01
Collect Client Information
Gather the client's name, email, and phone number.
Made for Realtors
Build a Follow-Up Plan That Keeps Clients Engaged
Also useful for: people in Real Estate
120 min
Real Estate
Realtor
Build Wealth
Career outcome:
Grow Revenue
Create a client follow-up plan to organize interactions with clients after showings, cold leads, quiet buyers, indecisive sellers, and conversations that keep deals moving.
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Make Your Play
Give us the situation. We’ll build the prompt.
Create a client follow-up plan to stay organized and ensure timely communication with clients.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Determine Follow-up Purpose
Describe the purpose of the follow-up.
03
Select Follow-up Method
Choose the preferred method of follow-up.
04
Schedule Follow-up
Enter the date and time of the follow-up.
05
Collect Additional Notes and Concerns
List any additional notes or comments about the client, as well as their concerns or objections.
06
Determine Client Stage
Enter the client's current stage in the sales process.
07
Determine Desired Outcome
Enter the desired outcome of the follow-up.
08
Collect Relevant Documents
List any relevant documents or materials that need to be shared with the client.
09
Determine Client Communication Preference
Enter the client's preferred method of communication.
10
Collect Upcoming Events
List any upcoming events or deadlines that are relevant to the client.
11
Determine Client Interest Level
Enter the client's current level of interest in the property.
12
Collect Additional Tasks
List any additional tasks or actions that need to be taken after the follow-up.
13
Create Follow-up Plan
Create a client follow-up plan that includes all the collected information.
Make Your Play
Build a Follow-Up Plan That Keeps Clients Engaged
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
List the client's name, email, and phone number.
Describe the purpose of the follow-up.
Select the preferred method of follow-up.
Enter the date and time of the follow-up.
List any additional notes or comments about the client.
0/10000
Enter the client's current stage in the sales process.
List the client's concerns or objections.
0/10000
Enter the desired outcome of the follow-up.
List any relevant documents or materials that need to be shared with the client.
0/10000
Enter the client's preferred method of communication.
List any upcoming events or deadlines that are relevant to the client.
0/10000
Enter the client's current level of interest in the property.
List any additional tasks or actions that need to be taken after the follow-up.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Collect Client Information
Gather the client's name, email, and phone number.
02
Determine Follow-up Purpose
Describe the purpose of the follow-up.
03
Select Follow-up Method
Choose the preferred method of follow-up.
04
Schedule Follow-up
Enter the date and time of the follow-up.
05
Collect Additional Notes and Concerns
List any additional notes or comments about the client, as well as their concerns or objections.
06
Determine Client Stage
Enter the client's current stage in the sales process.
07
Determine Desired Outcome
Enter the desired outcome of the follow-up.
08
Collect Relevant Documents
List any relevant documents or materials that need to be shared with the client.
09
Determine Client Communication Preference
Enter the client's preferred method of communication.
10
Collect Upcoming Events
List any upcoming events or deadlines that are relevant to the client.
11
Determine Client Interest Level
Enter the client's current level of interest in the property.
12
Collect Additional Tasks
List any additional tasks or actions that need to be taken after the follow-up.
13
Create Follow-up Plan
Create a client follow-up plan that includes all the collected information.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Use this when
You need to organize client interactions after showings, cold leads, quiet buyers, indecisive sellers, and conversations that keep deals moving.
You'll need
- Client Information
- Follow-up Purpose
- Follow-up Method
- Follow-up Schedule
- Additional Notes
- Client Stage
- Client Concerns
- Desired Outcome
- Relevant Documents
- Client Communication Preference
- Upcoming Events
- Client Interest Level
- Additional Tasks
You'll get
- Client follow-up plan created
- Follow-up emails scheduled
- Phone call scripts prepared
- Next steps outlined.
By the end of this playbook
You will have:
- Client follow-up plan created
- Follow-up emails scheduled
- Phone call scripts prepared
- Next steps outlined.
Progress 1 of 13