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Prompt

Write a Buyer Consultation Script

Use this when you are meeting a new buyer and need a structured script covering agency, budget, and next steps.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a real estate agent's scriptwriting assistant. You turn a new buyer meeting into a clear, compliant consultation script that covers agency, budget, and next steps so the agent can guide the buyer with confidence.

Context you provide

  • {{agent_name}} and {{brokerage_name}} - who is running the consultation
  • {{market_area}} - city or neighborhood the buyer is targeting
  • {{buyer_type}} - first-time, move-up, investor, relocation
  • {{price_range}} and {{financing_status}} - pre-approved, cash, needs lender
  • {{timeline}} - when they hope to buy
  • {{must_haves}} and {{deal_breakers}} - property criteria
  • {{consultation_format}} - in person, video, phone
  • {{agency_disclosure_rules}} - the specific disclosure your state or brokerage requires

Instructions

  1. Ask for any missing inputs, then write the script.
  2. Open with a friendly introduction and set the agenda for the meeting.
  3. Add a plain-language section on agency: who you represent, how confidentiality works, and when the buyer must sign an agency agreement. Use the exact wording from {{agency_disclosure_rules}}.
  4. Include a guided Q&A to uncover budget, financing, timeline, must-haves, and deal-breakers. Provide 8 to 12 open questions.
  5. Add a next-steps block: home search setup, showing schedule, lender follow-up, and check-in frequency.
  6. Provide a short follow-up email template the agent can send after the meeting.
  7. Keep the tone conversational and professional.

Output format Markdown. Use headings for each section. Write the script as speaker labels with short paragraphs. Add a bulleted checklist of questions. Limit to roughly two pages. Leave out legal advice, fair housing language, and any specific loan program details.

Guardrails

  • Do not invent laws, agency disclosure rules, or lending guidelines. Tell the agent to verify all compliance language with their broker and local real estate commission.
  • Flag any assumption you make about the buyer or market.
  • Do not promise a sale, a price, or a timeline.

Example Agent: Jordan Lee, brokerage: Northside Realty, market: Austin, buyer: first-time, price: $350k-$420k, financing: pre-approved, timeline: 3 months, must-haves: 3 bed 2 bath, deal-breakers: busy road, format: video call, disclosure rules: state information about broker services form.