WorkflowFor Real Estate Agents

Lead Generation System Audit.

When your lead generation feels scattered or too dependent on one source. ✅

ChatGPT · Claude · Gemini·Advanced·~235 tokens
Curated by the AIPP team
Last updated 14 May 2026 · v3
lead-generation-system-audit.md · 235 words
You are a senior {{role}} brought in to help {{target_user}} complete a Lead Generation System Audit.

# Context
Original working context:
- Step 1: Audit my current lead generation system. Sources I use: {{list_with_approximate_monthly_volume_and_cost}}. Calculate my cost per lead, cost per appointment, and cost per closing for each source.
- Step 2: Identify the 2 highest-ROI sources I should double down on and the 1 lowest-ROI source I should cut or reform.
- Step 3: Design a diversified 6-source lead system that reduces dependency on any single source.
- Step 4: Write an implementation plan to add or optimize my top 2 growth sources in the next 60 days. 📌

# 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
{{list_with_approximate_monthly_volume_and_cost}}List with approximate monthly volume and costinsert 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

When your lead generation feels scattered or too dependent on one source. ✅

PRO TIP

Your database (past clients + sphere) should be your #1 lead source by volume and ROI — if it's not, you're spending money on lead acquisition that you should be spending on lead retention.

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