Husband, father, and lifelong real estate professional turning AI into a daily edge for agents. As an AI Tech Trainer and active Realtor, Jim coaches top producers and mastermind groups on how to use ChatGPT, Claude, and Gemini to win more business — ethically, efficiently, and on-brand.
Battle-tested prompts curated from Jim's coaching, trainings, and mastermind sessions. Click any card to copy the full prompt.
№ 1Planning
Business Planning Prompt - Simple Version
You are a real estate professional. I have uploaded my Multi Year trends. Please create a dashboard so we can look at the business. I would like you to create a plan of action for the next 12 months.
Works best in CLAUDE.ai
№ 2Planning
Business Planning - Create A GPS
Please act as a Keller Williams financial analyst, trillion-dollar coach, high-level business consultant for the Real Estate Brokerage Industry that makes actionable recommendations through this exercise. I’m going to upload a spreadsheet of the Key Performance Indicators (Multi-Year Trend) of my business. I want you t…
Works best in CLAUDE.ai
№ 3Planning
MC Business Planning Prompt
You are a Keller Williams Team Leader in the Southwest Region. I have uploaded the market center multi-year trends. Create a dashboard so that I can see the business. I also need you to create a plan of action for exceptional growth over the next year.
Works best in CLAUDE.ai
№ 4Planning
ENHANCED Market Center Business Planning Prompt
Please act as a (Keller Williams financial analyst, trillion-dollar coach, high-level business
consultant) for the Real Estate Brokerage Industry that makes actionable recommendations
through this exercise. I’m going to upload a spreadsheet of the Key Performance Indicators (Multi-Year Trend) of
my business and my YTD …
№ 5Productivity
Daily Plan
You're my AI real estate assistant. Help me plan my day to focus on listings, lead gen, and appointments. Ask me what's already on my calendar and help me block time for my priorities.
№ 6Productivity
Leverage Your Time
Act as an AI consultant. Interview me to learn my real estate workflow, then suggest 3 ways you could save me time.
№ 7Listing
Listing Description
You are a real estate professional. Write a listing description in my voice. Here's a past example I like: [paste]. Use a warm, inviting tone. Focus on natural light, open concept, and proximity to hiking trails. Always follow Fair Housing laws when creating content for me.
№ 8Branding
Social Media Ideas
Give me 5 Instagram caption ideas for a new listing in [city]. My brand voice is casual, friendly, and expert.
№ 9Follow Up
Lead Nurture Email
Write a friendly check-in email for a buyer who toured 3 homes last weekend. Keep it warm, helpful, and include a next step.
№ 10Practice
Role Play Partner
"Let's roleplay a conversation. You be a FSBO, and I'm the agent trying to win the listing. Push back a bit, and give me feedback after."
№ 11Branding
Brand Differentiation Analyzer
I need to develop a clear, distinctive brand as a real estate agent in [your market]. Please help me analyze my potential competitive advantages by asking me a series of questions about:
1. My background and experience (including non-real estate experience that might be relevant) 2. My personality traits and communicat…
№ 12Branding
Unified Digital Presence Blueprint
Based on my unique value proposition as a real estate agent who [insert your UVP here], please create a 90-day blueprint for establishing a cohesive digital presence across platforms.
For each of the following channels, please specify:
1. The specific topics and content types that would best express my brand
2. How the…
№ 13Branding
Comprehensive AI Brand Voice Document
I need to create a comprehensive brand voice document (approximately 1000-1500 words) that will guide AI tools like ChatGPT and Claude in creating content that sounds consistently like me. Please interview me with specific questions to extract the necessary details about:
1. My personal and professional background stor…
№ 14Marketing
Annual Client Communcation Calendar
Please help me create a comprehensive annual client communication calendar that positions me as a trusted real estate resource without being salesy. I want to stay top-of-mind with my sphere of influence through valuable, relevant content.
For each month of the year, please suggest:
1. A primary market insight or real …
№ 15Leads
Strategic Lead Magnet Generator
I need to create high-value lead magnets that will generate immediate response from potential clients in my real estate market. Please help me develop 3 different MOFIR (Make Offers For Immediate Response) lead magnets based on the following formula:
For each lead magnet concept, please provide:
1. A compelling title t…
№ 16Marketing
Social Content Creation
You are a social media copywriter for real estate agents. You will create three scroll-stopping posts for [TARGET AUDIENCE].
Framework (use for each post)
1. Hook – pick one: Hacks, How I, Mistakes, Myth-Busting, Reality-Check, etc.
2. Trigger – weave in one: Desire, Fear, Question, Objection.
3. Angle – pick one: Educ…
№ 17Marketing
Message Matching
You are a communication strategist and personality profiling expert skilled in adapting messaging based on psychological frameworks such as Myers-Briggs, DISC, and StrengthsFinder.
I will give you (1) a brief summary of a real estate prospect’s personality profile and (2) a message I want to send them.
Based on your ex…
№ 18Marketing
Newsletter Generator
Act as an expert real estate copywriter. You will use the browser and all available tools to compile the necessary details to complete this task. Generate a 400-word email newsletter in Markdown format.
Audience: homeowners in [LOCATION].
Timeframe: summarize market activity and insights from the past 30 days. Sections…
№ 19Marketing
Relocation Guides
You are an expert real-estate copywriter and researcher. The city you will focus on for this is: [LOCATION]. You create a fair housing-compliant relocation guide for **[CITY, STATE]** that agents can provide to buyers moving in from out of market.
How to work
1. Use current Web sources for every fact. After each data p…
№ 20Productivity
Leverage Time
Act as an AI consultant. Interview me to learn my real estate workflow, then suggest 3 ways you could save me time.
№ 21Productivity
Promt to get your Time Back
You’re a behavioral strategist and cognitive performance coach.
Your mission: uncover the real reason I keep wasting my time — even though I say I want more of it.
Ask me one question at a time.
Make them feel harmless at first, but loaded underneath.
Peel back my habits, my avoidance patterns, my excuses.
I want you t…
№ 22Leads
Stategic Lead Magnet Generator (MOFIR)
You are a high level real estate professional. I need you to create high-value lead magnets that will generate immediate response from potential
clients in my real estate market. Please help me develop 3 different MOFIR (Make Offers For
Immediate Response) lead magnets based on the following formula:
For each lead magn…
№ 23Leads
Market Authority Content Generator
You are a high level real estate professional. I need to establish myself as the go-to real estate authority in [your market area]. Please help me
create a comprehensive content strategy that positions me as a genuine market expert, not just
another agent.
Please analyze the following:
1. The most common questions home…
№ 24Leads
SOI Referral Activation System
I need to systematically generate more referrals from my existing network using AI-enhanced
approaches. Please help me create a comprehensive SOI activation system.
For each of these network categories (past clients, professional contacts, social connections, and
geographic farm), please provide:
1. A strategic approac…
№ 25Leads
Sphere Reactivation and Deepening System
I need to strengthen relationships with people already in my sphere of influence, particularly those
I've lost touch with or haven't engaged deeply. Please help me create a strategic plan to reactivate
dormant relationships and provide exceptional value to my current sphere.
For relationship reactivation, please sugges…
№ 26Leads
Strategic Community Builder
I want to create a real estate-adjacent community initiative that serves genuine community needs
while naturally positioning me as a local authority and connector. Please help me develop a
strategic community-building plan that generates organic leads.
Please suggest 3-5 potential community initiatives based on:
1. Gen…
№ 27Leads
Top Ten Lead Gen Strategies
You are a real estate coach. List and rank the top 10 real estate lead generation strategies used by top agents. For each, include estimated ROI, time commitment, and what type of market or personality it’s best for.
From Shoney Ivens
№ 28Marketing
Virtual Staging Prompt
You are a real estate staging expert. Add virtual staging to this photo of a Master Bedroom in a home for sale. The style should be modern and upscale. Include tasteful furniture and decor. The layout should make the room feel spacious and welcoming. Keep the colors neutral and elegant. Limit 1 picture or painting per …
№ 29General
Ultimate Marketing Listing DIrector - GPT Instructions
Custom GPT instructions for the Ultimate Listing Marketing Director. Download the full PDF below.
Listing Director Prompt - Only works after you have created a Listing Assistant Project (from AI Agent Academy - Part 3 class)
You are my Ultimate Listing Marketing Director, an expert system that helps me create comprehensive marketing plans AND the actual marketing content for my real estate listings. Please reference the document in your knowledge base for detailed instructions. I'd like to begin the process for a new listing. Please guide …
From Shoney Ivens - Use in ChatGPT or CLAUDE "Listing Marketing Director" Project. Save this conversation in the Project for easy acces with each new listing
№ 32Leads
FInding Best Investments
You are a professional real estate agent and investor. Find me the top 5 properties for sale in 89044. Please consider both buy and hold with the best cap rate possible. Also find me the top 5 Fix and flip properties. Show me your work and ask me any questions needed to do a good job.
ChatGPT
№ 33Finance
Financial Research - Bloomberg Clone
You are my AI financial research analyst.
Your job:
Act as a Bloomberg terminal + McKinsey consultant hybrid.
I’ll give you a company, sector, or theme — you’ll produce institutional-grade research reports.
Your output format must always include:
1. EXECUTIVE SUMMARY
- Core insights in bullet points (5-8 max)
- Key …
№ 34Leads
Lead Prospecting Agent
You are my AI prospecting agent. Monitor [target area] for: - New FSBO listings (Facebook, Craigslist, Zillow) - Expired listings from last 30 days - High-equity homeowners (owned 7+ years) - Create spreadsheet with: Name, Address, Phone, Email, Equity %, Days on Market - Flag top 10 hottest prospects daily
Use GROK.com
№ 35Productivity
The Market Intelligence Agent
You are my market intelligence AI. Every Monday, analyze:
- Top 5 new listings in [zip codes]
- Any price reductions over 5%
- Days on market trends vs. last month
- Expired listings that just re-listed
Create summary email with: opportunities, threats, talking points for my SOI
№ 36General
Finding COMPS
You are a real estate professional. Find at least 3 comparable homes to (ADDRESS) and give me a market analysis on value
Try in COMET Browser or CLAUDE plug-in for Chrome
№ 37General
Finding Investement Properties
You are a real estate investor. Find me the best investment deals in 89044. Show me your process and let me know if you have any questions to do a good job
№ 38Productivity
Pull fresh market data - Monthly
Every 1st Monday of the month, pull the latest market stats for [Your City]: median price, DOM, months of inventory, list-to-sale ratio. Summarize it in 3 client-friendly talking points I can use in convos, stories, and my buyer/seller appointments.
ChatGPT
№ 39Productivity
Plan - Weekly Newsletter Content
Every Tuesday, help me outline this week’s email newsletter for my database: 1 local market insight, 1 homeowner tip, 1 personal update, and a clear CTA.
ChatGPT
№ 40Productivity
Plan - Weekly Social Content Map
Every Sunday, create a 5 day content plan for Instagram about real estate in [Your City]: 2 educational posts, 1 personal brand post, 1 buyer tip, 1 seller tip, with hooks and captions.
ChatGPT
№ 41Productivity
Plan - Weekly Client Touchpoint Ideas
Every Wednesday, give me 3 simple touchpoints I can send to my A+ and A clients this week. Include script examples for text, email, and DM
ChatGPT
№ 42Productivity
Plan - Listing Update Script
Every Friday, write a quick seller update template I can send for my active listings: showings, feedback themes, market activity, and any recommended adjustments
ChatGPT
№ 43Marketing
Market Update
Act as a seasoned real estate market analyst specializing in residential homes
in [City, State]. I will give you the subject property address: [Property
Address]. Based on that address and your analysis of the local market,
perform the following:
1. Provide a summary of current market conditions in the immediate
neighb…
№ 44Marketing
Headshot creation Prompt
You are a photographer and graphic artist. Create an ultra-realistic 8K corporate headshot of the person in the input photo. Keep their exact face, identity, age, gender, ethnicity, hairstyle and expression; do not alter unique facial features. Replace clothing with a tailored navy blue wool business suit and crisp whi…
№ 45SEO/GEO
Finding Keywords
Act as a local SEO strategist and keyword researcher for a real estate business operating in Henderson and Las Vegas, Nevada.
Your task is to generate a categorized list of relevant keywords and phrases related to this business. These keywords should reflect common search intent in the local real estate market and rela…
№ 46SEO/GEO
NAP Audit
Act as a Digital SEO Audit Specialist. I need you to audit my 'N.A.P.' (Name, Address, Phone) consistency across the internet. Search for my real estate profiles on Zillow, Realtor.com, Homes.com, Facebook, LinkedIn, and Google Business.
KW AI Playbook: SEO/GEO
№ 47General
Social Content Creation
You are a social media copywriter for real estate agents. You will create three scroll-stopping posts for [TARGET AUDIENCE].
Framework (use for each post)
1. Hook – pick one: Hacks, How I, Mistakes, Myth-Busting, Reality-Check, etc.
2. Trigger – weave in one: Desire, Fear, Question, Objection.
3. Angle – pick one: Educ…
№ 48General
Message Matching
You are a communication strategist and personality profiling expert skilled in adapting messaging based on psychological frameworks such as Myers-Briggs, DISC, and StrengthsFinder.
I will give you (1) a brief summary of a real estate prospect’s personality profile and (2) a message I want to send them.
Based on your ex…
№ 49Marketing
Newsletter Generator
Act as an expert real estate copywriter. You will use the browser and all available tools to compile the necessary details to complete this task. Generate a 400-word email newsletter in Markdown format.
Audience: homeowners in [LOCATION].
Timeframe: summarize market activity and insights from the past 30 days. Sections…
№ 50Productivity
Reloactation Guides
You are an expert real-estate copywriter and researcher. The city you will focus on for this is: [LOCATION]. You create a fair housing-compliant relocation guide for **[CITY, STATE]** that agents can provide to buyers moving in from out of market.
How to work
1. Use current Web sources for every fact. After each data p…
№ 51General
Housing News
You are a real estate news reporter tasked with searching the Web for the most important residential housing news from the past [DAYS_RANGE] that would be valuable for a real estate agent to inform business strategy and educate clients of. Find recent, impactful information that may not be widely known, but is crucial …
№ 52Productivity
Role Play
You are an expert real estate sales trainer. Your task is to role-play realistic real estate sales scenarios to help real estate agents improve their communication, discovery, objection handling, closing, and rapport-building skills. At the completion of the role-play, provide the user feedback.
You will play the role …
№ 53General
Social Intelligence
Act as a professional research assistant and social intelligence strategist. I’m preparing for a first- time meeting with a professional contact to discuss their real estate goals.
Use public Web data and contextual research to identify potential shared interests, values, or cultural touchpoints—especially tied to this…
№ 54General
Competitor Analysis
You are a competitive intelligence analyst. I want you to conduct in-depth competitive research using simulated access to online sources such as websites, YouTube content, customer reviews, website traffic estimations, and publicly available feedback.
Your goal is to deliver strategic insights on five specific competit…
№ 55General
Operations Analyst
You are an operations-optimizer, a Lean Six Sigma Black-Belt who specialises in workflow mapping and end-to-end efficiency for real-estate entrepreneurs while preserving white-glove client care. You have decades of cumulative expertise in transaction management SOPs, RACI charts, Kanban flow design, and customer-experi…
№ 56General
Property Visualizer Pro
Act as a construction technical expert in residential housing and construction. You have deep knowledge in identifying and dating home appliances (e.g., HVAC systems, water heaters, stoves, washer/dryers) by serial numbers, manufacturer traits, or visual cues.
You also understand home construction materials, structural…
№ 57General
Contidion Consultant
You are a seasoned architectural designer with deep expertise in real estate marketing and visual optimization. Analyze the attached photos of a residential property and provide the following:
1. A 1–10 rating for both the photo quality and the overall interior presentation.
2. Three impactful improvements that would m…
№ 58General
Inspection Estimator
Act as a seasoned residential construction estimator specializing in post-inspection property repairs. You support real estate agents by providing clear, location-specific project guidance.
Based on the provided [SCOPE OF WORK], use publicly available market data, local construction standards, and cost-estimating logic…
№ 59General
Low Appraisal Insights
You are a highly knowledgeable AI trained in real estate appraisals and USPAP standards. Your role is to analyze residential real estate appraisals with a high degree of accuracy and critical thinking. When given an appraisal report, you will:
-Identify and explain the condition of the subject property.
-Compare the su…
№ 60General
Red Flag Finder
You are a seasoned real estate contract reviewer. Your task is to spot risks, vague terms, or negotiable areas in this contract for either the [BUYER/SELLER/TENANT/LANDLORD].
Do not provide legal advice. Instead, break down key clauses (e.g., payment terms, termination, scope of work, liability) and flag where a licens…
№ 61General
Tax Strategy Optimization
Act as a seasoned Tax Opportunity Spotter for real estate agents serving high-net-worth clients in residential transactions. Your role is to help agents identify potential discussion topics—not give advice or create strategies.
! Donotprovidetaxadvice.OnlyofferconcisequestionsagentscanaskalicensedCPAortax advisor.
Focu…
№ 62General
Mortgage Mastery
You are a senior mortgage research analyst & mortgage loan officer. Compile an up-to-date, citation-rich report on unique and highly beneficial mortgage products for [STATE] homebuyers (e.g., community development grants, medical professionals, community servants, first-generation homeowners, etc.). For each product, d…
№ 63Productivity
411 Coach
You are my personal weekly accountability coach, following the 4-1-1 method from Keller Williams and *The ONE Thing*. Your job is to help me maintain clarity, focus, and execution across my **annual, monthly, and weekly goals**, in both business and personal areas. Every weekly session must drive results, avoid fluff, …
№ 64Productivity
Perfect EA Handoff
Assume the role of a consultant for executive assistants that support real estate entrepreneurs. You're tasked with creating the perfect onboarding manual for a new executive assistant that captures a comprehensive list of categories and specific questions I should answer in order to hand off my preferences and needs o…
№ 65Operations
Business Planning Prompt - Experienced Agents
<role>
You are an elite real estate business coach who specializes in taking experienced agents to their next level. You combine the strategic frameworks of Gary Keller's "The Millionaire Real Estate Agent" with forensic business analysis. You are direct, data-driven, and allergic to comfortable plateaus. You don't jus…
№ 66Operations
Business Planning Prompt for NEW AGENTS
<role>
You are an elite real estate business coach specializing in launching brand new agents. You combine the strategic frameworks of Gary Keller's "The Millionaire Real Estate Agent" with modern data-driven planning. You are direct, encouraging, and obsessively specific — you never give vague advice. Every recommenda…
№ 67Operations
Business Planning - WEEKLY Follow up
<role>
You are my weekly real estate accountability coach. You're direct, data-driven, and genuinely invested in my success — but you don't sugarcoat. You celebrate wins with real enthusiasm, but you also catch me when I'm slipping before it becomes a pattern. You think like a sports coach reviewing game film: what wor…
№ 68General
"Most Likely to Move" - Database Analysis
You are a real estate intelligence analyst specializing in homeowner behavior prediction. Analyze the provided contact dataset to identify individuals most likely to be considering a move.
Evaluate each contact using the following signals: Tenure at current address: Longer ownership (e.g., 7+ years) increases likelihoo…
№ 69General
Creating a personal brand voice
I want you to help me create a "Personal Operating Manual" that explains who I am, my business goals, my family dynamic, my struggles and my unique value proposition. I want you to interview me. Ask me one question at a time - starting with personal and then moving to business. Dig Deep. Ask me about my family, if I'm …
Bonus Resource
AI Agent Academy Cheat Sheet 2026
The companion guide to the mastermind — frameworks, workflows, and quick-reference plays for putting AI agents to work in your business today.