These scripts are designed to pair with your Opportunity Lists and Activity Feed. Before reaching out, preview the client's report to understand what they've been exploring — that context is what makes the difference between a generic check-in and a conversation that lands.

Use when a client has a Likely-to-Sell score of 60+ or has set a move date in their report.

Video email:

"Hi [First Name], it's [Your Name] from [Company]. Hope you're doing well! I wanted to check in and see if you've been thinking about any changes with your home — like selling or exploring your next move. I've been working with a lot of homeowners in similar situations, and I'd love to share some insights that might be helpful for you too. Whether you're just starting to think about it or want to know what your home might be worth today, I'm happy to walk you through your options. No pressure — just helpful info. Feel free to reply or give me a call at [phone number]. Looking forward to catching up!"

Call:

"Hey [First Name], it's [Your Name]. I was looking at your Homebot this week and noticed some signals that you might be thinking about a move. Wanted to reach out before the market gets ahead of us — would love to walk you through what your home could sell for right now. Got a few minutes this week?"

Use when a client has significant equity and has been active in their report.

Video email:

"Hi [First Name], it's [Your Name] with [Company]. I noticed you've built up a really solid amount of equity in your home — and that opens up a lot of options. Whether you're thinking about moving, refinancing, or just want to know what your equity could do for you, I'd love to help you explore what's possible. No pressure, just here to help when you're ready. Talk soon!"

Call:

"Hi [First Name], it's [Your Name]. I was reviewing your Homebot and wanted to flag something — you've built up a really strong equity position. Depending on your goals, there are a few ways to put that to work. Worth a quick conversation? I can run some numbers if you're curious."

Use when a client's current rate is significantly above today's market, or they've been exploring the refi calculator.

Video email:

"Hi [First Name], it's [Your Name] from [Company]. I was looking at your Homebot and noticed that given where rates are today and the equity you've built, you may be in a great position to refinance — whether that means lowering your monthly payment, shortening your loan term, or tapping into cash for other goals. I'd love to run the numbers with you. Let me know if you'd like to connect!"

Call:

"Hey [First Name], it's [Your Name]. Quick call — I was running some numbers in your Homebot and I think there's a real opportunity here to refinance. Your current rate versus where things are today could translate into meaningful savings. Would you be open to a quick call so I can walk you through it?"

Use when a buyer has been saving listings, using financial calculators, or showing purchase intent.

Video email:

"Hi [First Name], I was just looking at your Homebot and noticed you've been doing some exploring — love to see it! I wanted to jump in and offer some context on what you're seeing. If any listings have caught your eye or you have questions about affordability in a specific market, I'd love to walk through the numbers with you. Just reply here or give me a call — happy to help!"

Call:

"Hi [First Name], it's [Your Name]. I saw you've been active in Homebot lately — exploring some listings and running some numbers. Wanted to check in and see how serious you're getting about making a move. I can pre-qualify you quickly and help you understand exactly what's realistic in the markets you're looking at. Have a few minutes to chat?"

Use when a client or a client's neighbor has a new active listing, or when they clicked a listing alert email.

Video email:

"Hi [First Name], it's [Your Name]. I saw a new listing pop up near you and wanted to send a quick note — your neighborhood is moving, which is a great signal for your own home's value. Whether you're thinking about what yours might sell for or just want to stay in the loop on what's happening nearby, I'm happy to share what I'm seeing. Reach out anytime!"

Call:

"Hey [First Name], it's [Your Name]. Saw a listing just went up near you — wanted to touch base because it tells us something about where your home's value is right now. Have a quick minute to catch up?"

Use these when sending a personalized video directly from a client's Home Digest using BombBomb or another video tool. Preview their report first and speak directly to what you see.

When they've been exploring selling potential:

"Hi [First Name], I was just looking at your Homebot report and noticed you're in a high-demand market — which puts you in a strong position if you've been thinking about selling. I wanted to walk you through what that could look like for you specifically. If you're curious, just reply and I'd love to connect."

Written note to accompany a video link:

"Hi [First Name], I noticed [specific thing from their report] and recorded a quick personal video for you. Click below to watch and let me know if you have any questions!"

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