📋 Follow‑Up Mastery

Real Estate + Mortgage Dual Broker System

➕ Add New Lead

📋 Lead List

⏱️ Today's Power Hour

15:00
Review Tasks

📌 Tasks Due Today

No tasks due today. All caught up!

📅 Weekly Follow‑Up Blueprint

Monday 8‑9am: Weekend leads
9‑10am: Under contract
3:30‑4pm: Referral partners
Tuesday 8‑9am: Warm leads
Afternoon: 5 video emails
Wednesday 8‑9am: Past clients
Afternoon: Social, LinkedIn
Thursday 8‑9am: Cold re‑engage
Afternoon: Handwritten notes
Friday 8‑9am: Catch‑up
3:30‑4pm: Pipeline review
Weekend Minimal, reply instantly

📖 Follow‑Up Cadence Rules

  • 🔥 Hot: Call within 5 min, text 10 min, daily touch.
  • 🌡️ Warm: Call day1, every 48h first week, then 2x/week.
  • 🌱 Nurture: Day1 video, week1 call, then 2-4 touches/month.
  • 💎 Past Client: Monthly value touch, quarterly call.
  • 🤝 Partner: Bi-weekly to monthly coffee, never skip 30 days.

🤖 Follow‑Up Message Prompt Generator

Select scenario and channel, then click Generate.

📊 Pipeline Metrics