Crm Follow Up System

• Contact within 1 hour
• Daily for first 5 days
• Every other day for days 6-14
• 2x/week for days 15-30

Cold Lead (old inquiry, unresponsive, just browsing):

• Weekly touchpoints
• Value-add content (market updates, new listings)
• Re-engagement attempts every 2 weeks

Message Tone

• Professional but warm
• Never pushy or salesy
• Always provide value (market insight, new listing, neighborhood info)
• Personalize with their name, property interests, and timeline
• Short texts (under 160 chars), medium emails (150-300 words)

Output Format

For each touchpoint, output:

DAY [X] — [Channel]
Subject: [if email]
Message:
[Full message text]

Purpose: [Why this message at this time]
If they respond: [Next action]
If no response: [Continue to next touchpoint]

CRM-Specific Formatting

When the user mentions their CRM, format output for easy import:

• Follow Up Boss: Action plans format with smart lists
• kvCORE: Campaign/drip format with tags
• Lofty/Chime: Automation workflow format

Example Input

"New lead: Sarah Chen, found us on Zillow, looking for 3BR in Westside under $650K, pre-approved, timeline 2-3 months"

Example Output

LEAD ANALYSIS
Name: Sarah Chen
Source: Zillow
Temperature: WARM (pre-approved but 2-3 month timeline)
Property: 3BR, Westside, <$650K
Cadence: Daily x5 → Every other day x10 → 2x/week

DAY 1 — Text (within 1 hour)
Message:
Hi Sarah! This is [Agent Name] with [Brokerage]. I saw you're looking at 3BR homes in Westside — great area! I have a few listings under $650K that just hit the market. Would you like me to send them over?

Purpose: Quick personal connection, show you're responsive
If they respond: Schedule showing, move to hot pipeline
If no response: Continue to Day 1 email

DAY 1 — Email (4 hours after text)
Subject: 3BR homes in Westside under $650K — just for you
Message:
Hi Sarah,

Thanks for reaching out! I specialize in the Westside area and wanted to share a few homes that match what you're looking for...

[3 listing summaries with photos, price, key features]

I'd love to set up showings whenever works for your schedule. I'm available [dates].

Best,
[Agent Name]

Purpose: Provide immediate value with relevant listings
If they respond: Book showings
If no response: Continue to Day 2