Your Accepted Offer Assistant

This is the email Claude will follow for every accepted offer, so make it sound like you.

Download the email template (Word)

1. Open the file you just downloaded in Microsoft Word or Google Docs.
2. Fill in your own recommendations. The template leaves empty slots for home inspectors, insurance brokers and law firms. Replace [Inspector name], [email address], [phone number] and [website] with the people you like to refer, and delete any slots you don’t need.
3. Change anything else you’d like, such as your brokerage’s name in the Deposit section or the way you say things.
4. Leave every other square bracket alone, along with the red notes. Those are the ones Claude fills in for each deal, like [name] and [Subject Removal Date], and the red notes tell it which version of a section to use.
5. Save the file somewhere easy to find, like your Desktop.

A project is a home base that remembers your instructions and files, so you only set this up once.

1. Go to claude.ai/projects. You can also click Projects in Claude’s left sidebar.
2. Click + New project in the top right corner.
3. Copy the project name below and paste it into the name box. Project name
   Buyers - Accepted offer

   Copy
4. Copy the description and paste it into the description box. Project description
   Upload screenshots of an accepted offer to get a next-steps email and a one-page checklist for my buyers.

   Copy
5. Click Create project.

   

These instructions tell Claude exactly how to build your email and checklist every time.

1. Fill in your details below. Your instructions update as you type.

2. Have a look at what you are about to copy, then click Copy instructions.
   Preview your instructions

   Copy instructions
3. On the right of your project, find Instructions and click the + beside it. Once you have saved something there, that + turns into a pencil.

   

4. Paste into the box, then click Save instructions.

   

Claude uses these two files in every chat in this project.

1. On your project page, find Context on the right side, under Instructions.
2. Click the + button beside it, then choose Upload from device.

   

3. Select your edited email template from Step 1 and your logo. You can select both at once by holding Ctrl (PC) or ⌘ (Mac) while you click.
4. Wait until both files show up in the list. That’s it, your project is ready.

Do this each time a buyer gets an accepted offer.

1. Open the signed contract on your computer.
2. Screenshot each page that has key details:
   • Property address, purchase price, and deposit
   • All subjects and terms, plus any addendums
   • Completion, possession, and adjustment dates, and included items
3. Leave out names. Don’t include the buyers’ or sellers’ names, signatures, or initials in your screenshots. Just drag your screenshot box so they’re outside it.

1. Open your Buyers - Accepted offer project from claude.ai/projects.
2. Click in the message box on the project page. Every chat you start here uses your instructions and everything in your Context.
3. Drag your screenshots into the message box. You can also click the + below it and choose Add files or photos.

   

4. Press Enter. You don’t need to type anything with them: your instructions already tell Claude what to do with a contract.

1. Claude will ask you a few questions first, like whether the inspection is already booked. Answer each one. Short answers like “yes” or “no” are fine.
2. Claude then creates your email page and your checklist PDF.
3. Open the email page and click Copy subject, then paste it into your email’s subject line.
4. Click Copy email, then paste it into the body of your email. Your colours, bold text, and links come along too.
5. Download the checklist PDF and attach it, along with anything else you mention in the email (like your trust account info).
6. Add your client’s name where it says [name], give it a final read, and send.