Agent Identity Questionnaire

Answer these questions:

About You

  1. What markets do you serve?

  2. What price points do you enjoy most?

  3. What types of clients do you genuinely love working with?

  4. What types of clients drain your energy?

  5. What are your top strengths as an agent?

  6. What do clients compliment you on most?

  7. What makes you different from competitors?

  8. What hobbies, interests, and passions do you have?

  9. What life experiences help you connect with clients?

  10. What values are most important to you?

About Your Business

  1. What types of transactions do you enjoy most?

  2. What neighborhoods do you know best?

  3. What transaction types do you NOT enjoy?

  4. Where do most of your referrals come from?

  5. What are your long-term business goals?

About Your Best Clients

  1. Describe your favorite past client.

  2. Why did you enjoy working with them?

  3. What personality traits did they have?

  4. What challenges did they face?

  5. Why did they hire you?

PROMPT 1 / LEARN ME FIRST!!! 

I am a real estate agent and I want you to learn as much as possible about me, my business, my strengths, and the types of clients I serve.

Please analyze the information below and build a comprehensive understanding of:

  • My ideal business

  • My strengths

  • My differentiators

  • The clients I naturally attract

  • The clients I enjoy serving most

  • The life transitions I help people navigate

  • The value I provide beyond buying and selling homes

Once you have analyzed everything, summarize your understanding of me as an agent and identify the characteristics of my likely ideal client. 

Here is my information:

[PASTE QUESTIONNAIRE HERE]

PROMPT 2

Based on everything you now know about me, create my ideal real estate client avatar.

Give this person:

  • A realistic name

  • Age

  • Marital status

  • Occupation

  • Income range

  • Net worth range

  • Current living situation

  • Homeownership status

  • Hobbies and interests

  • Lifestyle preferences

  • Personality traits

  • Communication style

  • Decision-making style

Then explain:

  • Their goals

  • Their fears

  • Their frustrations

  • Their biggest real estate concerns

  • Their emotional motivations

  • What they want most from a Realtor

  • What causes them to trust an agent

  • What would make them fire an agent

  • What would make them refer an agent

Finally, explain why this person is likely the perfect client for my business.

PROMPT 3 - CREATE THE IMAGE

(Once the avatar info is generated)

Create a detailed photorealistic image prompt for this avatar.

The image should look like a real person who lives in Scottsdale, Arizona.

Include:

  • Age

  • Appearance

  • Clothing

  • Lifestyle cues

  • Setting

  • Facial expression

  • Body language

The image should communicate success, confidence, warmth, and the stage of life this person is currently in.

Then use that output to generate the image.


PROMPT 4 - DREAM GOOGLE REVIEW

Now, imagine this client worked with me and had the absolute best experience possible.

Write a detailed 5-star Google review after purchasing a home through me.

Make it sound authentic and emotionally compelling.

Include:

  • Why they hired me

  • What challenges they faced

  • How I helped

  • How I communicated

  • What made the experience different

  • Why they would recommend me

Then immediately do:

Now write a separate 5-star Google review if I helped this same client sell their home.

PROMPT 5 - REVERSE ENGINEER THE REVIEW

Now, please analyze these reviews and identify every service, touchpoint, communication practice, system, and client experience that likely occurred to earn these reviews.

Organize your response into:

  1. Before becoming a client

  2. Initial consultation

  3. Active buying or selling process

  4. Under contract

  5. Closing

  6. First 90 days after closing

  7. Long-term relationship building

For each stage, identify:

  • What I did

  • What the client experienced

  • Why it mattered

Please put this into a nice, organized checklist. 

PROMPT 6 - HELP ME BUILD MY (TRELLO) SYSTEM

Using the client journey you identified, help me create a simple Trello board that would help see the tasks as individual items that would lead me towards consistently delivering this experience. I am new to Trello, so please be sure to walk me through this step by step! I have an account already and a basic board up and ready to go. Please show me how to create the proper:

Lists

Cards

(Optional) Checklists

Client touchpoints

The goal is to make earning reviews like these predictable and repeatable.


PROMPT 7 - MARKETING TO THIS AVATAR

Now that you understand my ideal client avatar, create:

  • 25 Instagram post ideas

  • 10 Reel ideas

  • 10 newsletter topics

  • 10 blog topics

  • 5 client appreciation event ideas

  • 5 lead magnet ideas

  • 5 referral partner categories

  • 10 questions this avatar frequently asks online

Explain why each would appeal to this specific client.


PROMPT 8 Build a Referral-Worthy Client Nurture Plan

Based on everything you know about my ideal client avatar, create a comprehensive post-closing client nurture plan designed to:

  • Deepen the relationship

  • Increase trust

  • Stay top of mind

  • Generate repeat business

  • Generate referrals

  • Create lifelong client loyalty

For this specific client, identify:

1. Communication Preferences

  • How often they want to hear from me

  • Preferred communication methods

  • What feels helpful versus annoying

  • What causes them to unsubscribe or disengage

2. Relationship-Building Opportunities

  • Meaningful reasons to reach out throughout the year

  • Personal touches they would appreciate

  • Gifts they would genuinely value

  • Events they would likely attend

3. Content They Actually Care About

  • Real estate topics

  • Lifestyle topics

  • Local Scottsdale content

  • Financial topics

  • Retirement topics

  • Travel topics

  • Homeownership topics

4. Annual Touch Plan

Create a month-by-month relationship plan for the first year after closing.

For each month include:

  • Purpose of contact

  • Delivery method

  • Suggested message

  • How it strengthens the relationship

5. Referral Triggers

Identify the situations in which this client is most likely to refer me.

Include:

  • Emotional triggers

  • Life events

  • Conversation opportunities

  • Community involvement

  • Family situations

6. Referral Opportunities I May Be Missing

What strategic opportunities exist to create referrals from this client that most real estate agents overlook?

7. Red Flags

What actions would damage trust or make this client less likely to refer me?

8. Concierge-Level Service Ideas

What unexpected experiences could I provide that would make this client say:

"Nobody has ever taken care of us this well before."

9. Lifetime Relationship Plan

Design a five-year relationship strategy that would keep me relevant and valuable to this client without becoming annoying or overly sales-focused.

Focus on relationship-building, service, value, and becoming their trusted real estate resource for life.