AI Prompt Pack for Estate Agents | Customer Email Templates & Outlook Inbox Guide

Help your estate agency team manage enquiries and keep customers informed with greater confidence.

Created for small estate agencies using Outlook and Microsoft 365, this AI Alchemist toolkit combines practical AI prompts with a guided introduction to simple inbox organisation and automation.

Five practical prompts for everyday situations:

• Enquiry triage: identify what a message needs, what information is missing and who should respond.

• First replies: draft a helpful response using confirmed property and agency information.

• Viewing enquiries: clarify requirements and prepare viewing messages without inventing availability.

• Seller updates: turn your team’s notes into clear, useful progress updates.

• Follow-ups and handovers: capture actions, responsibilities and promised updates so enquiries keep moving.

The workbook includes worked examples, colour-coded prompt panels, progress tick boxes, notes pages and a team practice exercise.

An additional Outlook guide walks through a simple inbox rule, reusable email templates and follow-up options, including considerations for shared mailboxes. A testing checklist helps your team check its setup.

No coding is required. Start with one repeatable task, practise together and adapt the approach to your agency.

This is a downloadable training toolkit and setup guide. It does not install automation, connect to your CRM, book viewings or send replies automatically. Your team checks all information before use. Microsoft 365 features depend on your account and Outlook version; subscriptions and personal setup support are not included.

Created by Siobhan Kos-Hodge in collaboration with ChatGPT.

AI excellence starts with your people.