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Buyer Outreach
First Buyer Consultation Outline
A 45-min agenda that builds trust without overwhelming.
When to use it
Use to prepare for a first in-person or Zoom consultation with a serious buyer. Generates an agenda, the questions to ask, and the homework they leave with.
The prompt
Generate a structured 45-minute first consultation agenda for a serious buyer.
Buyer context:
- Names: {Buyer name(s)}
- Stage: {Stage}
- Target area: {Target area}
- Price range: {Price range}
- Pre-approved? {Pre-approved?}
- Timeline: {Timeline}
- One thing I already know is important to them: {Their #1 priority}
My info:
- My name: {Your name}
- My brokerage: {Brokerage}
Deliverables I need:
1. A 45-min agenda broken into 5-min blocks with the goal of each block
2. Five discovery questions that uncover their real motivation (not just bedrooms/baths)
3. Three trust-builders I should mention about my process — not bragging, just facts
4. Three pieces of homework they leave with (lender intro, search criteria doc, neighborhood drive list)
5. One question I should NOT ask in the first meeting (and why)Fill in your details
Type your details below — the prompt above updates as you type. Then copy it.
Pro tips
- Print the agenda and hand it to them at the start — visualizing the 45 min builds confidence.
- Replace the lender intro homework with your top 2 lenders' contact cards.
- If they are pre-approved already, swap the lender block for a deep-dive into their wishlist.
All prompts are free to copy and modify. Tested across ChatGPT, Claude, and Gemini. Customize the variables to fit your market, brand voice, and client.