The build guide

How I built the AI assistant that runs my real estate business.

You commented CLAUDE, so here is the real thing. Not a list of prompts. The nine layers I built, in the order I built them, and what to do at each one.

Start at layer one Build it with me, free
Skyleigh McCallum 8× Icon Agent 4 homes before 30 Making multiple 6 figures while raising my two kids Still selling
Hi! I'm Ozzie. Your Executive Assistant.
The nine layers

Nine steps. Each one holds up the next.

Give it a home1Teach it about you2Build your voice3Build your brand guide4Connect your tools5A workflow for each skill6Add the approval step7Write down every correction8One sentence runs the job9

Start at the bottom. Each layer sits on the one under it.

Why it works

The skill is the last thing you build, not the first.

Most agents open an AI tool, type a request and get something generic back. That is because nothing is underneath it. When I say "run CMA" and an address, the answer comes back in my voice, in my branding, from my own systems, because of the eight layers sitting under that one sentence.

1

Give it a home.

The first thing I built was one place where the assistant keeps everything about my business. One folder, one set of instructions it reads every time it starts. Without that it meets you for the first time every morning and you explain yourself all over again.

Do thisCreate one project folder for your business and one instruction file that lives in it. Everything in the next eight layers gets saved there.

Where we do it: Lessons 2.1 "Getting set up" and 2.2 "Give it a home", free in the Skool classroom.

2

Teach it about you.

Then I wrote down what a new assistant would need to know in their first week. Who I am, the areas I cover, who is on my team and what each person handles, the kinds of clients I work with, and the rules that never bend. Mine has a list of words it is never allowed to use about a seller's home.

Do thisAnswer four questions in writing: who you are, where you work, who you work with, and what you never want said or done in your name.

Where we do it: Lesson 2.3 "Teach it about you".

3

Build your voice.

This is the layer most people skip, and it is why their drafts sound like a template. I did not describe how I write. I had the assistant read thousands of texts I had already sent and report back what it found: how I open, how I close, the phrases I use constantly and the ones I never use. That became my voice profile, with a "never say this" list at the top.

The surprise was how wrong my own guesses were. Phrases I thought were mine barely showed up. The evidence was better than my memory.

Do thisGather your own sent messages and emails. Have the assistant pull out your patterns, then test it: ask for a reply to a real client and compare it with what you actually sent.

Where we do it: Build Call, Tuesday November 3. We write quiet-lead texts in your voice, live.

4

Build your brand guide.

Voice is how you sound. The brand guide is how you look. Colours, fonts, logo rules, and a finished example of each thing you send out: a report, a graphic, an email. Once it exists, every PDF and post comes back looking like yours, and you stop fixing fonts at eleven at night.

Do thisPick one document you are proud of and make it the approved template. Tell the assistant to match it every time.

Where we do it: Build Call, Tuesday October 20. Your brand guide with Claude Design.

5

Connect your tools.

Up to here the assistant can think and write. This layer is where it can reach your actual business: your email, your calendar, your document folders, your CRM, your listing system, your e-signature program, your social scheduler. Each connection is a new thing it can do without you copying and pasting between tabs.

Do thisConnect one tool at a time and prove it works before the next. Email and your document folders first. They unlock the most.

Where we do it: Lesson 2.4 "Connecting your tools".

6

Create the workflow for each skill.

A skill is a job you have written down once so you never explain it again. I built each one the same way: do the job with the assistant by hand, correct it as we go, then save the finished steps. Here is the pricing skill as an example.

What goes inOne address.
The stepsPull the comparables. Line them up side by side. Compare the finishes room by room. Land on a range, with stronger homes above and weaker ones below.
What comes outA branded report I can walk a client through.
Where it stopsIt waits for me. I still walk the house and adjust by hand.
Do thisChoose the one job that eats the most of your week. Run it once with the assistant, write down every step, and save it with a name you can say out loud.

Where we do it: Lesson 2.5 "Your first skill".

7

Add the approval step.

Nothing leaves my business without my eyes on it. Every skill ends the same way: it shows me the finished work and waits. Texts sit as drafts. Posts sit in a queue. Contracts sit until I have read every page. That one rule is why I can hand off so much and still sleep.

Do thisWrite it into your instructions in plain words: draft it, show me, and wait for my yes before anything is sent.
8

Write down every correction.

It gets things wrong. It will surface a lead who is only browsing, pick a weak main photo, or file a document under the wrong address. The difference is what happens next. Every time I correct it, the correction is saved to a lessons file it reads before it does that job again. The same mistake does not come back, and the system is better this month than it was last month.

Do thisKeep one lessons file per skill. Each line is three things: the date, what went wrong, and the rule to follow from now on.
9

Now one sentence runs the job.

This is the part you see in my videos. "Run CMA" and an address. "Photos are in, let's go." It looks like magic and it is the opposite. It is eight layers of plain, unglamorous setup, and then a sentence.

Where to startDo not build all nine this week. Build layers one and two, then find out which job to hand off first. That is exactly what the first Build Call is for.

Where we do it: Build Call, Tuesday October 13. Your personal automation plan.

Free Build Calls · Tuesdays 9:30am PT

Reading it is one thing. Let's build it together.

Four free calls, live and on screen. You bring your business and we build the layer in front of you. No AI setup is needed for the first one.

Join the Build Calls

Free. Book it and it goes straight into your calendar with the link to join.

Oct 13

Your personal automation plan

Find out where your week really goes and what to hand off first.

Oct 20

Your brand guide with Claude Design

So everything you make looks like you, not a template.

Oct 27

Clean up your CRM

Sort it, tag it, and pull out who you should be talking to this week.

Nov 3

Quiet-lead texts

Find the leads who went silent and draft a check-in in your voice.

The free community

Elevation Real Estate HQ on Skool.

This is where we teach agents how to run a multiple six figure real estate business that doesn't absorb your life. The setup lessons this guide points to are inside, and they are free.

Join the free Skool community

Free to join. Create your account and open "Set Up Your AI Assistant" in the classroom.

What is inside

Set Up Your AI Assistant: the five lessons behind layers one to six
The Business Health Check: 31 areas of your business, graded
Goal Setting, Business Snapshot and the Productivity Audit
How We Get There: your goal as a daily number
The Build Calls, and agents building the same thing beside you
Sneak peek

Ozzie AI Executive Assistant. Launching soon.

Everything in this guide is how I built mine by hand. Ozzie is where it is going next: the whole system, already built, on your computer.

We have not announced the launch date yet. Follow us on Instagram and you will hear it first.

Follow @elevationrealestatehq
Ozzie, the octopus mascot