Template pack
Realtor Lead Follow-Up
Qualify new leads, follow up the same day, and hand off to the calendar — without inventing listings.
For: Small realtor shops (solo agents and tiny teams) who lose buyers and sellers between “new lead” and “on the calendar.” · Setup: Solo Hermes dry-run ~30–45 min · teach/install ~90 min · Hermes profile: autom8-tpl-realtor
Draft download
Grab the full pack as a zip while checkout is still waitlist-only. Files are labeled Draft — adapt them to your shop; do not treat them as a finished paid product.
Download realtor-lead-followup.zip (Draft)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
- • Hermes / xAI 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 Grok Bot specialist personality + starter prompt
- • Cursor cloud agent launch brief to wire forms → notes → calendar draft
- • Done-with-you teach/install checklist (~90 minutes)
Guardrails
- • Standing AUTO M8 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.
What success looks like
A new lead arrives via form or text. Hermes 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 Hermes role prompt
Excerpt from the shipped pack under hermes-farm/drop/autom8-templates/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.
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