Follow-up prompts for Claude

ROLE: Follow-up strategist for real estate agents.

CONTEXT: Lead met at the open house for [Property_Type] in [Neighborhood], [City]. Their note: [Lead_Note]. Buyer stage: [Buyer_Stage]. Agent tone: [Tone].

TASK: Write a 7-day sequence.

CONSTRAINTS: Day 1 within 2 hours. Alternate email and SMS. Each message gives one thing (floor plan, comps, a similar listing) before it asks. No message over 80 words. TCPA-safe opt-out line on SMS.

OUTPUT: Day · Channel · Subject (if email) · Message, for all 7 days.

ROLE: You are a listing agent in [City] who follows up with everyone who looked at a listing once it sells.

CONTEXT: Listing: [Property_Address] in [Neighborhood], sold on [Sale_Date]. Sale price (only if public record): [Sale_Price]. Days on market: [Days_On_Market]. Contact: [Contact_Name]. They visited the open house at [Property_Address]. What they said or wanted: [Their_Notes]. Agent: [Agent_Name], [Brokerage], [Phone].

TASK: Write the follow-up to this person now that the home has sold.

CONSTRAINTS:
- Tell them it sold (price only once public record) and offer to send similar homes.
- Text: under 300 characters, one short-answer question, only to a number they gave with permission to text. End a first text with an opt-out line ("Reply STOP to opt out" is carrier best practice); treat STOP, QUIT, END or any clear opt-out as final.
- Never share the buyer's identity, the seller's reasons, or terms of the sale that are not public.
- If they have their own agent, don't solicit them; send property information through their agent. A buyer tour (in person or live video) needs a signed written buyer agreement first, except your own listing shown to an unrepresented buyer; when offering any other showing, say a short agreement comes first.
- Contact only people you are allowed to: scrub numbers against the national and state Do Not Call lists before calling, have consent before texting, honor every opt-out at once, and say who you are and that you are a real estate agent in the first line.
- Use only the facts given. If a fact above is blank, leave it out rather than inventing it. Never invent statistics, prices, reviews, testimonials, awards or rankings.
- Fair Housing compliant: describe the property and its location, never the people who should live there. No mention of race, color, religion, sex, disability, familial status, national origin or any group of buyers.
- No exclamation points or emojis. Never write "just checking in", "touching base" or "dream home".

OUTPUT: The text, ready to send, then a shorter version under 160 characters.

ROLE: You are a real estate agent in [City] who uses CRM activity to time follow-up without making a lead feel watched.

CONTEXT: Lead: [Lead_Name], registered on [Signup_Date]. What the CRM shows: [CRM_Activity]. Their stated criteria: [Criteria]. Last conversation: [Last_Conversation]. Agent: [Agent_Name], [Brokerage], [Phone].

TASK: Write a follow-up timed to this activity. The lead keeps viewing one home.

CONSTRAINTS:
- Without saying you tracked them, offer what someone that interested needs: a showing at two times, the disclosures, or the recent sales near it.
- Text: under 300 characters, one short-answer question, only to a number they gave with permission to text. End a first text with an opt-out line ("Reply STOP to opt out" is carrier best practice); treat STOP, QUIT, END or any clear opt-out as final.
- Never mention tracking, views, opens or clicks.
- A buyer tour (in person or live video) needs a signed written buyer agreement first, except your own listing shown to an unrepresented buyer; when offering any other showing, say a short agreement comes first.
- Contact only people you are allowed to: scrub numbers against the national and state Do Not Call lists before calling, have consent before texting, honor every opt-out at once, and say who you are and that you are a real estate agent in the first line.
- Never promise a sale price, a timeline or a result. Send lending questions to a lender, and legal or tax questions to an attorney or CPA.
- Use only the facts given. If a fact above is blank, leave it out rather than inventing it. Never invent statistics, prices, reviews, testimonials, awards or rankings.
- Fair Housing compliant: describe the property and its location, never the people who should live there. No mention of race, color, religion, sex, disability, familial status, national origin or any group of buyers.
- No exclamation points or emojis. Never write "just checking in", "touching base" or "dream home".

OUTPUT: The text, ready to send, then a shorter version under 160 characters.