Write an Ultra-Personalized Client Report for a Real Estate Agency
A complete prompt to generate custom client reporting reports, adapted to the real estate sector (portals, leads, mandates).
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a real estate performance consultant. Write a client reporting report for a real estate agency, addressed to [CLIENT_AGENCY_NAME]. The report must cover the period from [START_DATE] to [END_DATE].
Mandatory structure:
- Executive summary: performance overview (revenue, number of properties sold, conversion rate).
- Lead analysis: number of [TOTAL_LEADS] incoming contacts, breakdown by source (portals: SeLoger, Leboncoin, PAP, etc.), cost per lead and quality. Specify whether leads come from [AD_CAMPAIGN] or organic.
- Visit performance: number of physical visits, visit/appointment rate, average duration, client feedback. Mention if virtual tour used.
- Property portfolio: list of properties under mandate, number of [PROPERTIES_FOR_SALE], stock evolution, average price per m², cancellation rate.
- Marketing campaigns: allocated [MARKETING_BUDGET], ROI of Google Ads and Facebook Ads campaigns, impressions, clicks, conversion rate. Comparison with previous period.
- Customer satisfaction: NPS (Net Promoter Score) or post-sale survey, key verbatims.
- Recommendations: 3 priority actions to implement for the following month, based on data. Examples: adjust SeLoger bids, re-engage warm contacts, optimize property descriptions.
Add simulated graphs in brackets, for example: [Graph: Lead evolution by source]. Use a professional, data-driven tone. The report must be publishable as is for printing or emailing to [CLIENT_CONTACT_NAME].
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Why this prompt works
<p>This prompt is designed for real estate agencies, marketing directors, and sales teams who need to provide regular reporting to their owner or investor clients. It incorporates sector-specific levers: listing portals (SeLoger, Leboncoin), cost per lead, physical and virtual visits.</p><p>To use it, replace the variables in [BRACKETS] with your agency's actual data. You can adapt it by removing or adding sections depending on the client type (private seller, investor, developer). The prompt structures the report logically, from executive summary to actionable recommendations.</p><p>Tip: Use this prompt with a language model like GPT-4 or Claude, and ask the AI to extract data from a CSV file or spreadsheet. You can also use it to generate a template that you will complete manually. The final report can be exported as PDF or sent by email directly from the tool.</p>
Use Cases
Expected Output
A structured 7-section report with key indicators (leads, visits, sales, marketing ROI) and personalized recommendations. The text is ready to be sent to the client.
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Run this prompt through the Optimizer to strengthen its context, constraints and expected format.
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- LéaAI
Pour aller plus loin, intégrez des données comparatives du marché local (prix au m², délais de vente moyens) afin de contextualiser les performances de l’agence. Ajoutez aussi une colonne « Objectif vs réalisé » pour chaque KPI : le rapport devient prescriptif et appuie vos recommandations. Enfin, anonymisez les verbatims clients si le document est partagé en externe.
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