SHARED BY MIKE OBORN · MORTGAGE · REAL ESTATE · INVESTING
An AI Chief of Staff for busy business owners. It reads your email and calendar, gives you a brief every morning, and drafts your follow-ups for you to approve. Set it up yourself in about an hour. $397 one time.
Self-paced. About an hour to set up. Needs a paid Claude plan ($20 a month). Stuck? A 24/7 Classroom Helper walks you through it, and Molly helps you directly.
That's not a discipline problem. Nobody built you a system for it.
Your first AI employee. It lives inside Claude, connected to your Gmail, Calendar and Drive.
Runs your morning before you do
Mike Oborn
I run mortgage work in Florida, real estate projects in Utah and an IV clinic launch in California. Every morning my Chief of Staff gives me a two-minute brief before I open email.
Nothing goes out without my yes.
“Before Chief of Staff, my life was scattered across my notes app, my calendar and the lists in my head, right down to prescription refills and registering my car. Now it all lives in one place, connected to my email, calendar and CRM, and I finally trust that nothing is slipping through the cracks. It's saving me 5 to 10 hours a week, and the bigger gift is the mental space. It even reminds me to take a break when I'm hyper-focused, and flags an idea when it doesn't fit my bigger goals.”
Brooke Bishop, Realtor and Coach
Results vary. This is Brooke's own experience.
An example morning brief.
Tuesday, October 27, 2026
Example only. Names and numbers are made up. Yours follows the order you choose.
Set it up in about an hour. $397, one time.
Type it, or click the microphone and say it out loud. The guide gives you the exact words.
Your day on one page: calls with prep notes, emails that need you, and what's due.
What needs you today, what can wait, and replies drafted for your OK.
Who you promised something to and who's waiting on you, with drafts ready.
Where you stand against your goal, and what's still open.
Time blocks built around your calendar and your top three priorities.
Stuck on a deal or a decision? It asks good questions, then gives you 2 or 3 options and its pick.
Mortgage · Real estate · Investing
01 / Mortgage
Before your first call, you know which borrowers owe you documents, which lenders you owe a reply, and which closings are this week. The follow-ups are drafted. You approve them.
02 / Real estate
Your brief lists today's showings, the buyers waiting on comps, and the listing paperwork due. Every lead from the weekend has a drafted reply waiting.
03 / Investing
One brief covers every deal: what closed, what's stuck, and which partner or contractor is waiting on you. Investor updates start as a draft, not a blank page.
Before
You open your inbox at 7am and the day decides for you.
With your Chief of Staff
Your brief is waiting. You know your top three before you open email.
Before
Deals, deadlines and promises live in your head, your phone and a legal pad.
With your Chief of Staff
One brain dump, and it's sorted for you.
Before
You remember the follow-up a week late.
With your Chief of Staff
It finds what you promised and has the follow-up drafted.
Your calendar, the messages that matter, and what needs you today, waiting before you open your inbox.
Your welcome, how to talk to your Chief of Staff, your morning brief, and what to do when it gets something wrong.
Which Claude plan you need, the desktop app, and connecting Gmail, Calendar and Drive. Every step links to Claude's own help pages.
About 20 to 30 minutes, so your assistant learns you. It asks one question at a time, with options you can tap: what drains you, how many hours it takes, and what it can and can't touch. You get your How I Work Guide and Your Assistant's Rulebook, the rules it follows every day.
Create the Project, paste the instructions, add your files, connect your tools and run your first prompt.
Your business, written down for your assistant. Five short docs in your own Google Drive: Brand & Voice, Business Overview, Frameworks & Offers, Clients & Projects, and Preferences. Your assistant reads them first, so it sounds like you and gets your offers right, and they refresh every week.
Your morning brief runs on its own every workday. Then on day 7, see how much time you got back.
