Staying in touch with your clients is one of the most effective ways to build trust and spark new opportunities. Homebot makes it easy to identify which homeowners and buyers are most engaged so you can reach out at the right time.

This guide will show you how to build a weekly call list using your Activity Feed and Opportunity Lists. Once you know who to call, see How to Use Homebot as a Conversation Starter for scripts and outreach tips.

Choose 2–5 clients or prospects to focus on each week. Your Activity Feed and Opportunity Lists are the best places to find them.

Your Activity Feed shows who is actively engaging with their Homebot — favoriting or browsing listings, adjusting their home value, using financial calculators, regularly opening their Home Digest, and more. Clients showing these signals are worth a call.

Clients can also share Homebot with friends and family via the Share Homebot button, creating an easy moment for a soft referral ask.

👉 Learn about your Activity Feed

Your Opportunity Lists surface clients worth prioritizing based on equity position, likely-to-sell score, refi potential, and engagement level. Use them to focus your energy on the clients most likely to be ready for a conversation.

👉 Learn about your Opportunity Lists

Before you call, spend a few minutes reviewing:

Look for specifics you can reference — what they've been exploring tells you exactly where to take the conversation.

👉 Learn how to preview client reports

If a client doesn't pick up or you prefer a different channel, record a quick personalized video while previewing their Homebot and send it by email or text. You can also send a video email to all your homeowners, all your buyers, or everyone in a specific Opportunity List.

👉 Video scripts

Each week:

Consistent, personalized touchpoints build trust, deepen relationships, and increase referrals.

Send customer support a direct message using the pink icon located at the bottom right corner of your account.