Buyer Consultation Agenda Generator

A structured first meeting sets you apart from agents who wing it. This prompt creates a professional agenda you can send to buyers before the consultation or use as your own meeting guide. It covers everything from introductions to next steps.

The Prompt

Create a buyer consultation agenda for a real estate agent meeting with a new buyer client.

Buyer Type: [FIRST-TIME BUYER / MOVE-UP BUYER / INVESTOR / DOWNSIZER / RELOCATING]
Meeting Format: [IN-PERSON / VIDEO CALL / PHONE]
Meeting Duration: [30 MIN / 45 MIN / 60 MIN]
Market Conditions: [SELLER'S MARKET / BUYER'S MARKET / BALANCED]
Agent Specialization: [e.g., residential resale, new construction, condos]
Pre-Approval Status: [PRE-APPROVED / NOT YET / UNKNOWN]

Generate a structured agenda with:
1. Time allocations for each section
2. Key discussion points under each section
3. Questions the agent should ask
4. Information the agent should present
5. Clear next steps and action items

The agenda should cover: introductions, buyer goals and timeline, financial readiness, market overview, the home search process, what to expect at showings, making offers, and next steps. Tailor the depth of each section to the buyer type. Keep it professional but conversational. Format as a clean outline the agent can print or share via email.

How to Use It

• Customize the buyer type carefully - a first-time buyer needs more education sections, while an investor needs more market data discussion.
• Send the agenda to the buyer 24 hours before the meeting so they can prepare questions.
• Use the generated questions as your discovery framework, not a script to read verbatim.
• After the meeting, use the “next steps” section as your follow-up checklist.

Example Output

The AI will generate a time-blocked agenda (e.g., “0:00-0:05 - Introductions”) with bullet points under each section covering what to discuss, specific questions to ask the buyer, and talking points tailored to the buyer type and market conditions. It ends with a clear action-item list for both agent and buyer.