Draft a yearly real estate business plan with ChatGPT from your own transaction roster
Carlos Melendez, Realtor and team leader of the Melendez Group at Florida Premier Realty in Wellington, Florida (at the time), in Florida Realtor magazine
"I uploaded my transaction roster so that AI could identify where I've done most of my business. Then, I asked it, 'What are the most important questions you need answered to help me draft a business plan?'" ChatGPT produced the questions and he answered them. ChatGPT then built a plan that included ways to increase his business by 20% and how to market to the areas he is active in, and it generated social media content and images based on his prompt.
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ChatGPT
The problem
He needed a 2025 business plan based on where he had actually done his business.
What happened
Per Florida Realtor, he says "It's very powerful." The 20% is a goal in the plan, not a result. No results are given. Self-reported.
Quoted in the source: Carlos Melendez, Realtor, Melendez Group. Source: Florida Realtor: 11 AI Tools That'll Make Realtor Life Easier (and More Fun!) (Tracey C. Velt) (2025-01-06) · Added 2026-10-20.
How to set it up yourself
- What Carlos Melendez did: he uploaded his transaction roster to ChatGPT so it could find where he had done most of his business. He asked what questions it needed answered to draft a business plan, answered them, and got a plan that included ways to grow his business by 20% (a goal in the plan, not a result) and how to market to his active areas.
- Export your closed transactions for the past year or more (area or ZIP code, price, date, buyer or seller side) as a spreadsheet. Remove client names and contact details.
- Upload it to ChatGPT with the prompt below and answer its questions honestly, including your budget and hours.
- Read the plan and check every number it uses against your own records. Treat any growth target as a goal you choose, not a forecast.
Copy-paste prompt
This file is my transaction roster as a real estate agent in {MARKET} for {YEARS}. First, tell me which areas and price ranges I've done the most business in, using only the file. Then ask me the most important questions you need answered to draft my {YEAR} business plan, and wait for my answers. After I answer, draft the plan. Never invent figures, market stats or results. Label any growth number as a goal, and mark anything you need from me [ASK].One short email a day: 3 new AI use cases from real small businesses, each with its source and setup steps, plus a Tool of the Day. Free, no spam, unsubscribe anytime.
Tools used
ChatGPT
General AI assistant for writing, research, brainstorming and analysis.
From Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (checked 2026-10-17)
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Checked prices: ChatGPT: from Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (verified 2026-10-17)
Rather not do it yourself?
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