A clean buyer and seller lead follow-up workflow.

1. Capture enough context

Do not make every form exhausting. Collect the minimum details needed to answer intelligently: name, preferred contact method, buyer or seller intent, market, timeframe, and the specific request.

2. Make the first response specific

Generic automation feels generic. Mention what the person asked about and give a clear next step. A seller asking for a value range needs a different response than a buyer requesting a showing.

3. Record the next action

Every active lead should have a status, owner, next action, and date. “Follow up later” is not a workflow; “call Tuesday after 4 p.m. about financing status” is.

4. Use the Digital Advisor as a drafting layer

Use it to build a relevant starting message from verified lead context. Review the final message for accuracy, tone, consent, fair-housing compliance, and brokerage requirements.

5. Stop useless follow-up

Respect opt-outs and avoid endless sequences. A strong system makes it easy to pause, close, or reclassify leads instead of blasting everyone indefinitely.