Drafts and sends a post-closing review request email to a borrower via Outlook (Zapier). Adam provides the borrower's name and email address — Claude populates the hardcoded HTML template and creates an Outlook draft for Adam to review and send. Use this skill whenever Adam says "send review email", "review request for [name]", "ask [name] for a review", "request a review from [name]", "send [name] the review email", "closing is done — send the review email", "review request email", "post-closing email", "[name] closed — send review request", or any variation of asking a closed borrower for a Google or Zillow review. Even casual mentions like "[name] funded, shoot them the review ask" should trigger this skill.
Standardmäßig ist der Prompt ausgewählt, der zuerst die Quelle prüft. Sie können zu einem direkten Befehl wechseln oder eine lokale Kopie herunterladen.
Quelldateien prüfen
Lesen Sie SKILL.md und alle von SkillsMP angezeigten Begleitdateien, bevor Sie sich für eine Installation entscheiden.
Mit Codex oder Claude installieren Kopieren Sie diesen Prompt, fügen Sie ihn in Codex, Claude oder einen anderen Assistant ein und lassen Sie die Skill-Seite prüfen und installieren.
Ein direkter Befehl überspringt den Prüf-Prompt. Prüfen Sie die Quelle, bevor Sie ihn ausführen.
Drafts and sends a post-closing review request email to a borrower via Outlook (Zapier). Adam provides the borrower's name and email address — Claude populates the hardcoded HTML template and creates an Outlook draft for Adam to review and send. Use this skill whenever Adam says "send review email", "review request for [name]", "ask [name] for a review", "request a review from [name]", "send [name] the review email", "closing is done — send the review email", "review request email", "post-closing email", "[name] closed — send review request", or any variation of asking a closed borrower for a Google or Zillow review. Even casual mentions like "[name] funded, shoot them the review ask" should trigger this skill.
Review Request Email Skill
Overview
Adam provides borrower name + email → Claude populates HTML email template → sends Outlook draft to adam@thestyerteam.com via Zapier → Adam swaps "To" to borrower and sends.
Email asks borrower for a Google review and a Zillow review. Tone: personal, warm, grateful — not automated-sounding.
If either field is missing, ask Adam before proceeding. Do not guess or leave blank.
Step 2 — Draft Email via Outlook (Zapier)
Call microsoft_outlook_create_draft_email with this exact pattern:
body: null
subject: null
bodyFormat: null
instructions: ALL content — subject, recipient, body format, and full HTML body — goes here as a single string
output_hint: "confirmation the draft was created with subject line and recipient"
The HTML body must be flattened to a single line with no line breaks inside the instructions string.
Subject Line
[FIRST_NAME], thank you — one small ask 🙏
HTML Email Template
Replace [FIRST_NAME] and [BORROWER_EMAIL] with provided values. Flatten to single line when passing to Zapier.
<!DOCTYPE html><html><head><metacharset="UTF-8"></head><bodystyle="margin:0;padding:0;background-color:#f4f4f4;font-family:Arial,sans-serif;"><tablewidth="100%"cellpadding="0"cellspacing="0"style="background-color:#f4f4f4;padding:30px 0;"><tr><tdalign="center"><tablewidth="600"cellpadding="0"cellspacing="0"style="background-color:#ffffff;border-radius:8px;overflow:hidden;box-shadow:0 2px 8px rgba(0,0,0,0.08);"><!-- Header --><tr><tdstyle="background-color:#1E2761;padding:30px 40px;text-align:center;"><h1style="color:#ffffff;margin:0;font-size:24px;font-weight:700;letter-spacing:0.5px;">Adam Styer | HyperSmart Home Loans</h1>< =>Senior Loan Officer | NMLS# 513013
Hey [FIRST_NAME],
Congratulations again on closing — it was genuinely a pleasure working with you.
I have one small ask. If you felt taken care of through this process, would you mind leaving a quick review? It takes less than two minutes and it means more than you know — it's how families like yours find me.
⭐ Leave a Google Review
🏡 Leave a Zillow Review
And if anything ever comes up down the road — a rate question, a refi, helping a friend buy — I'm always just a text or call away.
Thanks again. Enjoy the new place.
Adam Styer
Senior Loan Officer | HyperSmart Home Loans
NMLS# 513013
(512) 956-6010
adam@thestyerteam.com
styermortgage.com
Step 3 — Pre-Send Checklist
After creating the draft, output this checklist exactly:
PRE-SEND CHECKLIST — Review Request Email
==========================================
BEFORE SENDING:
[ ] Open draft in Outlook
[ ] Change "To" from adam@thestyerteam.com → [BORROWER_EMAIL]
[ ] Confirm borrower first name is correct in subject and body
[ ] Review tone — warm, personal, not automated
[ ] Send day after closing (not same day)
FIELDS USED:
• Borrower: [FIRST_NAME]
• Email: [BORROWER_EMAIL]
• Google Review Link: https://g.page/r/CZhfpP-YD5O-EBM/review
• Zillow Review Link: https://www.zillow.com/lender-profile/adamstyer/
Rules Summary
Draft recipient is always adam@thestyerteam.com — Adam swaps to borrower before sending
body, subject, bodyFormat must always be null — all content goes inside instructions only
HTML must be flattened to a single line inside the instructions string — no literal newlines
Never modify hardcoded values: Google review link, Zillow link, phone, email, NMLS#, website
If FIRST_NAME or BORROWER_EMAIL is missing — ask Adam before creating the draft
Send timing: Day after closing — remind Adam in checklist
