Turn your consultation notes into a polished follow-up email before the details fade.

Before you open Claude, spend two minutes gathering what you'll paste in. You don't need polished notes — messy fragments are fine. Collect:

• The client's first name and the property (you'll swap in placeholders before pasting — see the privacy note below)
• What you looked at and talked about during the consult
• Anything you recommended or quoted verbally
• Anything you promised to do next (send a proposal, check inventory, confirm a date)
• Anything the client asked that you need to answer
• The tone of the meeting — were they eager, hesitant, budget-conscious?

If typing feels slow, record a voice memo on your drive back and use your phone's transcription, then paste the transcript. Claude works fine with rambling spoken notes.

Protect your client's privacy before you paste. Replace real names, addresses, phone numbers, email addresses, and any door codes or access details with placeholders like [CLIENT NAME], [PROPERTY], and [PHONE]. Claude doesn't need the real details to write the email — you'll put them back in when you send it.

Open claude.ai, start a new chat, and paste the prompt below with your notes filled in. The prompt tells Claude to work only from what you give it and to flag anything missing instead of making it up — that instruction matters, because a confident-sounding invented detail (a price you never quoted, a service you don't offer) is worse than a blank.

You are helping me, a home stager, write a follow-up email to a client I met with today. Use ONLY the information in my notes below. Do not invent, assume, or add any details — no prices, dates, services, or property facts I did not provide. If something important for a follow-up email seems to be missing, list it as a question for me at the end instead of guessing.

My notes from the consultation:
[PASTE YOUR RAW NOTES OR VOICE MEMO TRANSCRIPT HERE]

Details for the email:
- Client: [CLIENT NAME]
- Property: [PROPERTY — e.g., "the three-bedroom listing we walked today"]
- What I promised to send or do next: [YOUR NEXT STEP, e.g., "a written proposal by Friday"]
- Tone I want: [e.g., warm and professional, brief and direct]

Write a follow-up email that thanks them for their time, recaps what we discussed, confirms my next step, and makes it easy for them to reply. Keep it under 200 words. Then list any questions about missing information.

Claude will return a draft plus any gaps it noticed. If it asks questions — "you mentioned a quote but didn't give the amount; should I include it?" — answer them in the chat and ask for a revised draft. That back-and-forth is normal and usually takes one round.

The draft is a starting point, not a finished product. It is going out with your signature, so read every line before you send:

1. Check every fact. Confirm each detail against your notes and memory — rooms, promises, timelines, anything with a number in it. If Claude included something you didn't say, delete it.
2. Check the promises. Make sure the email only commits you to things you actually intend to do, on dates you can actually hit.
3. Check the voice. If a sentence doesn't sound like you, rewrite it or tell Claude: "Make the second paragraph sound less formal" or "That's not how I'd phrase the pricing part — I usually say I'll put together some options."
4. Restore the real details. Swap your placeholders back to the real name and property in your email app — not in the chat.

Then copy the final version into your own email and send it yourself. Claude at claude.ai cannot access your email account, your calendar, or your contacts — it only sees what you paste, and you handle the sending.

Once you've done this twice, stop rebuilding the prompt from scratch. Save a reusable version in your notes app and fill in the blanks after each consult. Here's a tighter template for the routine case:

Write a post-consultation follow-up email from me (a home stager) to [CLIENT NAME] about [PROPERTY]. Use ONLY the details below — do not add or assume anything, and ask me about any gaps instead of guessing.

- What we covered: [TWO OR THREE BULLET POINTS FROM THE MEETING]
- My next step and when: [WHAT YOU'LL SEND OR DO, AND BY WHEN]
- One personal touch from the conversation: [SOMETHING THEY MENTIONED — e.g., "they're on a tight timeline before a job relocation"]
- Tone: [YOUR PREFERRED TONE]
- Sign-off: [YOUR NAME AND BUSINESS NAME]

Keep it under 150 words and end with a clear, low-pressure invitation to reply.

Two habits make this stick: do it in the car or within the hour so the details are still accurate, and keep a copy of each final email so you can show Claude an example of your voice next time ("here's a follow-up I liked — match this style").

If the consultation was about a specific listing, keep the email focused on the property and your services — what you'd stage, what you recommended, what happens next. Don't ask Claude to characterize the neighborhood, the neighbors, or who the "ideal buyer" is, and follow the fair-housing rules and any listing-service rules that apply in your market.

The draft sounds generic or stiff. Your notes were probably thin. Add one specific moment from the conversation — a room they were worried about, a comment they made — and ask Claude to work it in. One concrete detail transforms a template into a real email.

Claude added something you never said. This is why the "use only my notes" line is in the prompt — but always verify anyway. Reply with "Remove the part about [X] — I never said that" and re-check the new draft.

You forgot to write notes and it's now evening. Paste what you remember, even fragments, and say so in the prompt: "These notes are from memory and may be incomplete — keep the email short and only reference what I've listed." A brief, accurate email beats a detailed, wrong one.

You want a version for a client who went quiet. Same workflow, different ask: give Claude the original consult summary, note how long it's been, and ask for a short, friendly check-in that doesn't pressure them.