The Berg Group • Powered by C2 Financial
Register: Automate Your Back Office with Claude + Cowork
FREE WEBINAR
Thursday, October 1, 2026•
10:00 AM ET / 7:00 AM PT•
Live on Zoom
Seats are limited — replay sent only to registrants
A free, live working session for realtors, CPAs, and financial planners. Ron Berg shows you — on screen — how to use Claude + Cowork to kill the busywork and win more business, and you can put it to work the same day.
What we’ll build live
- Lead follow-up on autopilot — every lead worked, nothing slips through
- Reactivate a cold database with AI-personalized outreach in minutes
- Draft listings, client emails, and marketing content in your own voice in seconds
- The exact free Cowork automations we set up for our partners
- Live Q&A — bring a task you can’t stand doing and we’ll automate it on the spot
Who it’s for
Realtors
Consistent follow-up and a database that reactivates itself.CPAs
Automate client comms and stay top-of-mind year-round.Financial planners
Nurture prospects and referrals without the manual grind.🎁 Register and get instant access to our free AI Automation Starter Checklist — the exact starter list we use with partners.
Your host: Ron Berg is a mortgage broker with The Berg Group • Powered by C2 Financial (NMLS #974839), helping buyers, homeowners, and partners across CA, NV, AZ, and MD. Analytical, practical, and allergic to busywork — no pitch, no pressure.
Reserve your seat: