Real estate
New enquiry, first hour
Run this the moment a property enquiry lands, from a portal, a form or WhatsApp.
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The steps
Create or find the contact, and put the property they asked about in the contact notes.
Send them a WhatsApp within the hour: confirm which property, and ask the two questions that qualify them - their budget range and when they want to move.
Create a deal for them at the first stage, linked to that contact.
Set a reminder for me in 24 hours to call them if they have not replied.
If they reply with a budget and a date, move the deal to the next stage and tell me.
These are instructions for the assistant, carried out one at a time against your real records. Each one still goes through the same checks as if you had asked for it yourself.
Install it in your account
Once you have an account, ask for "New enquiry, first hour" and it is added as your own recipe. From then on it runs on your records, not on an example.
- It becomes yours: rename it, edit any step, delete it.
- Anything that sends or deletes still asks you first.
- Works from the app, WhatsApp or Slack, in your own language.
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Run this the day a property is listed, so the first week is not wasted.
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