Approved source card
Who you serve, what you can say, what you cannot say, brokerage/broker review notes, and voice boundaries.
The kit contains four operating files.
Each file is designed to make follow-up visible before AI touches anything risky. No forms, no capture, no CRM connection, no email sending, and no contact scraping.
Relationship review board
A weekly table for people, last signal, next helpful action, proof needed, and human decision.
Draft follow-up library
Templates for buyer check-in, seller prep, open house visitor, past client, and local market explainer drafts.
Approval checklist
Claims, fair-housing-sensitive language, private data, brokerage rules, recipient, timing, and send decision.
AI assistant job card
Trigger, allowed inputs, draft output, forbidden actions, review gate, and success signal.
Useful before tools.
If this cannot work in a local table and draft document, it is not ready for automation.
Morning dashboard sample
Three follow-up rows, no live data.
Person typeSignalHuman decision
Open house visitorAsked about commute and inspection timing.Draft recap only; agent verifies before sending.
Past clientOne-year home anniversary is next week.Prepare note; agent decides if appropriate.
Seller leadAsked what to fix before listing.Create prep checklist; no pricing promise.
Approval gates
AI is not the sender.
- AI may summarize approved notes and draft options.
- Human approves recipient, timing, facts, tone, claims, and compliance-sensitive language.
- No contract, legal, pricing, fair-housing, MLS, CRM, or client-contact action is automatic.
- No private data, screenshots, testimonials, or client stories are used without approval and permission.
Interactive sample card.
Click a scenario to see the safe output shape. The examples are fictional and intentionally ordinary: useful relationship work, not AI magic.
Worksheet download
Download the local worksheet pack.
Blank Markdown worksheets plus a printable HTML pack. These are local educational templates, not connected to any private system.
Download ZIPOpen printable packOpenArt / Higgsfield asset note
Visuals are atmospheric only.
The generated art supports the premium field-manual feel. Exact claims, CTAs, worksheet language, and safety rules stay in HTML and downloadable files where they remain readable and controllable.
Safe AI work
Prepare the review packet.
Draft, organize, summarize, score, route, remind, and create local files from approved inputs.
Human approval lock
Anything external waits.
Publish, send, contact people, buy, create accounts, accept terms, change records, use private data, make claims, or act in MLS/CRM/email systems only after explicit human approval and appropriate professional review.
Next local build
Downloadable worksheets are now included.
This page now includes blank Markdown worksheets, a printable HTML pack, and a ZIP download. Keep using them locally and draft-only until a human approves any external action.
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