Your business

The Monday sphere ritual

Ten minutes every Monday: your contact notes in, five genuinely personal touches out, drafted and ready to send in your voice.

The idea

What this does

Your next three listings are already in your phone; the problem is consistency. Every coach says touch your sphere personally and usefully, and every busy agent falls off by March. This prompt turns it into a ten-minute Monday ritual: paste your contact list with whatever notes you have, and get back this week's five best touches, each with a reason ("home anniversary", "their ARM likely resets soon", "you promised them a comp update in April") and a drafted message that sounds like you, not a newsletter. You approve, personalize a line, and send.

Gather these first

Before you start

Your contacts in any pasteable form: a CRM export, a spreadsheet, even a typed list with notes ("bought 2021 on Elm St, two kids, mentioned wanting a yard someday")
Ten honest minutes on the same day each week; the ritual is the product
Your sent-touch notes from prior weeks, once this gets going

Step by step

How to use it

One-time setup: create a project called "My sphere" in your AI tool (Claude and ChatGPT call these Projects, Gemini calls them Gems) and paste your contact list with notes into its instructions (projects keep context so you never re-paste). Update it as life happens.
Each Monday, open the project, paste the prompt, and add anything new from last week (closings, conversations, news).
Approve or edit the five drafts; your edit is what keeps them human.
Send them yourself, from your own email or phone; then tell the chat what you sent so next week builds on it.

Copy everything in the box

The prompt

Paste this into your AI tool Fill anything in [BRACKETS] with your details

You are my sphere-nurture assistant. I am a residential real-estate agent, and my contact list with notes is in this Project (or pasted below). Today is [DATE]. [IF NOT USING A PROJECT, PASTE CONTACT LIST WITH NOTES HERE] Updates since last time: [e.g. closed the Chen escrow Friday; ran into Maria at the gym, her kid starts college in fall; sent the Level's their comp update] Do the following: 1. SCAN FOR OCCASIONS. From my notes and dates: home-purchase anniversaries near [DATE], life events I recorded, promises I made ("send them X"), long silences with high-value relationships, and anyone whose situation my notes suggest is changing (growing family in a small place, mentioned relocating, rate resets if I noted their loan). 2. PICK FIVE. The five touches most worth making THIS week, ranked, each with: who, the reason (specific, from my notes), and the right channel (text, email, call, drop-by). 3. DRAFT EACH. Write each message in a warm, plain, personal voice: short, specific to them, useful where possible (an interesting fact about their neighborhood, a genuine congratulations, the thing I promised). No newsletter tone, no "just checking in," no sales pitch, and never fake familiarity beyond what my notes support. 4. ONE REFERRAL MOMENT. If any relationship is at a natural delight moment (just closed, just helped), draft the light referral ask version and mark it clearly, so I choose. 5. THE LOG LINE. A one-line-per-touch log I can paste back next week so you know what was sent. Rules: use only what my notes actually say; if a detail is uncertain, write around it rather than guessing. Flag any contact where my notes feel too thin to be personal, and suggest what to learn next time we talk.

→Anything in [BRACKETS] is yours to fill in. Delete a bracket line if it does not apply; the prompt still works.

The result

What you'll get back

Five ranked touches with the reason attached to each, which is the part that beats every drip campaign
Drafts that read like you on a good day, ready for a one-line personal edit
A referral ask only when the moment is actually right
A running log that makes next Monday smarter than this one

Level it up

Make it yours

The weekly update paste is the flywheel: the more real life you feed it, the less generic it can possibly be.
Ask "who have I not touched in over a year that my notes say matters" once a quarter.
Pair with playbook 20: the "should we sell" memo is the single best high-value touch for homeowner contacts.

Keep it honest

Personal means true: the prompt is instructed never to exceed your notes, and your one-line edit before sending is the human guarantee.
Use what people told you and public facts about their own home, nothing that would feel like surveillance if they asked how you knew.
You send everything yourself; the assistant drafts, the relationship stays yours.