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Playbook

Real Estate

Lead qualification, site-visit booking, and agent assignment.

Best for: Developers, broker networks, agencies

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Real Estate

Automation rules

Trigger
New lead
Action
Qualify budget + preferred location
Trigger
Site visit requested
Action
Book slot + send confirmation
Trigger
No response
Action
Send follow-up with brochure

Message templates

qualify
Hi {{1}}! What’s your preferred location and budget range?
visit_booked
Site visit confirmed for {{1}}. Location: {{2}}
brochure
Here’s the brochure for {{1}}: {{2}}

KPIs to expect

+3×
Qualified leads
+21%
Visit show-ups
< 2 min
Speed-to-lead

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