A real estate AI workflow can organize leads and prepare follow-ups, but it becomes much more useful when it understands the type of client you want to serve. In this lesson, you’ll define your market, choose an ideal client, and build a reusable AI workspace around a realistic buyer journey.

We’ll talk about:

1. Why a clear market and ideal client should come before building your CRM, lead capture, or automation workflow
2. How buyer and seller needs differ, using Sarah Johnson and Michael Thompson as practical real estate examples
3. How to use Claude Projects to create a Market and Ideal Client Brief based on client needs, budget, timeline, motivation, and first conversation goals
4. How to use ChatGPT Projects to test client-facing communication while keeping claims accurate and grounded in verified information