Real Estate Follow-Up Pack (Site Visit to Closing)(Free Download)
A stage-by-stage follow-up playbook for real estate teams: enquiry to site visit, visit to negotiation, and the 90-day long-tail nurture.
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What's included
A stage-by-stage follow-up playbook for real estate teams: enquiry to site visit, visit to negotiation, and the 90-day long-tail nurture.
Template specs
Updated 2026-06-12
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Real estate deals in India are lost between the site visit and the second conversation. This pack defines the follow-up actions for each stage of a property deal: portal enquiry triage (99acres, MagicBricks, Housing.com leads have different intent levels), the pre-visit confirmation cadence that cuts no-shows, the critical 48 hours after a site visit, and the 90-day nurture for buyers who said 'budget next quarter'. Each stage lists the channel (call, WhatsApp, email), the timing, the message goal, and the CRM field to update so reporting stays honest. Includes a broker/channel-partner variant where follow-up is shared between your team and external agents. The pack is channel-agnostic — it works from a spreadsheet — but each action maps one-to-one to a CRM automation rule, so a team can automate the whole playbook once it proves out manually.
The Problem This Solves
Portal leads get one call and no triage, site-visit no-shows run high because confirmation is a single morning call, and post-visit follow-up depends on whichever agent remembers. Long-cycle buyers are forgotten entirely.
Who It's For
Residential brokerages, builder sales teams, and channel-partner networks of 2–100 agents in India.
Use Cases
- Triage portal leads (99acres, MagicBricks, Housing.com) by intent before assigning agent time
- Cut site-visit no-shows with a two-touch confirmation cadence
- Standardise the 48-hour post-visit follow-up across all agents
- Keep 'next quarter' buyers warm with a 90-day low-effort nurture
How to Use This Template
- 1
Mark which lead sources you receive and delete the rest of the triage table
- 2
Set the pre-visit confirmation touches (T-1 day WhatsApp, T-2h call) as CRM tasks
- 3
Brief every agent on the 48-hour post-visit sequence — it is the highest-leverage stage
- 4
Move 'budget later' buyers into the 90-day nurture instead of marking them lost
- 5
Once the manual version sticks, convert each row into a CRM automation rule
Inside the template: sample data
The exact rows that ship with the Real Estate Follow-Up Pack (Site Visit to Closing) download — replace them with your own records after import.
| Stage | Timing | Channel | Action |
|---|---|---|---|
| Portal triage | Within 15 min | Call | Qualify budget + locality; tag source portal in CRM |
| Pre-visit | T-1 day | Confirm slot + share location pin and parking note | |
| Pre-visit | T-2 hours | Call | Reconfirm; offer reschedule instead of accepting silence |
| Post-visit | Same evening | Recap units seen + one differentiator + next step question | |
| Post-visit | Day 1 | Call | Surface objections; book negotiation or second visit |
| Post-visit | Day 2 | WhatsApp/Email | Send comparison sheet vs alternatives they mentioned |
| Nurture | Every ~3 weeks | New inventory, price movement, or locality news — one line |
Frequently Asked Questions
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