AI Prompt to Set and Track Real Estate Goals

Act as my real estate performance coach and business analyst. I want to set clear, measurable goals for my real estate business, and I need your help creating a structured system to track progress, identify gaps, and make adjustments.

Guide me through setting SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) for the following areas:

• Closed Transactions (Upload this data list from your CRM)
• Gross Commission Income (GCI)
• Number of Listings Taken (Upload this data list from your CRM)
• Buyer Sales Closed (Upload this data list from your CRM)
• Appointments Set vs. Held (Upload this data list from your CRM)

Lead Generation Activities: (calls, texts, videos, pop-bys, open houses, etc.) (Upload this data list from your CRM)

Then, based on my goals, create a simple tracking framework that includes:

• Weekly and monthly milestones
• A spreadsheet layout or table I can use to track progress
• Metrics to review each quarter to stay accountable

Bonus: Provide a sample “check-in reflection” I can use weekly or monthly to assess what’s working, what’s off track, and what to adjust.

Here's what I’m starting with: [Insert current sales, income, or activity baseline here — or say “starting from scratch”]

My main goal this year is: [e.g., 24 homes closed / $250K GCI / 4 listings per quarter]"

Bonus Follow-Up Prompts Agents Can Use:

• “Help me break down my annual GCI goal into monthly targets.”
• “Based on my conversion rate, how many conversations do I need to reach this goal?”
• “Write a quarterly reflection summary using my tracking data.”
• “Suggest one system I can improve this week based on my lowest-performing metric.”
• Action Item:  Revisit this every 30–90 days with a prompt like: "Here’s my current progress. Based on this, what should I focus on next month to stay on track (or catch up)?”