Automations for real estate
Past customer win-back for real estate
Leads from Zillow, Rightmove and the website live in different places. For real estate agencies that's a common story, and it's what the win-back flow is for. Finds people who haven't been back in a while and sends a personal reminder.
Why real estate agencies ask for this
Leads from Zillow, Rightmove and the website live in different places. It costs time every week, which is why real estate agencies ask for the win-back flow.
What it looks like in practice
Picture a small lettings agency managing around a hundred rentals. Every week the workflow finds buyers and tenants whose last visit was a while ago in Follow Up Boss. Each one gets a short personal message with a link to book. Replies come straight to you.
How it works for real estate
Once the win-back flow is running for a small lettings agency managing around a hundred rentals, this is the sequence.
- A workflow checks Follow Up Boss for people who haven't returned.
- They get a short, personal message.
- It includes an easy way to book or buy.
- Replies come to you.
- You see who came back.
Tools it connects to
For real estate agencies, I usually connect it to Follow Up Boss, kvCORE and Gmail. It runs on n8n, Twilio and Klaviyo behind the scenes.
Questions from real estate agencies
Does the win-back flow work with Follow Up Boss?
Often, yes. Before building the win-back flow I check your Follow Up Boss account and plan, because some features depend on API access. If there's a gap for your real estate setup, you'll know before you pay anything.
What happens if something breaks?
The win-back flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
How long does it take to set up for real estate agencies?
Plan on 3 to 5 days from the day I get access to your accounts. Most of that is testing with your real viewings and messages, so nothing goes live until it behaves the way you want.
Want this for your real estate business?
Tell me how your real estate business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built