Real estate
After completion
The part that makes the next two deals. Run it the week the sale completes.
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The steps
Move the deal to won and note the final price.
Send the buyer a congratulations message and ask for a review.
Set a reminder in six months to check in.
Set a reminder in twelve months for the anniversary message.
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 "After completion" 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.
More Real estate playbooks
New enquiry, first hour
Run this the moment a property enquiry lands, from a portal, a form or WhatsApp.
Viewing booked
Everything that has to happen once a viewing time is agreed.
After the viewing
The follow-up most agents skip, which is where the second viewing comes from.
Seller weekly update
The call that stops a seller going quiet on you. Run it once a week per listing.
Offer received
From the moment an offer comes in to the moment the seller answers.
New listing goes live
Run this the day a property is listed, so the first week is not wasted.