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Real estate

Open house follow-up

After each open house, finds out who is serious, thanks every visitor about what they asked, and tells you who to call first.

  • Google Sheets
  • Gmail
  • The web
  • Canvas
Open houses
Open housesAfter each open house, finds out who is serious, thanks every visitor about what they asked, and tells you who to call first.
Message Open houses

It starts on its own

Open houses · every Sunday at 17:00. You wrote the job once; the routine sends it.

What it did

  • Read sheet · Google Sheets
  • Searched email · Gmail
  • Searched records · traviscad.org
  • Ran Python · computer
  • Wrote drafts · Gmail
  • Made a page · Canvas

What waited for you

  • Send 14 emails: Thank-you notes from maya@ortizhomes.com, each about what the visitor asked. The first one:
Use this DaeA sample chat. Names and numbers are made up.
Read the whole chat
  1. Open houses · every Sunday at 17:00: Thank everyone who signed in at today's open house. Find out who's serious and tell me who to call first.
  2. Read sheet · Google Sheets · Sign-ins, 1417 Ramble Ln · 14 visitors
  3. Searched email · Gmail · 3 visitors already wrote to you
  4. Searched records · traviscad.org · 4 visitors own a home nearby
  5. Ran Python · computer · serious: pre-approval, timeline, questions
  6. Wrote drafts · Gmail · 14 thank-you emails, each about what they asked
  7. Made a page · Canvas
  8. Open house, Ramble Ln
    • Sunday, Oct 25 · 14 sign-ins · ranked by how ready they are
    • Visitors: 14
    • Ready to buy: 3
    • Need to sell first: 2
    • Neighbors: 4
    • Priya and Dev Shah, Pre-approved $700k · lease ends Dec 31 · fit 93/100 · Call first. Asked twice about the school zone and the HOA (Your notes on the sign-in sheet); Wrote at 3:40 pm: “Can we see it again with my parents?” (Gmail). First line: Priya, thanks for coming twice today! Your parents are welcome Tuesday at 6. The HOA papers are attached…
    • Marcus Lee, Cash buyer · relocating from Denver · fit 84/100 · Call. Starts at Dell on Nov 16; needs to close by then (Sign-in sheet note). First line: Marcus, you said you start at Dell on Nov 16. Ramble Ln can close in 21 days…
    • Elena Ruiz, Must sell her condo first · fit 70/100 · Listing lead. Owns a 2-bed condo on Barton Springs Rd (traviscad.org); Said: “We'd have to sell first” (Sign-in sheet note). First line: Elena, if selling the condo comes first, I can tell you what it would sell for this month…
    • Tom and Kay Brandt, Neighbors, 3 doors down · fit 22/100 · Neighbor. Own 1405 Ramble Ln since 2011 (traviscad.org). First line: Tom and Kay, thanks for stopping by! If you ever wonder what your home is worth…
    • Showing 4 of 14. Press a visitor to see why, and the email I wrote.
  9. Open houses

    14 people came. Call the Shahs first: pre-approved for $700k, their lease ends Dec 31, and Priya already asked to come back with her parents.

    Elena Ruiz has to sell her condo before she buys. That is a listing for you too.

    4 visitors were neighbors. Each of the 14 thank-you emails is about what that person asked.

  10. Waited for your OK: Send 14 emails. Thank-you notes from maya@ortizhomes.com, each about what the visitor asked. The first one:
  11. You

    Approved.

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