Buyer guide template
Help buyers compare options, understand the process, and avoid preventable surprises.


A good buyer guide does one job: help buyers understand the process, compare options, and avoid preventable surprises. The format matters, but the useful part is the thinking behind it. Readers need the context, the recommendation, the proof, and the next step without having to reverse engineer your intent.
Claude can turn buyer criteria, market notes, financing steps, timeline, neighborhood context, and agent advice into a clear first version. Send turns that version into a live page you can share, track, and revise as the conversation changes.
What to include in the buyer guide
- Buyer goals, budget, timeline, and must-haves.
- Market overview and what to expect.
- Financing, pre-approval, offer, inspection, and closing steps.
- How to compare properties and tradeoffs.
- Next actions, contacts, and useful links.
Prompt to use in Claude
Search the registry for the Send connector. Once connected, use their "send/buyer-guide" skill.
How to create it with Send
Give Claude buyer criteria, market notes, financing steps, timeline, neighborhood context, and agent advice, plus any constraints, examples, or audience notes that matter. Ask it to create the buyer guide with the Send connector so the output becomes a page instead of another loose document.
After you share it, Send helps you see whether home buyers open it, come back to it, or share it internally. You can update the same link when details change.
Buyer guide structure
Buyer goals
Budget, needs, timing, and search criteria.
Market context
Inventory, pricing, competition, and tradeoffs.
Process
Financing, tours, offers, inspections, and closing.
Next steps
Documents, contacts, links, and immediate action.
Why send a buyer guide as a page
Buyers ask the same process questions more than once because the process is stressful. Send gives them one current guide to revisit between showings and decisions.