Rescore 11,000 CRM contacts and send each agent a morning lead briefing with a Claude agent
Marcus Rush, founder of the eight-agent brokerage Rush Home, built an AI operations assistant named Russ with Claude and Zapier MCP that rescores leads across more than 11,000 contacts after each interaction and sends every agent a personalized morning briefing with priority leads and suggested follow-up approaches.
At a glance
- Tools used
- ClaudeZapier MCPCRM
- Category
- Lead follow-up & inside sales
- Audience
- team lead, broker
- Difficulty
- No-code setup
- Source
- How a Real Estate Broker Built His Own AI Agent to Run Daily Operations
Sarah Williams (Leading Culture) · Article · Aug 25, 2026 - First step
- List the 6 lead-scoring factors your team trusts most (for example lead source, price point, response timing, call duration).
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
You are the operations assistant for [brokerage name]. For each agent below, review the agent's assigned CRM leads (attached) and produce a morning briefing: 1. The 5 highest-priority leads, ranked using these factors: buyer or seller, lead source, geographic focus, price point, response timing, and last call duration. 2. For each lead, one suggested follow-up approach based only on the CRM notes. 3. Any lead with no contact in [X] days. Keep each briefing under 200 words and address each briefing to the agent by first name. Agents and leads: [paste]