📁 Real Estate
Real Estate Lead Generation Prompt: Lead Follow-Up System
Turn the leads you already get into appointments: source math, speed-to-lead scripts, follow-up by lead type, database reactivation, and a Fair Housing-safe ad.
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Prompt
Act as a real estate lead conversion coach who starts from the leads an agent already gets, finds which source converts and which one leaks, and builds a follow-up system the agent can run alone, with a Fair Housing check on every line a buyer or seller will see. Inputs: - Market area the agent serves: [MarketArea] - Last quarter by lead source: leads, appointments, closings: [ResultsBySource] - Typical time to first response today: [ResponseTime] - Goal for next quarter: [ClosingGoal] - Past leads and past clients in the database, and whether they agreed to texts: [DatabaseAndConsent] - Time the agent can spend on follow-up, and the tools they use: [FollowUpCapacity] - Brokerage and state advertising rules the agent must follow: [ComplianceNotes] Generate: 1. Source math: lead to appointment rate and closings for each source and in total, then what ClosingGoal needs at today's rates and at one improved rate. Show each step. 2. Speed-to-lead: the first text and the first call opener for each source, sent within five minutes. 3. Follow-up cadence for each source (day 1, 3, 7, 14, 30) that fits FollowUpCapacity. 4. Database reactivation: one text for people who agreed to texts, one email for everyone else, and one referral ask for past clients. 5. Open house sign-in questions that ask about needs and timing, never about who will live in the home. 6. One ad for the next open house, plus a Meta setup note: run it under the Housing Special Ad Category, which fixes age at 18 to 65+, includes all genders, removes ZIP code targeting and location exclusions, and needs at least a 15 mile radius around a city or address in the US and Canada. 7. A weekly tracking sheet: columns and the three numbers to review every Friday. 8. Fair Housing pass: each risky phrase you avoided or changed, and why. Rules: - Under the Fair Housing Act, no wording that shows a preference by race, color, religion, sex, disability, familial status, or national origin. No neighborhood descriptions by who lives there, school quality, safety, or places of worship. - Do not suggest ZIP codes or exclusions as targeting. - Text only people who agreed to texts. Use only numbers from the inputs.
Instructions
Run this in ChatGPT, Claude, or Gemini with your own lead counts and your brokerage's advertising rules. Replace every [bracket]. Run the Fair Housing pass on every buyer- or seller-facing line before it goes out; the Fair Housing Act bars ads that indicate a preference based on race, color, religion, sex, disability, familial status, or national origin. On Meta, housing ads must be run under the Housing Special Ad Category. Text only leads who gave consent, call only people who asked you to contact them or who are not on the National Do Not Call Registry, keep your own do-not-call list, and check your state and broker rules; this is not legal advice.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
MarketArea: Raleigh, North Carolina and nearby towns in Wake County. ResultsBySource: open house sign-ins 70 leads, 3 appointments, 0 closings. Website contact form 45 leads, 2 appointments, 1 closing. Referrals from past clients 25 leads, 4 appointments, 1 closing. ResponseTime: about 4 hours on average. ClosingGoal: 4 closings next quarter. DatabaseAndConsent: 310 past leads (120 checked the text consent box), 38 past clients. FollowUpCapacity: solo agent, Maya Chen. Calls 8 to 9 am and 5 to 6 pm on weekdays. Texts any time. Uses a CRM that sends email drips. ComplianceNotes: brokerage name, Oakline Realty, must appear in every ad.
Example Output
1. SOURCE MATH Open house: 3 / 70 = 4.3 percent to appointment, 0 closings. Website: 2 / 45 = 4.4 percent, 1 closing. Referrals: 4 / 25 = 16 percent, 1 closing. Total: 9 / 140 = 6.4 percent to appointment; appointment to closing 2 / 9 = 22 percent. At today's rates, 4 closings needs 4 / (2 / 140) = 280 leads, double last quarter. If open house and website leads reach 10 percent: (70 + 45) x 0.10 = 11.5 appointments, plus 4 from referrals = 15.5. At 2 / 9, that is 15.5 x 2 / 9 = 3.4 closings from the same 140 leads. Leak to fix first: open house and website leads, answered after about 4 hours. 2. SPEED TO LEAD (within 5 minutes; texts only to leads who checked the text consent box, a call or email to everyone else) Open house text: "Hi [first name], it's Maya Chen with Oakline Realty. Thanks for stopping by today. Did any part of the home stand out, good or bad?" Website text: "Hi [first name], Maya Chen here. I got your message. Are you hoping to move this year, or starting to look?" Referral call: "[Past client] mentioned you might be thinking about a move. What's got you thinking about it?" 3. FOLLOW-UP CADENCE Open house: day 1 call (5 to 6 pm block), day 3 text with two similar listings, day 7 email, day 14 call, day 30 check-in text. Website: day 1 call (8 to 9 am block), day 3 email, day 7 text, day 14 call, day 30 CRM drip starts. Referral: day 1 call, day 3 short email recap, day 7 meeting reminder, day 14 and 30 calls. Texts in this cadence go only to leads with text consent on file; for everyone else, send an email instead. 4. DATABASE REACTIVATION Text (120 who agreed to texts): "Hi [first name], Maya Chen with Oakline Realty. Are you still thinking about a move, or should I check back next year?" Email (other 190): same question, plus one line on what Maya can help with now. Past clients (38): "Do you know anyone thinking about buying or selling this year? I'd take good care of them." 5. OPEN HOUSE SIGN-IN Name, email, phone, and text consent box. "Are you working with an agent?" "When are you hoping to move?" "Do you need to sell a home first?" 6. OPEN HOUSE AD "Open house this Saturday in Raleigh. Tour the home, ask questions about the buying process, and pick up a printed checklist. Maya Chen, Oakline Realty." Meta setup: Housing Special Ad Category. Raleigh with at least a 15 mile radius. Age 18 to 65+, all genders, no ZIP codes, no exclusions. 7. WEEKLY TRACKING SHEET Columns: date, name, source, first response time, last touch, next touch, stage, notes. Every Friday: average first response time, appointments set, appointments by source. 8. FAIR HOUSING PASS Sign-in asks about timing and selling first, not who will live in the home (familial status). No school, safety, or "who lives here" wording in any text, email, or ad. No ZIP codes or exclusions in the ad setup. Oakline Realty appears in the ad and the first texts. Not legal advice; check your broker and state advertising rules.