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The proactive real estate agent: five AI-powered strategies that will win you more business

If you’re still stuck doing everything the hard way, it might be time to call in some backup — the AI kind. From sorting your leads to writing your emails, smart agents are using AI tools to get ahead without burning out. Here are five AI-powered strategies that’ll help you work smarter, stand out from the crowd, and bring in more business with less effort.

There’s no excuse for showing up to a listing presentation unprepared — not with the tools available today.

The best agents are anticipating client needs, customising their approach, and using AI as a sidekick to deliver a truly personal experience.

Here are five AI-powered strategies to help you stand out and win more business in a market full of lookalikes.

1. Master the Persona Prompt

When was the last time you felt truly understood by a business? It’s rare, isn’t it? Yet that feeling creates instant connection and trust.

Most agents make the mistake of focusing their marketing on themselves rather than their potential clients. As Jess Lenouvel wisely noted, “Really effective marketing is having your ideal clients feel understood by you.”

This is where a persona prompt should be the cornerstone of your (literally) everything. With ChatGPT, you can quickly create detailed customer personas that allow you to craft messaging that resonates deeply with different segments of your market.

Try this prompt:

I'm a real estate agent with a property I'm trying to sell. Here are the features of the home: [LIST PROPERTY FEATURES].

I need a list of customer personas who are likely to purchase a home like this so that I can go to the appraisal showing I know exactly the way to market this home. Please give me five customer personas, including a bio, income level, and a short story about what their interest in the home is driven by.

Once you have these personas, you can create tailored content for each one.

Ask ChatGPT to generate listing descriptions, Facebook ad copy, and even image recommendations specific to each persona.

Take these to your listing presentation to show your client you’re already thinking about the best ways to market their property.

This targeted approach helps you connect more effectively with potential buyers and significantly improves your marketing ROI.

2. Research Vendors Before You Meet

Do you research your vendors before a listing presentation?

If you’re not doing this, you’re missing a golden opportunity to tailor your approach.

One of the most powerful tools I’ve found is Crystal Knows, which analyses publicly available information to give you insights into someone’s communication preferences and decision-making style.

For around $50 a month, you’ll gain valuable intelligence that can help you adjust your presentation style to match what resonates with them.

Some clients want direct, no-nonsense communication. Others appreciate enthusiasm and creative thinking. By adapting your approach to their preference, you’re more likely to build rapport and win their business.

3. Anticipate Objections with AI

Instead of being caught off-guard by objections during open homes, use AI to predict and address them proactively.

Try uploading a Google Map image of the property to ChatGPT and ask:

Based on the location shown in this map, what potential objections might buyers have about this property? For each objection, provide a strategy to address it both in my marketing materials and during inspections.

If you’ve sold similar properties before, analyse your feedback data:

Here's a summary of buyer feedback from similar properties: [PASTE FEEDBACK]. 
What are the top three objections, and how can I address these proactively with my vendor before taking the property to market?

This information lets you have honest conversations with vendors about potential obstacles and develop strategies to overcome them before they impact your sale price.

Objection Handling: Boost Conversions as a Real Estate Pro

4. Create Tailored Marketing Plans

One of the most disappointing aspects of my most recent sales experience was receiving virtually identical marketing plans from every agent we interviewed.

Instead of presenting a generic marketing package, use AI to develop a comprehensive strategy tailored to the specific property and its potential buyers.

Try this prompt:

Please act as my marketing director and create a comprehensive digital and physical marketing plan that will successfully target these customer personas: [INSERT PERSONAS].

Include social media strategy, flyer concepts, events, other kinds of recommended outreach, and a themed VIP open for inspection, including ideas for decorations, snacks, and activities that would appeal to our target buyers.

Please format this as a table with clear budget allocations and timeline.

When you present this level of thoughtful preparation to vendors, you instantly differentiate yourself from agents who pull out a standard marketing package with their logo on it.

5. Enhance the Post-Signup Experience

The moment a vendor signs with you is critical. Their first thought is often, “Did I make the right decision?”

Ease this anxiety by creating a personalised onboarding video that walks them through what happens next.

You can do this straight to your iPhone using something like Captions App, or use other tools like Invideo, Synthesia, or HeyGen simplify this, allowing you to create professional videos within minutes.

Use this prompt to generate your script:

I'm a real estate agent who has just signed a vendor. Create a warm, reassuring script for a 90-second video that explains what happens next in the selling process. Include these key steps: [LIST YOUR PROCESS STEPS]. 

The tone should be professional but friendly, and should aim to reassure the vendor that they've made the right choice.

This immediate communication demonstrates your professionalism and sets the relationship off on the right foot.

The AI Advantage in Real Estate

The beauty of these strategies is that they don’t require you to be a tech genius or to give up your soul to a large language model.

But they require you to approach your business with a proactive mindset, looking for opportunities to use AI to enhance your service’s human elements in a way that you may not have previously thought about.

Happy hunting 🚀

*This article was originally published by AI Powered Agents and can be read in full here.

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Samantha McLean

Samantha McLean is the Co-founder and Managing Editor of Elite Agent, Australia's trusted platform for real estate news, insights, and community connection. With over 20 years in sales and marketing across respected global companies, Samantha brings practical expertise and thoughtful leadership to the industry. Since founding Elite Agent, Samantha has grown the brand from a magazine into a dynamic media hub that includes the Elevate podcast, daily newsletters, and engaging industry events. Her approachable style and genuine curiosity have earned Elite Agent recognition, including multiple Mumbrella awards for excellence. Samantha is passionate about exploring how technology, especially artificial intelligence, can improve productivity and client relationships without losing the essential human touch. She regularly discusses these topics with industry experts on the Elevate podcast. She holds a Bachelor of Business from the University of Technology Sydney. Connect with Samantha at Elite Agent or aipoweredagents.com or visit her personal website samanthamclean.com.