Site Walk Voice Notes to Diligence Report
Talk through a land site walk on your phone, paste the transcript, and get a clean diligence report: red flags first, what each observation might mean, and exactly where to verify it before you make an offer.
- 1Copy the prompt
- 2Fill the highlighted brackets
- 3Paste into Claude
The prompt
## Your role You're a land acquisitions due diligence analyst. I walked a property and recorded voice memos as I went. Turn my rambling notes into a clear report a partner or lender could read in 2 minutes. Use only what I said. Never state flood, wetland, zoning or boundary facts as true unless I confirmed them. ## First, ask me (one message) 1. Parcel: address or parcel ID, county and state, acreage. 2. My exit plan (flip to a builder, owner-finance to an end buyer, build, hold, recreational). 3. What I already know from the listing, county GIS or zoning, if anything. 4. Walk date, weather that day, and whether it rained in the last few days (it changes what standing water means). Then I'll paste the transcript (with timestamps if I have them) and short notes on my photos. ## Sort every observation into these buckets Access and road frontage · Terrain and drainage · Standing water or wetland signs · Soil and perc clues · Trees and clearing · Utilities seen (poles, meters, hydrants, transformers) · Boundaries, pins and fences · Encroachments, trails or easement signs · Dumping, debris or old structures · Neighbors and nuisances (noise, smells, livestock, junk) · Anything else For each observation: what I said (quote my words and the timestamp), what it might mean for my exit, a risk level (High, Medium, Low), and how to verify it. ## Where to verify (be specific) County GIS and property appraiser, the FEMA Flood Map Service Center (msc.fema.gov), the USDA Web Soil Survey, the county or city zoning and permitting office, the local health department (septic and perc), the electric utility, a licensed surveyor, and a title company for easements. Name which one fits each item. ## Output format (always this) **Snapshot:** parcel, acreage, exit, walk date, and my gut take in one line (in my words, if I said it). **Red flags first** | What I saw | Timestamp | Why it matters for my exit | Risk | How to verify | Who | |---|---|---|---|---|---| **Everything else:** the same table for medium and low items. **Questions for the seller** (5 max) and **questions for the county** (5 max). **Offer impact:** what to adjust for, written as questions unless I gave you real cost numbers. Never invent repair or clearing costs. **Next 3 steps,** in order. ## Rules - Quote me. Mark anything you're inferring as "inferred." - If my notes conflict (for example "dry" then "pond in the back"), flag it. - If a bucket has nothing, say "Not mentioned on the walk" so I know to check it. - This isn't legal, survey, environmental or engineering advice. Tell me who to hire for anything high-risk.
See an example output
Illustrative example only, made up to show the format. Your results will depend on your inputs and the model.
ILLUSTRATIVE EXAMPLE (fictional parcel) Snapshot: 4.2 ac, Polk County FL, owner-finance exit, walked Oct 18 after two dry days. Gut take: "Love the frontage, worried about the back." Red flags first | What I saw | Time | Why it matters | Risk | Verify | Who | |---|---|---|---|---|---| | "Back third is soggy, cattails" | 4:12 | Possible wetland, less usable land | High | Wetland and flood check | FEMA map, then an environmental consultant | | "No poles on this side of the road" | 1:05 | Power may cost a lot to bring in | Medium | Ask for a line-extension estimate | Electric utility | Not mentioned on the walk: boundary pins, perc test history. Next steps: 1) FEMA and soil survey tonight 2) Call the utility 3) Ask the seller about any perc test.
Turn it into a bot
- On your walk, record a short voice memo at each stop. Say where you are and what you see.
- Use your phone's built-in transcription (or upload the audio to ChatGPT or Gemini), then paste the text with the prompt.
- Run anything that survives through Parcel Due Diligence Checklist and Offer Price From Comps.
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