Playbooks, ready to switch on.
Follow-up plans built from what works in real estate. Free, and yours to edit once installed.
New leads
FreeNew lead: speed to lead and first week
- Right awayCall the client now
- After 4 hoursText the client if you didn't connect
- Day 2Second call to the client
- +2 more
5 tasks over 7 daysNurture
FreeLong-term nurture for leads not ready yet
- Right awayTag them "nurture"
- Week 3Two-week check-in with the client
- Week 7Call the client: timeline still the same?
- +1 more
3 tasks over 3 monthsShowings
FreeAfter a showing they liked
- After 2 hoursAsk the client about a second look or an offer
- Day 3Follow up with the client on the home they liked
2 tasks over 2 daysOpen houses
FreeOpen house visitors without an agent
- Right awayTag them "open house"
- Day 2Thank the client for visiting; ask what they're looking for
- Day 6Send the client homes like the one they saw
2 tasks over 5 daysUnder contract
FreeUnder contract: keep the client informed
- Right awaySend the client the timeline and who's who (lender, title)
- Day 8Weekly update to the client
- Week 3Weekly update to the client
3 tasks over 2 weeksPast clients
FreeAfter closing: aftercare and referrals
- Right awayTag them "past client"
- Day 4Ask the client for a review
- Week 530-day check-in with the client: settling in?
- +1 more
3 tasks over 6 months