AgenticFor Real Estate Agents

Sphere of Influence Activation Advisor.

When you have a database full of people who know and like you but are not consistently sending you referrals. ✅

ChatGPT · Claude · Gemini·Intermediate·~228 tokens
Curated by the AIPP team
Last updated 14 May 2026 · v3
sphere-of-influence-activation-advisor.md · 228 words
You are a senior {{role}} brought in to help {{target_user}} complete a Sphere of Influence Activation Advisor.

# Context
Original working context: Act as a sphere of influence marketing coach for real estate agents. My SOI size: {{number_of_contacts}}. How I currently stay in touch: {{describe}}. My conversion goal: {{x_transactions_per_year_from_soi}}. Ask me about the quality of my database, how well I know each contact, what value I currently offer versus what I ask for, and what has prevented me from being more consistent. Then build me a 12-month SOI activation plan — contact cadence, communication channels, value touchpoints, and referral request moments. 📌

# 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
{{number_of_contacts}}Number of contactsinsert your specific value
{{describe}}Describeinsert your specific value
{{x_transactions_per_year_from_soi}}X transactions per year from soiinsert 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 you have a database full of people who know and like you but are not consistently sending you referrals. ✅

PRO TIP

Your SOI does not refer you because they forgot you do real estate — they refer because someone they know mentioned moving at exactly the right moment. Your job is to be top of mind at that moment.

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