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
- Reply to new leads fast
Use a prompt to draft a short, human first text that references what they looked at.
- 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.
- 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.
- Use your CRM's AI
Follow Up Boss and Lofty both added AI summaries and message drafting in 2026.
- Follow the rules
Get texting consent and respect opt-outs.
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]Good to know
- Save your best messages as CRM templates.
- Never send an AI message without reading it first.
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