If you’re a real estate agent, “follow up” is basically a second job.
If you’re an agent, you already know what a day like this looks like: A Typical Tuesday as a Real Estate Agent.
You’ve got:
The hardest part is not writing the follow-up.
It’s remembering who to follow up with, why, and what the next step is without rereading 20 threads.
These prompts are designed to help you use an AI assistant to:
Quick note: you should only run prompts like these inside a tool that can access your email (with permission). Always sanity check names, dates, pricing, and anything sensitive before sending.
Use this when: You feel behind and need an immediate list of who you owe.
Prompt (copy/paste):
Search my email inbox for conversations where I owe someone a follow-up. Focus on the last 30 days.
Output a table with: (1) Person/Company, (2) Deal context, (3) Last touch date, (4) Why it’s pending, (5) Recommended next step, (6) Urgency (High/Med/Low).
Then give me the top 10 follow-ups to do today, in priority order.
Search my email inbox for conversations where I owe someone a follow-up. Focus on the last 30 days. Output a table with: (1) Person/Company, (2) Deal context, (3) Last touch date, (4) Why it’s pending, (5) Recommended next step, (6) Urgency (High/Med/Low). Then give me the top 10 follow-ups to do today, in priority order.
Here’s your **follow-up list** from the last 30 days:
| Person/Company | Deal context | Last touch | Why it’s pending | Recommended next step | Urgency |
| --- | --- | --- | --- | --- | --- |
| Jamie P. | Buyer lead - condos | Feb 18 | Asked for weekend times | **Propose** 2 showing windows | **High** |
| Rosa G. | Listing - pricing feedback | Feb 16 | Requested update | **Send** showing count + 1 recommendation | **High** |
| Mike L. (Lender) | Under contract - addendum | Feb 17 | Waiting on signed addendum | **Send** signed addendum + confirm next condition | **High** |
| Chris & Taylor | Under contract - counter coming | Feb 19 | Waiting on counter terms | **Confirm** priorities + prep response | **High** |
| Dana S. | Seller lead - consult follow-up | Feb 13 | Asked to “circle back” | **Offer** 2 consult times | **Med** |
| Oakview Title | Escrow - HOA docs | Feb 14 | Waiting on delivery/ETA | **Ask** for ETA + invoice link | **Med** |
| Premier Inspections | Inspection - report | Feb 20 | Waiting on report delivery | **Ask** for ETA + confirm recipients | **Med** |
| Jordan K. (Agent) | Showing request | Feb 21 | Needs availability confirmation | **Send** 2 time options | **Med** |
| Pat R. | Past client - referral intro | Feb 12 | You haven’t replied | **Thank** + ask best time to call | **Low** |
| Skyline Plumbing | Repair bid | Feb 15 | Needs access window | **Propose** 2 access windows | **Low**
Top follow-ups to do today (**priority order**):
1) **Jamie P.**: propose 2 showing windows and ask which works
2) **Mike L.**: send the signed addendum + confirm if anything else is needed
3) **Chris & Taylor**: confirm what matters most if the counter changes terms
4) **Rosa G.**: send showing count + 1 clear recommendation
5) **Premier Inspections**: confirm report ETA + who it will be sent to
6) **Jordan K.**: offer 2 showing time windows and ask them to pick
7) **Oakview Title**: confirm HOA docs ETA + invoice link
8) **Dana S.**: offer 2 consult times and ask which works
9) **Skyline Plumbing**: propose 2 access windows for the bid
10) **Pat R.**: thank them + ask best time to connect
Use this when: You want the fastest, cleanest list of true follow-ups you owe.
Prompt (copy/paste):
Search my inbox for threads in the last 21 days where the most recent message is from the other person and I haven’t replied.
Return a table with: Person/Company, what they asked for, last touch date, and the single best next step.
Then draft replies for the top 5.
Search my inbox for threads in the last 21 days where the most recent message is from the other person and I haven’t replied. Return a table with: Person/Company, what they asked for, last touch date, and the single best next step. Then draft replies for the top 5.
Here are threads where **they emailed last** (and you haven’t replied):
| Person/Company | What they asked for | Last touch | Best next step |
| --- | --- | --- | --- |
| Jamie P. (Buyer) | “Can we see 2 condos this weekend?” | Feb 18 | Propose 2 showing windows + ask which works |
| Mike L. (Lender) | “Can you send the signed addendum?” | Feb 17 | Send addendum + ask if anything else is needed |
| Rosa G. (Seller) | “Any update on the showing feedback?” | Feb 16 | Send showing count + 1 recommendation |
| Jordan K. (Agent) | “Are you available Thu afternoon?” | Feb 21 | Confirm availability + propose 2 options |
| Premier Inspections | “Report will be ready soon - confirm delivery” | Feb 20 | Confirm who should receive report + ETA |
Draft replies:
1) **Jamie P.**
Hi Jamie - I can do this weekend.
Do either of these work: Sat 11–1 or Sun 2–4? If you tell me which you prefer, I’ll set the appointments and send confirmations.
2) **Mike L.**
Hi Mike - signed addendum is attached here.
Is there anything else you need from us to keep the file moving this week?
3) **Rosa G.**
Hi Rosa - quick update: we’ve had 6 showings so far and the most common feedback is price vs. a couple nearby comps.
Want me to send a 3‑comp summary and two pricing options so we can decide on next steps today?
4) **Jordan K.**
Hi Jordan - yes, I can make Thursday work.
Do you prefer 1:00–2:00 or 3:00–4:00? If neither works, send me a 60‑minute window and I’ll confirm.
5) **Premier Inspections**
Hi, quick check: when do you expect the report to be delivered, and who should it be sent to on our side?
If you confirm the ETA + recipients, I’ll make sure the right people have it as soon as it’s ready.
Use this when: You want to clear a lot of follow-ups quickly without thinking from scratch each time.
Prompt (copy/paste):
Search my inbox and identify the top 10 follow-ups I should send today (last 30 days).
For each, draft a reply that: - is under 90 words - references one specific detail from the thread - ends with a simple question
Put them in a list I can review one-by-one.
Search my inbox and identify the top 10 follow-ups I should send today (last 30 days). For each, draft a reply that is under 90 words, references one specific detail from the thread, and ends with a simple question. Put them in a list I can review one-by-one.
Here are **send-ready drafts** for today’s follow-ups:
1) **Jamie P.** (Buyer - condos)
Hi Jamie - quick follow-up on the condos you asked about.
Do either of these work for tours: Sat 11–1 or Sun 2–4? If you pick one, I’ll schedule the showings and send confirmations.
2) **Rosa G.** (Seller - pricing feedback)
Hi Rosa - quick update: we’ve had 6 showings since going live and the most common feedback is price vs. a couple nearby comps.
Want me to send a 3‑comp summary and two pricing options so we can decide today?
3) **Mike L.** (Lender - addendum)
Hi Mike - signed addendum is attached here.
Is there anything else you need from us to keep the file moving this week?
4) **Jordan K.** (Agent - showing)
Hi Jordan - I can do Thursday.
Do you prefer 1:00–2:00 or 3:00–4:00 for the showing? If neither works, send me a 60‑minute window and I’ll confirm.
5) **Oakview Title** (HOA docs)
Hi, quick follow-up on the HOA docs for this file.
Can you confirm the ETA for delivery, and send the invoice/payment link if there’s a fee?
6) **Premier Inspections** (report ETA)
Hi, checking on the inspection report.
Do you have an ETA for delivery, and who should it be sent to on our side once it’s ready?
7) **Dana S.** (seller consult)
Hi Dana - quick check-in like we discussed.
Do you prefer a quick consult Tue at 4:30 or Wed at 11:00 to talk next steps?
8) **Skyline Plumbing** (repair bid)
Hi, confirming access for the repair bid.
Do either of these windows work: Tue 12–2 or Wed 9–11? If you pick one, I’ll confirm access details.
9) **Pat R.** (referral intro)
Hi Pat - thank you for the intro.
What’s the best way to connect with them: quick call, or should I start with a short email?
10) **Chris & Taylor** (counter expectations)
Hi, quick prep note in case the counter comes back with changes.
If you had to pick one to protect, is it purchase price or closing date?
Use this when: You have a few high-value deals/leads and you want quick, high-response nudges via text.
Prompt (copy/paste):
Search my inbox for high-intent opportunities from the last 14 days (examples: showing requests, offers/counters, inspection/appraisal, listing appointment follow-ups, ‘ready to buy/sell’ signals).
Return the top 8 in priority order with: Person, deal context, last touch, and what the next step should be.
Then draft a text message for each (<=240 characters) that: - references the context - makes a micro-commitment ask (yes/no or two-choice) - sounds human (not salesy)
Search my inbox for high-intent opportunities from the last 14 days (examples: showing requests, offers/counters, inspection/appraisal, listing appointment follow-ups, ‘ready to buy/sell’ signals). Return the top 8 in priority order with: Person, deal context, last touch, and what the next step should be. Then draft a text message for each (<=240 characters) that references the context, makes a micro-commitment ask (yes/no or two-choice), and sounds human (not salesy).
Top opportunities (last 14 days):
1) **Jamie P.** - condo tours - last touch Feb 18 - next step: **lock a tour window**
2) **Chris & Taylor** - offer/counter in play - last touch Feb 19 - next step: **confirm priorities for response**
3) **Rosa G.** - listing feedback - last touch Feb 16 - next step: **pick pricing plan**
4) **Dana S.** - listing consult follow-up - last touch Feb 13 - next step: **book a consult time**
5) **Jordan K.** - showing request - last touch Feb 21 - next step: **confirm a time window**
6) **Mike L. (Lender)** - appraisal scheduling - last touch Feb 17 - next step: **confirm appointment/ETA**
7) **Oakview Title** - HOA docs needed - last touch Feb 14 - next step: **get ETA + invoice link**
8) **Premier Inspections** - inspection report pending - last touch Feb 20 - next step: **confirm report delivery time**
Draft texts (<=240 chars):
1) **Jamie P.** (two-choice: **Sat 11–1** or **Sun 2–4**)
Quick follow-up on the condos you asked about. Do you prefer Sat 11–1 or Sun 2–4 for tours?
2) **Chris & Taylor** (two-choice: **price** or **closing date**)
Counter may come in today. If it’s one of these (price vs. closing date), which matters more to you right now?
3) **Rosa G.** (two-choice: **keep as-is** or **small adjustment**)
We’ve had 6 showings + consistent price feedback. Want to keep as-is for 3 more days, or make a small adjustment now?
4) **Dana S.** (two-choice: **Tue 4:30** or **Wed 11:00**)
Quick check-in. Do you want to do a 15‑min listing consult Tue 4:30 or Wed 11:00?
5) **Jordan K.** (two-choice: **1–2** or **3–4**)
Thursday works on my end. Do you prefer 1–2 or 3–4 for the showing?
6) **Mike L.** (yes/no: **appointment confirmed**)
Quick check: is the appraisal appointment confirmed (yes/no)? If yes, is the report ETA this week or next week?
7) **Oakview Title** (two-choice: **this week** or **next week**)
Quick follow-up on HOA docs: is the ETA this week or next week? If there’s a fee, can you send the invoice/payment link?
8) **Premier Inspections** (two-choice: **today** or **tomorrow**)
Quick check on the inspection report: do you have an ETA for delivery today/tomorrow?
Use this when: You want to revive leads that went quiet after a showing, consult, or first reply.
Prompt (copy/paste):
Search my inbox for leads who: - replied at least once, then went quiet - and haven’t been touched in 7–21 days
For each, tell me: - the last thing they said - what they were looking for - the most likely reason they went quiet (guess)
Then draft a short re-engagement email (under 90 words) that feels helpful, not needy.
Search my inbox for leads who replied at least once, then went quiet and haven’t been touched in 7–21 days. For each, tell me the last thing they said, what they were looking for, and the most likely reason they went quiet (guess). Then draft a short re-engagement email (under 90 words) that feels helpful, not needy.
Silent leads (7–21 days):
1) **Jamie P.**
- Last thing they said: “We’re free this weekend if anything good pops up.”
- Looking for: **2 bed condo**, **walkable**, under **$850k**
- Likely why quiet (guess): weekend got busy / decision fatigue
2) **Dana S.**
- Last thing they said: “We might list in the spring.”
- Looking for: **pricing guidance** + **timing plan**
- Likely why quiet (guess): waiting for a calmer week / not urgent
3) **Pat R.**
- Last thing they said: “I’ll introduce you to my friend.”
- Looking for: **warm handoff** / **low pressure**
- Likely why quiet (guess): they forgot / got busy
Draft re-engagement emails:
Hi Jamie - quick check-in. If you’re still looking, I can send 3 condos that match your 2 bed / walkable / under $850k criteria and book tours if any stand out.
Want me to send those over?
Hi Dana - quick check-in. If listing in the spring is still the plan, I can send a simple 3-step timeline (prep, pricing, launch) based on your neighborhood.
Want me to put that together?
Hi Pat - quick check-in. If it still makes sense, I’m happy to reach out to your friend with a short intro and a simple next step.
Want me to send a draft you can forward, or would you rather intro us directly?
Here’s one simple way to run these without creating “yet another system”:
If you have 1–3 big opportunities you want to move today, run Prompt 4 and send texts one-by-one (after you sanity check details).
If you’re short on new business and want to revive “warm but quiet” leads, run Prompt 5 once or twice a week.
Find threads from the last 21 days where the last email is from them and I haven’t replied. Prioritize clients/leads over vendors and newsletters.
Here are your **top follow-ups** where the other person emailed last:
| Person | What they asked for | Last touch | Best next step |
| --- | --- | --- | --- |
| **Jamie P. (Buyer)** | “Can we see 2 condos this weekend?” | 4 days ago | **Propose** 2 showing windows + ask which works |
| **Rosa G. (Seller)** | “Any update on the showing feedback?” | 6 days ago | **Send** showing count + 1 recommendation |
| **Mike L. (Lender)** | “Can you send the signed addendum?” | 7 days ago | **Send** addendum + confirm if anything else is needed |
| **Jordan K. (Agent)** | “Are you available Thu afternoon?” | 2 days ago | **Confirm** availability + offer 2 options |
| **Premier Inspections** | “Report will be ready soon - confirm delivery” | 1 day ago | **Confirm** ETA + recipients |
If you want the drafts to sound like you, add one sentence to any of the prompts above:
Write in my tone: short sentences, no exclamation points, and one friendly line at the top. End with a simple question.
That tiny constraint is usually the difference between “this sounds like a bot” and “this sounds like me, on a good day.”
Get caught up on follow-ups without living in your CRM. Treble helps you find what’s pending, regain context, and draft replies so nothing important gets missed.