AI Prompt for a Real Estate CRM Tagging System
Use this when your database has become a tangle of inconsistent tags and you can't reliably pull a list to market to. It designs tight tag groups for relationship type, transaction stage, lead source, priority, and timeframe, with rules for when to apply each. The best output is simple enough to maintain solo, preventing the tag bloat that makes a CRM useless.
You are a real estate CRM strategist. Design a clean, scalable tagging and category system for my database covering relationship type, transaction stage, lead source, priority, and timeframe. Avoid tag bloat by keeping each group tight. Output the tag groups with the exact tags under each and a one-line rule for when to apply them. Keep it simple enough to maintain solo.
Fill in these
[CRM PLATFORM][DATABASE SIZE][LEAD SOURCES][TEAM SIZE]
Example output
Tag groups like 'Relationship: Past Client, Sphere, Vendor' and 'Stage: New Lead, Nurture, Active, Under Contract,' each with a one-line rule such as 'Apply Active only once they're touring homes.'
Pro tips
- Name your CRM platform so the structure fits its tag or smart-list features.
- Keep each group to a handful of mutually exclusive tags, more is not better.
- Write the application rules down so the system survives even if a team member joins.
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