SoldPHX
Keller Williams Realty Phoenix
KW Phoenix · AI Mastermind

Build Your Own
Dashboard with AI

One command center for your real-estate business & life — open it in any browser, laptop or phone. You describe it, AI builds it. No coding. Everything from today's session is right here.

Unlock today's toolkit

Enter your info to open the tools

Takes 10 seconds. This is how I'll send you the prompts and follow up after the session.

You're in 🎉

Here's the plan

Three moves: get Claude, paste one prompt, and you'll have a working dashboard. Then use the Advanced section to put it online and make it yours.

This isn't a new CRM. Command stays your system of record. Think of this as your personal daily command center — the today-list, goals, and quick views you wish lived in one clean screen on your phone.

Basics · Start Here

Step 1 · Get Claude

Download Claude — your builder

Claude is the AI that builds your dashboard. Free to start. Sign up with your email or Google, then grab the app for your phone.

🌐 Open claude.ai & sign up (free) 📱 Get the Claude app (iPhone / Android / Mac)

Step 2 · The starter prompt

Paste this into a new Claude chat

Open a new chat, paste this, and you'll have a working dashboard in minutes. Then just talk to it in plain English to change anything.

Build me a personal real-estate dashboard as a simple web app I can open in any browser — on my laptop or my phone.

Start with a clean home page, a simple sidebar/nav, and these panels:
  1) Today — my schedule + a checklist of my top 3 tasks
  2) Pipeline — a list of my active clients, each with a stage (New, Active, Under Contract, Closed)
  3) One number I track — let me set it (e.g. deals this month, or conversations)
  4) Notes — a scratchpad that saves

Make it look modern and clean. Save my data so it's still there when I refresh.
Then walk me through putting it online for free with Vercel so I get a real URL I can open from any device, and (on my phone) adding it to my home screen.
Explain each step simply — I'm not a developer.

The tools you need

Two free accounts. That's the whole stack.

The 5-step method

How to build anything with AI
  1. DecideList the 3–5 things you check daily — that's your spec.
  2. Get the toolsClaude to build, Vercel (free) to put it online.
  3. Start from the promptPaste the starter above — don't start from a blank page.
  4. Describe each panelPlain English, one panel at a time. Ask for tweaks freely.
  5. Deploy & iterateGo live, add it to your phone, grow it a little each week.
Advanced · Go Further

Advanced 1 · Put it online + on your phone

Get a real URL, free

Turn your local file into a live web app you can open anywhere and add to your home screen like a real app.

Walk me through putting the dashboard we just built online for FREE using Vercel, step by step — I'm not a developer.

I want:
- A real URL I can open on any device
- It to update when I make changes
- Instructions to add it to my iPhone home screen so it opens full-screen like an app

Give me the exact clicks. If I hit an error, tell me what to paste back to you.

Advanced 2 · Add a goals tracker

Your numbers, one screen

Command tracks the pipeline — this tracks you against your goal. A daily scoreboard for the numbers that actually drive the business. Paste this with your dashboard open in Claude.

Add a new page to my dashboard called "My Numbers" (show it in the nav).

I'm a real estate agent. This is a personal goal scoreboard — my CRM (KW Command) stays my system of record; this just keeps my targets in front of me.

On the page:
1) Let me set an annual GCI goal and a target number of closings. Show my progress toward each with a simple progress bar.
2) A daily lead-generation tracker: let me log conversations, appointments set, and appointments held each day, and total them for the week and month.
3) Three summary cards up top: closings YTD, GCI YTD, and conversations this week.
Save everything so it stays after I refresh.

Match the style of my other dashboard panels. Explain anything I need to do — I'm not a developer.

Advanced 3 · Make it yours

Brand it & refine it

Small prompts that make it feel like your tool, not a template.

Restyle my dashboard to match my brand:
- Use my colors: [your primary color] with a clean, modern look
- Put my name "[Your Name]" and "[Your Brokerage]" in the header
- Make it easy to read on my phone
- Add a friendly greeting on the home page that changes with the time of day

Keep everything I already built. Show me before you change it.

Bonus · 5 prompts built for KW agents

Not dashboard stuff — just paste these into Claude any time you're stuck on words. Verify facts, keep client-private data out, and edit to your voice before it goes out.

1 · Listing description
Write a 130-word MLS listing description. Property: [BEDS] bed / [BATHS] bath in [AREA]. Highlights: [e.g. updated kitchen, pool, walkable to schools]. Warm and slightly upscale tone. End with a call to schedule a showing. Follow Fair Housing rules — describe the home, not the type of buyer.
2 · Follow-up to a quiet lead
I'm a KW agent in [AREA]. Write a friendly, low-pressure 90-word follow-up email to a buyer who toured a home over the weekend and went quiet. Invite them to reply with any questions. Sign off as [YOUR NAME], KW Realty.
3 · Just Sold social post
Write an upbeat "Just Sold" Instagram + Facebook caption for a home I sold in [AREA]. Celebrate the clients (no names), thank my sphere for referrals, and include a soft call to action for anyone thinking of selling. 4 hashtags.
4 · Objection-handling script
I'm a real estate agent. A seller says "Why should I pay a full commission?" Give me a confident, friendly 4-sentence response that focuses on the value I provide. Keep it conversational, not defensive.
5 · Explain the market simply
Explain in 3 short, simple paragraphs what rising interest rates mean for a first-time homebuyer in Phoenix. Friendly and reassuring, no jargon, like I'm texting a nervous client.
Copied! Now paste it into Claude.