# Sample Filled Worksheet — New Home Appointment Prep Kit

Fictional example only. No builder, employer, buyer, lender, CRM, inventory, pricing, incentive, or proprietary data.

## Buyer discovery brief sample

Buyer situation:
- Wants a simpler appointment with clear options.
- Needs space for remote work and guests.
- Has timing questions and location tradeoffs.

Approved inputs:
- Fictional buyer notes.
- Public-safe educational explanation of appointment steps.
- Human-written checklist.

Forbidden inputs:
- Private buyer data.
- Current pricing/incentives/availability unless human-approved and verified.
- Lender terms, rates, payment promises, builder claims, or policy promises.

## Community fact-check sheet sample

| Topic | AI draft may organize | Human must verify before use |
|---|---|---|
| Location | Buyer-friendly summary structure | Exact location claims and commute language |
| Floorplan fit | Comparison categories | Measurements, features, availability, suitability |
| Timeline | Questions to ask | Completion dates, deadlines, policy claims |
| Money topics | Questions to route to human/lender | Prices, rates, incentives, payments, taxes, HOA |

## Appointment agenda sample

1. Confirm buyer goals and constraints.
2. Explain what will be covered today.
3. Review questions before showing options.
4. Compare choices with “verify before saying” fields.
5. Capture next steps.
6. Human approves any recap or follow-up before sending.

## AI assistant job card

Job name: Appointment prep packet builder
Trigger: Human adds approved buyer notes before appointment
AI may: summarize notes, create agenda, draft question list, flag missing facts
AI must not: quote pricing, incentives, payments, rates, availability, taxes, HOA, timelines, or builder/lender promises
Output: local appointment prep packet with verification fields