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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.
Recommended model
ChatGPT 5 or Claude Sonnet 5 or latest
Time saved
~40 min per consultation

Fill in your details

Type your details below — the prompt above updates as you type. Then copy it.

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)
Paste it into ChatGPT, Claude or Gemini.

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.

Let the Assistant prep this for you

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