The 5 automations every real estate agent needs running before spending another dollar on leads.
Platform-agnostic. Works in Lofty, Follow Up Boss, KVCore, and 8 other CRMs. Full setup instructions included.
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Each automation includes: what it is, why it matters, exact setup steps (platform-agnostic), and a pro tip from real production use.
Auto-respond to every new lead within 60 seconds across any CRM. Stop losing hot leads because you were in a showing.
A 21-day drip sequence that runs itself. New leads enter, every touchpoint fires automatically, nothing falls through.
Wake up cold leads and past clients automatically. Most agents have $200K+ in GCI sitting in their dead database.
Auto-request reviews right after closing when satisfaction is highest. Consistent 5-star Google reviews on autopilot.
Auto-nurture past clients 90, 180, and 365 days post-close with value-first messages that generate referral conversations.
If you implement the playbook and don't see measurable improvement in your lead response and follow-up within 30 days, we'll refund you. No questions, no hoops.
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