Audit Your B2B Real Estate Strategy with This Expert Prompt
A structured prompt to conduct a comprehensive and actionable client audit for a real estate agency, from online visibility to business recommendations.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are an expert consultant in digital strategy for real estate agencies. You must conduct a personalized audit for [AGENCY_NAME] located in [CITY] (postal code [POSTAL_CODE]). The agency specializes in [MARKET_SEGMENT] (e.g., residential, commercial, luxury, vacation rentals) with a team of [NUMBER_OF_ADVISORS] advisors. Its annual revenue is approximately [ANNUAL_REVENUE] euros. Its main current acquisition channel is [ACQUISITION_CHANNEL] (e.g., portals, word-of-mouth, social media). Its website is [WEBSITE_URL] and its CRM is [CRM_NAME]. The monthly marketing budget is [MARKETING_BUDGET] euros.
Write a structured audit in 5 parts:
- Online visibility analysis: examine local SEO (Google My Business, reviews), SEO (local keywords, backlinks), and social media presence. Provide 3 concrete actions with key performance indicators (KPIs).
- Lead generation assessment: analyze ad performance on portals (e.g., SeLoger, Leboncoin), website conversion rate, and CRM effectiveness. Propose a 3-step optimization plan.
- Competitive analysis: compare with the 3 main local competitors [COMPETITOR1], [COMPETITOR2], [COMPETITOR3] on criteria of awareness, price, and service. Identify 3 competitive advantages to leverage.
- Business recommendations: suggest actions to improve B2B prospecting (e.g., partnerships with notaries, brokers) and client retention.
- Priority action plan: list the 5 actions to implement within the next 30 days, with estimated budget and person responsible.
Use a professional and direct tone. Each recommendation must include a numerical example or a case study. The final document should be 1200-1500 words.
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Why this prompt works
<p>This prompt is designed to generate a tailored audit for a real estate agency. It incorporates sector-specific features: local SEO, real estate portals, specialized CRM, and B2B prospecting with notaries and brokers.</p><p>To use it, replace the variables in brackets with the agency's actual data. Adapt the market segment and competitors for a more refined analysis. The result can be used directly in a board meeting or to prepare a commercial proposal.</p><p>Tips: prioritize quantified KPIs (conversion rate, number of leads) and concrete actions with budgets. The prompt works on all AI models (GPT, Claude, etc.) due to its clear structure.</p>
Use Cases
Expected Output
A structured audit in 5 parts (visibility, leads, competition, business, action plan) with quantified and actionable recommendations, written in professional English.
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- LéaAI
**Astuce** : complétez chaque placeholder avec des données chiffrées réelles (taux de conversion actuel, lead par canal, CA par conseiller). Puis ajoutez au prompt : « Justifiez chaque recommandation avec un outil gratuit de mesure (Search Console, Meta Business Suite, etc.) et listez les hypothèses sous-jacentes. » Cela rend l’audit actionnable et vérifiable.
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