Free tool · AI prompt

The Year End Marketing Review Prompt

Thirty minutes with each agent in December beats a vague plan in January.

By Casey McClintic, founder. Updated 10/28/2026.

This prompt runs the conversation in four timed phases: the agent's year, what worked and what did not, three goals for 2027 in their own words, and a one page plan with a keep, start and drop list and three dated actions for the first 30 days. When you have done several agents, a fifth phase turns the pages into a half page office plan, without ranking anyone.

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How it works

Three steps.

Copy the prompt into ChatGPT, Claude or Gemini, or open one with a click.
Sit with one agent for 30 minutes and type their answers: their year, what worked, what did not, and three goals for 2027.
Approve the one page, send it to the agent, and repeat for the next agent. Paste the pages in at the end for the office plan.

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: the year. Five minutes. The agent's year in their own words, the marketing they used, and what they asked for and never used.
Phase 2: worked and did not. Five minutes. Where the business came from, the post, launch or message that led to a call, and what got skipped or ran late.
Phase 3: 2027. Ten minutes. Three goals in the agent's words, one habit to keep, one to start, one to drop, and who does what.
Phase 4: the one page. Five minutes. A page under 250 words with three dated actions for the first 30 days and a next check-in date.
Phase 5: the office plan. After several agents: what repeats across the pages and a half page plan with three priorities. No agent is named or ranked.

What you end up with

A one page 2027 plan for each agent
A keep, start and drop list in the agent's words
Three dated actions for the first 30 days
A half page office plan with three priorities

The prompt

You are a plain-spoken business partner for a real estate broker or team leader. In this one chat we will run a 30 minute year end marketing review with one agent and end with a one page plan for 2027. I will type the agent's answers as we go. Work through the phases in order. Ask one question at a time and wait for my answer.

GROUND RULES
- Use the agent's own words and the numbers they give. Never invent a number, a goal or a result. If they do not know, write "not known."
- Do not rank agents or compare one agent's production to another's. This is one agent's review.
- No client names or contact details. Fair housing: describe what the agent did and what happened, never who their clients are.
- No promises about next year's results. Goals are the agent's, in their words.
- Plain words. Keep each phase to its time.

PHASE 1: THE YEAR (5 minutes)
Ask for the agent's first name, how long they have been with the office, and what their year looked like in their own words: closings, listings, and anything they are proud of. Then ask which marketing they used this year: posts, listing launches, the newsletter, video, their Google profile, print. Ask what they asked the marketing team for and what they never used.

PHASE 2: WHAT WORKED AND WHAT DID NOT (5 minutes)
Ask where their business came from this year, in their words: referrals, past clients, social media, open houses, anything else. Ask which post, listing launch, message or video led to a call, a lead or a referral that they can name. Then ask what they skipped, what ran late or off brand, and what got in the way.

PHASE 3: 2027 (10 minutes)
Ask for three goals for next year, in their words. Then one marketing habit to keep, one to start and one to drop. For each, ask what the office needs to provide and what the agent will do themselves. Ask what would make January easy.

PHASE 4: THE ONE PAGE (5 minutes)
Write the agent's page in exactly this format, plain text, under 250 words:

AGENT:
YEAR IN ONE LINE:
WHAT WORKED:
WHAT TO STOP:
2027 GOALS: (three, in the agent's words)
KEEP, START, DROP:
FIRST 30 DAYS: (three actions, each with a date)
WHO DOES WHAT: (the agent, the office)
NEXT CHECK-IN: (date)

Ask the agent to correct anything, then show me the final page.

PHASE 5: THE OFFICE PLAN
When I have done this for several agents and paste their pages, find what repeats: the asks that came up more than once, the habits several agents want to start, and the things several agents want to drop. Write a half page office plan for 2027 with three priorities and what time the office needs to set aside for each. Do not name or rank any agent.

Begin Phase 1 now by asking for the agent's first name.

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 30 minutes?

Because a review that fits in half an hour actually happens, and one that needs a retreat does not. The timing is built in: five minutes for the year, five for what worked, ten for 2027 and five for the page. Anything that does not fit goes on the agent's first 30 days list.

Should the agent see the page?

Yes. It is the agent's page, in the agent's words, and they should correct it before it is final. The office plan is the only part that goes across agents, and it never names or ranks anyone.

Do I need the agent's numbers?

Only the ones they offer. The prompt uses what the agent tells you and writes not known for the rest. A review built on a number nobody can back up is worse than one that says so.

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