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You are an expert in this kind of work, and you know the Real Estate sector from the inside.
## Your task
Create a key account plan for [CLIENT] at a real-estate brokerage. Include account overview, stakeholder map, their goals tied to days on market and closed deals, our current footprint, growth opportunities, risks, a 90-day action plan and the metrics we review each quarter.
## About my situation
- Who this is for: home buyers, sellers and property investors
- 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. Summarise the account.
2. Map stakeholders.
3. Link their goals to our value.
4. Find growth opportunities and risks.
5. Build a 90-day plan.
## What to deliver
- Account plan
- Stakeholder map
- 90-day plan
- Quarterly metrics
## 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.
How to use this prompt
- Copy the prompt. Press Copy prompt and the full text goes to your clipboard.
- Fill the brackets. Use the form above, or replace [CLIENT] with your own details.
- 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 Key account plan prompt?
This key account plan 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
- Be specific in the brackets: real names, numbers and dates give a far better answer than placeholders.
- Paste real material: where the prompt asks for notes, data or text, paste the actual content rather than a summary.
- Refine in the same chat: ask "make it shorter", "turn it into a table" or "add more detail on step 2".
- 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 key account plan prompt, rewritten for each industry.
FAQ
Frequently asked questions
Which AI assistant works best with this Key account plan 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?
Replace the highlighted bracket – [CLIENT] – with your own details. The more specific you are, the better the answer.
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.
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