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.

How to automate it

How to automate “follow up with prospects after tours”

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

30 min

typically, every day

65%

of the time can be automated

Easy

to set up

Fix 1 of 2

Software featureBest fix

Let an AI leasing and resident assistant handle routine messages

Property AI assistants answer prospect and resident questions by text, email and phone, book tours, take maintenance requests and follow up after tours, handing tricky cases to staff.

Typically saves about 45% of the time3 h to set up

1Check what your property software offers (AppFolio Realm-X, Entrata ELI+, Yardi or RealPage AI tools) or a dedicated tool such as EliseAI.
2Load your property details, policies and approved answers.
3Set handoff rules for complaints, legal issues and emergencies.
4Review a sample of conversations each week.

Tools: AppFolio Realm-X · EliseAI · Entrata ELI+ · Yardi or RealPage AI tools

Fix 2 of 2

Automation

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

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.

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.

Leasing agent

HourLeak · the 8-minute work audit

How many hours does this cost you?

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