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Follow up with leads using AI

Respond faster and wake up cold leads without sounding like a robot.

3 min read · Guide 4 of 10

Fast, personal follow-up wins business, and it's the task agents most often fall behind on. AI helps you write quick, natural messages, and some CRMs now draft or summarize for you.

Step by step

  1. Reply to new leads fast

    Use a prompt to draft a short, human first text that references what they looked at.

  2. Re-engage cold leads

    Ask for 5 low-pressure texts that give a reason to reply, like a market change or a yes/no question.

  3. Recap before you call

    Paste a lead's activity and ask for a 5-line brief: who they are, what they want, and one question to ask.

  4. Use your CRM's AI

    Follow Up Boss and Lofty both added AI summaries and message drafting in 2026.

  5. Follow the rules

    Get texting consent and respect opt-outs.

Try this prompt

Cold lead re-engagement text

Write 5 short re-engagement texts for leads who stopped replying [TIME AGO]. Each should:
- Be under 250 characters
- Give a reason to reply (a market change, a new listing type, a simple yes/no question)
- Never guilt-trip ("I haven't heard from you...")
- Make it easy to say "not now"
Market context I can mention truthfully: [E.G. RATES, NEW INVENTORY IN THEIR AREA]
Tips and Fair Housing notes → · All prompts

Good to know

Recommended tools

Follow Up BossGrow $69/user/mo ($58 annual); Pro $499/mo for 10 users; Platform $1,000/mo for 30 users. 14-day trial.
Visit
LoftyQuote only (Agent/Team/Broker/Enterprise). AI Sales Agent add-on: free (10 leads), $60/mo (200), $150/mo, $199/mo team.
Visit
Wise Agent$49/mo or $499/yr (up to 5 users, shared login); CRM + WiseSocial $69/mo. 14-day trial.
Visit

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