Sample workflow

Real estate lead response.

A simple intake flow for teams handling property inquiries across WhatsApp, website forms, portals, and email.

Buyer vs renter Budget and area Viewing priority

Lead sources

  • WhatsApp inquiry from listing pages.
  • Website contact form.
  • Email request for viewing.
  • Instagram or Telegram DM routed to the owner.

First qualification questions

  • Buy or rent?
  • Preferred area and property type?
  • Budget range?
  • Timeline and financing method?
  • Preferred viewing time and language?
Priority Signal Draft next action
Hot Clear budget, area, timeline, wants viewing. Offer two viewing slots and ask for preferred language.
Warm Interested but missing budget or exact area. Ask two clarifying questions and suggest matching areas.
Low fit Budget mismatch or unclear intent. Send polite qualification response and avoid long manual follow-up.

Example owner summary

Five new property inquiries today: one high-budget buyer for Dubai Marina, two rental leads needing budget clarification, one investor asking for a payment plan, and one low-fit inquiry. Draft replies are prepared for approval.

Convert this sample

The paid setup adapts this to your current lead channels, property categories, team language, and owner approval process.