5 - Tabatha Whewell | NEOhioRealty @ EPIQUE

5. Long Term Buyer

Settings, Trigger, Actions

Runs for 9 months, emailing every 2 weeks with a start and follow up (end) video text.

Settings tab

Plan Name: 5. Long Term Buyer

Target Lead Type: Include one of Buyer, Investor, Renter

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

Trigger: Lead Meets Specified Conditions
Pipeline, Is: Attempting Contact, Nurturing, Cold, Warm
- Segment, Is: Buyer, Investor
Toggle Auto Apply to on. Keep Auto-Reply off.

Actions

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

1. Video text to lead. Forewarn if no number provided.

30 second introduction and hello to lead. This may be a 2nd video text to them so mindful if you've sent one or if this is a follow up.

Example Scripts:

Smile - Hi Mr. Jones!
Identify - This is Betty Boop with Epique Realty
Connect - just connecting a face to my name since I will be
Be touching base with you and - periodically touching base with you to make sure you have everything you need for your next move.
Ask a question - Are you actively looking to make a move now or are you just browsing for now?
Thank you and looking forward to - Thanks for watching and I look forward to meeting you in person! Smile.

Smile - Hi Mr. Jones!
Identify - This is Betty Boop with Epique Realty
Connect - I just wanted to reconnect with you
Be touching base with you and - and ensure I'm sending you the resources you need for your next move.
Ask a question - Quick question. Feel free to text me back! If I showed you the perfect house today that is within your budget and that met all of your needs and your wants, would anything be holding you back? Pause. You know, I can help with that. Smile.
Thank you and looking forward to - Thanks for watching and I hope to meet you in person soon!

Smile - Hi Mr. Jones!
Identify - This is Betty Boop with Epique Realty
Connect - I've been sending you the house hunting emails and listings so I figured I'd say hello and put a face to the name.
Be touching base with you and - I'd
Ask a question - Quick question. Feel free to text me back! What is it that will drive your next move? Is it LOVE, MONEY or FAMILY?
Thank you and looking forward to - Thanks for watching and I hope to meet you in person soon! Smile.

2. Auto Email 1: Did we just become best friends? 🤝

Send Immediately. Auto-Email. Assigned to Agent

Subject:
Did we just become best friends? 🤝

Hi #lead_first_name#,

Thanks for staying connected! Whether you’re a “just browsing” type or secretly planning your next big move, I’m here to help when the time feels right.

While you’re on the fence, feel free to explore my site, #my_website#. It’s like having a real estate encyclopedia at your fingertips, but cooler and with way fewer pop-ups.

If you have questions, want to chat about homes, or just need someone to hype you up, I’m your girl!

🏡 Cheers to your future home!

2. Auto Email 2: The Zillow Rabbit Hole Won’t Save You 🐇

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
The Zillow Rabbit Hole Won’t Save You 🐇

Hi #lead_first_name#,

Let’s be honest—you’ve fallen into the Zillow rabbit hole at least once (we all have). But here’s the thing: online estimates can be... ambitious. Zillow's inventory list? Lacking in updates. Most of what you're seeing is already under contract and if it shows listed for 1 day, it's likely 2 or 3.

With my Search Dashboard, you can track listings, save favorites, and avoid Zillow heartbreak. Plus, I can help you refine your search so you’re only looking at homes that actually make sense.

Hit me up if you want to start a search party (and yes, there’s a “share with friends” feature).

🕵️‍♀️ Tab, Your Real Estate Sidekick

3. Auto Email 3: Your Home Deserves More Than Just a “For Sale” Sign 🏷️

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Your Home Deserves More Than Just a “For Sale” Sign 🏷️

Hi #lead_first_name#,

Thinking about selling? Before slapping a “For Sale” sign in the yard, let’s talk strategy. A little prep work (think decluttering, staging, and touching up paint) can make a HUGE difference.

Need help? I offer free consultations to give you personalized tips and tricks to get your home ready to shine brighter than your neighbor’s holiday lights.

When you’re ready, let me know—I’ll bring the coffee. ☕

Your partner in selling, fishing, kayacking - almost anything but jumping out of a perfectly good airplane.

4. Auto Email 4: Point-of-Sale Inspections: What Even Is That? 🧐

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Point-of-Sale Inspections: What Even Is That? 🧐

Hi #lead_first_name#,

If selling is on your radar, here’s a fun fact (okay, maybe not fun, but important): some cities in Northeast Ohio require point-of-sale inspections before you can list your home.

Don’t worry—I’ve got a cheat sheet for all the local requirements on #my_website#. It’s like a treasure map, but for avoiding fines.

Let me know if you want the scoop or just need someone to explain it in non-boring terms.

Guide 🗺️ On your side,

5. Auto Email 5: Utility Bills: The Surprise Nobody Wants 💡

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Utility Bills: The Surprise Nobody Wants 💡

Hi #lead_first_name#,

Looking at homes? Don’t forget to factor in the not-so-fun stuff—like utility costs. A dreamy home can turn into a nightmare if the heating bill is higher than your car payment.

Check out my Utilities Page on #My_Website#. It’s like Yelp for utility companies, minus the sassy reviews.

Let me know if you have questions about specific areas!

⚡ Your guide to smart decisions,

6. Auto Email 6: Don’t Take My Word for It – Hear This! 🗣️

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Don’t Take My Word for It – Hear This! 🗣️

Hi #lead_first_name#,

I could tell you all day how much I love helping people find their dream homes, but my clients say it better:

"#agent_name# turned what could’ve been a stressful process into something exciting and fun. Highly recommend!"

Ready to create your own success story? I’d love to help when the time is right. Until then, check out more stories on NEOhioRealty.com.

📖 Happily-ever-after specialist,

7. Auto Email 7: That New Home Smell Hits Differently! 🏗️

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
That New Home Smell Hits Differently! 🏗️

Hi #lead_first_name#,

Dreaming of a home where everything is shiny and brand new? New construction might be for you! My site has a New Home Construction Search feature so you can explore builder options in Northeast Ohio.

From picking layouts to choosing countertops, I’ll be your guide through the fun (and the paperwork).

Let me know if you’d like to explore this option—it’s like HGTV, but better because it’s YOURS.

🔨 Building your dreams,

8. Auto Email 8: What’s the Real Estate Tea? ☕

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
What’s the Real Estate Tea? ☕

Hi #lead_first_name#,

Thinking of buying or selling but unsure if now’s the time? Let me spill the real estate tea:

Interest rates are expected to plateau now and stick around 5%. Gone are the 3-4% days and 5-5.5% will be the new norm.
Homes are selling faster than fresh donuts at a bakery.
New home sales are expected to skyrocket.

Want advice tailored to your goals? Let’s chat—I’ll bring the inside scoop!

🫖 Keeping it real (estate),

9. Auto Email 9: School Research Without the Homework 📝

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
School Research Without the Homework 📝

Hi #lead_first_name#,

Schools are a big deal for many buyers, but who has time to dig through endless reviews? That’s why I’ve put school info and district data on #My_Website#

It’s quick, easy, and won’t remind you of high school report cards.

Ready to dive in or need help finding the perfect area? I’m just a message away!

🎓 Always here to help,

🫖 Keeping it real (estate),

10. Auto Email 10: The Market Called. It's time to check in! 📞

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
The Market Called. It's Time to Check In!📞

Hi #lead_first_name#,

Guess what? The market’s been buzzing, and it might have some juicy updates just for YOU. 📈

Whether you’re buying, selling, or just peeking from the sidelines, knowing what’s happening can help you make smarter decisions. Here’s the quick scoop:

Homes in greater Cleveland are averaging 18 days on the market.
Interest rates are trending at 5.87%%, and it could impact your buying power!

Have questions about how these trends affect your goals? I’ve got answers (and maybe some dad jokes for good measure). 😉

Don’t forget— #My_Website# is your 24/7 sidekick for exploring the latest listings, comparing neighborhoods, and dreaming about that perfect home.

Whenever you’re ready, let’s chat!

📞 Always on your side,

11. Auto Email 11: Is it time to make a move or are you still on the fence? 🏠

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Is it time to make a move or are you still on the fence? 🏠

Hi #lead_first_name#,

I’ve got a quick joke for you—because what’s real estate without a little humor?

Why don’t skeletons ever buy houses?
They don’t have the guts! 🦴😂

I’ll stick to real estate advice. Speaking of which, I wanted to check in—are you thinking about making a move soon, or is it still more than 6 months out? 🕒

No pressure—just want to make sure I’m here for you when you’re ready to take the next step. Whether you’re diving into the market now or just exploring your options, I can help you stay informed and prepared.

Remember, #My_Website# has all the tools to make your search a breeze—from customizable searches to local resources.

Let me know how I can help (or if you’ve got a better house joke—I’m all ears!).

🏡 Always here,

12. Auto Email 12: Let’s Dream a Little—What Does Your Perfect Home Look Like? 🏡✨

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Let’s Dream a Little—What Does Your Perfect Home Look Like? 🏡✨

Hi #lead_first_name#,

Let’s have some fun—if you could snap your fingers and design your dream home, what would it look like?

What’s your must-have feature? (A chef’s kitchen? A backyard oasis? That walk-in closet you’ve been Pinteresting?)
What would make you say, “I HAVE to move now!”? (More space? A shorter commute? Finally escaping that neighbor with the leaf blower?)
What’s missing in your current home that you’d love to have?

I’d love to hear your thoughts—no detail is too big or small! Your answers can help me keep an eye out for homes that might be a perfect match, whether you’re ready to move soon or just exploring ideas.

And hey, if you’re not sure yet, that’s okay too! Sometimes dreaming is the first step to finding what’s next. 🌟

Reply to this email when you have a moment—I’d love to hear what’s on your mind (and help make those dreams a reality).

🏡 Let’s make it happen,
Your Real Estate Matchmaker 💌

13. Auto Email 13: Are You a Kitchen Connoisseur or a Backyard Enthusiast? 🍳🌳

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Are You a Kitchen Connoisseur or a Backyard Enthusiast? 🍳🌳

Hi #lead_first_name#,

When it comes to dream homes, everyone’s got that one thing they can’t live without. Is it:

A kitchen that could star on Food Network? 🍳
A backyard where you can sip coffee or host BBQs? 🌳
A spa-like bathroom to escape from the world? 🛁

What’s the one feature that would make you fall head over heels for a home? I’d love to know! Your answer helps me keep an eye out for homes that check all the right boxes.

Whenever you're ready to make your move—whether now or later—I’m here to help find that home.

🌟 Daydreaming right along with you!

14. Auto Email 14: “Moving Is Too Stressful!” 🚚📦

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
“Moving Is Too Stressful!” 🚚📦

Hi #lead_first_name#,

Moving gets a bad rap for being stressful—but that’s where I come in! Let me handle the details (like negotiations, market research, and finding your dream home) so you can focus on the exciting part: the new chapter ahead.

Tell me—what’s been holding you back from making the leap? Is it:

The thought of packing? (I’ve got tips to make it painless!)
The current market? (I’ll guide you through it.)
The unknowns? (That’s why I’m here!)

Whenever you’re ready, I’ve got your back—and a plan to make it smooth sailing.

🚚 Moving doesn’t have to be stressful.
Your REALTOR® Extraordinaire

15. Auto Email 15: Have you seen the latest listings? 👀

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Have you seen the latest listings? 👀

Hi #lead_first_name#,

The market’s buzzing, and new homes are hitting the market every day! Have you checked out the latest listings on #My_Website#?

With tools to save favorites, track prices, explore neighborhoods and a search party to share with friends and family, it’s basically a dream-home-hunting playground. 🏡🎢

If you spot something you love (or want me to set up a search tailored to you), let me know—I’d be happy to help!

✨ Happy house hunting!
Your Real Estate Adventure Guide

16. Auto Email 16: Your Future Dream Home Is Waiting—Are You Ready?✔️

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Your Future Dream Home Is Waiting—Are You Ready?✔️

Hi #lead_first_name#,

They say the best investment you can make is in yourself—and what better way to invest in your future than with the perfect home?

What’s stopping you from making the leap? If it’s:

Finances, I can connect you with trusted lenders.
The market, I’ll give you the inside scoop on timing.
Uncertainty, I’m here to answer every question (seriously, even the “What’s escrow?” ones).

The home you’ve been dreaming about might be closer than you think. Let’s talk about how we can make it happen!

🌈💡Investing in your dreams.

17. Auto Email 17: What’s Your Timeline Looking Like? 🕒

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
What's your timeline looking like? 🕒

Hi #lead_first_name#,

Quick check-in: Are you thinking about making a move soon, or is it more of a “down the road” kind of plan?

I can help no matter where you’re at in the process:

If you’re ready now, let’s dive in and get started!
If it’s more than 6 months out, we can map out a plan so you’re fully prepared when the time comes.

The best moves are the ones that are well-planned—and I’m here to help every step of the way!

⏱️ Ready when you are!
Your REALTOR® With a Plan

18. Auto Email 18: Ready now or later? Let's plan together!🕒

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Ready now or later? Let's plan together!🕒

Hi #lead_first_name#,

Quick check-in: Are you thinking about making a move soon, or is it more of a “down the road” kind of plan?

I can help no matter where you’re at in the process:

If you’re ready now, let’s dive in and get started!
If it’s more than 6 months out, we can map out a plan so you’re fully prepared when the time comes.

The best moves are the ones that are well-planned—and I’m here to help every step of the way!

⏱️ Ready when you are!
Your REALTOR® With a Plan

19. Auto Email 19: Need Any Help Along the Way? 🛠️

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Need Any Help Along the Way? 🛠️

Hi #lead_first_name#,

Life happens, and plans can change—so here’s a quick reminder: I’m here to help with whatever you need, no matter where you are in your journey. Whether it’s:

Advice on the market 🏡 (Want to know if now’s a good time to buy or sell? Let’s chat!)
Tips for selling your home 💡 (From staging ideas to boosting curb appeal, I’ve got you covered.)
Finding the perfect listing 👀 (And setting up custom searches so you don’t miss a thing!)
Professional contractor recommendations 🛠️ (Need repairs, renovations, or just a fresh coat of paint? I’ve got trusted experts ready to help.)
Understanding city sale requirements 🏢 (Point-of-sale inspections, permits, or other must-know rules? I’ll walk you through it all!)

My goal is to make your next move as smooth and stress-free as possible. Even if you’re just in the planning stage, I’m here to answer questions, connect you with resources, and help you feel confident every step of the way.

Let me know how I can help—you don’t have to do this alone!

😊 Always ready to assist.
Your REALTOR® With a Toolbox Full of Solutions

20. Auto Email 20: Whenever You’re Ready, I’m Here for You! ❤️🏠

Wait 14 Days. Auto-Email. Assigned to Agent

Subject:
Whenever You’re Ready, I’m Here for You! ❤️🏠

Hi #lead_first_name#,

I know finding the right time to make a move isn’t always easy—but here’s the good news: I’ll be here whenever you’re ready. Whether it’s next month or next year, you can count on me to guide you through every step.

Feel free to reach out if you:

Spot a home that catches your eye 🏡
Need answers to any real estate questions 🤔
Want advice on timing, the market, or anything else 💬

Until then, keep dreaming big—I’ll be ready to help when the time is right.

❤️ Wishing you all the best,
Your REALTOR® for Life