Once you've identified who to reach out to using your Activity Feed and Opportunity Lists, the next step is knowing what to say. This article covers how to start conversations across three channels — call or text, video, and mailer — with example scripts for each.
The key is consistent, personalized follow-up — 2–5 touches per week is sustainable and effective. Pick your preferred channel, tailor the message to the individual, and focus on helping them understand and act on what their Homebot report reveals.
🚨 Best practice: Before reaching out, look at the client's activity and preview their Homebot so you know what they've been exploring.
Call or Text
It's up to you how you start the conversation — whether you keep it general or reference their specific engagement. Use your best judgment based on your relationship with the client; some may feel uneasy if you mention their recent activity, while others will appreciate the personalized touch.
General openers:
"Hi [Name]! I just wanted to check in and see what you think about your Homebot report. Do you have any questions about what you're seeing?"
"I've invested in this technology because I want it to be valuable for my clients. I'd love your feedback — what do you think about your personalized home wealth report?"
"Just calling to check in and find out if your mortgage — or your home — is still working for you."
Activity-based opener (using what you see in their feed):
"Hi [Name]! I noticed you've been viewing listings in Homebot. I just wanted to check in and find out if I can help in some way — I can set some time aside to get you prequalified, or I'd be happy to introduce you to an agent I trust."
Send a Video Message
Video is a highly personal way to connect — especially if you don't have a phone number. Record yourself walking through the client's Home Digest or Home Search experience while addressing them directly.
If you use BombBomb, you can link it to Homebot for streamlined sending. If not, any screen recording tool works (Zoom, Zight, etc.).
In your video:
Greet them by name
Mention something specific from the report that caught your eye
Offer a value-added next step (review mortgage options, agent introduction, etc.)
End with an open question: "What caught your attention? Anything you'd like help with?"
Drop Off a Mailer
For prospects whose home address you have but who haven't engaged by phone or text yet, a physical mailer adds a tangible reminder of your service. This works especially well for leads who need multiple touchpoints before they're ready to respond.
Tips:
Include your branding and the Homebot logo to reinforce credibility
Make a clear call to action so they feel compelled to reach out
Highlight one key benefit of the Homebot report — for example: "See how your home's equity can fuel your next move"
Try phrases like: "Just a quick check-in to make sure your Homebot report is working for you" or "Any questions about your home-wealth potential?"
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.