{"id":"dat-re-open-house-leads","audience":"real-estate","category":"data","technique":"format","title":"Pull follow-up leads from an open house sign-in sheet","free":false,"task":"After Sunday's open house, you want a follow-up list. Skip anyone already working with an agent, other agents, and neighbors who aren't buying; list each person once. Write one numbered line per lead (there are 4), sorted by last name, as Last, First - phone - one-word note. Plain text, under 50 words, nothing else.","materialLabel":"Sign-in sheet (attached to your prompt automatically)","material":"OPEN HOUSE SIGN-IN - 22 Willow Way, Sun Nov 2\n\nName | Phone | Working with an agent? | Notes\nCarla Jimenez | 555-0142 | No | pre-approved, wants 3BR\nTom & Rita Hale | 555-0187 | Yes (Joan, Summit Realty) | loved the kitchen\nGreg Ott | 555-0199 | No | lives next door, \"just curious\"\nNina Patel | 555-0110 | No | first-time buyer\ncarla jimenez | 555-0142 | - | came back with her mom at 3\nBen Adler | 555-0133 | No | relocating from Ohio, needs to sell first\nSasha Kim | 555-0175 | No | agent at Brightside, previewing for a client\nLuis Romero | 555-0168 | No | investor, paying cash\n\nOther:\n- 14 groups total, 8 signed in.\n- Sellers want feedback by Tuesday.\n- Cookies were a hit.","rules":[{"type":"numberedItems","count":4},{"type":"plainText"},{"type":"maxWords","max":50}],"mistakes":[{"title":"Not saying who to skip","why":"The AI lists everyone, including another agent and a curious neighbor.","fix":"Add: \"Skip people with an agent, other agents, and non-buying neighbors.\"","checks":["r0","numberedItems"]},{"title":"Not merging repeats","why":"Carla shows up twice.","fix":"Add: \"List each person once.\"","checks":["r0"]},{"title":"Leaving the format open","why":"The AI writes a CRM-style table with all the notes.","fix":"Show it: \"1. Adler, Ben - 555-0133 - relocating. Sorted by last name.\"","checks":["r2","r1"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each line: \"each line under 8 words.\"","checks":["maxWords"]},{"title":"Forgetting where it goes","why":"AI loves markdown tables and bold, which show up as clutter in your CRM import.","fix":"Add: \"Plain text, no bold, headings or tables.\"","checks":["plainText"]}],"promptHints":[{"label":"Says who to skip","patterns":["skip|exclude|leave out","agent","neighbor"]},{"label":"Merges repeats","patterns":["once","dup","merge"]},{"label":"Sets the sort","patterns":["last name","sort|alphabet"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no (headings|tables)"]}],"hint":"Say exactly who isn't a lead, and show the AI the line shape and sort order you want.","rubricLabels":["Carla Jimenez appears once, and the Hales (have an agent), Sasha Kim (an agent) and Greg Ott (neighbor) are left out","The four leads are Ben Adler, Carla Jimenez, Nina Patel and Luis Romero with their correct phone numbers","Lines are sorted by last name (Adler, Jimenez, Patel, Romero) in the Last, First - phone - note format, with nothing before the first numbered line"]}