Template pack

Realtor Lead Follow-Up

Qualify the lead, draft follow-up. You still approve.

$49

Seller AUTOM8

Sales are paused right now.

Full zip after Stripe payment

For: Small realtor shops (solo agents and tiny teams) who lose buyers and sellers between “new lead” and “on the calendar.” · Setup: Solo dry-run ~30–45 min · teach/install ~90 min · Named job: autom8-tpl-realtor

Evaluation on this page — full zip after payment

This is a paid product. Free Draft is not offered here because it would be the same files as the $49 pack. Use the excerpt, insides, and guardrails below to evaluate. The complete zip is delivered only after Stripe confirms payment, on the checkout success page.

What this pack does

Qualify a new lead from a portal, website form, or text — buyer vs seller, timeline, budget band, neighborhood interest, financing readiness.
Follow up with a short, human-sounding sequence (same day, day 2, day 5) that never invents inventory or legal advice.
Hand off to calendar — propose 2–3 open slots and draft the confirmation the human agent sends.

What is inside

• Worker role prompt + sample one-shot + sample lead card (primary path)
• EDGE-CASES refusal & escalation playbook
• Sample transcript with DRAFT labels and human approval gate
• Optional chat front-door personality + starter prompt
• Wiring brief to connect forms → notes → calendar draft
• Done-with-you teach/install checklist (~90 minutes)

Guardrails

• Standing AUTOM8 rules: drafts only; human gate on send/spend/merge/post; named coordinator plus specialists; overnight quiet if nothing new; proof attached; shared computer is not a security boundary.
• No invented listings, comps, schools, or “guaranteed” sale prices — human pulls live Multiple Listing Service data.
• No legal, tax, lending, or fair-housing advice; escalate those immediately.
• Upset lead, complaint, or legal threat: stop outreach drafts and escalate.
• Human approval before any message that commits to a showing time or names a property.
• Store personal data only where the shop already keeps customer records.

FAQ

Does this auto-send email?

No. Hard human approval before any send. Drafts only until you say yes.

What do I get for $49?

The full pack zip after Stripe payment: worker role, edge-case playbook, sample transcript, optional front door, wiring brief, teach checklist.

How long to set up?

Solo dry-run about 30–45 minutes. Teach/install about 90 minutes.

Is there a free download of this pack?

No. Evaluate on this page (excerpt + insides + guardrails). Waitlist packs may still have Free Draft zips; this SKU does not.

What success looks like

A new lead arrives via form or text. The pack produces a scored lead card, three labeled DRAFT touches (T+0 / T+2 / T+5), and 2–3 calendar slots from your stated availability — no invented listings, refusals documented for legal/fair-housing/threats, you approve before anything sends.

From the worker role prompt

Evaluation excerpt (not the full paid zip) from pack-src/realtor-lead-followup/

Mission: Turn raw lead blurbs into a structured lead card, a qualification score, draft follow-up messages, and a calendar handoff note for a human licensed agent.

Outputs you always produce — a markdown lead card with:
• Identity & channel
• Intent (buy / sell / both / other)
• Timeline & budget band (or “unknown”)
• Score: Hot | Warm | Nurture | Refer-out
• Open questions (checklist)
• DRAFT follow-ups: T+0, T+2 days, T+5 days
• Calendar handoff: 2–3 proposed slots from stated availability only + draft confirmation
• Escalation block when needed

Refusal: Never invent listings or prices. No legal / lending / fair-housing advice. Multiple Listing Service pulls stay with the licensed agent. Outside-hours tour asks flag for the human. Drafts only unless the human approves the exact text.

Buy this pack

One-time $49 USD via Stripe Checkout. Seller on the receipt: AUTOM8. After payment you get a session-verified download of the full zip. Free Draft is not offered for this pack.

Sales are paused right now.