AI Prompt for a Vendor and Referral List Template
Use this to create a polished preferred-vendor directory you hand to buyers and sellers, a low-effort touch that adds value and keeps you top of mind. It organizes trusted pros by category with clean columns for contact details and a personal note. A strong result reads like a curated recommendation, not a phone book, with a warm intro paragraph for clients.
You are a real estate operations consultant. Build a vendor and referral directory template I can give clients, organized by category (lender, inspector, contractor, title, insurance, cleaning, staging, moving, handyman, landscaping). For each row include columns for name, company, phone, email, specialty, and personal note. Output as a clean table with placeholder rows and a short intro paragraph for clients.
Fill in these
[MARKET AREA][NUMBER OF CATEGORIES][BRAND NAME][CONTACT INFO]
Example output
A branded table with rows like 'Inspector | ABC Home Inspections | 555-0100 | Great with older homes' under category headers, opening with a short note inviting clients to mention your name.
Pro tips
- List only vendors you'd genuinely stake your reputation on, this is your brand by association.
- Disclose any referral relationships and avoid steering based on protected characteristics.
- Keep contact info current, an outdated number on your branded sheet looks careless.
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