Enterprise DNA

Real estate · Worked example

Open home follow-up calls for a real estate agent

Calls every open home attendee the next day to gather feedback and spot serious buyers, in the agent's own voice if they choose.

OutboundSMS Lead captureSummariesYour own voiceIntegrations
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The problem

Following up every open home attendee is the job agents know matters and rarely get done well. Feedback for the vendor ends up thin, and warm buyers go cold.

How it works

  1. Takes the attendee list from the open home sign-in
  2. Calls each attendee the next day, in a cloned version of the agent's voice if the agent has agreed
  3. Asks for feedback, price expectations and whether they want the documents
  4. Texts the property file to anyone who asks for it
  5. Sends the agent a summary with serious buyers at the top, ready for the vendor report

What it connects to

  • CRM
  • Open home sign-in
  • SMS
  • Phone
Sample conversation
  1. AgentHi, it's the team from the open home on Seaview Terrace yesterday. Have you got a minute for some quick feedback?
  2. CallerSure. We liked it, but the kitchen needs work.
  3. AgentThanks, that's useful. Is it a property you'd consider putting an offer on?
  4. CallerMaybe. Can we get the builder's report?
  5. AgentYes. I'll text you the link to the property file now, and let the listing agent know you're interested.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Your own voice. Speaks in a voice you choose, including a clone of your own with your consent.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
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