Follow up with more broker leads automatically
We build simple follow-up flows for new enquiries, missed calls, no-response leads, appointments, no-shows and old CRM leads.
Manual follow-up depends on the right person, at the right moment
Brokers know they should follow up quickly. The problem is that manual follow-up depends on someone being at their desk, in the right inbox, at the right moment. Automation fills the gaps without replacing the personal call — it just makes sure something always happens.
Follow-up flows we can build
A short, human-sounding reply the moment a new lead lands.
Send the right calendar link and chase if it's not booked.
SMS or email when a call is missed, so the lead knows you'll be back.
Timed follow-ups if a lead doesn't reply to the first message.
Reminders before an appointment to reduce cancellations.
Automatic reschedule offer if the client doesn't show.
Bring quiet CRM leads back with a light-touch campaign.
Occasional useful messages to stay relevant until the lead is ready.
What a sequence looks like end to end
How it connects to your CRM and inbox
Follow-up runs off your CRM, inbox and booking tool — not a separate marketing platform. Every message logs back against the contact or deal, so your team sees the full history in one place and can jump in at any point.
You stay in control of the messaging
We set up the automation, but you approve the wording. Follow-up emails and messages should match your compliance requirements, privacy policy and the consent you have from each lead.
How we usually start
Most brokers start with a Lead Pipeline Review. We look at where leads come from today, where they end up, and which of the flows above will make the biggest difference first. From there, we build one or two flows, get them approved, and expand from there.
Frequently asked questions
Book a lead pipeline review
We'll map your current lead sources, where they go, and where the process is manual or inconsistent — then show what to automate first.