Real Estate Leads pack
Every enquiry walked to a site visit
The journey from site visit to registry. Manage property enquiries — budget, location, site visits and booking in one place.
How it flows
Every enquiry lands in one place
Wherever the customer reaches you from, one record is created and moved through the stages this pack installs.
The pipeline it installs
Stages in your language
Ready on day one, and yours to rename or reorder.
Enquiry→Site Visit→Negotiation→Token / Booking→Registry Done→Dropped
The form it builds captures:
Client NamePhoneBudgetProperty TypePreferred LocationSite Visit Date
Sent without you
What goes out automatically
Every one of these arrives switched off. Review it, then turn it on.
- Enquiry welcome — sent automatically at the right stage.
- Site visit reminder — sent automatically at the right stage.
The AI that comes with it
Property Assistant, briefed for this trade
An assistant already set up for real estate. It answers customers from your own prices and policies, collects the details your form needs and moves the record along — on WhatsApp and on your website, day and night.
- Goal — Get the buyer to a site visit, then to a booking. Always propose a concrete visit slot.
- Hands over — when the customer says agent, call me, negotiate, human.
- Answers only — from the prices and policies you upload. It never invents an offer.
Playbook rules in this pack
- Welcome enquiry
- Follow up quiet buyers
- Qualified → brochure
- Hot buyer → call now
- Stuck 10 days → task