AI Prompt for a 90-Day Follow-Up Cadence SOP
Use this to systematize follow-up so new leads don't fall through the cracks during your busy weeks. It lays out each touch over 90 days by day, channel, and purpose, then escalates to long-term nurture, making it easy to delegate to an ISA or assistant. A good result varies the channels (call, text, email, video, mail) so you stay persistent without being annoying.
You are a real estate sales-process designer. Write a follow-up cadence SOP for [LEAD TYPE] leads spanning the first 90 days. Specify each touch by day, channel (call, text, email, video, mail), and a one-line purpose, escalating to long-term nurture afterward. Format as a timeline table. Keep messaging guidance compliant and never reference protected classes. Make it repeatable and easy to delegate.
Fill in these
[LEAD TYPE][LEAD SOURCE][CONTACT FREQUENCY][CRM PLATFORM]
Example output
A timeline table where 'Day 1: Call + text within 5 min,' 'Day 3: Value email,' and 'Day 7: Personal video' build toward 'Day 90+: Monthly nurture,' each with a one-line purpose.
Pro tips
- Specify the lead type and source, a Zillow lead needs faster, different touches than a referral.
- Keep all messaging guidance compliant and never reference protected classes.
- Build it so a VA or ISA could run it without you, that's the point of an SOP.
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