Buyer Pipeline Nurture & Showing Follow-Up System
A done-for-you real estate automation built for the Real Estate Agent / Broker, connecting Twilio, Jotform, and Mailchimp so the work below happens on its own.
What this automation does, step by step
When a buyer attends a showing, the agent receives an automatic post-showing survey to capture the buyer's reaction, and the buyer gets a follow-up text within an hour with similar active listings based on their stated criteria.
Buyers who go 10 days without an active showing are flagged for a check-in call prompt, and buyers who have toured more than five homes are automatically moved into a "decision stage" nurture sequence with market urgency messaging, keeping the pipeline moving without the agent manually tracking where every buyer stands across a dozen open conversations.
- CRM (e.g., Follow Up Boss or LionDesk)
- Zapier or Make.com
- Jotform or Google Forms (post-showing survey)
- Mailchimp or ActiveCampaign
- Twilio (SMS)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a real estate agent / broker handles each case reactively, after someone has already noticed something went wrong. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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