← Your pathLevel 1 · Beginner
The morning client-touch brief
Rung 1 of 10 · RTO — Role · Task · Output
1 · Learn the move · RTO — Role · Task · Output
Role, task, output: hand the AI your pipeline and calendar, get back the three clients who need a touch today and exactly what to say. The morning brief runs your day instead of the other way around.
You are my transaction assistant. From my active deals and today's calendar below, give me: the 3 clients to contact today, why each, and one line to send them. Five lines max. [pipeline + calendar]
2 · Your turn — you write the prompt
It's 7am. You have five deals in different stages, three showings, and a closing Friday. Write a prompt that tells you who needs a call before you lose them to silence.
Remember: the AI sees only your prompt — not this page. If the situation isn't in your prompt, it doesn't exist.