Real-estate lead qualification.
Qualify intent and book a viewing without turning the conversation into a long survey.
opening
Set context before collecting data
Reference the property or inquiry that created the lead, state the agency, and ask whether this is a useful time.
- 1Confirm property or location interest
- 2Ask budget and timing
- 3Ask purchase, rent, or investment intent
- 4Check agent and viewing availability
- 5Book or transfer
- 6Write structured notes to CRM
Connect these systems
- CRM
- Property inventory
- Calendar
- WhatsApp or SMS
Measure the outcome
- Qualified-lead rate
- Viewing-booked rate
- Cost per viewing
- Lead response time
Keep out of automation
- Fair-housing constraints
- Consent source and lead age
- Never invent property availability
make it yours
Turn this outline into a testable flow
Build the sequence, define launch gates, then check the local calling rules.