In real estate, the fortune really is in the follow-up. But let’s be honest: most agents struggle to stay consistent with it. Between showings, negotiations, and closings, following up with every new lead can feel impossible—unless you have the right systems in place.

That’s where automation comes in. With the right workflows, you can follow up instantly, build trust on autopilot, and make sure no lead ever falls through the cracks. Here’s how we do it in our business (and how you can too).

✨ Our Automated Workflows for Buyers & Sellers

We’ve built out automatic workflows inside Flodesk that nurture every lead from the moment they inquire until they’re under contract. Here’s what that looks like:

• Instant Welcome: When someone opts in, they immediately get a warm, branded email that introduces who we are and what to expect. No waiting. No guessing.
• Segmented Journeys: Buyers, sellers, and homeowners all get their own path. A buyer doesn’t need seller tips, and a seller doesn’t need first-time homebuyer guides. Flodesk makes this easy with segmentation.
• Under-Contract Automation: Once a client goes under contract, they get a streamlined sequence that walks them through every step—inspection, appraisal, title, and closing—without us having to send manual reminders.

This not only saves us hours of time but also makes our clients feel taken care of 24/7.

🖊️ How We Get Buyer Representation Signed (Fast and Without Pushback)

One of the biggest roadblocks for many agents is getting a buyer representation agreement signed. Here’s how we simplified it:

• Digital + Instant: We send agreements digitally so buyers can sign from their phone in less than a minute.
• Frontloaded Info: Clients receive a simple, upfront email explaining why the agreement protects them, what it means, and what to expect next.
• Confidence Through Clarity: By educating first, we’ve eliminated hesitation. Everyone signs quickly because they feel empowered—not pressured.

This process has completely transformed how we work with buyers and ensures every client is committed from the start.

🚀 Want Our Exact Systems?

We teach the step-by-step process inside our course, Magnetic Marketing & Auto-Magic Systems. If you want to plug in proven workflows, save hours each week, and create a business that runs even while you sleep, check it out here:
👉 Magnetic Marketing & Auto-Magic Systems

💡 Quick Tips Every Realtor Should Know

Even if you’re not ready to build out full automations yet, here are a few quick tips that make a huge difference:

1. Always Tag Your Leads – Even a simple “buyer,” “seller,” or “past client” tag in your CRM makes follow-up so much easier.
2. Use Templates – Save your best-performing texts and emails so you’re not rewriting them every time.
3. Schedule Check-Ins – Even an automated “just checking in” email 30 days after closing can spark referrals.
4. Leverage Video – Record short evergreen videos that answer FAQs (inspection process, appraisal, etc.). Drop them into your workflows so every client gets the same clear guidance.
5. Keep It Human – Automation should feel personal. Use names, reference their city, and keep your tone warm and conversational.

🏡 The Bottom Line

Automation isn’t about replacing relationships—it’s about creating more space for them. By setting up smart workflows for lead follow-up, buyer agreements, and under-contract milestones, you can give every client a five-star experience while freeing up your time to focus on what you do best: serving people.

Ready to stop chasing leads and start building a system that works for you?
👉 Magnetic Marketing & Auto-Magic Systems