letters, objection responses, PCS buyer sequences. Upload your FAQ and templates.

Your 3 context files — create these first

Open any text editor (Notes, Google Docs, Notepad). Copy each template below, fill in your details, save as a .txt file, and upload to every Claude Project you create.

File 1

about-me.txt — Who you are

# About Me

Name: [Your Full Name]
License: REALTOR® | [State] License #[000000]
Brokerage: [Your Brokerage]
Designations: [e.g. MRP, SFR, ABR]

## My Market
Primary city: [e.g. Colorado Springs, CO]
Zip codes I serve: [e.g. 80906, 80907, 80909]
Installations I serve: [e.g. Fort Carson, Peterson SFB — or N/A]

## My Niche
Primary: [e.g. Military relocation and VA loans]
Secondary: [e.g. PCS timelines / Investors]
Years in real estate: [X]
Average price range: [$X to $X]

## Contact
Phone: [Your number]
Email: [Your email]
Website: [Your website]
Calendar: [Your booking link]

File 2

brand-voice.txt — How you communicate

# My Brand Voice

## Tone
Overall: [e.g. Calm, professional, advisory — like a knowledgeable
friend, not a salesperson]
Energy: [e.g. Steady and measured]

## Always Avoid
- No exclamation points in body copy
- No urgency: "won't last long," "act now," "hot market"
- No clichés: "dream home," "perfect fit," "nestled," "charming"
- No filler: "As an AI," "Certainly!," "Great question!"
- [Add your own rules here]

## Format
Email length: [e.g. Under 200 words unless I ask]
Paragraphs: [e.g. 2–3 sentences max. No bullet walls.]
Social: [e.g. Professional but conversational. Max 2 hashtags.]

## Examples
Good: [Paste a sentence that sounds like you]
Bad: [Paste copy you hate — from a competitor or old email]

File 3

working-style.txt — How you like to work

# My Working Style

## Tools I Use
CRM: [e.g. GoHighLevel / Follow Up Boss / None yet]
Email: [e.g. GHL / Gmail directly]
Design: [e.g. Canva / None]
Video: [e.g. BombBomb / Loom / Phone camera]
Transaction mgmt: [e.g. Dotloop / Skyslope / CTM eContracts]
Social: [e.g. Instagram + Facebook / LinkedIn / Not active]

## Output Preferences
Default length: [e.g. Concise unless I ask for more]
When unsure: [e.g. Ask me one question before writing]
Drafts: [e.g. Give me a first draft I can edit]

## Recurring Tasks Claude Should Know
- [e.g. Every Monday I send a market update to my database]
- [e.g. Every new listing needs: MLS description, 3 captions, SMS]
- [e.g. After every showing I write a follow-up within 2 hours]
- [Add your recurring workflows here]

Save each as a .txt file. In Claude, open your Project → paperclip → upload all three. Update when your tools, niche, or market changes.

6

First Skills to Build as a Real Estate Agent

Build one per week

Pick the one that saves you the most time right now. Not all of them at once.

🏠

Listing Content Pack

Start Here

Full listing pack from one prompt — MLS description, social captions, SMS blast, and email subject lines. Knows your market, tone, and VA loan language automatically.

Copy this — swap the bracketed details: I have a new listing. Here are the details: — Address: [123 Example Rd, Colorado Springs CO 80906] — Beds/baths: [3BR / 2BA] — Square footage: [1,850 sqft] — Year built: [2019] — Key features: [2-car garage, updated kitchen, mountain views] — VA loan eligible: [Yes] — Proximity: [5 min from Fort Carson main gate] — List price: [$465,000] Write all four: 1. 150-word MLS description — professional, specific, no hype, no exclamation points. Lead with the most compelling feature. 2. Three Instagram captions — each under 120 characters, no emojis, mention VA eligibility in at least one. 3. One SMS blast under 160 characters — direct, soft call to action. 4. Two email subject lines — one factual, one curiosity-based. Both under 50 characters. My voice: calm, professional, advisory. Never "dream home," "perfect fit," "won't last long."

✉️

Lead Follow-Up Sequences

Week 2

Segmented follow-ups by lead source — Meta ad, open house, referral, Google. Each group gets a message referencing how they found you. Soft-close, not pushy.

Copy this — swap the bracketed details: Write a follow-up email to a buyer I recently met: — Military buyer PCS-ing to Fort Carson from [Fort Bragg] — How we met: [At my open house on Saturday] — Budget: [$380,000–$450,000] — VA loan: Pre-approved — Timeline: [90 days] — What they cared about: [proximity to gate, yard for kids, single-story preferred] 3-paragraph email. Tone: warm, helpful, not pushy. Para 1: Reference how we met + something specific from our conversation. Para 2: Mention 1–2 listings in their range. Acknowledge VA timeline flexibility. Para 3: End with one soft question — not a hard CTA. Under 180 words. No exclamation points. No "perfect home" or "dream home."

📊

Market Update Writer

Week 2

Paste your raw MLS stats — get a 2-paragraph database update ready to send. No jargon, no hype.

Copy this — paste in your real MLS numbers: Colorado Springs market stats for [April 2025]: — Median sale price: [$452,000] (vs. last month: [$448,000]) — Avg days on market: [22 days] — List-to-sale ratio: [98.4%] — New listings: [487] — Active inventory: [1.8 months] — Closed sales: [312] Write a 2-paragraph market update for my database. Para 1: What this means for buyers — honest, no spin. Para 2: What this means for sellers — honest, no spin. Tone: calm, factual. No hype. Write like a knowledgeable colleague explaining the market over coffee. Under 200 words total.

📋

CMA Narrative

Week 3

Paste your comps — get a 2-paragraph pricing narrative in language your seller will trust. No jargon, no urgency.

Copy this — paste your actual comp data: CMA narrative for listing appointment at [742 Cochise Pl, CO Springs 80906]: 3BR/2BA, 1,740 sqft, 2016 build, 2-car garage, updated kitchen. Comps (sold last 90 days): — [318 Apache Rd] — 3BR/2BA, 1,680 sqft, $447K, 18 DOM — [504 Mesa Verde Dr] — 3BR/2BA, 1,810 sqft, $462K, 12 DOM — [88 Cheyenne Blvd] — 3BR/2BA, 1,720 sqft, $451K, 24 DOM — [215 Navajo Trail] — 4BR/2BA, 1,900 sqft, $489K, 9 DOM Recommended list price: [$455,000] Write 2 paragraphs. Para 1: What the comps tell us — reference the range and what drove the spread. Para 2: Why $455,000 is the right number. Plain language a non-expert seller will trust. Calm and factual. No urgency.

🎬

Video Repurposing

Week 3

Film one video. Paste the transcript — get 4 pieces of content: Reels script, email newsletter, LinkedIn post, blog intro.

Copy this — paste your transcript below it: I recorded a short market update video. Full transcript: [Paste here — voice-to-text output works fine] Turn this into four pieces of content: 1. 60-second Reels script: Hook in first 3 seconds, 2–3 key takeaways, soft CTA. Written to be spoken naturally — no jargon. 2. 3-paragraph email newsletter: One paragraph per key point, brief intro, closing with next step. Under 200 words. 3. LinkedIn post: 150–200 words. Max 2 hashtags. Start with a hook — not "I." 4. Blog intro paragraph: 80–100 words. Sets up the topic, why it matters to Colorado Springs buyers and sellers. Tone across all four: calm, professional. No hype, no exclamation points.

🤖

Morning Routine (Automated)

Week 4+

Set up once. Runs every weekday at 7 AM — pulls your pipeline, flags cold leads, checks mortgage rates, delivers a briefing before you open your laptop.

Setup: Claude desktop app → Routines → New Routine → Schedule: weekdays 7:00 AM Paste this as your Routine prompt: Good morning. Run my daily real estate briefing: 1. Pipeline check: Review my GHL CRM. List leads not contacted in 14+ days — include name, lead source, last contact date. 2. Priority follow-ups: Flag buyers/sellers with an appointment, showing, or offer in the next 7 days. 3. Market pulse: Pull today's 30-year fixed rate. Note if it moved more than 0.125% from yesterday and what that means for a $450,000 purchase. 4. One quick action: The single most important thing I should do before 10 AM today. Format as a clean 5-bullet briefing. Plain language. Under 150 words. Then add your email in "Send results to" — it lands in your inbox before you open your laptop.

Most agents skip this. Don't. Pick the task that wastes the most time — usually listing content or lead follow-ups. Get that one working. Then add the next.