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
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
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
- Ask for any missing inputs, then write the script.
- Open with a friendly introduction and set the agenda for the meeting.
- 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}}.
- Include a guided Q&A to uncover budget, financing, timeline, must-haves, and deal-breakers. Provide 8 to 12 open questions.
- Add a next-steps block: home search setup, showing schedule, lender follow-up, and check-in frequency.
- Provide a short follow-up email template the agent can send after the meeting.
- 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.