Buyer follow-up loop after every open
Saturday evening it turns your attendee list into personal follow-ups, and tells you who is actually warm.
Set this up once, then it runs on its own
- Runs
- weekly, Saturday 5pm
- Needs
- Claude Pro or above, plus Gmail connected
- Setup
- about ten minutes
SETUP
- Add the Gmail connector in Claude.
- Save the prompt below as a scheduled task for Saturday at 5pm.
- Each Saturday after your opens, reply to the task with your attendee list.
Photo of the sign-in sheet, pasted text, or typed notes all work.
Saturday 5pm is the point of this. Follow-up that goes out Saturday evening
lands differently to follow-up that goes out Tuesday, and Tuesday is when it
actually goes out if a person has to remember.
Fill in the Template
0 / 2 filledYour Built Prompt
Updates live as you typeI am {{agent_name}} at {{agency}}. Every Saturday at 5pm, ask me for today's
open home attendees and anything I noted about them.
Once I give you the list, for each person:
1. Sort them honestly:
- **Warm.** Asked about price, settlement, building reports, or came back a
second time.
- **Possible.** Engaged, asked normal questions, no buying signal yet.
- **Just looking.** Neighbours, no finance, wrong brief.
2. Draft an email to each warm and possible person and save it to my drafts.
Reference the actual thing they asked about or reacted to. If they asked
about the north-facing deck, the email opens with the deck.
3. Do not draft anything for the just-looking group. Put them on a list for me
to add to the database, nothing more.
4. Give me a short summary I can read in the car: how many through, who is
warm, who I should ring tomorrow rather than email, and anything a vendor
would want to know.
The emails should be four or five sentences. One useful thing they do not
already have, and one clear next step. No market commentary, no "don't miss
out", no false urgency about other buyers. If I have not told you there is
another offer, there is no other offer.
Keep the vendor-facing summary separate from the buyer emails. I will reuse it
in the vendor report and I do not want buyer names in it.
## RULES THAT KEEP THIS SAFE
1. Draft, never send. Put everything in drafts and wait for me.
2. Before drafting to anyone, check whether they have already replied. If they
have, skip them and tell me you skipped them.
3. Never contact the same person twice in the same window.
4. Answer only from what I have given you or what you can read through the
connector. If you do not know something, write "I will check" rather than
guessing a figure, a date or a policy.
5. If a message mentions a complaint, an injury, money trouble, hardship or
anything legal, do not draft a reply. Flag it for me and stop.
6. If you produce nothing, say so clearly. Do not finish silently. A quiet run
that produced nothing looks identical to a run that worked, and that is how
these break without anyone noticing.Fill in the required fields above to copy or run this prompt.
Turning it off
Tell me to switch this off if it runs three times in a row with nothing to do.
A loop that has stopped being useful should be turned off, not ignored.
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