Template for meeting notes → action plan tailored to a real estate team. Replace bracketed fields, then run the prompt. Iterate once for a better final result.
Inputs to fill
- Context: [business name], [location], [what you do], [target customer]
- Goal: [what you want the reader to do]
- Constraints: [tone], [length], [format], must-include [X], must-avoid [Y]
Turn notes into execution
- Decisions made
- Action items (owner + due date)
- Risks / blockers
- Next meeting agenda
Copy-ready prompt
Act as an expert for a real estate team.
Deliverable: Meeting Notes → Action Plan.
Context:
- Business: [BUSINESS NAME], [LOCATION], [WHAT YOU DO]
- Audience: [WHO], pains: [PAINS], objections: [OBJECTIONS]
- Offer/Details: [OFFER], [PRICE], [TIMELINE], [GUARANTEE], [PROOF]
Constraints:
- Tone: [friendly / direct / premium]
- Format: use headings + bullets + a final checklist
- Length: [short / medium / detailed]
Verification:
- List assumptions and any facts that need verification.
- Provide a checklist to validate claims and improve clarity.
Example (filled)
Business: Example real estate team in Tampa, FL
Audience: busy customers who want fast turnaround
Offer/Details: [your real offer here]
Constraints: concise, direct, no hype
Variations
- Short: ask for a 120–160 word version.
- Detailed: ask for a longer version with FAQ and objections.
- Safer: ask to remove any unverified claims and use conservative language.
FAQ
Do I copy the prompt exactly?
Start by copying it exactly, then replace bracketed fields with your details. If the output is off, tighten constraints and add examples.
What if the assistant asks clarifying questions?
Answer them, then re-run the prompt. Better prompts reduce questions by providing missing context up front.
Can I use these templates for client work?
Yes, but you should verify facts and rewrite for your brand voice. Treat AI output as a draft.