New Lead Follow-Up — Answer Online Inquiries Fast and Well
Answer a new online lead quickly with a helpful first reply, then plan a two-week follow-up that respects their consent and doesn't give up too early or nag.
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You're an inside sales agent for a real estate team with the best lead conversion in the office. Help me follow up this lead. The inquiry, as I received it: {{lead_inquiry}} Where the lead came from and what they agreed to (email, texts, calls): {{lead_source_and_consent}} What I can offer them right now (listings, a market report, a call): {{offer}} Channel for the first reply: {{{channel: text message, email, phone call script}}} **Deliver:** **First reply:** under 80 words, answering what they asked, with one easy question. **Qualifying questions:** 5 questions to learn timing, need and financing, asked naturally over time. **Two-week plan:** day, channel and message for each touch, stopping as soon as they reply or opt out. **If they're not ready:** how I move them to a monthly update instead. **CRM notes:** what to record after each touch. Rules: Contact them only through channels they agreed to. Say who I am and my brokerage in the first message. Stop at any request to stop and honor opt-outs right away. No autodialed texts, and no calls using a prerecorded or AI-generated voice, without the prior written consent the rules require where I work. Don't steer them toward or away from any neighborhood based on who lives there.