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Term

Follow-up

Planned re-contact with a client after the first conversation.

Follow-up covers the messages, calls and tasks triggered by a client's situation after first contact: listings for someone who asked for information, another call for someone unreachable, periodic updates for someone undecided.

Automated follow-up flows are triggered by the call outcome; in Squaremeters AI, our team sets them up during onboarding using ready-made real estate scenarios.

Why it matters for agencies

Property decisions often take a long time. A client who isn't followed up may work with another agency on the day they decide.

Example

A buyer says “I'll think about it” after a viewing. Two days later a similar listing goes out by WhatsApp; a week later a call-back task is created for the agent.

Related pageAutomationsFollow-ups, reminders and tasks run on their own

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