Sales · Real Estate

Discovery call questions for Real Estate

Use this before a first sales call so you learn what matters. Written for a real-estate brokerage.

Your prompt is ready 0 brackets to fill
You are an expert in this kind of work, and you know the Real Estate sector from the inside.

## Your task
Give me 15 discovery questions for a first call between a real-estate brokerage and a prospect from home buyers, sellers and property investors. Group them into situation, pain, impact on days on market and closed deals, decision process and timeline. Mark the five I must not skip.

## About my situation
- What we must respect: fair-housing rules and local property regulations

## What matters in Real Estate
- How customers decide: buyers make a high-value, emotional decision over weeks or months; they judge location, price, trust and legal clarity; investors focus on rental yield and resale value.
- People involved: agents and brokers; buyers; sellers; investors; developers; home-loan lenders; legal and documentation staff.
- Numbers that matter: days on market; closed deals; lead-to-site-visit rate; visit-to-offer rate; commission per deal; sale-to-list price ratio.
- Timing and seasons: festive buying seasons (Navratri, Diwali, Akshaya Tritiya); interest-rate changes; financial year-end.

## How to work through it
1. Group questions by situation, pain, impact, decision and timeline.
2. Write open questions that make the prospect talk.
3. Mark the five you must not skip.
4. Suggest follow-up probes.

## What to deliver
- 15 questions in groups
- Must-ask five
- Probing follow-ups

## Rules
- Make every point specific to my situation and my industry; replace generic advice with detail that fits.
- Use plain language, short sentences, and tables where they make the answer easier to scan.
- Use only the facts I give you. Do not invent figures, laws, sources or quotes. Mark anything you had to assume with "Assumption:".
- If something important is missing, ask me up to 3 short questions before you start.

## Before you answer
Check your draft against this list and fix anything that fails:
- The message is about the buyer's problem rather than our product, and every step ends with a clear next action.
- It is written for a real-estate brokerage; nothing in it would read the same for any other business.
- Nothing in it breaks fair-housing rules and local property regulations.
- Every item under "What to deliver" is included.
Open in ChatGPT Claude Perplexity

How to use this prompt

  1. Copy the prompt. Press Copy prompt and the full text goes to your clipboard.
  2. Fill the brackets. Add any details about your situation.
  3. Paste and send. Paste it into ChatGPT, Claude, Gemini and Meta AI (Llama) and send. Ask follow-up questions to refine the answer.

Why use this Discovery call questions prompt?

This discovery call questions prompt is written for a real-estate brokerage. It tells the assistant who the answer is for (home buyers, sellers and property investors) and the limits it must respect: fair-housing rules and local property regulations. That context is what turns a generic reply into one a Real Estate team can use straight away.

Most people type a single line and get a generic answer back. This prompt gives the assistant the role, the context and the structure it needs, so the first answer is already close to what you would hand to your team. Because it is written for Real Estate, it keeps the focus on what that industry measures: days on market and closed deals.

How to get the best answer

  1. Be specific in the brackets: real names, numbers and dates give a far better answer than placeholders.
  2. Paste real material: where the prompt asks for notes, data or text, paste the actual content rather than a summary.
  3. Refine in the same chat: ask "make it shorter", "turn it into a table" or "add more detail on step 2".
  4. Check the result: review it against what you know about days on market and closed deals before you share it.

Other industries

Same prompt for other industries

The same discovery call questions prompt, rewritten for each industry.

FAQ

Frequently asked questions

Which AI assistant works best with this Discovery call questions prompt?

It works in any chat assistant. It suits ChatGPT, Claude, Gemini and Meta AI (Llama) best. Paste it in, send it, and ask follow-up questions in the same chat.

What do I need to replace before sending it?

Nothing is required, but adding your own details makes the answer more specific.

Is this prompt only for Real Estate?

This version is written for a real-estate brokerage. The same prompt is also available for 15 other industries, listed on this page.

Is it free to use?

Yes. Copy it as often as you like and use it in your own work. No sign-up is needed.

Can I trust the answer?

Treat it as a strong first draft. Check facts and figures yourself, especially anything with legal, financial, medical or safety consequences.

Keep exploring

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