Open-house lead follow-up — a week-long touchpoint sequence on autopilot

The scenario picks up every showing visitor: sends a thank-you, logs them into your CRM and a sheet, and runs a seven-day sequence — SMS, email, agent task.

  • Every visitor gets a first touch right away, not a week later
  • Data spreads itself across your systems and a sheet
  • A seven-day sequence — email, SMS, market update, task — runs on its own
  • A visitor with no email isn't lost — they get flagged separately
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