Digital Open House Sign-In & Follow-Up System
A done-for-you real estate automation built for the Open House Host, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Instead of a paper clipboard at the door, visitors sign in on a tablet or scan a QR code, and their name, phone, email, and the listing they toured are instantly created as a new contact record in the CRM.
Each visitor is automatically enrolled in a post-open-house follow-up sequence that starts with a same-day thank-you text and continues with a short email series highlighting similar listings nearby.
Visitors who linger in the CRM's engagement tracking or click through to view more photos are flagged for a personal call from the host agent.
No name written in illegible handwriting is ever lost to a stack of paper, and every open house visitor becomes a trackable lead instead of a one-time face in the crowd.
- QR code sign-in tool (e.g., Curb Hero)
- Zapier or Make.com
- CRM (e.g., Follow Up Boss)
- Twilio (SMS)
- Mailchimp (follow-up sequence)
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
Without automation, this falls entirely on an open house host, who has to track every step by hand across emails, spreadsheets, and sticky notes. 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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