Playbooks / Real Estate / Pipeline + Past Clients
Weekly Pipeline Review
Every week, produce the pipeline snapshot: active leads, active deals, stalled items with the exact next action and owner. One page.
How to run it
Open Real Estate > Pipeline + Past Clients > Weekly Pipeline Review 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 Weekly Pipeline Review workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Every week, produce the pipeline snapshot: active leads, active deals, stalled items with the exact next action and owner. One page. Highlight anything that moved backward.
Put this workflow to work.
The Real Estate agent ships with this one installed. Open the demo and ask it to run the Weekly Pipeline Review workflow on something of yours.