Lakewise AI Playbook for Realtors
Get time back on listing write-ups, showing follow-ups and inbox admin, with fewer mistakes, using a written AI Playbook made for your brokerage.
Tell us about your business with a short set of questions. Within 5 business days from when your answers are complete, you get a plain-language Playbook by email showing which listing, showing and email tasks can take less of your time, how to keep mistakes out of what you publish, and how AI tools fit in. No jargon.
Get my PlaybookWho it is for
- Solo agents, small teams and owner-run brokerages across Canada with 1 to 20 people
- Agents who write their own listings, emails and social posts
- People who want written steps they can follow between showings, not another meeting
Problems it solves
- Listing descriptions take too long. Get prompts that turn your notes into a first draft you edit, in your own voice.
- Follow-ups slip after open houses. Set up a simple routine to draft personal follow-up emails the same evening.
- Repeat questions eat your inbox. Build a short answer bank for questions about offers, deposits and closing dates, then use AI to draft replies from it.
- Social posts and newsletters fall behind. Plan a month of neighbourhood and market posts in one sitting.
- Privacy worries. Clear notes on what client and seller information never goes into an AI tool.
What's inside
- A short summary of where AI can help your business, and where it can't
- Step-by-step instructions for each suggestion
- Copy-and-paste prompts written for listings, follow-ups and client emails
- Tool suggestions, with free options where they exist
- Privacy notes for client, seller and offer details
- A simple order to try things in
Sample excerpt
Example only. Fictional business: "Lakeshore Home Group," a 4-person team.
1. First drafts of listing descriptions
You said each listing description takes you about 45 minutes. After the walkthrough, write 8 to 10 quick notes: rooms, updates, lot, street feel, nearby schools and transit. Paste them into a free AI chat tool with this prompt: "Write a 150-word listing description from these notes. Warm, specific, no clichés like 'nestled' or 'boasts'. Do not invent features." Check every fact against your notes and the listing data before it goes live. You stay responsible for accuracy under your provincial advertising rules.
2. Same-night open house follow-ups
Keep a template with three short versions: serious buyer, neighbour, and just looking. After the open house, ask AI to adjust one version using a short note about the conversation. Use first names only. Never paste phone numbers, financial details or anything a buyer told you about their budget.
3. What to skip for now
AI tools that promise to automate your whole CRM are more than you need at this size. Get the two steps above working for a month first.
Pricing
All prices in Canadian dollars, plus applicable tax. Business customers only. Payment is taken first, by secure link sent by email.
Quick Start
$149 one time
For teams of 1 to 5
Take two everyday tasks, like listing drafts or open house follow-ups, off your plate first, then decide if AI is worth more of your time.
- 2 written AI workflows for your everyday tasks
- Delivered by email within 5 business days
- Full $149 credit toward The Playbook within 30 days
What you get back: two listing or follow-up tasks that take less of your time, with clear steps to follow between showings.
Get my Quick StartSee what's included
2 written AI workflows for teams of 1 to 5, by email within 5 business days from when your answers are complete. The full $149 counts toward The Playbook if you upgrade within 30 days of getting your Quick Start.
The Playbook
$399 one time
Founding price $299 for the first 10 clients
For 1 to 10 people
Spend less time on listings, showing follow-ups and email, make fewer mistakes in what you publish, and give your agents clear rules for using AI safely with client details.
- Your Playbook
- Staff rollout email and week 1 practice session agenda
- AI Use Policy
- 3 months of Help Desk
- Bonuses: prompt library and day-30 check-in
What you get back: less time on routine listing and inbox work, and a team that knows what client and seller information is safe to put into AI.
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed.
Get my PlaybookSee what's included
For 1 to 10 people: your Playbook, a ready-to-send staff rollout email, a week 1 practice session agenda, an AI Use Policy and 3 months of Help Desk, plus two bonuses: a prompt library and a written day-30 check-in. Delivered by email within 5 business days from when your answers are complete.
Team Playbook
$799 one time
For 11 to 20 people, or owners who want a deeper Playbook
Get every agent and admin role spending less time on listings, follow-ups and paperwork, with the same safe AI rules for the whole team.
- A Playbook covering several roles, or a deeper Playbook
- AI Use Policy
- Staff rollout email and week 1 practice session agenda
- Both bonuses and 3 months of Help Desk
- Delivered by email within 10 business days
What you get back: less admin time across several roles, fewer mistakes in listings and client emails, and one set of AI rules everyone follows.
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed.
Get my Team PlaybookSee what's included
For 11 to 20 people, or owners who want a deeper Playbook: a Playbook covering several roles or a deeper Playbook, an AI Use Policy, the staff rollout email, the week 1 practice session agenda, both bonuses, and 3 months of Help Desk. Delivered by email within 10 business days from when your answers are complete.
Bigger needs? From $1,200, by quote. Email info@lakewiseai.com.
Spots are limited each week.
The Worth-It Guarantee
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed. It covers The Playbook and Team Playbook. The 30 days start on the date we email you your Playbook. Quick Start is not covered, but its full $149 counts toward The Playbook if you upgrade within 30 days of getting your Quick Start. To ask for a refund, email info@lakewiseai.com.
FAQ
Will AI write listings that break advertising rules?** It can make mistakes, which is why every step has you check facts before publishing. The Playbook treats AI as a first-draft helper, never the final word.
Do I need new software? Usually not. Suggestions favour well-known tools, with free options where they exist. You decide what to sign up for.
Is it all by email?** Every package is written and by email. No calls, ever.
What about client privacy? Every Playbook includes privacy notes. We never ask for passwords. Client data may be stored in the US or Europe with trusted providers. Please don't send your clients' files.
I'm on a team inside a bigger brokerage. Does it fit?** Yes, if you buy for your own team as a business. Note any brokerage rules on AI in your answers and the Playbook works within them.
Do prices include tax? No. Prices are in CAD and tax is added at checkout.
Order your Playbook
Email info@lakewiseai.com with your name, business name and team size. We reply with a secure payment link and a short set of questions, and your Playbook arrives within 5 business days from when your answers are complete (10 for Team Playbook). Spots are limited each week.
Get my Playbook