StackPilot worksheet pack
New Home Appointment Prep Kit
Draft-only worksheets for appointment prep, community fact checks, floorplan comparisons, and recap review.
Rule: AI drafts, organizes, and summarizes. Human approves every external action.
01 — Buyer Discovery Brief
Approved input source
- Source type:
- Date:
- Human reviewer:
Buyer priorities
- Must-haves:
- Nice-to-haves:
- Deal breakers:
- Timing:
- Location/commute concerns:
- Decision-makers:
- Open questions:
Sensitive language check
- Avoid assumptions about protected classes.
- Do not make suitability, lending, pricing, or availability promises.
02 — Community Fact-Check Sheet
Every field must be verified from approved/current source before use.
| Fact area | Draft note | Approved source | Verified by human? | Use in recap? |
|---|---|---|---|---|
| Pricing | | | No | No |
| Incentives | | | No | No |
| Availability | | | No | No |
| HOA/taxes | | | No | No |
| Timeline | | | No | No |
| Included features | | | No | No |
| Community/location facts | | | No | No |
Rule: AI can create placeholders. Human verifies before saying, sending, or publishing.
03 — Floorplan Comparison Grid
| Option | Buyer fit reason | Tradeoff | Open question | Must verify before saying |
|---|---|---|---|---|
| Plan A | | | | price/features/availability/lot fit |
| Plan B | | | | price/features/availability/lot fit |
| Plan C | | | | price/features/availability/lot fit |
Do not claim best fit, affordability, availability, or included features without current approved verification.
04 — Appointment Agenda
Before appointment
- [ ] Review approved buyer notes.
- [ ] Verify current facts from approved sources.
- [ ] Prepare unanswered questions.
- [ ] Mark facts that must not be quoted yet.
During appointment
1. Confirm goals and timing.
2. Explain process in plain language.
3. Compare options with verified facts only.
4. Capture unanswered questions.
5. Agree on next step.
After appointment
- [ ] Brain dump notes.
- [ ] Draft recap.
- [ ] Verify facts.
- [ ] Human approves whether/when to send.
05 — Recap Draft Review
Recap draft sections
- What we discussed:
- Options/questions to verify:
- Next step options:
- Helpful resource placeholders:
Human review lock
- [ ] Recipient approved.
- [ ] Timing approved.
- [ ] Pricing/incentives/availability/payment/timeline facts verified.
- [ ] No lender/legal/tax advice.
- [ ] No builder/broker/lender promises.
- [ ] No pressure language.