The exact prompts behind real client deliverables — deal intake, lead qualification, CRM follow-ups, and more. Not theory. Prompts I use, with the reasoning behind each one.
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A mortgage brokerage was processing every new deal manually — reading through form submissions and pulling out key terms by hand. This prompt takes raw deal intake data and returns a clean, structured brief: loan amount, LTV, DSCR, property type, risk flags, and a plain-English deal summary. Runs in under 3 seconds. Replaced 20 minutes of manual work per deal.
Most matching logic is just filters. This prompt does filters plus reasoning — it scores candidate lenders against a deal profile, explains why each one does or doesn't fit, and ranks them with a confidence score. Built for a lending brokerage, but the pattern works for any situation where you're matching one record against a database of options.
An event production company was manually reading every contact form and deciding how to respond. This prompt reads the raw form data and outputs: lead temperature (hot/warm/cold), a one-line summary, recommended next action, and a suggested reply draft. Wired to a Supabase insert and Resend — the owner gets a qualified brief in their inbox within 60 seconds of a form submission.
A realtor had months of notes on every lead but was writing follow-up messages from scratch every time. This prompt reads the full note history for a contact and writes a personalized follow-up that references specific details — the house they toured, their timeline, their hesitation. Feels human. Tested against a team of 3 realtors across 80+ leads without a single "this feels AI-generated" flag.
Before every sales call I run this prompt. Feed it a company name, LinkedIn URL, and whatever context you have — it outputs a structured brief: their likely pain points by industry, questions to open with, what a good fit looks like, and red flags. Takes 90 seconds. I walk into every call knowing more about their problem than they expect anyone to know before a first meeting.
I'm Aqeel — builder at Synthos. We build custom CRMs, AI agents, and the automation systems in between for growing businesses. I share everything I learn on X.
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