For the Coast to Coast group
How I'm running my practice with Claude.
The stack, the workflows, the wins. Same playbook I walked through on the call — bookmarkable for whenever you want to come back to it.
The shift
From Claude-as-chatbot to Claude-as-operating-partner.
Before
Ask a question, get an answer, copy/paste, do the work yourself.
Now
Persistent workspace, full email + Drive context, drafts queued in real inboxes, pages built live.
Cowork is the workspace where this all happens. Claude has direct access to both my email accounts, my Google Drive, my Compass CRM export, and my QuickBooks. It doesn't just answer questions — it ships work.
The stack
Eight tools, one operating partner.
Foundation
Cowork (Claude)
Compass Gmail
Branded Gmail
Storage
Google Drive
CRM
Compass export
Finance
QuickBooks
Video
Loom
Web
Squarespace Business
What's actually running
Eight use cases in production.
CRM intelligence
Compass export plugged in once. Got back a heat-scored A-tier list, surfaced 150 untouched Likely-to-Sell prospects nobody was working, and a 90-day clear-the-backlog cadence.
Personalized outreach at scale
Tuesday rainmaking block. 5–10 drafts queued in Gmail Monday night — voice-tuned from real email history, with current pocket-level market data baked in. I review, edit, fire.
Listing Leverage Engine
Every new listing → full marketing kit within 24h of photos. MLS copy, brochure, sphere just-listed email, neighbor letter, social captions, open-house plan. One listing becomes five marketing activities with zero extra grind.
Relocation itineraries
Out-of-market buyer coming in? Get a clean itinerary email with clickable Google Maps driving routes, restaurant + neighborhood pins, country-club status notes, and Compass dashboard setup. Built in 20 minutes per visit.
Advisor landing pages
Lunch with a wealth advisor partnership? Build them a custom URL on your Squarespace — embedded Loom, the Compass marketing PDFs, your case studies, the referral playbook. Replaces email attachments. Becomes the home for the relationship.
Financial visibility
QuickBooks plugged in. Got back a P&L diagnostic, a subscription audit, monthly burn budget, and an in-flight GCI tracker that updates as deals close. No more "where am I against my number" guesswork.
Presentation prep + execution
Speaking to an advisor group or sphere event? Get a live demo flow, Loom scripts, on-screen show notes, and a post-meeting follow-up email scripted and ready before you walk out the door.
Pipeline orchestration
Drop a pipeline update mid-week → compression mode triggers automatically. Big week = batch sizes shrink, blocks compress. Calm week = batch sizes expand. Nothing drops during contract execution season.
The operating cadence
Same rhythm every week. Claude handles prep. I show up and execute.
Sunday 5pm
Week-ahead checklist drops in my folder. Tuesday outreach names, Thursday agenda, in-flight tracker updated.
Monday
Tuesday outreach drafts queued in Gmail. Newsletter draft for review. Loom scripts when needed.
Tuesday 9:30–11:30
Rainmaking block. Edit + send drafts. Pipeline check the final 30 min.
Thursday 9:30–11:30
Marketing block. Newsletter ships, listing kits, advisor work, deeper biz dev.
Friday
Assistant sync. Log sends. Wrap-up. Sustainability score 1–5. If it dips two weeks in a row, we change something.
The results so far
Concrete, this quarter.
21
Likely-to-Sell touched in 3 weeks, up from 0 the prior year
$99K
GCI booked in 30 days from current pipeline
24 hrs
From advisor presentation to first inbound referral
10+
Hours back per week on prep + admin
No dropped tasks during peak deal execution season. No more rollercoaster between contract season and dry months. The system runs whether I'm on top of it or not.
See it live
Three pages, three use cases. All built in Cowork.
Each of these is a real page on my Squarespace site, built end-to-end inside a single Cowork chat. Click through to see what the output actually looks like.
A bookmarkable home for an advisor lunch
Built for a 20-advisor financial planning team lunch. Replaced 6 PDF attachments with one URL. Pre-meeting Loom, post-meeting Loom, three case studies, referral playbook, all the Compass marketing PDFs in one place.
View live →A private update page for a $2M+ Mt. Pleasant listing
Custom HTML page built for the sellers to follow their listing's marketing performance in real time. Activity stats, showings, agent-network engagement, next steps — all in one place. Updates as the listing moves through PE, Coming Soon, and public phases.
View live →A confidential pricing discussion home for a family decision
Private HTML page shared with a family ahead of a high-stakes pricing call. Pricing scenarios, comparable analysis, supporting data, and the recommendation — all in one place so every family member could review on their own time before the call.
View live →Same template approach — duplicate the page, swap the hero, customize the content. Each new client engagement gets its own URL in 15 minutes.
The advisor partnership move
From attachments to a referral channel in one weekend.
Most agent / advisor partnerships die because both sides forget the conversation a week after the lunch. Here's the move that's changing that.
Build them their own URL
A dedicated landing page on your Squarespace — yourbrand.com/firmname. The Compass marketing materials they actually need, your case studies, an intro Loom, a follow-up Loom, the referral playbook in 30 seconds. Replaces the wall of email attachments.
Send one URL, not six links
Pre-meeting prime is one link. Post-meeting follow-up is the same link. Quarterly memo lives there. Six months later when they remember "wait, what was that referral thing the realtor did" — same link.
Template-ready for every future partner
Once you build the template once, every future advisor / CPA / attorney / financial planner relationship gets a duplicate page in 5 minutes. Hero customizes, content stays the same.
Proof point
First version of this approach converted a 6-figure relocation referral within 24 hours of the partner presentation. The page paid for itself before the second Loom went up.
What makes it actually work
Five things that turn the tool into a partner.
One chat per project
Persistent context. Claude remembers everything from the conversation, the files, the decisions. No re-explaining the same setup every time.
Voice tuning from real history
Claude reads my actual sent emails and matches my register. Friend voice for friends, formal for transactions. No more "AI-sounding" drafts.
Pocket-level market data
Real-time submarket data baked into every personal outreach. Not zip-blended generics. The recipient feels seen.
Page-as-deliverable
Stop attaching PDFs. Build a URL. Update it forever. Track engagement. Make it bookmarkable.
Drafts in my real inbox
Claude doesn't send for me — it queues drafts in Gmail. I review, edit, ship. The voice and the relationship stay mine.
In my own words
Same rhythm every week. Claude handles all prep. I show up Tuesday morning, edit eight drafts, and ship. The system runs whether I'm on top of it or not.
If you want to start
Five steps to the same setup.
Get Cowork access
It's the workspace where all of this happens. Claude.ai has the desktop app.
Connect your email + Drive
Two connectors. Claude reads inbox and Drive directly. No copy/paste.
Export your CRM
CSV. Drop it in. Get back a scored A-tier list and a Likely-to-Sell pipeline.
Run a Tuesday dry run
Have Claude draft five outreach emails. Edit, send, see how it lands. Iterate the voice.
Iterate weekly
Same chat, same rhythm. Add one use case every two weeks. In 90 days, the whole practice runs on rails.
Reach out
Gentry Todd Radwanski
The Gentry Todd Group · Compass · Charleston, SC