Implementation example · Real Estate and Property Management
How an 11-person estate agency learns AI
A residential estate agency with a rentals desk, serving local families, international buyers and property investors. The team of 11 wants clear AI guidance that fits the Microsoft tools it already uses.
- 11 people
- 8 roles
- Real Estate and Property Management

Who learns what, and what it could be worth
11 peopleThe hours saved are your estimate: change them per role. The value uses the cost of an hour below.
-
Managing Director1 person
Learns to use Copilot in Outlook and Teams to summarise team updates, draft client emails and prepare weekly activity reports with a few prompts.
$1,840 AI training for Managing Director -
Sales Agent3 people
Learns to use Copilot in Word to create property listings from bullet points and in Outlook to turn WhatsApp chats into formal offer letters.
$5,520 AI training for Real Estate Agent -
Rental Agent2 people
Learns to use Copilot in Excel to merge landlord info with portal forms to auto-fill comparison tables, and in Teams to summarise viewing feedback into to-do items.
$3,680 AI training for Real Estate Agent -
Property Manager1 person
Learns to use Copilot in Outlook to turn maintenance requests into structured task briefs and draft repair quotes from photos and notes sent via Teams.
$1,840 AI training for Property Manager -
Marketing & Communications1 person
Learns to use Copilot in Word and Excel to build social media posts, flyers and market snapshots from listing data stored in Excel, then draft email campaigns in Outlook.
$1,840 AI training for Marketing and Communications -
Viewings & Key Holder1 person
Learns to use Copilot in Teams to transcribe spoken viewing notes into a schedule and send them to the right agent, cutting out manual data entry.
$1,840 AI training for Real Estate Agent -
Client Care / Office Admin1 person
Learns to use Copilot in Outlook to categorise incoming emails and draft replies to common client questions, then log interactions into eGO CRM via connected flows.
$1,840 AI training for Administrative Assistant -
Accounts1 person
Learns to use Copilot in Excel to turn monthly commission data into invoice drafts and highlight overdue payments from bank statements.
$1,840 AI training for Accountant
What could it be worth? Your own estimate
Change the numbers to fit your team. This is a calculation on your numbers, not a promise or a measured result.
Counted over 46 working weeks a year, from the hours per role above.
How this team would get started
- 1Upload your team list
A .csv or Excel file with names, emails and job titles. We match every job title to its job, and you check the list before anyone gets an email.
- 2Everyone gets their own 3 steps
Courses for their own job with AI Expert certificates, their AI set up in about 15 minutes, and an AI Coach with a new idea for their work every day.
- 3You follow the progress
Lessons, certificates and hours saved per person, plus a monthly team report. Never what anyone types into their AI.

Tools this team already uses: Microsoft 365 (Outlook, Word, Excel, Teams), WhatsApp Business, Idealista (property portal), eGO CRM, Google Drive, Trello. The courses and AI kits work with ChatGPT, Claude and Microsoft 365 Copilot.
Rather have it done for you? Complete AI Business ↗ sets up AI for a whole team in 7 days.
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