Savvy for Real Estate > Free Workflows

Follow-Up That Doesn't Fall Through

Time needed: about 15 minutes
What you'll end up with: A 3-touch, 7-day follow-up sequence for one lead, plus a checklist for your calendar or CRM.

Open any chatbot, then copy each step in order. Fill in the [brackets] as you go.

1

Day 1

Write a warm thank-you message to [name] after [how we met]. Mention [detail].
2

Day 3

Write a helpful check-in that shares [a useful resource or listing] with no pressure.
3

Day 7

Write a friendly message inviting [name] to [call / coffee / showing] with two time options.
4

Track it

Turn these into a simple checklist I can copy into my calendar or CRM.
Tip: Save the three messages as templates. Next time, you only swap the name and details.

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