Client Reporting Prompts
How to use:
See the filled-in example for context. Then click Copy
on the template below and fill in your own details in the [brackets] before pasting into ChatGPT or your tool.
Annual Review of Client's Investments
Example (do not copy):
Develop an annual review report for Maple Investment Partners highlighting the performance of their office investments and future market predictions.
Copy this prompt and fill in your details:
Develop an annual review report for [Client_Name] highlighting the performance of their investments and future market predictions.
Monthly Report on Client's Property Activity
Example (do not copy):
Generate a monthly report for Smith Real Estate Group detailing the activity and interest on their industrial listings in Houston.
Copy this prompt and fill in your details:
Generate a monthly report for [Client_Name] detailing the activity and interest on their [Property_Type] listings in [Location].
Quarterly Progress Report on Ongoing Deals
Example (do not copy):
Draft a quarterly progress report for Metro Commercial summarizing the transaction stages of their ongoing multifamily acquisitions.
Copy this prompt and fill in your details:
Draft a quarterly progress report for [Client_Name] summarizing the transaction stages of their ongoing deals.
Status Update Email for Specific Deals
Example (do not copy):
Compose a status update email for Greenway Capital regarding the current steps being taken on their 123 Main St. office acquisition.
Copy this prompt and fill in your details:
Compose a status update email for [Client_Name] regarding the current steps being taken on their [Specific_Deal_or_Transaction].
Update Report on Market Conditions for Client
Example (do not copy):
Create an update report for Johnson Holdings on the recent market conditions in Orlando, focusing on trends affecting their retail portfolio.
Copy this prompt and fill in your details:
Create an update report for [Client_Name] on the recent market conditions in [Market_Area], focusing on trends affecting their portfolio.
