Business Planning – AI Prompts

Use the text below to copy and paste into your AI app. The highlighted areas are where you can fill in your specific details.

PROMPT 1: Familiarize the AI App With Your Business

I am a residential real estate agent in the Portland, OR metro area.

I have been in the business for (NUMBER) years. I want to complete a SWOT analysis to help me establish a business plan for 2026.

My name is (FIRST LAST), and my website is (URL).

I also have a Google Business page: (URL). (any others? Realtor.com, Real Satisfied, Yelp, etc. Include those URLs as well.)

I post regularly to (Instagram, YouTube, Facebook, and LinkedIn.) Here are the URLs to those sites: (URLs).

Please familiarize yourself with my online business profile, as I will ask you some additional questions to assist in this process.

 

PROMPT 2: Historical Production and Goal for 2026

Before we get into SWOT, I want to share my background and production history.

So far this year, I’ve closed (NUMBER) transactions for $(NUMBER) GCI (NUMBER) listing transactions and (NUMBER) buyer transactions.

In (YEAR), I closed (NUMBER) transactions for $(NUMBER) GCI (NUMBER) listing transactions and (NUMBER) buyer transactions.

In 2026, my GCI goal is $(NUMBER) and my average transaction sales price is $(NUMBER). My average commission rate is (NUMBER)%.

New or unsure of your average sales price? Here’s a snapshot of the Portland Metro from the latest RMLS report.

 

PROMPT 3: Sources of Business

I also want to share information on my sources of business. Historically, about (NUMBER)% of my closings are from (SOURCE), (NUMBER)% are from (SOURCE), and (NUMBER)% are from (SOURCE).

PROMPT 4: Comprehensive SWOT Analysis

Using current consumer behavior, market data, industry reports, customer feedback, market share comparisons, competitor benchmarks, residential real estate forecasts, emerging technologies, and shifting consumer trends:

  • Strengths: Identify the top 3 strengths of my real estate business.
    • For each strength, propose 1 to 2 actionable initiatives I can execute in 2026 to capitalize on them.
  • Weaknesses: Highlight key areas where my business lags behind industry leaders or has room for improvement.
    • For each weakness, suggest 1 to 2 initiatives I can implement in 2026 to address and improve these areas.
  • Opportunities: Outline the most promising opportunities for my business over the next 1 to 3 years.
    • For each opportunity, recommend 1 to 2 initiatives I can pursue in 2026 to take advantage of them.
  • Threats: Identify the most significant threats to my business over the next 1 to 3 years.
    • For each threat, provide 1 to 2 initiatives I can execute in 2026 to mitigate or defend against them.

 

PROMPT 5: Activities and Create My Plan

These are all the activities that I currently perform generate business and referral sources in order of effectiveness: (Use your list from Step 2 on page 2; see below for list to easily copy and paste).

In 2026, I am willing to incorporate these activities to help generate business: (Use your list from Step 2 on page 2; see below for list to easily copy and paste).

Based on my SWOT analysis, create a weekly, monthly, quarterly, and annual tactic plan for executing activities to take advantage of my SWOT. Include the aforementioned activities that are the most effective AND also incorporate new activities based on my SWOT analysis for what is recommended I implement.

Examples from Step 2 on page 2

  • Host open house
  • Attend social event
  • Charity event or volunteering opportunity
  • Host community event booth
  • Industry networking opportunity
  • CE or educational opportunity
  • Attend broker opens or preview properties
  • Annual CMA for past and potential clients
  • Video message
  • Handwritten note
  • Presentations to groups
  • Create a content blog and update regularly
  • Cold calling
  • Update your online profiles and biography
  • Updating listing and buyer presentations
  • Check-ins with your MPB or mentor
  • Regular roleplaying
  • Attend brokerage sales meetings
  • Update CRM
  • Spend time working in brokerage office
  • Pop-bys
  • Door knocking
  • FSBO campaign
  • Post to social media
  • Farming a neighborhood
  • Marketing mailers
  • Calling SOI
  • Face-to-face with SOI
  • Unsolicited CMAs
  • Social media engagement
  • Volunteer
  • Use AI