StackPilot worksheet pack
Realtor AI Follow-Up Field Kit
Draft-only worksheets for relationship review, follow-up prep, and human-approved outreach.
Rule: AI drafts, organizes, and summarizes. Human approves every external action.
01 — Approved Source Card
Who I serve
- Buyer/seller type:
- Common situation:
- What they need help understanding:
Voice boundaries
- Sound like:
- Never sound like:
- Words/claims to avoid:
Compliance reminders
- Brokerage/broker review needed for:
- Fair housing sensitive areas to avoid:
- Legal/contract/pricing topics to route to professional review:
Approved source examples
- Public source links:
- Broker-approved talking points:
- Client story/testimonial permission status:
02 — Relationship Review Board
| Person type | Approved note/source | Last signal | Helpful next action | AI may draft | Human decision | Approval status |
|---|---|---|---|---|---|---|
| Open house visitor | | | | Recap draft only | | Not reviewed |
| Past client | | | | Check-in option | | Not reviewed |
| Seller lead | | | | Prep checklist | | Not reviewed |
Rule: AI can organize and draft. The agent decides who, when, what, and whether to send.
03 — Draft Follow-Up Library
Buyer check-in draft shape
- Context I can safely reference:
- Helpful resource to include:
- Question to ask:
- Human review notes:
Seller prep draft shape
- Requested topic:
- Checklist items to verify:
- Claims to avoid:
- Human review notes:
Open house visitor draft shape
- Permission/source:
- What they asked:
- Helpful next step:
- Human review notes:
Past client check-in draft shape
- Real relationship context:
- Reason for note:
- Value to offer:
- Human review notes:
04 — Human Approval Checklist
Before any message, post, note, or file leaves the local workspace:
- [ ] Recipient and permission are appropriate.
- [ ] Facts are verified.
- [ ] No legal, contract, tax, lending, or pricing advice.
- [ ] No fair-housing-risky phrasing.
- [ ] No private client data used without approval.
- [ ] No scraping or mass-send behavior.
- [ ] No CRM/MLS/email/text record changes without explicit approval.
- [ ] Tone sounds human, useful, and non-spammy.
- [ ] Human chooses final wording and send timing.
05 — AI Assistant Job Card
Job name
Trigger
When should this job run?
Approved inputs
-
AI may produce
- Summary:
- Draft:
- Checklist:
- Questions for human:
Human must approve
- Recipient:
- Facts:
- Claims:
- Tone:
- Timing:
- Send/publish/file action:
Forbidden actions
- Send/contact automatically
- Scrape contacts
- Change CRM/MLS records
- Give legal/contract/lending/tax advice
- Make pricing promises
- Impersonate personal relationship memory