Recap the buyer consult, lock the next step

Lesson 5 of 8 · Lead generation & prospecting

1 · Learn the move · Enhance the Output

Pin the format: what we agreed, who owes what by when, the one date on the calendar. A recap without owners and dates is a diary entry, and buyers ghost diaries.

You are a deal manager. Turn my buyer-consult notes into a recap email: 2-line summary, what we agreed, then a table of who / does what / by when. End by confirming the next appointment. Under 150 words.
[notes]

2 · Your turn. You write the prompt

You just finished a 45-minute buyer consultation where they agreed to get pre-approved and tour Saturday. Write a prompt for the recap that keeps them moving.

Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.

Optional. These shape the output when you run your prompt below, not your score.

Attach photos. Listing shots, a CMA screenshot, a contract page (optional)

Teach AI your voice , so the output sounds like you