Before you send
Use these examples for people you are permitted to contact through the chosen channel. Confirm the recipient, their preferences, your identity, and the facts you mention. These templates do not establish consent. Honor requests to stop, and follow the messaging rules applicable to your business. Keep sensitive financial details out of text conversations.
A buyer asks about a property
Use after a buyer contacts you about a specific listing. Verify availability before promising a showing.
Hi [first name], this is [agent] with [brokerage], following up on your inquiry about [property]. What would you like to know first: the layout, location, or showing options?
Next step: Answer their question before asking about timing. If the property is unavailable, say so and ask whether they want similar options.
A seller requests a home valuation
Acknowledge the request and learn what would make the conversation useful. Avoid presenting an unverified value as an appraisal.
Hi [first name], [agent] from [brokerage] here. You requested information about [property]. Are you considering a move soon, or getting a sense of your options?
Next step: Record their timeline and offer one relevant next step, such as a short call about the local market.
Follow up after an open house
Mention the event and make it easy to give honest feedback.
Hi [first name], it was good meeting you at [property] on [day]. What did you think of the home? I can answer questions or help you compare it with other options.
Next step: If they mention a concern, respond to that concern. Do not immediately add them to every campaign.
Confirm an appointment
Send after both parties have agreed on the time. Confirm the details from your calendar.
Hi [first name], confirming our [call/showing] for [day] at [time and time zone]. We’ll [meet at location/call this number]. Does that still work for you?
Next step: If they need to reschedule, offer actual availability rather than making an automatic promise.
Follow up after no answer
Use when texting is appropriate and the person has not asked you to stop.
Hi [first name], [agent] with [brokerage]. I tried calling about your [specific inquiry]. Would you prefer a quick text here or a call at a better time?
Next step: Save their channel preference. A reply should pause the generic sequence so the next message reflects the conversation.
Reconnect with an existing contact
Check whether the original goal is still relevant before restarting follow-up.
Hi [first name], it’s [agent] from [brokerage]. Last time we spoke, you were considering [goal]. Has your plan changed, or would an update on [relevant topic] be useful?
Next step: If the goal changed, update the CRM. If they are no longer interested, close the loop instead of increasing the frequency.
Hand off to the right person
Explain who will take over and what the person should expect. Verify any promised response time.
Thanks, [first name]. [team member] handles [topic] and can help with that question. Would you like me to ask them to contact you by [preferred channel]?
Next step: Create a task with the request, context, preferred channel, and owner. Do not make the contact repeat the entire conversation.
Turn examples into a repeatable workflow
Group templates by situation rather than sending one message to everyone. In LeadBolt, use lead context to guide AI SMS follow-up, review replies, and take over when the conversation needs your judgment. Test with demo contacts before using a sequence with real people. Compare replies and useful appointments, not just the number of texts sent.
Put the workflow into practice
See how conversations and next actions stay connected inside LeadBolt.
See how LeadBolt AI SMS agents handle follow-up