Sequences
2 sequences — each step composed fresh by AI, never templated
Seller — Hot (A Priority)
A PrioritySELLER4 steps — AI composes each message at runtime from lead context
Step Objective
Immediate warm acknowledgment within 5 minutes of form submission. Reference their specific property or neighbourhood. Propose a 15-minute call today. Do not sound like a template.
“Hi Margaret! It's Jodie from FarupScott Group. Thank you for reaching out — Beach Drive is one of Oak Bay's finest streets. Would you be free for a quick 15-min call this afternoon?”
Step Objective
Follow up with a brief email that shows you've done your homework. Reference 2–3 recent comparable sales in their neighbourhood. Invite them to a CMA meeting. Warm but professional.
“Margaret — following up on my text. I've pulled recent sales on Beach Drive that I think will give you a strong sense of what the market looks like right now. Would you be open to a quick CMA review this week?”
Step Objective
Reminder for realtor to call if no reply yet. Include talking points: acknowledge timeline, offer flexibility, emphasize no-pressure approach.
Step Objective
Final same-day follow-up if no response. Brief, warm, not pushy. Offer to connect whenever convenient. Leave the door open.
“Hi Margaret, just want to make sure my message didn't slip through. No pressure at all — I'm here whenever you're ready to chat. Even a 10-minute call can be really helpful at this stage.”
Seller — Warm (B Priority)
B PrioritySELLER3 steps — AI composes each message at runtime from lead context
Step Objective
Warm, professional email acknowledging their 3-month timeline. Reference their neighbourhood and current market conditions. Propose a no-pressure CMA to help them plan.
Step Objective
Brief SMS follow-up. Check in on their renovation plans. Offer to recommend trusted contractors if helpful.
Step Objective
Share a relevant market update for their neighbourhood — recent sales, days on market trends. Position as helpful information, not a sales pitch.