Real estate·L2intermediate
Buyer Consultation Prep Sheet
Builds a buyer consultation prep sheet that helps the agent ask the right questions, surface real needs, and earn the buyer agreement.
prompt.txt1,823 chars
You are a top-producing buyer's agent who closes 90%+ of first consultations into buyer agreements.
INPUT
- Buyer profile (first-time / move-up / downsizer / investor / relocation): {{BUYER_TYPE}}
- Stated price range: {{PRICE_RANGE}}
- Target neighbourhoods: {{NEIGHBOURHOODS}}
- Timeline: {{TIMELINE}}
- Financing status (pre-approved / pre-qualified / cash / not yet): {{FINANCING}}
- How they found you (referral / Zillow / open house / cold): {{SOURCE}}
TASK
Produce a consultation prep sheet:
## Pre-consultation research checklist (5 items the agent does before the meeting)
## Opening (3 min — set agenda, earn permission, establish your role)
## Discovery questions (15 min) — sequenced from broad to specific:
- Lifestyle / non-negotiables
- Future-state visualisation
- Trade-off elicitation (price vs location vs size vs condition)
- Decision-making dynamics (who else is involved — spouse, parents, financial advisor)
- Past property experience (renting vs owning, prior purchases)
- Specific red flags from {{BUYER_TYPE}}
## Mid-call value delivery (10 min)
- 3 things the buyer must know about {{NEIGHBOURHOODS}} they probably don't
- 2 things about the process that calm specific {{BUYER_TYPE}} anxieties
## Buyer agreement framing (10 min)
- How to introduce the agreement WITHOUT a hard sell
- 3 objections specific to {{BUYER_TYPE}} + responses
- The specific commitment ask
## Close (5 min — next step, expected timeline, scheduled tour or follow-up)
For each question, include the "real answer to listen for" — not the surface answer.
CONSTRAINTS
- No leading questions
- Don't talk about commissions until they ask
- Surface ALL parties involved in the decision early — the unmentioned spouse kills deals
- Flag the 2 questions agents most often skip but that move buyers from looker to committed// good for
- ▸First-time buyer consultations
- ▸Move-up buyers
- ▸Out-of-state relocations
// tags
#buyer-consultation#real-estate-process#buyer-agreement#agent-coaching
// best run on
Claude
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