菜单
Use when starting with a new buyer — capturing must-haves, deal-breakers, budget, financing readiness, and timeline before the first tour so the search targets the stated need instead of wandering.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use when you need to assess whether a client account is healthy, at risk, or slipping — before renewal, after a rough patch, or on a regular cadence — and decide what to do about it.
Use when a client request is ready to become production work and you must brief creative or media — turning a vague ask into an objective, an audience, and constraints the team can build against.
Use when responding to an RFP or writing a new-business proposal — to decide whether to pursue it, shape the offer, and produce a document a client can say yes to.
Use when preparing the quarterly review a client account faces — to report results against the objective honestly, read what worked, and set what the next quarter buys.
Use when you need to write or change a statement of work — turning an agreed offer into a scope, deliverables, price, and terms that both protect the client and defend the agency's margin.
Use when reviewing compensation for a role, a team, or the whole population — checks where people sit against defensible bands, finds equity gaps, and produces a ranked, costed set of adjustments.
| name | buyer-needs-brief |
| description | Use when starting with a new buyer — capturing must-haves, deal-breakers, budget, financing readiness, and timeline before the first tour so the search targets the stated need instead of wandering. |
A tour without a brief is a tour that wanders — and a buyer who feels unheard shops for a year. This playbook front-loads the conversation so every property you show earns its place on the list.
Separate the two explicitly:
A buyer touring above what they can finance is a buyer being set up to lose the home they fall in love with.
Translate the brief into concrete search criteria and a scoring rubric. Every candidate is measured against the stated need, not against your taste or the newest listing.
Priorities shift as buyers see reality. Update the brief after each round of showings — what moved up, what fell away — so the search sharpens instead of drifting.
A one-page brief: must-haves, deal-breakers, ranked nice-to-haves, verified budget and financing, timeline and motivation, and communication preferences — ready to drive the search and to hand to the concierge.
