01low effort · saves ~3h a week
Lead follow-up
Enquiries from the portals get copied into the CRM by hand, and follow-up only happens if someone remembers.
- What to do
- Set up one place where every new enquiry lands, gets a short summary, and gets a first reply written for you to check and send.
- Tools to use
- Keep your CRM and inbox. Connect your portal enquiries and let AI write the first reply.
- First step
- Look at your last 20 enquiries and agree the five things every new lead must capture.
02medium effort · saves ~2h a week
Vendor updates
Agents rebuild the weekly vendor update by hand from viewing notes, buyer feedback and campaign numbers.
- What to do
- Gather those notes in one place and let AI write the first draft for the agent to check and send.
- Tools to use
- Keep your current report template. Fill it from notes in your CRM and campaign dashboard.
- First step
- Turn your best recent vendor update into a reusable six-part template.
03low effort · saves ~2h a week
Listing write-ups
The same property gets written up again and again for the portal, email, social posts and buyer follow-up.
- What to do
- Write one approved version of the property, then create the portal, email and social versions from it — same facts every time.
- Tools to use
- Start from the listing details you already have, then let AI write each version.
- First step
- Pick one live listing and mark the facts, claims and tone that must stay the same.
