Debrief the owner call into a deal screen
Lesson 6 of 6 · CRE prospecting: the off-market pipeline
1 · Learn the move · Flipped interaction
The post-call write-up is where deals get contaminated: the broker's read ('she's motivated, she'd take less') gets filed next to the owner's actual words, and six weeks later nobody remembers which was which. Flipped interaction reverses the roles. The model interviews you, one question at a time, and labels every answer owner-stated or broker-inference the moment you give it, while the call is still fresh. What comes out is not a verdict on the deal; it is a clean input package for the quick-screen plus an open-item list that becomes your agenda for the next touch.
Just got off a great call with this owner. Here are my notes, is this a deal? [PASTE]
2 · Your turn. You write the prompt
Your fourth touch finally landed: forty minutes on the phone with the owner of a 15,000 SF mixed-use building, and she talked numbers. Your notes are a tangle of what she said and what you concluded. Before this becomes a deal file, someone has to separate the two. And turn the call into inputs the quick-screen can actually run on.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.