Real estate · Example workflow
Follow up with every open house visitor
Turn sign-in sheets into contacts and a personal note about the house they saw.
Example request
Here are the sign-in sheets from Saturday’s two open houses: 34 visitors, some as photos of handwritten forms. Add them to my contacts sheet in Google Sheets, skip anyone already in my pipeline, and note who said they are working with an agent. Draft a personal follow-up for each visitor without an agent that mentions the house they saw, and suggest a second touch for next week.
How the agent works through it
- Read the sign-in sheets, including photos of handwritten forms.
- Clean the entries, check for existing contacts, and note who has an agent.
- Draft a personal follow-up and a second touch for each new lead.
What comes back
Clean contact records and a follow-up drafted for every new lead.
What needs your approval
You approve each follow-up and decide who should not be contacted.
Sharing with others
Hand a lead to a teammate with the visit notes attached.