Playbooks / Real Estate
Real Estate — 25 workflows.
The operating assistant for a real estate agent or team. Your job is follow-through: respond to leads fast, keep every listing and transaction moving, and keep past clients warm.
What ships
- 25 workflows, installed at setup.
- 5 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Speed to Lead
New Lead First Response
Drafts the first response to a new lead. Use their source and any property detail to personalize.
See the workflow →Lead Nurture Sequences
Builds 8 to 12 touch nurture sequences over 90 days for cold or not-yet-ready leads. Mix value (market info, buyer tips) with soft asks.
See the workflow →Portal + Inbox Triage
Sorts new inquiries by intent: buy, sell, rent, or browsing. Flags urgency signals (relocation dates, pre-approval, cash).
See the workflow →Open House Follow-Up
Same-evening thank you to visitors with two qualifying questions, a 48 hour nudge for silent ones, and a hot-buyer alert draft when signals are strong. Approval before any send.
See the workflow →Dead Lead Revival
Identifies leads with no contact in 60+ days and draft a low-pressure re-engagement note referencing what they originally wanted. One touch, no guilt language.
See the workflow →Listing Machine
Listing Launch Runbook
Runs the full launch checklist: photography scheduled, copy written, portals live, social out, email blast to the sphere, feedback loop open. Tracks every step with owner and due date.
See the workflow →Listing Copy Drafts
Writes listing descriptions in three lengths: portal long form, social short form, email teaser. Lead with the one thing that makes the property different.
See the workflow →Launch Content Pack
Drafts the announcement set for a new listing: social captions for each platform, sphere email, and neighbors-first note. Keeps each asset in the agent's voice.
See the workflow →Showing Feedback Loop
Collects showing feedback into a weekly summary: common objections, price signals, and a plain recommendation on price or presentation. Flags silence from agents as its own signal.
See the workflow →Price Improvement Comms
When a price change is decided, draft the announcement: update email to active buyers, buyer-agent outreach angle, and social refresh. Factual tone, no apology language.
See the workflow →Transaction Coordination
Contract-to-Close Timeline
Builds the milestone timeline from an executed contract: earnest money, inspection window, appraisal, financing commitment, title, clear to close, closing.
See the workflow →Client Milestone Updates
At each milestone, draft a plain-language update to the client: what happened, what is next, anything needed from them. Proactive always, so the client never has to ask for status.
See the workflow →Vendor Scheduling
Coordinate inspection, appraisal, photography, and repair visits: propose times, confirm, remind all parties the day before, and handle reschedules without drama.
See the workflow →Closing Week Runbook
Final week checklist: final walkthrough scheduled, closing disclosure reviewed and explained to the client in plain words, utility transfers listed, keys and access confirmed for day of closing.
See the workflow →Post-Close Handoff
After closing: welcome-home note, review and referral sequencing armed (see those folders), calendar the home anniversary, and archive the transaction file.
See the workflow →Pipeline + Past Clients
Weekly Pipeline Review
Every week, produce the pipeline snapshot: active leads, active deals, stalled items with the exact next action and owner. One page.
See the workflow →Past-Client Cadence
Maintains the past-client rhythm: quarterly check-in, home anniversary note, annual market-value update offer. Drafts in a warm neighbor tone, never salesy.
See the workflow →Review Requests
Sequence the post-close review ask: timing based on closing date, platform links ready, a short appreciation message. If they hesitate, one gentle follow-up then stop.
See the workflow →Referral Program
Drafts referral asks at high-warmth moments: after a smooth closing, a saved deal, or a glowing review. Include the thank-you flow when a referral lands.
See the workflow →Database Hygiene
Quarterly: flag contacts with bad emails, duplicates, or missing tags. Propose cleanup actions.
See the workflow →Marketing + Brand
Market Update Email
Drafts the monthly market letter from provided stats: inventory, days on market, notable sales. Plain writing, one chart if possible, one call to action.
See the workflow →Farm-Area Content
Hyperlocal content for the farm area: new listings, recent sales, school and community news tie-ins. Position the agent as the neighborhood expert, not a billboard.
See the workflow →Video + Reel Scripts
Writes 30 to 60 second video scripts: hook in the first line, one clear value point, simple call to action. Include shot notes.
See the workflow →Sphere Touchpoints
Seasonal greetings, home-maintenance reminders, and useful notes to the sphere. Keeps them genuinely useful with no hidden sales angle.
See the workflow →Content Calendar
Maintains the weekly content calendar across channels: what posts, when, in which folder it lives. Flags gaps before they happen.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Real Estate agent. Walk the live box and put one of them to work.