This is the delivery page rather than the research page. Three real Real Estate situations the agent has to handle, the four-phase timeline from kickoff to live traffic, and the three numbers we commit to: 10 use cases mapped, $1,400–$5,200/mo savings range and 21-day implementation.
Three situations this has to handle
The 9pm Zillow lead — 9:14pm Friday. A young couple shopping for their first home submits a Zillow inquiry on a $480K listing in your team's area. In the old workflow, that lead lands in Follow Up Boss and the on-duty agent — who is at dinner — sees it 45 minutes later. By then, two other teams have already called. With the agent in place, an SMS goes out within 30 seconds: 'Hi, this is Alex from [team name] — saw your interest in [address]. Are you working with an agent yet?' Conversation kicks off. Showing is booked for Saturday morning. By Saturday afternoon the agent is writing an offer.
The past-client quarterly — Your team has 1,800 past clients from the last seven years. In the old workflow, your agents touch maybe 200 of them in any given quarter — mostly the ones who happen to come to mind. The agent runs a structured quarterly touch on all 1,800 — neighborhood market update via SMS, gentle 'hello' voice call to the higher-value relationships. Six respond saying they're thinking about selling. Two list with your team. That's seven figures of GCI from a routine touch program that took zero agent time.
The dormant lead pull — Your CRM has 4,200 leads from the last 24 months that nobody has touched in 90+ days. The agent runs a structured reactivation over six weeks — qualifying SMS, follow-up voice on responders, hand-off to a live agent on hot leads. Of the 4,200, about 90 turn out to still be actively shopping for a home. Eighteen become showings. Six become contracts. The cost of that campaign is a small fraction of one closed transaction.
The four phases
Week 1 — Discovery + scope. Map your CRM, lead sources, showing process, ISA playbook, and integrations.
Weeks 2–3 — Build voice + SMS agent for lead response. Wire showing coordination. Pilot internally; team lead and ISA roleplay 30+ inquiries.
Week 4 — Live pilot on overflow + after-hours. Team lead listens daily, tunes rules. Onboard past-client check-ins and review automation.
What the real estate inside sales agent opens with
"Hi, I saw your listing on Zillow at 123 Main St. Is it still available?" That is the first line, and it is deliberately a question rather than a greeting — the fastest way to find out whether this is an emergency or a price enquiry is to ask.
The three KPIs we commit to
10 use cases mapped
$1,400–$5,200/mo savings range
21-day implementation
Related trades we build for
Operators in property management, insurance and law firm run a similar build, because the failure pattern is the same even when the vocabulary is not.