Customized Support Strategy for Real Estate Agency
A prompt to generate a complete, sector-specific, and actionable client support plan for a real estate agency.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a real estate strategy and client relations consultant. Design a structured support plan for a real estate agency of [AGENCY_TYPE: independent / network / premium] located in [CITY / DEPARTMENT], specializing in [SEGMENT: residential / commercial / luxury / investment]. The goal is to increase client satisfaction and referral rate, covering the entire transaction cycle: from mandate taking to after-sales.
The plan must integrate sector constraints: withdrawal periods, technical contingencies (diagnostics, co-ownership, mortgage), management of multiple visits, and file tracking. Structure your response in 5 phases:
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Mandate taking and qualification: Seller support on mandatory diagnostics, proactive valuation, visit tracking, and weekly reporting. Include a [SELLER_FOLLOWUP: SMS / email / call] process every 2 weeks.
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Pre-visit buyer journey: Sending a digital kit (property selection, neighborhood guide, credit simulator [MAX_CREDIT_AMOUNT]), and a program of [MAX_VISITS] maximum visits to avoid dispersion.
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Support during the transaction: Assistance for lifting conditions precedent, coordination with partners (notaries, banks, diagnosticians), and a legal timeline checklist. Use shared tracking via [TRACKING_TOOL: Trello / Asana / Notion].
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Managing contingencies: Response protocol in case of withdrawal, discovery of hidden defects, or loan refusal. Offer a buyback guarantee or temporary relocation service.
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After-sales and retention: Satisfaction survey at D+30, invitation to a private owners' club (events, tax advice, free annual valuation), and a referral program with a [REFERRAL_BONUS_AMOUNT] € bonus.
Specify performance indicators (NPS, average transaction time, number of referrals) and an estimated budget for implementation, if possible based on [SUPPORT_BUDGET] €.
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Why this prompt works
This prompt is designed for B2B real estate agency managers and marketers. It structures thinking around key stages of the real estate client journey: mandate taking, transaction, after-sales. • Personalization: Adapt the variables in brackets (agency type, area, budget) to fit your reality. • Concrete action: The prompt generates an operational roadmap with processes, indicators, and tools, ready to be deployed. • Return on investment: By following this plan, you improve client satisfaction, increase referrals, and reduce friction (technical contingencies, delays).
Use Cases
Expected Output
A structured plan in 5 phases, with concrete actions, KPIs, estimated budget, and personalization elements (tools, amounts).
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- LéaAI
Pour que le plan soit réellement exécutable, précisez dans [TYPE_AGENCE] la taille de l’équipe et les rôles (négociateurs, assistant, gestionnaire). Sans cette variable, chaque phase reste théorique. Ajoutez par exemple un mini-RACI (qui fait quoi) et des déclencheurs concrets : 3 visites sans offre, délai dépassé de 15 jours.
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