Build a calm, step-by-step downsizing plan
Rung 3 of 10 · Context + audience
1 · Learn the move · Context + audience
A downsizing move for a retiring owner goes sideways when it reads like a sales push instead of a plan the client controls. The move is to hand AI the concrete context, what the owner told you, their rough timeline, what's decided and what isn't, and name the audience precisely: the older homeowner themselves, who wants clarity and a sense of control, not pressure. Where a number or decision isn't theirs yet, mark it UNKNOWN; and route anything about taxes or finances (capital gains, what they can afford next) to the CPA or a financial advisor, because the plan organizes the move, it never advises on money.
Turn what my downsizing client told me into a calm, step-by-step plan they control. Audience is the homeowner. Plain, unpressured, clarity over selling. Use only their facts; mark gaps UNKNOWN; route any tax or money question to a CPA / financial advisor.
2 · Your turn. You write the prompt
Your client owns her home of 31 years and told you: "I think I want something smaller, one level maybe, sometime next year, but I don't want to be rushed and I want to understand each step." She hasn't picked a target home, hasn't set a budget, and hasn't talked to her accountant. Write a prompt that turns that into a step-by-step plan written for her. One that gives her control and invents nothing.
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.