Follow-Up Engine
Always know the next touch for a quiet lead
Choose the lead type and tone, and get a dated four-step plan with every step written as an email, a text and a call.
When to use it
- A lead stopped replying after the first conversation.
- You’re working expired listings or FSBOs and want a consistent cadence.
- You want follow-up that stays persistent without sounding pushy.
How it works
- 1. You enter
Pick one of 12 lead types (such as Buyer lead, Expired listing or FSBO) and one of 8 tones.
- 2. It produces
A four-step plan: now (email), +3 days (text), +7 days (call) and +14 days (final check-in email), each in all three formats.
- 3. You do next
Edit, regenerate or copy any step. Dates are suggestions. You decide when each touch happens.
What you get
Dated plan
- Four suggested steps over 14 days
- A purpose line for every step
Every step, three ways
- Email, text and call versions
- Call opener, talking points and a question
- Voicemail under 20 seconds
Controls
- Edit, regenerate or copy any step
- Send an email from the app once a lead with an email address is selected
The plan suggests dates. It doesn’t schedule or send messages automatically.
Why this helps
Never wonder what’s next
Each step tells you what to send and why, so quiet leads don’t slip.
Three channels from one input
Write email, text and call versions together instead of one at a time.
Low-pressure by design
Messages are written to stay in touch without pushing, and you review each one first.
Example
Illustrative example · fictional details
Inputs
Lead type: Buyer lead · Tone: Friendly
Step 2 — +3 days (Text)
Purpose: keep the conversation open. “Hi Sam, just checking in. Are you still looking around the Lakeview area? Happy to send a few new options whenever it’s useful.”
Continue your workflow
- Coming from Objection Handler? “Build follow-up sequence” opens this tool with the situation filled in.
Questions
Try Follow-Up Engine
You review and edit everything before it goes anywhere.