PROMPT GUIDE

The Scoreboard Prompts

The prompts I used to build my real estate scoreboard: one page that shows today, this week and my year pace, red when I am behind and green when I am ahead.

By Parisha Smith, Homes by Smith & Co | REAL

BEFORE YOU START

What you need

WORKS ON ANY PLAN

A chat with Claude (these prompts were written for Claude's pages, called artifacts) or a similar AI assistant
Your income goal and last year's closings
Where your numbers live: a CRM, a spreadsheet or your calendar

NEEDS MORE SETUP

Filling the scoreboard from your CRM or sheet (needs a connection your plan supports, or paste your numbers in)
Hourly refresh and 6pm recaps on their own (needs a scheduled-task feature). Without it, paste your numbers in and set a phone alarm.

Heads up: some steps may need a paid Claude plan or connected tools. The paste-in versions work on any plan. Those steps are marked.

HOW TO USE THESE

Go in order and stay in one conversation. Step 1 gives it context, every step after builds or edits the scoreboard.
Swap anything [highlighted] for your own details.
Yours will look different from mine. It builds from your numbers and your brand.

STEP 1

Tell it about your business first

The more it knows about your numbers, the more real your scoreboard feels. Start with this.

My business is [your brokerage and market, e.g. Homes by Smith & Co with REAL in PA and NJ]. My income goal this year is [$ amount]. My average sale price is [$ amount] and my average commission after splits is [$ amount]. I closed [number] deals last year and I work [number] days a week.

Any plan

STEP 2

Do the goals math

Work backward from the goal to what you must do every day. Ask it to show its work so you can correct the guesses.

Work backward from my income goal to my daily activity. Show how many closings, appointments, conversations and new contacts I need each month, week and day. Use conversion rates of [your numbers, or ask me to estimate] and tell me which numbers are your guesses so I can fix them.

Any plan

Put the goals math in a short document I can come back to.

Any plan

STEP 3

Choose your metrics

Count the actions you control. Use your own words for each one.

My metrics are: New Contacts (brand-new people, minimum [15] a day), Sales Follow-Ups ([12] a day, using my A, B and C follow-up cadence), Client Follow-Ups, Social Posts ([3] stories and [1] post a day), and CRM Updates. Use a separate line for feed posts and story days.

Any plan

Add one more metric: [your own, e.g. appointments set, open houses, handwritten notes].

Any plan

STEP 4

Build the scoreboard

One page, simple enough to read in five seconds.

Create a scoreboard page for my real estate business. Use the metrics and goals above. Show Today, This Week, Monday to Friday, and Year Pace. Show every number against its goal. Make it red when I am behind and green with a plus sign when I am ahead. Build it as a single web page I can open and use right here.

Any plan

Add a simple box for each metric where I type today's number, and make the page add them up for the week and the year. Tell me honestly whether it will remember my numbers when I close this chat, and if not, how I should save them.

Any plan

Show me how to open this page on my phone and put it on my home screen.

Any plan

STEP 5

Make it look like your brand

So you are proud to screenshot it.

Make the scoreboard match my brand: [forest green, cream, blush], [bold serif headings], and my logo [and my brokerage logo at the same size] at the top. I am attaching my logo files. Use the hex colors [#173c31, #fbf8f1, #f7d7e6] if you need exact ones. Keep it clean and professional.

Any plan

Make it work on a phone first. Big numbers, easy to read, and nothing cut off when I take a screenshot for my Instagram Stories.

Any plan

STEP 6

Keep it filled in for you

The best scoreboard is the one you never have to update by hand.

I do not want to be the one who changes numbers. Tell me what you can read from my [CRM, Google Sheet or calendar] in this chat, and what I would have to connect first. Tell me which numbers you cannot see, like [phone-only calls or social posts], and give me a one-minute way to add those myself.

May need a paid Claude plan or connected tools

If connecting is not possible, tell me the easiest way to paste or upload my numbers once a day so the scoreboard updates in one step.

Any plan

Refresh the numbers every hour from [8am to 8pm].

May need a paid Claude plan or a scheduled-task feature. A normal chat will not do this on its own.

STEP 7

Add accountability

Turn the numbers into habits.

Here are today's numbers: [paste them]. Check them against my minimums and give me a short recap of what I finished and what I missed. Keep it under five lines.

Any plan. Do it yourself at [6pm], set a phone alarm

At [6pm] each day, check my scoreboard against my plan and send me a short recap.

May need a paid Claude plan or a scheduled-task feature. A normal chat will not message you first.

It is Friday. Here are this week's numbers: [paste them]. Build a weekly scorecard against my goal and tell me if I missed my minimums two days in a row.

Any plan. Do it yourself on Fridays

Every Friday, do the weekly scorecard for me without being asked.

May need a paid Claude plan or a scheduled-task feature

STEP 8

Quick edits

Change anything in plain words.

Change [metric] to [new name] everywhere.

Any plan

Add a quote of the day at the top with who said it. Use text only, or use a photo I upload.

Any plan

Hide [a metric] from the screenshot view but keep tracking it.

Any plan

Conversion rates and goals in these prompts are placeholders. Use your own numbers.