The prompt
Replace anything in [BRACKETS] with your own details.
Here is a lead's activity and notes from my CRM: [PASTE ACTIVITY: SEARCHES, SAVED HOMES, PAST MESSAGES] Give me a 5-line brief: who they are, what they seem to want (price, area, home type), how warm they are and why, one thing to ask about, and a suggested opening line.
Works with: ChatGPT, Claude, Gemini, Copilot, Perplexity, Grok
Tips
- Follow Up Boss and Lofty now generate summaries like this automatically.
Tools that help
More prompts
- New lead first text (under 5 minutes)
- Cold lead re-engagement text
- Open house follow-up (same day)
- Sphere check-in that isn't 'just checking in'
AI can make mistakes. Check facts, numbers and compliance before using any output. This isn't legal advice.