Real estate agents and teams Follow-up systems for real estate agents and teams

Buyers text three agents and work with whoever answers first. We set up the system that replies to every lead in seconds, books showings and keeps past clients close for the next move.

Your phone Up in a tree with a chainsaw Incoming call(208) 555-0186
Your Tree ServiceText message

    Example messages. We write yours in your voice and connect it to your phone, calendar and CRM.

    Where leads slip away

    Where real estate lose customers

    Slow first replies

    Leads from your website and listings go cold fast while you’re at a showing.

    Long-term leads forgotten

    Someone “just looking” today may buy in a year. Without steady follow-up, they buy with someone else.

    Past clients drifting away

    Home anniversaries and market updates keep you in mind for the next move and the referral.

    Before they call

    What buyers and sellers check before choosing you

    Your website and Google profile should answer these before anyone has to call:

    • That you know the towns and neighborhoods they’re looking at.
    • Your recent sales and current listings.
    • How you’d market their home.
    • How quickly you answer.
    • Reviews from people in a situation like theirs.
    Illustration of a Google Business Profile with reviews, hours, service area and a call button

    How it works for real estate

    One system, from the first search to the next visit

    Follow one client through it. Each step below has a live example you can try; tap play on any of them.

    1. 1Get found
    2. 2Qualify every lead
    3. 3One inbox
    4. 4Showings
    5. 5Track every deal
    6. 6Reviews and referrals
    7. 7Stay in touch

    Step 1 of 7 · Get found

    Show up when people search the towns you know

    Buyers and sellers search “realtor” plus the town. Your Google Business Profile, reviews and town pages help you earn a place on the map. Pick your town and watch the example climb.

    HVAC repair near me · Coeur d’Alene
    1Competitor AOpen · 4.6 (212)★★★★★
    2Competitor BOpen · 4.4 (98)★★★★☆
    3Competitor CCloses 5 PM · 4.7 (64)★★★★★

    Your Business: not in the top 3 (position 9)

    • Right main category
    • Services listed
    • Matching name and phone
    • Steady new reviews
    • Fast, clear website
    • A page for your town
    Grade your real profile

    Illustration only. Real rankings depend on distance, relevance and prominence, and no one can promise a position.

    Step 2 of 7 · Qualify every lead

    Know who’s ready to move

    A few quick questions sort buyers from sellers and ready-now from just-looking, and route each one to the right next step.

    Question 1 of 3
    On your side
    • Answers show up here as they come in.

    Example quiz. We write your questions, decide where each answer goes, and connect it to your follow-up.

    Step 3 of 7 · One inbox

    Every buyer and seller, one place

    Texts, emails, Facebook, portal lead emails and website messages land in one inbox, so you answer each one fast from your phone.

    All messages0 new

      Every channel, one inbox. Tap a conversation to answer it.

      Example customers and messages. We connect your real channels and set up quick replies in your words.

      Step 4 of 7 · Showings

      Fewer missed showings

      Showing confirmations and reminders go out on their own. Clients confirm with one reply or reschedule themselves.

      Tomorrow4 appointments

        Example appointments and replies. We set the timing and wording; customers can confirm, reschedule or cancel by text.

        Step 5 of 7 · Track every deal

        Know where every deal stands

        Buyers and sellers move from first contact to closing on one board, with the follow-up at each step sent for you.

        Every move sets off the next step on its own.

        Example jobs and amounts. Tap any card to move it along. We set up your stages and what happens at each one.

        Step 6 of 7 · Reviews and referrals

        Every closing can turn into a review and a referral

        After closing, clients get a thank-you with a link to your Google review box and a simple way to send friends your way.

        Sent automatically
        Press “Finish a job” to see the review request go out.
        Customer taps the link
        Your Tree Service8 reviews on your Business Profile

          Example customers and reviews. We set up the request text, the timing and your review link; the reviews are your customers’ own.

          Your Cleaning Co.Text message
          1. Link shared
          2. Friend booked
          3. Job done
          4. Rewards sent to both
          Top referrers this year

            11 jobs from referrals

            Example customers. You choose the reward; links are tracked automatically and rewards go out when the friend’s job is done.

            Step 7 of 7 · Stay in touch

            Be the agent they call next time

            Home anniversaries, market updates and a friendly check-in keep past clients close for the next move.

            Your Auto RepairMessages to one customer

              1 of 6 sent automatically. You did the work; the system did the remembering.

              Example messages and timing. We set yours up around how your business actually runs.

              The text

                Customers you haven’t seen in a while. One text can bring some of them back.

                Example customers and replies. We send only to customers who agreed to hear from you, and every text has an easy opt-out.

                What we set up

                Set up and run for you

                • An instant reply to every lead, with a link to book a showing
                • Showing confirmations and reminders
                • Closing-day and move-in messages
                • A review request after closing
                • Home anniversary notes and market updates for past clients

                We write the messages with you, connect everything to your phone, calendar and website, and keep it running. You get the leads and a plain report every month. More about how it works.

                Watch a lead come in.

                Tap any piece to see what it does and how it connects.

                An illustration with a made-up business. Real results depend on your market.

                Your website

                What a website for real estate needs

                • Town and neighborhood pages written from experience.
                • Your recent sales and listings, with your role in each.
                • A home value request for sellers.
                • How you work with buyers, including first-time buyers and people moving from out of state.
                • A fast reply to every inquiry.

                See managed websites for what the plans include.

                Map of the Carey Enterprises service area from Sandpoint to Spokane, with Athol as home base

                Through the year

                Busy seasons for real estate in North Idaho

                Spring and summer are the busiest months to list and buy, and many people moving here from out of state start searching in winter, from wherever they live now.

                Town pages and a quick answer to every inquiry reach them early, before they’ve picked an agent.

                Questions

                Questions from real estate

                Will it work with my brokerage’s tools?

                Often, yes. We look at what you use and connect what we can.

                Can it follow up with long-term leads?

                Yes, with spaced-out, personal messages that keep going until they’re ready or opt out.

                Do you build agent websites?

                Yes, with your listings, neighborhoods and a clear way to reach you.

                Do I need listings search on my website?

                It helps buyers search from your site instead of a portal. We connect the listings service you use.

                What helps a real estate website rank locally?

                Pages about the towns and neighborhoods you know, written from experience: what it’s like to live there, commutes, and the questions buyers ask you.

                How fast should I reply to online inquiries?

                As fast as you can. People often contact several agents, and the first to answer usually gets the conversation. An instant automatic reply buys you time.

                Want this running for your business?

                Book a free 15-minute call. We’ll look at how calls and leads reach you today and show you what we’d set up.