Client follow-up and drip campaigns

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Lead Enters CRM System

   A new prospect submits contact information through property inquiry, open house registration, or listing search. Their data and interests are captured in the CRM.

   KvCOREFollow Up Boss
2. 2

   Action

   Segment Lead by Interest

   System automatically categorizes the lead based on property type, price range, location preferences, and lead source. Tags are applied for campaign targeting.

   Follow Up BossKvCORE
3. 3

   Action

   Launch Initial Welcome Campaign

   Sends personalized welcome email with market insights, property recommendations, and agent introduction based on lead's specific interests. Sets up automated drip sequence.

   Follow Up BossBoomTown
4. 4

   Decision

   Evaluate Email Engagement Level

   Monitors email opens, clicks, and responses over 7-day period. Routes highly engaged leads to priority follow-up track and low engagement leads to re-engagement campaign.

   Follow Up BossBoomTown
5. 5

   Action

   Send Targeted Content Series

   Delivers relevant content based on engagement level - market reports, new listings, or neighborhood guides for engaged leads, broader educational content for others. Continues nurturing sequence.

   Follow Up BossBoomTown
6. 6

   Action

   Create Agent Task Alert

   Generates priority follow-up task for agent when lead shows high engagement or requests showing. Includes lead summary and recommended talking points.

   Follow Up BossSalesforce
7. 7

   Output

   Generate Lead Score Report

   Produces weekly dashboard showing lead progression, engagement metrics, and conversion-ready prospects requiring immediate agent attention.

   Follow Up BossSalesforce

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