Objective:
Move the lead from browsing >> clarity >> engagement >> structured consultation.
This sequence includes 8 touches over approximately 16 days, blending call, email, and text outreach to create a human connection and encourage reply-based engagement.
⚠️ Important Rule:
Manually remove the lead from this campaign immediately once:
Two-way communication begins
A showing is scheduled
A buyer consultation is set
The lead is moved into Active Buyer status
This campaign is designed to start the conversation - not replace it.
Event 1: Buyer Clarity/Confirmation - Phone Call
1 Day from Start @ 11 AM
“Hey [[lead_first_name]], I saw you’ve been looking at homes in [[area]] and wanted to check in.
Are you actively planning a move, or still narrowing things down?”
(Then ask:)
“What’s most important to you — location, price, or specific features?”
Keep it simple. Goal is:
Timeline
Budget range
Area
Motivation
If voicemail:
“Hi [[lead_first_name]], it’s [[agent_name]]. I noticed you’ve been looking at homes in [[area]] and just wanted to connect and see what you're hoping to find. I’ll send a quick email as well.”
Event 2: Smart Buyer Follow-Up - Send Email
2 days from start @ 10 AM
SUBJECT: Just wanted to follow up!
Hi [[First]]
I noticed you’ve been exploring homes in the area I specialize in.
Sometimes online browsing means early research… and sometimes it means something more serious is coming together.
Where would you say you are right now, just exploring, or actively planning a move?
If helpful, here are a few tools while you're narrowing things down:
• Search homes → [insert search listings link]
• Estimate your payments → [insert mortgage calculator link]
• What to expect as a buyer → [insert home buying guide or blog resource article]
Let me know if you would like to schedule a quick consultation call to discuss your current position.
Event 3: Buyer Qualification Text - Send Text
3 days from start @ 1PM
Hey [[first_name]], quick question! Have you connected with a lender yet to see what your home purchase power is, or are you still in early research mode? [[text_signature]]
Event 4: Market Strategy Email - Send Email
5 days from start @ 10AM
SUBJECT: Let's schedule your dream home tour!
Hey [[First]], just wanted to follow up because homes in the area are moving quickly in certain price points.
Have any stood out to you that you’d want to see in person?”
Event 5: Buyer Strategy Education - Send Email
8 days from start @ 1 PM
SUBJECT: Before you fall in love with "the one" 😍…home edition 🏡
Hi [[First]],
One thing most buyers don’t realize is that strategy matters more than the house itself in competitive markets.
Winning often comes down to timing, structure, and positioning; not just price!
Here’s a quick breakdown of how buyers are winning right now:
🏡 insert blog link about buyer strategy or market trends
Just out of curiosity, are you hoping to move within the next 3 months, or is your timeline more flexible?
Event 6: Showing Invitation Text - Send Text
10 days from start @ 2 PM
Hi [[first_name]], are any of the homes you’ve seen online worth seeing in person yet?
Event 7: Buyer Consultation Invitation - Send Email
12 days from start @ 1 PM
SUBJECT: [[First]], let's schedule a call!
Hi [[First]],
At some point, browsing turns into decision-making. If you'd like, we can schedule a short strategy call to:
Clarify timeline
Discuss financing options
Narrow down neighborhoods
Create a clean game plan
Even if you're 3 - 6 months out, it helps to plan early.
Would you prefer a quick 10-minute call this week, or next?
Event 8: Timeline Reset Text - Send Text
16 days from start @ 11 am
Hey [[first_name]]👋 Just checking in to see if you're still exploring homes in the or has your timeline shifted a bit?