Episode 705: This AI Prompt Got 83% of My Clients to Reply - Your Daily Real Estate Podcast with Tristan Ahumada

Summary4 min read

Podcast Summary: Your Daily Real Estate Podcast with Tristan Ahumada
Episode 705: This AI Prompt Got 83% of My Clients to Reply (November 4, 2025)

Episode Overview

In this concise and actionable episode, host Tristan Ahumada shares a powerful AI prompt strategy that has significantly boosted client engagement—achieving an 83% response rate from past clients and homeowners in his sphere. Tristan focuses on the art of leveraging personalized, quarterly market reports—automated through AI tools like ChatGPT—to reach out to clients via text or email, offering them genuine value while strengthening relationships and increasing business opportunities.

Key Discussion Points & Insights

1. The Purpose of the AI Prompt

Tristan explains that consistently reaching out to clients is more important than the specific prompt itself.
The prompt is used as a foundation for generating highly personalized quarterly reports for homeowners or past clients.
- "The prompt is not as important as actually reaching out to your past clients and letting them know... that you're working on reports for that quarter." (01:10)

2. How the Outreach Works

Tristan tested this approach for 40 days, targeting past clients and homeowners in his network.
Outreach was through simple, personalized texts or emails—no cold-calling.
- Example text:
  - "'Hey Joe, it's Tristan. Listen, we're running end-of-the-year numbers for your area. I'm not sure if you'd be interested in a quarterly report for your home and area. Let me know if I should send it over.'" (01:40)
Whenever a client responded "Yes," Tristan used the AI prompt to generate a tailored report.

3. The AI Prompt Breakdown

The prompt is designed for ChatGPT (or potentially Claude or Gemini) to act as a market analyst, using the client's address and recent local data.
Six key components:
1. Summary of Current Market Conditions:
  - Within a ~1 mile radius, using comparable data and indicators.
2. Approximate Current Value:
  - Range provided based on analysis.
3. Local Community/Infrastructure Developments:
  - Highlight schools, transit, zoning, etc., that could affect value.
4. Potential Headwinds or Risks:
  - Any factors that might impact the property value negatively or positively.
5. Recommendations for the Homeowner:
  - Guidance on whether to sell, hold, or buy.
6. Conversational, Clear Language:
  - Easy to understand, human-sounding report.
- "Act as a seasoned real estate market analyst... Based on that address and your analysis of the local market, perform the following..." (02:18)

4. Making the Reports Visually Appealing

Tristan recommends designing a branded two-page template in Canva for the finished reports.
Use brand colors and headers for professionalism and improved client perception.
You can ask AI tools like Claude to design this template if you provide your logo.
- "It doesn't have to be complicated, just a little header with your brand name colors. Easy." (03:16)
- "If you've got one, that's what I would recommend." (03:38)

5. Practical Tips for Agents

Keep the process efficient and simple:
- Personalized outreach → AI-generated report → Branded PDF.
Maintain regular client contact; the frequency and personalization are more critical than mass communication.
Aim for a high-value touch that stands out instead of routine messages.

Notable Quotes & Memorable Moments

Tristan Ahumada [01:10]:
"The prompt is not as important as actually reaching out to your past clients and letting them know... that you're working on reports for that quarter."
Tristan Ahumada [01:40]:
'"Hey Joe, it's Tristan. Listen, we're running end-of-the-year numbers for your area. I'm not sure if you'd be interested in a quarterly report for your home and area. Let me know if I should send it over."'
Tristan Ahumada [02:45]:
"Act as a seasoned real estate market analyst specializing in residential homes in [city] and [state]. I will give you the subject property address... Based on that address and your analysis of the local market, perform the following..."
Tristan Ahumada [03:16]:
"I would recommend that you create a really nice template. Two pages on Canva. It doesn't have to be complicated, just a little header with your brand name colors. Easy."
Tristan Ahumada [03:50]:
"If you need this, it's episode 705 quarterly report prompt for your clients. Hopefully you use this. And if you think anybody else should listen to this, please share it. Have an awesome day."

Important Timestamps

[00:00] — Introduction and context for the episode
[01:10] — Emphasis on the importance of consistent client reach-out
[01:40] — Example outreach text message
[02:18] — Detailed breakdown of the AI prompt's six components
[03:16] — Recommendations on creating branded templates for reports
[03:50] — How to request the AI prompt and closing remarks

Final Takeaway

Tristan demonstrates a practical, tech-enabled way for realtors to reconnect with and provide value to their clients through personalized market reports generated by AI. His method not only keeps agents top-of-mind but also positions them as proactive, helpful advisors—a simple AI workflow that delivers a powerful boost to relationships and response rates.

For the full AI prompt or template, DM Tristan the word "report" on Instagram.

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Transcript1 lines

[00:00]
A
I've got an AI prompt for you that you can send to your past clients and to those that own a home. It's been working for us. Well, I've tried it just for the last 40 days with some of our past clients and some of our sphere that are homeowners. Before I get into this, I'm Tristan. This is your daily real estate. It's a podcast, it's a show, five minutes, sometimes a little over on things you should be doing for your business to get more business and things you should be working on for yourself, for growth. Let's get right into this. This is episode 705. If you need this, which you might just send me an Instagram message and I'll send it over. Now. This prompt is. It's almost a page long. And the prompt is not as important as actually reaching out to your past clients and letting them know what, whether it's by text, phone call or an email that you're working on reports for that quarter. So for instance, we are in now November. So we got October, November and December. And the way that I phrased it in October when I used this was simply a simple text saying, hey Joe, it's Tristan. Listen, we're running end of the year numbers for your area. I'm not sure if you'd be interested in a quarterly report for your home and area. Let me know if I should send it over. And so that anytime that we got a yes by email or by text, and by the way, that was. That was it. We weren't calling people, it was just text or email. We would simply put this prompt in ChatGPT. You could probably use it on cloud. I didn't test it out on Claude yet. Maybe Gemini. And then plug in the city and the address or just the address and it'll give you everything else. Here's what I have as the beginning portion, just so you can understand what it will look like. Act as a seasoned real estate market analyst specializing in residential homes in city and state. I will give you the subject property address. Property address. Based on that address and your analysis of the local market, perform the following and there are six things. Number one, summary of the current market conditions, you know, 1 mile radius or so, using available recent comps and market indicators. Give an approximate current value. So I give a range. Number two. Number three, Two to three. Local communities or infrastructure developments, for example, school improvements, new transit, zoning changes, anything that might bring more value or might decrease the value. Right. Number four, identify one or two potential headwinds of risk. Or things that may help the market in some way. Easy. Number five, provide a recommendation for the homeowner, for example, whether now is a good time to sell, hold, buy, whatever. And then obviously you can tweak these. And number six, write the report in clear conversational language. Really easy. Those are the six. Now here's After I read it for a week, I was like, you know, I wonder if. Then this is what I want to tell you. I would recommend that you create a really nice template. Two pages on Canva. And it doesn't have to be complicated, just a little header with your your brand name colors. Easy. And then you can copy paste whatever it gives you into that so then that you have a really pretty PDF. It has your information. It's not just a Google Doc you're sending over you. Even though you can make the Google Doc a PDF, right? I want you to at least look nice with your brand colors or your brand name. So that would be the extra added step. You could work on it on your own, or you could just go to Claude and say, hey Claude, build me a template for my brand. Here's my logo. And it'll probably build it on canvas super fast for you, but if you've got one, that's what I would recommend. Anyway, if you need this, it's episode 705 quarterly report prompt for your clients. Hopefully you use this. And if you think anybody else should listen to this, please share it. Have an awesome day. If you're watching the short, just mention the word report and I'll send this over to you.