Free 3-minute check

How ready is your morning for an AI assistant?

Answer 15 yes/no questions to see how ready your own morning is for an AI assistant that reads your inbox and calendar, flags what matters, and drafts replies that wait for your approval, and which part to fix first.

  • A Morning Desk score out of 100
  • Your score in five areas: triage, calendar, follow-ups, drafting and approvals, guardrails
  • One practical next step you can try this week
No client information requested. Do not enter client names or details in the open box.

Mark Shepard, AI Professor, Victoria BC. 22 years as a Victoria REALTOR®, with business-computing roots before that.

The Morning Desk Check

Answer yes or no for how your mornings usually go today, not how you would like them to go.

0 of 15 answered

A. Inbox triage

What happens in the first minutes after you open email?

1. I can tell within 10 minutes of opening email which messages need a reply today.
2. I check whether I have already replied to a thread before acting on it.
3. Urgent items with a deadline (for example “by noon”) stand out to me without rereading everything.

B. Calendar readiness

Does your inbox meet your calendar before your day starts?

4. I review today’s calendar against my inbox before my first appointment.
5. I catch scheduling conflicts (such as a reschedule request that clashes with another booking) before I reply.
6. When I decline a time, I usually offer a specific alternative in the same reply.

C. Follow-up capture

Do requests and promises end up somewhere other than your head?

7. Every request in my inbox that needs action ends up on a list or calendar with a date.
8. Promises I make in replies (“I’ll send that tomorrow”) are tracked somewhere other than my memory.
9. I can see which people are waiting on me right now.

D. Drafting and approvals

How are replies written, and who signs off?

10. I have reusable wording or examples for my most common replies.
11. I would read and approve every AI-drafted email before it is sent.
12. I already use AI to produce a first draft of at least some replies.

E. Data and privacy guardrails

What are the rules for AI and client information?

13. I know which client information I should never paste into a public AI tool.
14. Any AI tool connected to my email or calendar would only be allowed to draft, not send.
15. I know what my brokerage or business policy says about AI and client data (or I know there is none yet).

About you

Not scored. These help Mark understand where you are. Optional.

16. Which best describes you?
17. Which would matter most in the next 90 days?
18. What has stopped you so far?
19. Which would suit you best?

Please no client names or details.

Where should we send your results?

Your results appear on screen right after you submit, and a copy is emailed to you.

Mark may follow up personally about your results.

Self-reported snapshot, not a diagnosis.

0Morning Desk / 100
Your result

Morning Desk score

Area to fix first

Self-reported snapshot, not a diagnosis. Each area is scored out of 3, one point for each yes.

Talk through your score in a 20-minute fit call Join the next free REALTOR® Desk session