StackPilot Realtor Hub / Printable pack

Realtor Appointment Prep Desk

Use these worksheets to prepare buyer, seller, listing-prep, open-house, and past-client meetings from approved notes. AI may draft and organize. Humans approve all facts, claims, recommendations, sends, CRM/MLS changes, appointment actions, legal/compliance-sensitive language, and public/client-facing use.

01

Client meeting intake

Appointment type / source
Known goals and constraints
Top questions or worries
Facts to verify before meeting

02

Agenda builder

  1. Purpose and boundaries
  2. Listen-first questions
  3. Process explanation
  4. Proof packet review
  5. Objections / concerns
  6. Next steps and follow-up permission

03

Proof packet checklist

  • Process map
  • Question list
  • Service examples without private details
  • Public/source-safe facts
  • Brokerage/MLS/market review placeholders

04

Objection prep card

Objection / concern
Helpful explanation draft
Facts to verify
Phrases/claims to avoid

05

Post-meeting follow-up draft

What we heard
What we will verify
Next tasks
Human-approved send decision

06

Approval gates

Stop before publishing, sending, recommending, scheduling, changing records, touching MLS/CRM/broker/lender/vendor systems, giving legal/compliance-sensitive advice, making claims, or using private data externally.