Four-hour, hands-on REALTOR workshop

Turn client conversations into organized follow-through.

Learn to use an AI assistant to organize client notes, prepare follow-up drafts, and personalize a reusable client document. Practise with guided examples and keep control of what gets sent or scheduled.

Led by Mark Shepard, AI Professor. 22 years as a REALTOR with Newport Realty, licence retired.

DateTuesday, October 6, 2026
Time9:00 a.m. to 1:00 p.m. PDT
LocationOnline
Price$375 CAD plus GST
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Eventbrite currently displays CA$393.75 including GST. Review the Eventbrite order summary before completing registration.

The working example

One conversation becomes checked next steps.

Using fictional or appropriately redacted information, you will work through a practical client follow-through example with Grok Bot as the workshop platform.

  1. A checked client recordFacts are separated from missing information.
  2. A follow-up draftThe draft is based on the recorded facts and reviewed by you.
  3. A proposed appointmentCalendar details are prepared only when they are confirmed.
  4. A reusable client documentAn approved template is personalized with a fictional example.
You stay in control. Missing facts are flagged rather than invented. Outbound actions require your approval.
Four-hour agenda

Build the workflow one step at a time.

The workshop focuses on practical follow-through, not a tour of AI tools.

Hour 1

Give the assistant useful context

Set out your business context, communication style, and approval boundaries. Learn how to spot unsupported answers.

Hour 2

Turn a conversation into follow-through

Use a fictional conversation to prepare checked notes, commitments, and a follow-up draft. Separate personal reminders from client records.

Hour 3

Connect records, email, and calendar

Work through a guided example using a client record, email, and calendar. A short break is included. Prepared demonstrations are available if participant access is not ready.

Hour 4

Build a reusable client document

Create a reusable template, populate it with a fictional example, and save instructions for repeating the workflow.

Optional prepared demonstration: Mark may show how a script can become a HeyGen avatar video or social content. This is a demonstration, not a hands-on video production promise.
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What you take away

Reusable pieces for your own practice.

A reusable business-context brief
Instructions for a client follow-through workflow
A worked example and output-review checklist
A reusable client-document template
One defined next step for your own practice
Who it suits

A working session for real estate professionals.

This workshop is for REALTORS and real estate professionals who have tried AI and want help applying it to recurring work. No coding experience is required.

  • Bring a laptop with a reliable internet connection.
  • Be comfortable using browser-based tools and email.
  • Complete the setup checklist sent before the session.
  • Bring one recurring follow-through task you want help with.
Preparation and boundaries

Bring useful material, not client risk.

Bring a document you have permission to use, such as a buyer consultation follow-up or seller preparation guide. Remove personal client information first. A sample template is available if you do not bring one.

The setup checklist identifies accounts, subscriptions, usage costs, and connection steps before the session. Prepared examples are available if a connection cannot be completed.

Custom integrations, full CRM migrations, individualized production deployments, unlimited support, and guaranteed business outcomes are not included.

Frequently asked questions

Before you register.

Do I need AI or coding experience?

No. Comfort with email and basic computer use is enough. There is no coding exercise.

Is the workshop online?

Yes. It is an online workshop. Eventbrite sends the connection details after registration.

What equipment do I need?

Use a computer or laptop with a reliable internet connection. A quiet place, headphones, webcam, and microphone will help with the interactive work. Phone-only attendance is not recommended.

What accounts and subscriptions do I need?

The setup checklist covers the accounts used for connected exercises, such as Google Sheets, Calendar, and email. Required subscriptions or usage costs are identified in advance. Prepared examples are available if a connection cannot be completed.

Will we use real client information?

No real client information is required. Use fictional information or material that has been appropriately redacted.

Will the assistant send messages automatically?

No. Nothing is sent, scheduled, or published without your approval. Live sends to real clients and publishing are not part of the session unless arranged beforehand.

What is the refund policy?

Refunds are available up to 48 hours before the workshop starts. Within 48 hours, the Eventbrite terms say the ticket converts to credit toward another AI Professor workshop date instead of a cash refund.

How can I ask a question before booking?

Email info@aiprof.ca.

Tuesday, October 6, 2026

Build a follow-through workflow you can use again.

Four hours online, from 9:00 a.m. to 1:00 p.m. PDT. $375 CAD plus GST.

Register on Eventbrite