Monthly business review template
A free admin, reports & analysis prompt for real estate agents. Copy it, or fill in the blanks first, then paste it into ChatGPT or Claude.
- Free
- No sign-up
- Filled in on your device
Fill in the blanks
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Your prompt
To swap the [BRACKETS] for your details, use Fill in the blanks below. Or copy it as it is.
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”.
Templates for your next appointment
Editable seller and buyer guides with matching presentations, from our Etsy shop.
