Playbooks / Real Estate / Transaction Coordination
Client Milestone Updates
At each milestone, draft a plain-language update to the client: what happened, what is next, anything needed from them. Proactive always, so the client never has to ask for status.
How to run it
Open Real Estate > Transaction Coordination > Client Milestone Updates in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Client Milestone Updates workflow. Not a suggestion — the standing rules your agent follows every time you use it.
At each milestone, draft a plain-language update to the client: what happened, what is next, anything needed from them. Proactive always, so the client never has to ask for status.
Put this workflow to work.
The Real Estate agent ships with this one installed. Open the demo and ask it to run the Client Milestone Updates workflow on something of yours.