Consistent outreach without annoying anyone.
Seller prospecting is a numbers game, but only if every owner is followed up properly and nobody is contacted after saying no. This snapshot runs the follow-up for you and hands your specialist the owners who want to talk.
Calls and texts
Six calls over four days and ten texts over six months, to one number.
Home or land
Condition, roof, timeline and price in mind, saved to the contact.
Consultations
Booked in the call or by text, with reminders.
The snapshot contents.
Phone and text assistant for property owners.
Calls, qualification, booking and specialist transfer.
Ten texts and a qualify-and-book conversation by text.
Team email and task when a consultation is booked.
From New Lead to Appointment Scheduled or Not Interested.
30-minute consultation with confirmations and reminders.
Everything the seller tells you about the property.
Five workflows, one seller journey.
Text version of this diagram
Enrolling a seller sets the pipeline stage to Contacting and places the first call to their preferred number. A missed first call is retried three minutes later; a second miss sends a short text and the calls continue once a day, six calls in total. If the seller answers any call, the seller conversation takes over and the campaign stops. After six unanswered calls the stage becomes Left a Message and a task is created.
Text version of this diagram
The answered call opens with an AI-assistant greeting and asks whether the owner is open to an offer. A decline moves the seller to Not Interested, adds a not interested tag that stops the text campaign, and ends politely. A request for a specialist transfers the call; if nobody answers, the assistant offers to book instead. An interested owner is asked whether the property is a home or land. Home sellers answer eight questions and land sellers four, all saved to the contact. The assistant then offers a consultation: a booking moves the seller to Appointment Scheduled, emails the team the seller details, creates a preparation task and confirms the time; a failed booking or a not now creates a follow-up task.
Text version of this diagram
The text campaign checks before every message whether the seller is marked not interested, then sends up to ten texts to one number, waiting 1, 3, 5, 7, 14, 21, 30, 60 and 90 days between them. Any reply stops the campaign and marks the seller Replied. When a seller texts in, the reply workflow asks whether they are open to selling, asks five questions by text, saved to the contact, and offers to book a consultation. A no closes the file and stops further texts. When a Seller Consultation is booked, the team gets an email with the time and property and a preparation task; the seller gets confirmations and reminders from the booking.
Eight owner steps make it yours.
- 1Set your company name
Update the Company Name variable.
- 2Choose your caller ID
The number owners see on campaign calls.
- 3Connect an SMS number
For the campaign texts and the reply workflow.
- 4Enter your specialist's phone
On the transfer step, with their hours.
- 5Set up the Seller Consultation
Assign staff, set hours, then publish it.
- 6Connect your email sender
And confirm the support address for team alerts.
- 7Confirm consent
Only enroll owners you are allowed to call and text, and check local rules.
- 8Enroll sellers
Start the call campaign, the text campaign, or both.
Run the acceptance tests.
The greeting asks about an offer; answers land on the contact; the campaign stops.
A second call 3 minutes later, a text, then daily calls; Left a Message and a task after six.
Appointment Scheduled, a qualified-seller email, confirmation text and email, and an appointment email to the team.
Not Interested stage and tag; the text campaign stops at its next check.
The specialist line rings; Call Forwarded stage.
The campaign stops; the reply workflow asks five questions and offers a booking.
Your prospecting system is ready.
When the tests pass, activate the agent and enroll sellers.
Open the setup center →