Whether you're adding a new client to Homebot, following up after closing, or re-engaging someone you haven't talked to in a while, how you introduce Homebot sets the tone for the relationship. These scripts are designed to feel personal and value-driven — not salesy.
Jump to a script
Introducing Homebot to Homeowners
Use when adding an existing client or reaching out after signing them up.
In person or by phone:
"I've invested in a tool that helps you track your home's value and find smart ways to use your equity to build wealth with your biggest asset. I'd love to get you set up so you can start receiving your personalized home wealth report every month."
By text:
"Hey [Name], I just signed you up for a free tool called Homebot. You'll get a monthly email with your updated home value, equity position, and personalized financial scenarios. It's my way of keeping you in the loop on your biggest investment. Keep an eye out for an email from Homebot!"
By email:
Subject: Your free home wealth report is on its way
Hi [First Name],
I just signed you up for Homebot — a free tool I provide to all of my clients. Every month, you'll receive a personalized report showing your home's estimated value, your equity position, and financial scenarios tailored to your situation (like what refinancing could save you, or what you could net if you sold).
Keep an eye out for your first report from Homebot. And as always, if anything in that report sparks a question, I'm just a reply away.
[Your name and contact info]
Introducing Homebot to Buyers
Use when adding a buyer prospect to your account.
In person or by phone:
"I've invested in a tool that gives you the ability to privately search active listings nationwide, explore your favorite markets, and understand affordability using built-in financial calculators. You can also easily find listings with seller concessions or that are likely to negotiate. Once I get you set up — takes just a couple of minutes — you can start searching safely without the risk of your information being sold to the highest bidder."
By text:
"Hey [Name], I just set you up with a search tool I give all my buyer clients. It's a private, nationwide home search that won't sell your info to other agents. You'll also get financial insights on any listing so you know what's actually affordable for you. Look out for an email from Homebot!"
By email:
Subject: Your private home search is ready
Hi [First Name],
I set you up with a tool I give all of my buyer clients — it's a private, nationwide home search experience that won't sell your information to other agents or lenders. You'll be able to explore listings, see financial insights based on your budget, and easily find homes with seller concessions or that are likely to negotiate.
Look out for your access email from Homebot. And whenever you're ready to dig into a market or run some numbers, I'm here to help.
[Your name and contact info]
Re-engaging Past Clients
Use when reaching out to clients you haven't spoken to in a while — especially those who aren't yet receiving Homebot.
By phone:
"Hey [Name], it's [Your Name]. It's been a while and I wanted to check in. I've been using a tool called Homebot with all of my clients — it sends a monthly home value update so you always know where you stand with your equity. I'd love to get you set up. It's free, takes two minutes, and you'll get a personalized report every month. Is that okay if I add your email?"
By email:
Subject: Staying in touch — and a free tool for you
Hi [First Name],
I've been meaning to reach out! I started using a tool called Homebot with all my clients, and I'd love to get you on it. Every month you'll receive a personalized report showing your home's current estimated value, your equity position, and scenarios like what you'd net if you sold or what refinancing could save you.
It's completely free, and it's my way of staying connected and making sure you're always in the loop on your home. Mind if I add you?
[Your name and contact info]
Post-Closing Follow-Up
Use immediately after closing to set up a long-term touchpoint with your new homeowner.
By text:
"Congrats again [Name]! I just added you to Homebot — you'll start getting a monthly home value report so you can always track your equity. It's one of the best ways I know to stay on top of your investment. Keep an eye out for an email from Homebot!"
By email:
Subject: Congratulations — and one more thing
Hi [First Name],
Congratulations again on closing! I've added you to Homebot, a tool I provide to all of my clients to help you stay on top of your home's value and equity over time. You'll receive a monthly report with your estimated home value, financial scenarios, and insights on your local market.
Think of it as a monthly check-in on your biggest investment — and a direct line to me whenever something in the report sparks a question. Look out for your first report from Homebot soon.
Wishing you all the best in your new home!
[Your name and contact info]
Social Media Caption
Use to promote your Homebot landing page and capture new leads online.
"Did you know most homeowners are leaving money on the table? 74% lose touch with their lender after closing — which means they're missing out on opportunities to refinance, leverage equity, or make the most of their home's value. I've invested in a tool that sends my clients a personalized monthly report so they always know where they stand. Click the link to find out what your home is worth today. 👇"
👉 For more social and landing page script ideas, see Scripts for Your Personalized Landing Pages.
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