The AI Implementation Workbook for Real Estate Operators

Stop managing your business.
Start running it.

A complete AI implementation guide built by an operator, for operators — with 20+ ready-to-use prompts, workflow maps, and a 30-day roadmap to get Claude working in your PM or asset management business today.

Not theory. Not a tech pitch. A practical workbook you fill out, prompts you copy and run, and a clear path from "I've heard about AI" to "my team uses it every day."

Get the Workbook — $97 See What's Inside

Instant download via Gumroad  ·  PDF & HTML formats  ·  Bundle with a 1-hour consult for $997

20+
Ready-to-use prompts
7
Complete workflow sections
2
Tracks: PM & asset management
Day 1
Prompts running by end of session
Sound Familiar?

The hours that
shouldn't exist.

You built this business to create income and freedom — not to spend your days rewriting the same emails, chasing the same reports, and explaining the same things to different people over and over.

What's Inside

Everything you need to get
AI running in a day.

Seven sections. Six printable pages. Designed to be worked through in a single session — audit your business, choose your setup path, build your first prompts, and leave with a 30-day roadmap.

01
Business Audit
A structured worksheet to identify exactly where your time is leaking — before you build a single prompt. The most important 20 minutes of the workbook.
02
Setup Path Guide
Claude.ai vs. Claude for Teams — which one fits your operation, step-by-step setup instructions, and how to configure it for your team from day one.
03
PM Workflow Map
Eight complete operational areas mapped with specific AI use cases — from tenant communications to business development. Mark what's relevant, build from there.
04
Tenant & Maintenance Prompts
Five fully built prompts — maintenance responses, late rent notices, move-in packets, work orders, and make-ready punch lists. Copy, fill in the fields, run.
05
Leasing & Owner Reporting Prompts
Six prompts covering lease renewals, vacancy listings, denial letters, monthly owner updates, CapEx proposals, and new owner onboarding letters.
06
Asset Manager Prompt Library
Six prompts built for the portfolio level — investor updates, deal memos, distribution notices, asset performance summaries, lender packages, and market research.
07
Your Custom Prompt Vault
Blank structured space to build and document the prompts specific to your business during your first session. Becomes your team's living reference document.
08
30-Day Roadmap
A week-by-week follow-up framework — what to build when, how to measure adoption, and the natural trigger for deciding if an ongoing retainer makes sense.
Sample Prompts

These aren't examples.
These are the actual prompts.

Every prompt in the workbook is production-ready — built for real PM and asset management operations, with coaching notes, variations, and legal flags where relevant. Not generic. Not theoretical.

Monthly Owner Update
Highest Impact
"Write a monthly owner update for [owner name]'s property at [address]. Rent collected: [yes/no/partial]. Maintenance this month: [list + costs]. Lead with good news. End with a clear summary and any action items needed from the owner..."
Quarterly Investor Update
Asset Manager
"Draft a quarterly investor update for [fund name], Q[#]. Financial performance: [NOI, cash flow, distributions]. Key highlights: [2–3 wins]. Challenges & response. Tone: transparent, confident, institutional..."
Make-Ready Punch List
Per Turnover
"Generate a make-ready punch list for unit turnover at [address]. Known issues from move-out inspection: [list]. Include standard turnover items even if not listed — paint, cleaning, appliance check, HVAC, locks..."
New Investment Deal Memo
Per Deal
"Draft an investment opportunity summary memo for [property]. Purchase price: [$]. Projected returns: [cap rate, CoC, IRR]. Business plan: [value-add / stabilized]. Lead with the return thesis. State risks directly with mitigation strategy..."
Who This Is For

Built for operators who
run real businesses.

This isn't a beginner's guide to AI. It's a practitioner's workbook for people who already know their business and want to stop doing the repetitive parts of it manually.

Property Managers
Owner-operators and small to mid-size PM companies managing SFR, multifamily, or mixed portfolios.
  • Owner-operators wearing every hat
  • Teams of 2–20 managing 50–1,000 doors
  • Regional PM companies scaling up
  • Boutique firms competing on service
Asset Managers
Portfolio owners, syndicators, and fund managers overseeing investor capital and reporting requirements.
  • Private equity & syndication sponsors
  • Family office portfolio managers
  • GP/LP fund operators
  • Independent asset managers
Operator-Investors
Owner-investors who self-manage or oversee third-party management and need better reporting and comms.
  • Landlords with 5–50 units
  • Investors overseeing PM companies
  • Self-managing portfolio builders
  • Private lenders with borrower comms
Jon
Ortner
Principal, Jon Ortner Advisory
JonOrtnerAdvisory.com
Co-Founder, Renters Warehouse Founding Employee, Picket Homes Co-Founder, AbodeMine 20 Yrs Institutional RE

Co-founded Renters Warehouse and spent 20 years in institutional real estate before pivoting fully into proptech — as a founding employee at Picket Homes and now as co-founder of AbodeMine, an AI-powered real estate data company.

That combination — operator experience, proptech from the inside, and building with AI daily — is what makes this workbook different from anything else on the market. It wasn't written by a tech consultant who read about property management. It was built by someone who ran it.

Every prompt in this workbook was designed around real PM operations. Every workflow section maps to tasks that cost real operators real hours every week. The 30-day roadmap is what actually works — not what sounds good in a slide deck.

I'm not teaching theory. I'm running the same playbook I'm selling.

Get the Workbook

One price. Everything included.
Running today.

No subscription. No upsell hidden in the checkout. Download it, work through it, and have AI running in your business before the end of the week.

Digital Download
The AI Implementation
Workbook
$97 one time
Instant delivery via Gumroad  ·  PDF + HTML formats
What's included
  • Full 7-section AI implementation workbook
  • 20+ production-ready prompts for PM & asset management
  • Complete workflow map across 8 operational areas
  • Business audit worksheet with guided questions
  • Setup guide for Claude.ai and Claude for Teams
  • 30-day adoption roadmap
  • Note-taking space throughout — designed to be written in
  • Lifetime access — download and keep forever
Get the Workbook — $97
Best Value
Workbook + Consult
The Workbook &
1-Hour Implementation Session
$997 one time
Work through the workbook together — live, with Jon
Everything in the workbook, plus
  • 1-hour live implementation session with Jon (Zoom)
  • Business audit done together — your specific workflows identified
  • Your first 3 prompts built and tested live in the session
  • Custom system prompt written for your business
  • 30-day follow-up check-in call (30 min)
  • Direct email access to Jon for 30 days post-session
  • Session recording for your team's reference
Get the Bundle — $997

Both options include instant access. Bundle sessions scheduled within 5 business days of purchase.
Questions? Reach out directly at [email protected] — no sales team, just Jon.

Want to keep building beyond the workbook?
The retainer keeps Jon in your corner on an ongoing basis — new workflows as your business grows, team training as you hire, and a partner who already knows your operation. Starting at $2,250/month.
Let's Talk →
Common Questions

Straight answers.

Do I need any technical experience to use this?
None. If you can send an email and open a browser tab, you can use Claude. The workbook walks you through setup from scratch — no IT department, no developer, no prior AI experience required. The prompts are copy-paste ready.
What software do I need besides Claude?
Just Claude. The workbook covers both Claude.ai (browser, $20/month for Pro) and Claude for Teams ($30/user/month for multi-staff offices). That's the only ongoing cost after the workbook purchase.
Is this useful for asset managers as well as property managers?
Yes — it's built for both. Section 5 is an entirely separate prompt library for asset managers: investor updates, deal memos, distribution notices, lender packages, and portfolio performance summaries. You can work through both tracks or focus on whichever is most relevant to your role.
What's the difference between the workbook and the bundle?
The workbook is a self-guided implementation tool — everything you need to do it yourself. The bundle adds a live 1-hour session where we work through your specific business together: your workflows identified, your first prompts built and tested in real time, and a custom system prompt written for your team. If you want a running start with someone who's done this before, the bundle is worth the difference.
What format does the workbook come in?
You'll receive both HTML and PDF formats. The HTML version renders beautifully in any browser. The PDF is optimized for printing — designed to be printed and written in during your implementation session. Both are included in the download.
What if I have questions after I purchase?
Email