# Sample Filled Worksheet — Realtor Follow-Up Field Kit

Fictional example only. No private contact data, no client identity, no CRM export, no MLS data.

## Approved source card

Role focus: First-time move-up buyers who ask about timing, affordability, and next steps.

Approved inputs:
- Public-safe buyer education notes written by the agent.
- Generic moving-timeline checklist.
- Human-written notes from a fictional consultation.

Forbidden inputs:
- Private contact lists.
- Scraped phone/email data.
- MLS/private CRM records.
- Financial/legal/tax advice.

## Relationship review board sample

| Person type | Context | AI may draft | Human verifies |
|---|---|---|---|
| Past buyer | Asked about move-up timing | Friendly check-in draft | Whether to contact, exact wording, timing |
| Open-house visitor | Asked about commute and schools | Question recap draft | Fair housing language, facts, recipient approval |
| Seller lead | Asked about prep timeline | Checklist draft | Pricing, disclosures, promises |

## Draft follow-up library sample

Scenario: Buyer asked, “What should we do before we are ready to tour homes?”

AI draft shape:
- Acknowledge the question.
- Give 3 preparation steps.
- Invite the human-approved next step.
- Avoid pressure, financial promises, and legal/tax advice.

Human approval checklist:
- [ ] Recipient approved
- [ ] Facts verified
- [ ] No fair-housing-risky language
- [ ] No pricing or outcome promise
- [ ] No private details exposed

## Safe AI assistant job card

Job name: Follow-up draft organizer
Trigger: Human adds an approved note after a conversation
AI may: summarize question, draft response options, flag missing facts
AI must not: send, contact, update CRM, scrape contacts, promise outcomes
Output: local draft with review checklist