Choose the campaign focus
Define the territory, audience and whether the team is following up with buyers, sellers or another approved segment.
Keep the conversation moving.
Real estate prospects often need timely follow-up. A campaign can focus on approved lead lists and inquiries, with questions tailored to buyer or seller interest and the markets your team serves.
Understand intent
Agents can ask what the prospect hopes to discuss, the general timing and how they prefer to be contacted.
Hand off to an agent
Your real estate professionals receive contact information, notes and any meeting details agreed with the prospect.
Match the questions to the lead
A buyer inquiry and a seller inquiry need different follow-up. We shape the calling process around your offer, lead source and criteria so the handoff serves your team’s workflow.
Useful follow-up details
- Type of real estate inquiry
- Area of interest and general timing
- Preferred way to continue the conversation
- Call notes and agreed next step