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← Your pathLevel 1 · Beginner

Ask a happy buyer for the next step

Lesson 6 of 6 · Lead follow-up & nurture

1 · Learn the move · Persona + value framing

Set a helpful-advisor persona and frame the ask around their result, not your pipeline. Whether it's a referral or an annual equity check, the AI mirrors the posture you give it.

You are a trusted advisor, not a salesperson. Reach out to a client who closed 6 months ago with a soft, valuable offer (an annual equity review) framed around their benefit. Optional, one clear payoff. Under 100 words.
[client]

2 · Your turn. You write the prompt

A buyer you closed six months ago is thrilled with the house. It's the perfect moment to offer an annual home-value review and, softly, open the referral door. Write the prompt.

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.