8 - Tabatha Whewell | NEOhioRealty @ EPIQUE

8. Active Selling Client (Listed)

Sellers Listed & Active On Market 12 Week Plan

Objective: To keep sellers engaged and informed throughout the home-selling process. By providing regular updates, actionable insights, and clear communication, we aim to build trust, address concerns proactively, and guide sellers toward a successful and smooth sale.

Settings, Trigger, Actions

Settings tab

Plan Name: 8. Active Selling Client (Listed)

Target Lead Type: Include one of 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. Set Seller to Receive all Feedback @ ShowingTime

2. Set Seller Up for Reports in Realtor.com

3. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we begin working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

4. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

5. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

6. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

7. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

8. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

9. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

10. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

11. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

12. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

13. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄

14. Weekly Check-In: Market Updates and Insights ✏️ Edit

Wait 7 Days. Assign to Agent.

Subject:
Market Updates & Insights📈

cc all family members

Hi #Lead_First_Name#,

I hope this message finds you well! 😊 As we continue working together to sell your home, I want to ensure you’re always informed about market activity and how it relates to your property. Here’s your weekly update with key insights and data. 📈💱

Recently Sold Properties🪧Let’s look at the homes that closed this past week in your area. These sales provide valuable insight into pricing trends and buyer activity:

1.
2.
3.

New Listings on the Market 🏠 Here’s a snapshot of homes that were recently listed in your area. These are your current competitors in the market:

1.
2.
3.

Properties Under Contract ✅ Pending sales offer a glimpse into what buyers are willing to pay right now. Here’s what went under contract this week:

1.
2.
3.

What This Means for Your Listing 🔎 The real estate market is dynamic, and I’m closely monitoring these trends to position your home competitively. Based on this week’s data:

Pricing: We may need to revisit pricing strategies if the competition is shifting. 📊
Staging and Presentation: Minor tweaks could make your home stand out even more. 🌈
Marketing: I’m reviewing the feedback we’ve received from showings and will incorporate it into our strategy. 🔄