These 9 marketing automation workflows are how top realtors stay top-of-mind without spending all day in their CRM. Steal them as-is.

Manual follow-up doesn't scale. These 9 workflows run in the background and turn cold contacts into closings—while you sleep, show, and close.

1. New Lead Instant Welcome

Triggered the second a lead opts in: text + email + AI voice callback within 60 seconds.

2. Buyer Long-Term Nurture (90 days)

12-touch sequence with mortgage tips, neighbourhood guides, and new-listing alerts.

Monthly home value updates, market reports, and 'thinking of selling?' check-ins.

Same-day thank-you, 3-day check-in, 14-day market update—every visitor stays in your funnel.

Auto-sends home-purchase anniversary message with a current home value report. Generates referrals.

Personal touches at scale. Keeps you top-of-mind without lifting a finger.

Recurring outreach to older leads every two months, subject to selected services, configuration, contact eligibility and calling schedule.

Coming-soon teaser → live alert → price-drop alert → status updates to your buyer database.

Triggered 7 days after closing. Top producers get 50+ Google reviews/year on autopilot.

Want these workflows installed in your CRM? Book a call.