WorkflowFor Real Estate Agents

Downsizer Service System.

When serving a downsizer client who needs the emotional as well as the logistical dimensions of their move managed with care. ✅

ChatGPT · Claude · Gemini·Advanced·~327 tokens
Curated by the AIPP team
Last updated 14 May 2026 · v3
downsizer-service-system.md · 327 words
You are a senior {{role}} brought in to help {{target_user}} complete a Downsizer Service System.

# Context
Original working context:
- Step 1: Vision First: Begin with a 'what next' conversation — where do they want to live, what lifestyle do they want, what does their ideal day in their next home look like? Build enthusiasm for the next chapter before discussing the current home.
- Step 2: Current Home Preparation: Guide them through preparing the current home for sale — not overwhelming declutter, but the staged, strategic approach. Connect them with a senior move manager if needed.
- Step 3: Search Parameters: Help them think through the new home criteria — single-level living, proximity to family, lock-and-leave capability, community amenities. Eliminate the features they no longer need (they may not have given themselves permission to want less).
- Step 4: Timeline Coordination: Coordinate the sale and purchase timeline carefully — for most downsizers, selling first removes financial pressure but creates logistical complexity. Design the transition plan before they go under contract. 📌

# 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
{{context}}Contextinsert your specific value
{{goal}}Goalincrease qualified leads by 20%
{{audience}}Audiencefreelancers and small business owners
{{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

When serving a downsizer client who needs the emotional as well as the logistical dimensions of their move managed with care. ✅

PRO TIP

The permission conversation is the most important moment in a downsizer's process — giving them explicit permission to want less space, fewer rooms, and lower maintenance changes the entire search. Many downsizers have been told they 'should' keep more space than they actually need or want. CATEGORY 5 OF 10 Negotiation & Offer Management Win negotiations, protect your clients, and close more deals with strategic offer management. Negotiation is where great agents earn their commission. These 20 prompts equip you to craft compelling offers, manage multiple offer situations, counter effectively, navigate post-inspection negotiations, and protect your clients' interests through every stage of the deal — with language and strategy that closes. 20 prompts · 8 Structured · 6 Agentic · 6 Multistep

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