Are your leads on automatic follow-up plans in your CRM?

CRMs like Follow Up Boss or BoldTrail send follow-up texts and emails on a schedule and remind you when to call. No lead gets forgotten when you are busy.

Have you tried an AI assistant that answers new leads straight away, even at night?

It texts new leads within a minute, asks the key questions and passes the warm ones to you. Fast replies win more clients.

How to automate it

How to automate “follow up with new leads and past clients”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

60 min

typically, every day

60%

of the time can be automated

Easy

to set up

Fix 1 of 2

AutomationBest fix

Put every lead on an automatic follow-up plan in your CRM

Action plans and smart campaigns send texts and emails on a schedule and create call tasks for you, so no lead goes cold because you were busy showing.

Typically saves about 50% of the time2 h to set up

1Use the action plans or smart campaigns in your CRM (Follow Up Boss, BoldTrail (kvCORE), Lofty or Sierra Interactive).
2Build three plans: new online lead, open house visitor, past client.
3Write short, personal-sounding messages; mix texts, emails and call reminders.
4Make plans stop automatically when the lead replies.
5Each morning, work only the call tasks it creates.

Tools: Follow Up Boss, BoldTrail (kvCORE), Lofty or Sierra Interactive

Fix 2 of 2

Software feature

Let an AI assistant reply to new leads within a minute, day or night

AI texting assistants answer new inquiries straight away, ask the key questions (timeline, budget, area) and hand warm leads to you. Speed matters more than anything in lead response.

Typically saves about 40% of the time2 h to set up

1Check whether your CRM or brokerage offers an AI assistant (Lofty AI Assistant, Ylopo AI texting, Structurely, or AI built into BoldTrail or Follow Up Boss integrations).
2Set what it may and may not say (no pricing advice, no promises).
3Set a handoff rule: it books a call or alerts you when the lead is warm.
4Read conversations weekly and adjust.

Tools: Lofty AI Assistant · Ylopo · Structurely · Follow Up Boss, BoldTrail (kvCORE), Lofty or Sierra Interactive

Quick wins

Have you tried…

Are your leads on automatic follow-up plans in your CRM?: CRMs like Follow Up Boss or BoldTrail send follow-up texts and emails on a schedule and remind you when to call. No lead gets forgotten when you are busy.
Have you tried an AI assistant that answers new leads straight away, even at night?: It texts new leads within a minute, asks the key questions and passes the warm ones to you. Fast replies win more clients.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Real estate agent

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