Real Estate Customer Win-Back & Re-Engagement Agent
Losing touch with past clients? This agent identifies lapsed contacts in Follow Up Boss, launches win-back email campaigns, schedules follow-up calls, and applies action plans to rekindle relationships. It helps you recover lost revenue and build lasting client loyalty.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
You’re Losing Repeat Business from Past Clients
Your database is full of former buyers and sellers who haven’t heard from you in months. The agent automatically finds these lapsed contacts and launches a win-back campaign—so you recover lost revenue without manual list-building.
Your Team Forgets to Follow Up After a Deal Closes
After closing, clients fall through the cracks. The agent applies action plans and schedules follow-up calls in Follow Up Boss, ensuring every past client receives consistent, timely outreach.
You Need to Re-Engage Old Leads Before a New Listing
Before launching a new property, you want to reconnect with cold leads. The agent targets relevant segments, launches personalized email campaigns, and books call appointments for your team.
You Want to Track Which Win-Back Efforts Actually Work
You’re unsure which emails or calls drive re-engagement. The agent tracks email campaign engagement and call outcomes in Follow Up Boss, so you can double down on what delivers results.
Your Agents Waste Hours Manually Building Re-Engagement Lists
Instead of spending hours exporting contacts and creating call lists, the agent finds lapsed clients, assigns action plans, and schedules calls—so your team focuses on conversations, not admin work.
How to hire your agent
Connect Follow Up Boss
Securely connect your Follow Up Boss account so the agent can access your contacts, action plans, appointments, and email templates.
Tell the Agent Who to Re-Engage
Specify your criteria for lapsed clients (e.g., no activity in 6+ months), select which action plans and email templates to use, and set preferences for call scheduling. The agent uses this information to target the right contacts and coordinate outreach.
Agent Goes to Work
The agent identifies lapsed clients, launches personalized email campaigns, applies action plans, and schedules follow-up calls in Follow Up Boss—tracking all engagement and updating client records automatically.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Identifies Lapsed Clients in Follow Up Boss
Automatically scans your Follow Up Boss database to find past clients who haven’t engaged recently, so you never miss an opportunity to reconnect.
Launches Personalized Email Win-Back Campaigns
Creates and schedules targeted email marketing campaigns in Follow Up Boss to re-engage lapsed contacts with relevant content and offers.
Schedules Follow-Up Calls for Your Team
Books call appointments directly in Follow Up Boss for your sales team to personally reconnect with high-value past clients.
Applies Action Plans to Rekindle Relationships
Assigns proven action plans to lapsed contacts, ensuring every client receives consistent, multi-step outreach to win back their business.
Tracks Campaign Engagement and Call Outcomes
Monitors email opens, clicks, and call results in Follow Up Boss, giving you a clear view of which win-back efforts are working.
Customizes Outreach Based on Client Data
Uses custom fields and smart lists in Follow Up Boss to tailor messaging and follow-up steps for each segment of your client base.
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