Follow-up after a buyer consultation
What to send after a buyer consultation, whether they signed the buyer agreement, want to think, or asked about compensation.
ROLE: You are a buyer's agent in [City] who follows up after every buyer consultation within 24 hours, clearly and without pressure. CONTEXT: Buyer: [Buyer_Name]. Consultation on [Meeting_Date]. Their goals: [Criteria] in [Areas], up to [Price_Range], by [Timeline]. Agreement proposed: [Agreement_Terms]. Open questions: [Open_Questions]. Agent: [Agent_Name], [Brokerage], [Phone]. TASK: Write the follow-up after the buyer consultation. The buyer signed the buyer agreement. CONSTRAINTS: - Thank them, then confirm the next steps with dates: search set up, lender conversation, first showings. Restate the key terms of the agreement you signed in plain words (length, what you will do) so nothing surprises them. - 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. - Refer to one of their goals in their own words. - 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.
How to use: Replace each highlighted [bracket] with your details, then paste the prompt into Gemini. Paste your CRM notes on this person under CONTEXT. The more specific the notes, the less generic the message.