Open House Follow-Up Kit · ChatGPT or Claude

Turn open house notes into follow-ups in minutes.

Paste your visitor notes. Get personalized messages, a seller summary, and clear next steps. No new CRM. No monthly subscription.

Get the Open House Kit, $29 → $79 for all 5 kits

See a free demo first →

Before / after

Messy notes in. The right message and next step out.

A real (fictional) sign-in sheet run through the Open House kit. You review it, send it, move on.

Before: what you typed in the car
Sat OH 42 Juniper. Dana [email protected] 555-010-3381 text ok, preapproved, asked if shed stays, back Sun w/ her dad
Ken 555-010-7719 no email, text box blank, HOA?? maybe spring
Ruth (neighbor, no phone) curious re price
Tom & Bea came w/ their agent Nina, liked sunroom
~9 groups, 4 signed in. kitchen dated x2
After: what the kit gives you
Dana Ortiz · Buyer, no agent · Text · Status: Ready to send

Hi Dana, it's Jordan with Cedar & Main Realty. Thanks for coming to 42 Juniper today. I'm checking whether the shed stays. What time Sunday works for you and your dad?
Reply STOP to opt out.

Next follow-up: Day 1 call to confirm Sunday.
Ken Park · Draft: no text consent noted
Seller summary: about 9 groups, 4 documented contacts.
Plus a triage table for every documented visitor, a seller feedback summary (Facts / Visitor comments / Unknowns) and a CSV export.

Try the free demo with 3 sample sign-in sheets →

Setup

3 steps. About 10 minutes.

Download and unzip

Buy on Gumroad, open the START-HERE file.

Paste one file into a GPT or Claude Project

Upload your filled-in Agent Profile so every message has your name and links. Needs a paid ChatGPT or Claude plan.

Paste your sign-in notes

Get one ready message per visitor, a next step for each, and a seller summary. Review, send, move on.

Same pattern, other workflows

Four more kits that work the same way

Each one gives you a short summary, the best next action, one ready message with a status label, and the next follow-up. $29 each.

Complete Starter Bundle

All 5 kits for $79

Individually $145. Prefer two? Lead Follow-Up + Listing Launch is $49 on the kits page.

Honest limitations

What it does and doesn't do

Drafts onlyIt writes the message. You review it and send it from your own phone or email. Nothing is sent automatically.
No CRM connectionIt doesn't connect to or sync with your CRM. Type /export for a CSV you can import into Follow Up Boss, Wise Agent, Lofty and others (mapping guide included).
No leads promisedIt helps you follow up faster and better with people you already met. It doesn't generate leads or guarantee results. Needs a paid ChatGPT or Claude plan.
Free tools

Free Fair Housing checker and listing generator

Free tool 1

1Listing description generator

Enter verified property facts. You get a ready-to-paste ChatGPT/Claude prompt with Fair Housing rules built in, plus an instant template draft.

Next step: want short, medium and long versions plus MLS, Zillow and social copy with [VERIFY] tags? See the Listing Launch kit ($29).

Free tool 2

2Fair Housing word checker

Paste any listing description, social post or email. Phrases come from a federal-baseline list plus common steering terms. Red = rewrite before publishing. Yellow = depends on context.

See the full list: Fair Housing words to avoid. Next step: the Listing Launch kit writes Fair Housing-safe copy from the start.

Free guides

Go deeper

FAQ

Frequently asked questions

What do I need to use it?

A paid ChatGPT plan (to make a Custom GPT) or a paid Claude plan (to make a Project). Setup takes about 10 minutes. No paid plan? The kit includes copy-paste prompts for any AI chat.

Does it send texts or emails for me?

No. It drafts; you review and send from your own phone or email. Every draft is labeled 'Ready to send' or 'Draft: [reason]', such as no text consent noted or no email on file.

Does it connect to my CRM?

No. Type /export to get a CSV of contacts, next action, due date, status and notes, then import it. The kit includes a mapping guide for Follow Up Boss, Wise Agent and Lofty (verify on your CRM's import screen).

What if only a few people signed in?

It only writes to visitors you documented and never invents records. The seller summary shows total visitors vs documented contacts and lists what's unknown.

Is there a monthly fee?

No. $29 one-time per kit, or $79 for all 5. You keep the files.

Can I get a refund?

Yes, within 14 days of purchase. Email the address at the bottom of the page.

Is it legal advice?

No. It writes Fair Housing-aware drafts and flags things like missing consent in one short line, but you're the licensed professional and you review everything.

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