Stop Dreading Client Follow-Up
Automate reaching out to past clients for referral business with an on-demand AI agent built for real estate pros.
Manually tracking and contacting previous clients eats up your time and energy—and often falls to the bottom of your to-do list. Missed follow-ups mean missed referrals and lost income.
The hidden cost
What this is really costing you
Following up with past clients for referrals is crucial, but it’s tedious and time-consuming. Digging through old records, drafting personalized messages, and keeping track of responses can quickly overwhelm your busy schedule. Consistency is tough, and opportunities slip through the cracks.
Time wasted
1.9 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,755/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you’ll continue missing out on easy referral business, lose touch with valuable contacts, and waste hours each week on repetitive outreach.
Return on investment
The math speaks for itself
Today — without agent
1.9 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,175/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Re-engaging Past Buyers
You ask your agent to draft a personalized message to homeowners you helped purchase two years ago, inviting them to refer friends.
Quarterly Referral Campaigns
You ask your agent to prepare a batch of follow-up emails for all clients closed in the last 12 months.
Tracking Referral Responses
You ask your agent to summarize which clients responded to your last outreach and highlight any warm leads.
Segmenting High-Value Contacts
You ask your agent to identify top clients most likely to generate referrals and prioritize them for outreach.
How to hire your agent
Connect your tools
Link your email, document creation, and digital contract tools so the agent can access your existing client communications and files.
Tell your agent what you need
Type: “Draft a follow-up email to all clients from last year asking for referrals, and personalize each message.”
Agent gets it done
The agent delivers ready-to-send, personalized emails for each selected client and a summary of outreach status.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Personalized Email Drafting
Creates tailored follow-up emails for each previous client, referencing past interactions and property details.
Contact List Organization
Sorts and segments your client database to prioritize high-value referral opportunities.
Follow-Up Tracking
Keeps a record of who’s been contacted and when, so you never miss a touchpoint.
Message Scheduling Suggestions
Recommends optimal times to reach out based on your workflow and client history.
Response Summarization
Summarizes client replies and flags potential leads or referral opportunities for your review.
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Related tasks
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