Template T-15.1: 30-day rollout checklist
From AI for Real Estate Agents (2026 Edition). Facts in, draft out, licensee signs.

One page. Print it on day one, date it, and check boxes as you go. Any box you skip gets a reason written next to it; "no time" counts as a reason, but write it. This page is also Figure 15.1, and it is the first of the two deliverables for Chapter 15.

Start date: ____________   Day 30 date: ____________   Name: ____________________

Before Week 1

[ ] Chapter 1 baseline worksheet (T-01.1) completed, dated, and saved where I will find it on day 30
[ ] Teams only: two-hour training session held (T-15.4) and team policy signed by everyone

Week 1. Agent brain and compliance kit (Chapters 1 to 4)

[ ] Day 1: time audit interview run (WC-01.1); ten tasks ranked and triaged (T-01.2)
[ ] Day 2: three past prompts rewritten as six-part briefs (WC-02.1); outputs compared
[ ] Day 3: voice file built from ten samples (WC-03.1); standing instructions loaded and tested (T-03.1, WC-03.2)
[ ] Day 4: Chapter 4 read; Check your state and MLS worksheet (Appendix G) filled in; answers added to standing instructions
[ ] Day 5: pre-publish checklist (T-04.1) and never-paste card (T-04.4) printed; one past listing scrubbed (WC-04.1); personal AI policy signed (T-04.3)
[ ] Setup hours this week, as one number: ______

Week 2. Listing and follow-up workflows (Chapters 5 and 9)

[ ] One property walked and recorded; feature list built (WC-05.1); claim check run (P-05.2)
[ ] Four outputs drafted from one brief (WC-05.2); edit pass done; MLS version counted in the MLS field
[ ] Listing brief saved to the library with facts stripped
[ ] Five first-response templates built (WC-09.1)
[ ] Twelve-touch nurture sequence built (WC-09.2, T-09.1) and loaded into my CRM or email tool
[ ] Texting consent checklist (T-09.2) reviewed before any text went out
[ ] Reactivation batch of twenty drafted (WC-09.3); every draft read; approved ones sent
[ ] Weekly follow-up review (WC-09.4) on the calendar, same day every week

Week 3. Content and transactions (Chapters 10 and 11)

[ ] Ninety-minute content session held (T-10.2); market update built from my stats (WC-10.1); five formats produced (WC-10.2)
[ ] Every content piece through the Fair Housing scrub (P-04.1) and the pre-publish checklist
[ ] Contract dates to timeline run on one file (WC-11.1); verification table filled in by hand from the contract, initialed
[ ] Milestone updates set up for that file (WC-11.2, T-11.1)
[ ] Twelve-month follow-up plan built for my most recent closing (WC-11.3)

Week 4. First automations and the review (Chapters 12 and 15)

[ ] Two starter automations chosen from the automate column of my triage sheet
[ ] Automation map (T-12.1) filled in for each before building
[ ] Both automations built with an approval step; drafts land with me, not with clients
[ ] First twenty outputs of each automation read before trusting it
[ ] Monthly automation health check (T-12.2) on the calendar
[ ] Day 30: second time audit worksheet filled in (T-15.2), checking time included, setup hours logged separately
[ ] Day-30 review run (WC-15.1); totals recalculated by hand
[ ] Decision for next quarter written on T-15.2 and dated
[ ] Quarterly review (T-15.3) on the calendar, ninety days out, thirty minutes

Skipped items and why

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Signed: ____________________   Date: ____________
