Buyer consultation prep

Walk into a first buyer meeting with an agenda and the right questions for this buyer.

Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 79/100 for following the rules and doing the task.

Copy

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Free. Run it here sends the prompt through our server to Claude and shows the draft on this page (5 runs a day free, 100 on a paid plan); we don't store it. Open in ChatGPT, Claude, or Grok sends the prompt to that tool instead. Sign in there first, or the prompt box may come up empty; if it does, use Copy and paste it in.

Example output

I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.

Copy30-minute agenda
0-5 min: Intros. Ask what brought them to Tampa and what timeline the job sets.
5-15 min: Discovery questions (below).
15-22 min: Florida basics: flood zones, how insurance quotes affect the monthly payment, what HOAs can restrict.
22-27 min: How you work and get paid; walk through the buyer agreement.
27-30 min: Next steps and the first showing date.

Discovery questions
1. When does the job start, and do you need to close before then?
2. What's the commute limit you'd accept to the hospital?
3. Is $450k the most you'd spend, or the number you'd like to stay under?
4. What monthly payment are you comfortable with, including insurance and HOA?
5. Who's your lender, and is the pre-approval in writing?
6. What do you like most and least about your Columbus home?
7. Garage: for cars, storage, or a workshop?
8. Would you consider a home that needs some work?
9. How do you feel about HOAs?
10. Who else weighs in on the decision?

Bring
Signed pre-approval copy (ask them), buyer agreement, a flood zone map for the areas they mention, and a sample insurance quote from a local agent.

On how you get paid
1. What the buyer agreement says and how long it lasts.
2. How your compensation is set and who pays it in a typical deal here.
3. What happens if a seller won't cover it.

Check before the meeting:
- Get a current insurance quote range from a local insurance agent instead of guessing.

AI drafts can be wrong. Check every fact, name, and number before you send anything. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.

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