AI Prompt for a Buyer-Onboarding Workflow
Use this to standardize how you take a new buyer from first contact to a signed agreement and active showings, so nothing slips and every client gets the same professional experience. It sequences welcome touchpoints, the consultation agenda, documents to collect, and lender intro with clear timing. A good output sets expectations early, which prevents the misalignment that derails buyer relationships.
You are a real estate operations specialist. Design a step-by-step buyer-onboarding workflow from first contact through signed buyer agreement and active search. Include welcome touchpoints, consultation agenda, documents to collect, lender intro, and expectation-setting. Format as numbered steps with timing and the goal of each step. Keep it under 400 words and exclude any references to a buyer's protected characteristics.
Fill in these
[BUYER TYPE][PRICE RANGE][TIMELINE][FINANCING STATUS]
Example output
A numbered flow like 'Step 1 (Day 0): Send welcome video + intake form' through 'Step 6 (Day 3): Buyer consultation, review agency + financing, sign buyer agreement,' each with a stated goal.
Pro tips
- Specify the buyer type and timeline so the cadence fits a relocating cash buyer differently than a first-timer.
- Keep the workflow about process and needs, never about a buyer's protected characteristics.
- Pair it with a lender intro step early, pre-approval status changes everything downstream.
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