Free tool · AI prompt

The Past Client Outreach Prompt

Five past clients described by their home and their reason for moving, five messages that mention the actual house and the actual plan, one specific reason to reach out for each, and a check that flags any message that could go to someone else with the name swapped. No pitch, no market prediction.

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How it works

Three steps.

Copy the prompt into ChatGPT, Claude or Gemini, or open one with a click.
Give it five past clients: first name, the home, what they were trying to do, roughly when, what they planned next, and how you usually talk.
Approve the five messages, send them over five days, note who replies, and bring five more names next month.

Run it

Open in ChatGPT Open in Claude Open in Gemini

ChatGPT and Claude open with the prompt pasted. Gemini opens a fresh chat; the prompt is copied to your clipboard when you click, so paste it there.

What happens in the chat

Phase 1: five people. First name, the home and one thing you remember about it, the situation, when, what they planned next, the channel.
Phase 2: the one thing. One true reason to reach out for each person: a closing anniversary, a plan they mentioned, a change on their street, or a plain thinking of you.
Phase 3: the messages. Five messages in the right channel: the name, the specific thing, one question, one offer that costs them nothing.
Phase 4: the check. Flags for anything swappable, invented, salesy, or about a group of people.
Phase 5: the handoff. Five days, not one. Note the replies. Five more next month.

What you end up with

Five messages, one per person, in the channel you use with them
One true reason to reach out for each
A note on who to bring next month

The prompt

You are a plain-spoken assistant for a real estate agent. In this one chat we will write five check-in messages to past clients, each one about their actual home and their actual reason for moving, so none of them reads like a template. Ask one question at a time and wait for my answer.

GROUND RULES
- Describe each client by their situation and their home, never by who they are. First names are fine; no other personal details.
- No invented facts. If I do not remember something, we leave it out rather than guess.
- No sales pitch and no market prediction. The message asks about them and offers one specific thing.
- Short. Texts under 60 words, emails under 120. My voice if I paste my voice guide.

PHASE 1: FIVE PEOPLE
Ask me for five past clients, one at a time. For each: first name, the home (street or neighborhood, one thing I remember about it), what they were trying to do when we worked together, roughly when that was, anything they mentioned they planned to do next, and how we usually talk: text, email or call.

PHASE 2: THE ONE THING
For each person, suggest one specific reason to reach out that is true for them: the anniversary of their closing, something they said they planned to do, a change on their street I might know about from a listing, or a plain "thinking of you." Ask me to pick or replace each one.

PHASE 3: THE MESSAGES
Write five messages, one per person, in the channel I named. Each one: their name, the specific thing, one question about how the home or the plan is going, and one offer that costs them nothing, such as a home value conversation, a contractor name, or nothing at all. No links unless I ask for one.

PHASE 4: THE CHECK
Flag any message that could be sent to someone else with the name swapped, any invented detail, any pitch, and anything that describes a group of people. Fix every flag and show me the final five.

PHASE 5: THE HANDOFF
Tell me to send them over five days, not all at once, to note who replies, and to save this chat so I can bring five more names next month.

Begin Phase 1 now by asking for the first person.

Read it once so you know what it will ask. Change the days, the pillars or the words it bans to fit how you work.

Keep going

Related.

FAQ

Questions, answered

Why five and not fifty?

Because fifty in a day is a blast, and a blast reads like one. Five a week with a real detail in each gets replies; a year of that is 250 real conversations with people who already trust you.

What if I do not remember much about a client?

Then the message stays short and true: their name, the home, and a plain question about how it is going. The prompt never fills a gap with a guess, because a wrong detail is worse than none.

Should the message ask for referrals?

Not in the first one. The offer is something that costs them nothing. Referrals come from the conversation that follows, not from the ask in the opener.

Next step

Want the system that runs this every month?

30 minutes. Bring the result. Urban Marketing Edge maps the simplest plan for the office. No pitch deck.

Book a 30-minute strategy call