The prompt
Score 10 of 10, Excellent
Use it when You need to explain offers, inspection results or closing steps to a client in plain terms.
- {{client_role}}
- {{update_facts}}
- {{deadlines}}
- {{my_recommendation}}
- {{client_actions}}
- {{channel}}
Full prompt and why it works
Prompt
Write an update to my {{client_role}} client about where their transaction stands. Clients in the middle of a sale are often anxious and hear many unfamiliar terms, so the update should tell them in plain words what happened, what it means for them, what they need to decide or do, and by when. What happened (offers received, inspection findings, appraisal, lender or closing news): """ {{update_facts}} """ Key dates and deadlines from the contract: """ {{deadlines}} """ My recommendation, if I have one: {{my_recommendation}} What I need from them: {{client_actions}} How I will send it: {{channel}} Structure: 1. The headline in one or two sentences: the main news, and whether anything is needed from them. 2. What happened, in plain terms. Explain any term a first-time buyer or seller may not know, such as "contingency" or "earnest money", in a short clause the first time it appears. 3. Their options, if there is a decision to make, with what each means for price, timing and risk, using only the facts above. Then my recommendation, labeled as mine, and a clear statement that the choice is theirs. 4. Next steps as a short numbered list with dates, nearest deadline first and in bold. 5. How to reach me with questions. Keep it under 350 words for email, or under 150 words for a text that says the details will follow by email. The tone should be calm and steady, like an experienced agent who has seen this situation before. Use only the numbers, terms and dates above, exactly as given. Do not estimate repair costs, values or closing figures. Do not interpret an inspection finding beyond what the report says; suggest they ask the inspector or a qualified contractor. Do not give legal, tax or lending advice: where those questions come up, say which professional to ask (their attorney, tax adviser or lender). Do not share another party's private details beyond what the transaction requires. If a deadline or figure seems to be missing, or two facts conflict, flag it at the top of your answer for me to confirm before sending, and do not fill it in.
Variables
- {{client_role}}
- Buyer or seller.
- {{update_facts}}
- What happened, as you know it: offer terms, inspection items, appraisal value, lender news. Paste report excerpts where useful.
- {{deadlines}}
- Dates such as the inspection response, financing and closing, exactly as they appear in the contract.
- {{my_recommendation}}
- What you would advise, or "none" to set out the options without a recommendation.
- {{client_actions}}
- Documents, signatures, decisions or payments you need from them, with dates.
- {{channel}}
- Email or text.
Why it works
- Who it's for. Writing for an anxious client who does not know the jargon is why every term is explained once and the nearest deadline is in bold.
- What to avoid. Repair estimates, legal, tax and lending questions are sent to the right professional, so the update never stretches past what an agent should say.
- If unsure. Missing or conflicting dates and figures are flagged for you before sending, because a wrong deadline in a client update is costly.