The Desk-to-Done Method is how I turn the jobs that pile up on a REALTOR®’s desk into digital employees you can trust: one task at a time, built your way, and checked by you before anything goes out.
I’m an independent adviser, not a software seller. Each stage is a clear decision point, and you only move on when the next step makes sense for your business.
The assessment covers Spot and Map. Digital Employee Implementation covers Build, Check and Done. Not sure what a digital employee does? See Your First Digital Employee.
Already know exactly what you want? The assessment is not required. The fit call can lead straight to a predefined setup: Your First Digital Employee, or one of the predefined REALClarity Pro packages.
Every digital employee goes through the same five steps. Then the loop starts again with the next task.
Find the repetitive tasks eating your week: follow-ups, inbox, listing prep, scheduling. Pick the one that costs you the most time or money.
Start with one job, not ten tools.
Write down how you do it today, step by step, and what “done” looks like, so the AI works your way.
This is where the know-how from my 22 years as a REALTOR® goes in.
Set up the digital employee to do that job in your voice, with your rules and your tools.
Your accounts, your wording, your standards.
It drafts and you approve. Nothing goes out without your OK until it has earned your trust.
This is what makes it reliable.
It runs on its own, with monthly tune-ups. Then it’s back to Spot for the next task.
One reliable digital employee at a time.
Done is not the end. Once one task runs reliably, we go back to Spot and pick the next one.
The Desk-to-Done AI Assessment: $1,000 CAD plus GST. We’ll look at how work actually gets done in your business, identify where time and opportunities are being lost, and determine which jobs are worth handing to AI. It covers Spot and Map for you, delivered as a written consulting plan.
Already know exactly what you want? The assessment is not required. Go straight to a predefined setup.
It’s a plan you own, whether you hire us to implement it or not.
Free 30-minute online sessions every Tuesday at noon Pacific teach Spot and Map, and the free Workflow Check shows where work is slipping.
Recommended if you need help deciding what to automate. A written action plan you own, with the best first digital employee identified.
Build, Check and Done: I set up, test and hand over the digital employee. Scoped and quoted separately.
Already know exactly what you want? Go straight to a predefined setup: Your First Digital Employee, Supercharge Setup, Morning Desk Setup or the predefined REALClarity Pro packages.
Why Map matters. I spent 22 years as a REALTOR® in Victoria before retiring my licence in May 2026. That’s what goes into the Map step: knowing what a good showing recap, lead reply or past-client check-in looks like on a real desk, so your digital employee works the way you do. More about Mark
A free 20-minute fit call to confirm the problem and the right next step: the assessment, or straight to a predefined setup. If neither fits, I’ll say so.