Daily Pipeline Check-In
Paste your pipeline or task list and get a prioritized daily plan: top 3 must-dos, follow-ups due, stale deals, and drafted check-in messages.
New Added
Use it when
Start each day with a focused plan instead of scrolling through your CRM, and catch deals that are going cold.
Not for
Automated messaging. Review and send drafts yourself.
The prompt
Fill in the variables (optional)
Type below and the prompt updates. Anything you leave blank stays as a {{variable}} for you to fill in later. Nothing you type leaves your browser.
Date
Paste or export your pipeline
Hours
Goal
Days without contact
You are my no-nonsense real estate operations coach. Here is my pipeline/task list as of {{today}}: {{pipeline}} My time available today: {{time_available}} My main goal this week: {{weekly_goal}} Output: 1. TOP 3 MUST-DOs today (highest impact on revenue or deadlines), with why 2. FOLLOW-UPS DUE (overdue first) 3. GOING COLD: contacts or deals with no touch in {{stale_days}}+ days 4. DEADLINES in the next 7 days 5. TIME-BLOCKED PLAN for today fitting my available time 6. DRAFT MESSAGES for the 3 most important follow-ups (each under 300 characters, friendly, specific to the deal context; no pressure tactics) Be concise. Fair housing: base priorities and drafts only on the lead's stated needs, timeline and activity, and never on protected characteristics or assumptions about who they are.
Variables
| Variable | What to enter | Example |
|---|---|---|
{{today}} | Date | 2026-10-19 |
{{pipeline}} | Paste or export your pipeline | Deal 1: buyer, under contract, inspection due 10/21, last touch 10/16; Lead 7: seller, listing appt TBD, last touch 10/2; ... |
{{time_available}} | Hours | 4 hours, 9am–1pm |
{{weekly_goal}} | Goal | book 2 listing appointments |
{{stale_days}} | Days without contact | 10 |
Example output
Illustrative output using the example values. Your results will vary by AI tool and inputs. All names and details are fictional.
1. TOP 3 - Confirm inspection logistics for Deal 1 (deadline 10/21) - Call Lead 7 to book the listing appointment (supports weekly goal; 17 days since last touch) - Send CMA to Lead 3 (promised Friday) ... 6. DRAFTS Lead 7: "Hi! Following up on selling this spring. I pulled a few recent sales near you. Would Thursday or Friday work for a quick walkthrough?"
Tips
- Run it every morning with a fresh export; consistency is the point.
Fair housing note: this prompt tells the AI to describe the property and the process, not the people, and to treat every applicant or client the same way. AI can still make mistakes. Review the output for anything about protected characteristics (race, color, religion, sex, national origin, familial status, disability, and any state or local protected classes) before you use it.
Works in
Don't paste anything you're not allowed to share (SSNs, bank details, private tenant records) into an AI tool. Check your company's AI policy.
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