AI follow-up

The first minutes after they enquire.

A lead arrives at 9:48 PM. You are at dinner, or asleep, or with another client. Something should answer, ask the two questions that matter, and put a showing in your calendar — and it should sound like your business.

You are not slow. You are showing a house.

Speed-to-lead is not a discipline problem, it is a coverage problem. Leads arrive on evenings and weekends, which is exactly when you are working with the clients you already have. By morning the buyer has messaged three other agents and taken whoever replied.

  • Portal leads arrive at night and sit until morning
  • You reply from your phone between showings, so replies are short and inconsistent
  • Nobody asks the qualifying questions, so you take calls that were never going to close
  • Follow-up stops after the second attempt because there is no system for the third
  • Past clients hear from you when you remember, which is not often enough
What’s included

What’s included

Built in your accounts, on your CRM, using your words. A human stays in the loop for anything that actually matters.

Instant reply

Every enquiry gets a real answer while the buyer is still on their phone.

  • Auto-reply on every lead source, not just the website form
  • Written in your voice and approved by you before it goes live
  • Answers the obvious first questions about the listing
  • Hands off to you immediately if the lead asks for a person

Qualification and routing

The two or three questions that decide whether this is worth your Saturday.

  • Timeline, financing status and area, asked conversationally
  • Buyer, seller and renter split onto different paths
  • Routing rules for teams, so the right agent gets the lead
  • Anything unusual escalated to you rather than guessed at

Follow-up cadences

The third, fifth and ninth touch that nobody gets around to.

  • Multi-step sequences by lead type, running in your CRM
  • Stops the moment the lead replies or books
  • Re-engagement for leads that went quiet months ago
  • Review requests after a close, sent at a sensible moment

Drafting, with you approving

Drafts for review — not an assistant sending things you have never read.

  • Listing description drafts from your notes and the specs
  • Property-detail summaries for a buyer who asked something specific
  • Market-update copy from data you provide
  • Every draft goes to you before it goes to a client
Process

How the build runs

Typically two weeks, because most of it is writing rather than wiring.

  1. 01

    Listen to how you already answer

    We read your last twenty replies and your best listing descriptions, so the automation sounds like you rather than like software.

    You getA written voice and rules document.

  2. 02

    Map the paths

    Buyer, seller, renter, past client. What gets asked, what gets answered automatically, and exactly where a human takes over.

    You getA one-page map of every path.

  3. 03

    Build and test on real leads

    We build it in your CRM and run it in draft mode first, so you see what it would have sent before it can send anything.

    You getA week of drafts you approved or corrected.

  4. 04

    Go live and tune

    It goes live on one source first, then the rest. We watch the first fortnight and adjust the questions that are not landing.

    You getA live system and a monthly report.

Integrations

What we build on

Automation runs inside the CRM you already pay for wherever possible, so there is no extra subscription and no second place to look.

  • Lofty
  • Follow Up Boss
  • kvCORE
  • LionDesk
  • Sierra Interactive
  • HubSpot
  • Twilio
  • Cal.com
  • Calendly
Lofty
Formerly Chime
Twilio
Where SMS is permitted and consented
Outcomes

What changes

Honest about what this does and does not do.

  • Nothing sits overnight

    Every enquiry gets a real answer in minutes, including the ones that arrive at 9:48 PM.

  • You walk into calls informed

    Timeline, financing and area are already on the record before you pick up the phone.

  • Follow-up actually continues

    The sequence runs to its end instead of stopping at attempt two, and stops the moment they reply.

  • You still do the selling

    This drafts, answers and books. It does not negotiate, it does not advise, and it does not pretend to be you.

Questions

AI follow-up: the usual questions.

Will it pretend to be me?

No. The automation identifies itself as your assistant, and anything client-facing that matters — advice, negotiation, anything about price — is handed to you. Drafts go to you for approval before they are sent. We would rather it say “let me get Sarah to answer that” than guess.

Is automated texting allowed?

Only with proper consent. In the US, TCPA requires prior express written consent for automated calls and texts to a mobile; in Canada, CASL requires consent for commercial electronic messages. We build the consent capture into your forms and we do not switch on SMS to anyone who has not opted in. Email replies to someone who just filled in your form are a different matter and are generally fine.

What if it gets something wrong?

It runs in draft mode for the first week, so you see everything it would have sent before it can send anything. After go-live, every conversation is visible in your CRM, and anything outside its script is escalated to you rather than answered. If a path keeps going wrong we change the path.

Do I need a specific CRM for this?

No, but it helps. We build inside the CRM you already pay for — Lofty, Follow Up Boss, kvCORE, LionDesk, Sierra Interactive or HubSpot — because that keeps everything in one place and avoids another subscription. If your CRM cannot support it we will tell you honestly and give you the options.

Next step

Twenty minutes on ai follow-up, and what it would take.

We look at what you have now, tell you what we would change first, and give you a fixed price in writing. If you do not need this yet, we will say so.