# Buyer and Seller Guide Planner ### From Guide 3 of the LoftyClaude series — loftymasterclass.com/loftyclaude Fill this in yourself, or upload it to your Claude Project and have Claude fill it in with you. It pairs with your agent configuration file and the topic wells from Guide 2. --- ## Part 0 — Your process brain dump (do this first) Before you prompt anything, open a blank document and write out your entire buyer process and seller process, start to finish, exactly the way you run them. No structure required. Then upload it to your Claude Project alongside your config file. Prompts to answer while you dump: - What happens on the very first call, in order - What you send, and when, from first contact through possession - Who you introduce the client to (lender, inspector, lawyer, trades) and at what point - The questions you find yourself answering every single time - The advice you give that you suspect other agents in your market do not - Where deals in your market usually go sideways, and what you do about it Other places your own language already lives: past blog articles, market updates, a market analysis or CMA you were proud of, your listing presentation, Canva one-pagers, and any folder of Google Docs you have built up. --- ## Part 1 — Buyer guide skeleton Rename the stages to match your market. One row per section of the page. | Stage | Working section title | Questions it answers | Facts to confirm | Status | |---|---|---|---|---| | Getting ready (money, credit, pre-approval) | | | | | | Looking (needs list, tours, the market) | | | | | | Offering (offers, conditions, inspection) | | | | | | Closing (costs, timeline, possession) | | | | | | Moving in | | | | | Call to action for this page (one only): ______________________ --- ## Part 2 — Seller guide skeleton | Stage | Working section title | Questions it answers | Facts to confirm | Status | |---|---|---|---|---| | Deciding to sell | | | | | | What the home is worth | | | | | | Preparing the home | | | | | | On the market | | | | | | Offers and negotiation | | | | | | Closing and moving | | | | | Call to action for this page (one only): ______________________ --- ## Part 3 — The facts-to-confirm ledger Every local program, number, tax, fee, and timeline from the gap lists goes here. Nothing publishes while its row is empty. | Claim | Where it appears | Source you checked | Confirmed on | |---|---|---|---| | | | | | | | | | | | | | | | --- ## Part 4 — The prompts ### Skipped Guide 2? Rebuild the wells ``` Using my agent configuration file as the source of truth, create two lists as separate deliverables: a buyer topics list and a seller topics list. Each list holds the questions my clients ask at every stage, from first thought to closing day. Group the questions by stage of the journey, earliest first. Do not invent market statistics or local programs. If a question depends on a local detail, mark it so I can confirm it. ``` ### Fold in your real client questions ``` Here are questions my real clients have asked me, in their words: [paste the questions] Add them to my buyer and seller topic wells in the right journey stage. Where one of these overlaps a question already on the list, keep my client's wording. ``` ### The brain dump prompt ``` I have uploaded a document where I wrote out my full buyer process and seller process the way I actually run them, in my own words and in no particular order. Read it and tell me back: - The stages you can see in how I work - The steps I take that most agents in my market probably do not - Anything I described in a way I could not have gotten from a script - Where my process has a gap I did not write down Do not tidy my language into industry phrasing. Where I said something in a way that sounds like me, keep it word for word. Do not add a step I did not describe. ``` ### The buyer guide outline prompt ``` Use my agent configuration file as the source of truth for everything below. Here is my buyer topics list: [paste your buyer topics list] Build the outline for the buyer guide that will live on my website. Work in three steps and pause after each one so I can correct you before you continue. STEP 1 — THE JOURNEY Lay out the stages of a buyer's journey in my market, from the first "maybe" to moving day. Name each stage in plain language. Under each stage, place the questions from my list that belong there. Show me anything from my list that did not fit, and ask me where it goes. STEP 2 — THE OUTLINE Turn the stages into a page outline: a working title for each section, the questions each section answers, and one line on what the reader can do at the end of it. The page ends with one call to action, and only one: [your CTA, for example "book a buyer consultation"]. STEP 3 — THE GAPS List what the outline still needs from me: every local detail, program, number, or timeline you would have to invent. I will supply or confirm each one before we draft. Rules for all three steps: - Ground everything in my config file and my topic lists. Do not invent market statistics, local programs, lender rules, or timelines. - Follow Fair Housing principles. Flag any phrase that could read as steering or as tied to a protected class. - Write in my voice as described in my config file. ``` ### The section drafting prompt ``` Draft section [2] of the buyer guide from our approved outline: [section title] 300 to 500 words. Answer the questions assigned to this section and nothing else. Use only facts I have confirmed. Where a local detail is still unconfirmed, leave a bracket like [CONFIRM: detail] instead of writing around it. No call to action here; the page has one at the end. ``` ### The seller guide conversion prompt ``` We are building my seller guide next. Here is my seller topics list: [paste your seller topics list] Run the same three steps we used for the buyer guide: the journey, the outline, the gaps. Keep the same voice and the same rules. The call to action at the end of this page is [your CTA, for example "request a home evaluation"]. Where the buyer guide and the seller guide cover the same ground, like closing costs, write it fresh for a seller rather than copying the buyer version. ``` ### The fact-check pass ``` Go through the full draft of this guide and list every claim a reader could check: every number, program name, tax, fee, timeline, and local detail. For each one, tell me where it came from. Mark the ones you cannot trace to my config file or to something I told you in this conversation. Do not fix anything yet. Give me the list. ``` ### The website fields prompt ``` For each guide, give me these fields separately, each one labelled: - Meta title - Page description - One focused keyword phrase, as a phrase rather than a list - URL slug, worded differently from the page title so the two are working on separate search terms ``` --- ## Part 5 — The read-aloud checklist - [ ] Every number, program, and timeline is one you verified yourself - [ ] No steering language, no reference to a protected class - [ ] Each section still answers the questions the outline assigned it - [ ] It sounds like you to someone who has met you - [ ] One call to action per page, at the end, and the link behind it works - [ ] Both URLs are in your URL file