Monthly business review template
A free admin, reports & analysis prompt for real estate agents. Fill in the blanks, then copy it or open it straight in ChatGPT or Claude.
Fill in the blanks
Leave any field empty to keep the [BRACKET] in the copied prompt. Your name, brokerage, city, phone and email are remembered in this browser.
Your prompt
Build a one-page monthly business review template for my real estate business, then fill it in with my numbers below. Sections: 1. Pipeline status (count of leads in each stage) 2. KPIs: conversations, appointments, showings, offers written, closings, GCI 3. Marketing spend and ROI by channel 4. What worked / what didn't (3 bullets each) 5. Next month: 3 specific, measurable goals My numbers this month: [PASTE ACTIVITY AND PIPELINE NUMBERS] Marketing spend by channel: [PASTE SPEND] Last month for comparison: [PASTE LAST MONTH OR "NONE"] Calculate month-over-month changes, name the one metric that best explains my results, and mark any section where my data is missing instead of guessing.
AI output is a draft. Read every word before a client does.
When to use it
At the end of each month, before you set next month's goals and marketing budget.
Tip for a better answer
Paste last month's completed review too and ask whether you hit the three goals you set; it turns the review into accountability instead of a fresh start.
How to push the first draft further
- Reply “shorter” or “half the length”. First drafts run long.
- Ask for “three versions with different tones” and keep the best lines from each.
- Paste something you wrote that sounds like you and say “match this voice”.
The prompt pack
All 100 prompts, organized by your week
Lead gen, listings, buyers, sellers, negotiation, follow-up and referrals, written with Fair Housing and the 2024 NAR settlement in mind. PDF, CSV for Notion or Sheets, and a plain-text copy. $9, one time.