1. New Lead - Site Visitor

Settings, Trigger, Actions

This runs 16 days and automatically converts to 5. Long Term Buyer on Day 16
if the lead has not responded & there's no note of having talked.

Settings tab

Plan Name: 1. New Lead - Site Visitor

Target Lead Type: Include one of Buyer, Seller

Plan Scope (my plan)

Auto Apply: (configure settings) takes you to the Trigger tab.
Auto-Pause: Toggle on for when

The lead responds/reaches out
An outbound call is logged as "Talked"
The lead's pipeline changes

Trigger tab

Pipeline: New Leads
Source, Is: Direct Website, Epique, Facebook, Google, Organic Website, Website, Zapier
With Another Agent, Is: Any
Has Assigned Lender, Is: Any
Toggle Auto Apply on this to on.

Actions

These are the steps in the campaign and each step is included in the following expandable tabs down.

1. Send Video (Recorded Introduction Video)

Immediately - Notification - Assigned to: Agent
Send to: Agent

Send a 30 second or less introduction.

"Hi, [Name]! I’m , your trusted REALTOR® here in ______________ with over 20 years of experience. My goal is to make sure you feel confident, informed, and excited throughout your real estate journey—whether you're buying, selling, or just exploring your options. Let’s chat about how I can help make this process smooth and successful for you!"

"Hi, [Name]! I’m _______________, your ____________ REALTOR® with over 20 years of experience. Now you can officially put a face to the name! Whether you're buying, selling, or just exploring your options, I’m here to guide you every step of the way. Let’s talk about how I can help make your journey stress-free and successful!"

Or write your own. Be generic. Not aimed toward buyers OR sellers, but EITHER and BOTH.

2. Send Welcome and hello email

3. Send email to Revise or Set Up Search?

Wait 3 Days and Act at 09:30 AM Qualifier: If the lead has a property alert?

If yes, then Auto Email:

👋 Adjust your search?

Hi again #lead_first_name#,

I just wanted to check in and make sure that your home search is set up the way you need. Are you finding the properties interesting or can I fine-tune your search to better match your preferences for you? Just let me know. I want to make sure I'm sending you what you're looking for. 😊

I’m here to help with any questions or adjustments to make your search as easy and stress-free as possible.

If no, then Auto Email:

👋 Can I send you listings?

Hi again #lead_first_name#,

Hi! Is there anything special you're looking for or a timeframe that you're looking to possibly move? I'm happy to set up a search tailored to you and send you new listings instantly or daily. Let me know how I can help. 😊

4. Call - How's the search going?

Wait 6 days & Call. Leave a voicemail.

These are just ideas for conversation starters.

#lead_name# #lead_phone#

I wanted to check in to see how everything’s going with your home search. Are the updates and listings you’re receiving helpful? If there’s anything you’d like to change or explore, I’m happy to assist!

I hope you’re doing well. I wanted to touch base to see how the home search is going. Have you seen any listings that catch your eye, or is there anything I can tweak to make your search more aligned with what you’re looking for?

5. Call or Text

6. Automatically start 5. Long Term Buyer ➡️