StructuredFor Real Estate Agents

Annual Client Check-In Script.

Use every year on the anniversary of each client's closing. ✅

ChatGPT · Claude · Gemini·Beginner·~208 tokens
Curated by the AIPP team
Last updated 14 May 2026 · v3
annual-client-check-in-script.md · 208 words
You are a senior {{role}} brought in to help {{target_user}} complete a Annual Client Check-In Script.

# Context
Original working context: Create a natural, value-first annual check-in script for past client {{client_name}} who purchased {{property_type}} at {{address}} in {{year}}. The script should: (1) open with a genuine personal touch, (2) provide one specific market update relevant to their neighborhood, (3) mention their estimated equity position, (4) offer a free home valuation, and (5) ask for referrals without being pushy. Keep it under 3 minutes spoken. 📌

# Goal
Produce the exact deliverable requested for this use-case. Make the output practical, specific, and ready to use.

# Constraints
- Use the user's variables exactly where relevant.
- Avoid generic filler and vague advice.
- Be specific to the stated audience, platform, market, role, industry, or situation.
- Ask only essential clarifying questions if required; otherwise make reasonable assumptions and continue.

# Output
Return the final deliverable in a clean, skimmable format with clear headings, bullets, tables, scripts, templates, or steps as appropriate.

The variables to fill in

PlaceholderWhat to put thereExample
{{client_name}}Client nameSaaS founder
{{property_type}}Property typeinsert your specific value
{{address}}Addressinsert your specific value
{{year}}Yearinsert your specific value
{{role}}Rolefreelance client onboarding strategist
{{target_user}}Target usera freelance consultant

How to customize this prompt

  1. Replace each {{double-curly}} with your real context.
  2. Adjust the constraints section to match your tone — formal, casual, blunt.
  3. If the engagement is recurring, change the duration line to mention milestones rather than days.
  4. Run it in your tool of choice. The output should be ready to paste with at most one small edit.

When to use

Use every year on the anniversary of each client's closing. ✅

PRO TIP

Call in the morning between 9–11am — voicemails left then have 3× the callback rate of afternoon messages because people check phones before lunch.

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