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 create weekly call lists using your Activity Feed and Key Client Lists, helping you deepen relationships, provide timely insights, and generate more referrals with consistent, personalized outreach.
1. Start with a Small Weekly List
Choose 2–5 clients or prospects to focus on each week. Your Activity Feed and Key Client Lists are the best places to find opportunities.
2. Use the Activity Feed to Spot Engagement
Your Activity Feed shows who is:
Favoriting or browsing listings
Adjusting their home value
Using mortgage payment or financial calculators
Regularly opening their Home Digest, and more
These actions are great conversation starters, such as offering to crunch some numbers together, discuss market conditions, or answer questions about what they're seeing in their Home Digest or Home Search experience.
Clients can also share Homebot on your behalf with friends and family via the Share Homebot button, creating an easy moment for a soft referral ask.
3. Leverage Your Key Client Lists
Your Key Client Lists highlight:
High-equity clients
High likelihood-to-sell scores
Refi candidates
Highly engaged homeowners and buyers
Use these insights to prioritize outreach. Add them to an email campaign outside of Homebot, send a video, or pick up the phone and call.
4. Review Client Activity Before Reaching Out
Spend up to 10 minutes reviewing:
Their individual activity feed
Their Home Digest
Their Home Search experience
Look for insights you can reference in your call, video, or email.
5. Try Video for Higher Engagement
If a client doesn’t answer or you prefer another channel:
Record a quick personalized video while previewing their Homebot
Email or text it directly
Or send a video email to all of your homeowners, all of your buyers, or everyone in a Key Client List
6. Keep Your Outreach Simple and Consistent
Each week:
Log in to Homebot
Review your Activity Feed and Key Client Lists
Make your calls, send a video, or write a quick email
Consistent, personalized touchpoints build trust, deepen relationships, and increase referrals.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.