This article shares proven scripts and best practices for proactive client engagement and agent outreach. If you’re looking for guidance on responding to incoming client messages, check out this related article.
Days 1–30: Launch & Activate
Goal: Set expectations and build trust early.
Introduce Homebot during your new client intake and at closing to set long-term value expectations.
Position the Home Digest or Home Search experience as a complimentary gift for your clients.
👉Learn about the Home Digest or Home Search experience.
Client “Heads Up” Message (Email or Text)
Use when you first add clients
Hi {{First Name}} — quick heads up!
I’ve set you up to receive a personalized home report from me each month. It shows your home value, equity, and local market trends — no sales pitch, just helpful info so you can keep an eye on things.
Feel free to explore it anytime, and let me know if you ever want to dig into the numbers together.
Follow-Up (1–2 weeks later)
For clients who haven’t engaged yet. You can see who is engaged in your activity feed and determine who hasn't opened it up.
Just checking in to make sure you’re receiving the home reports I sent over.
They’re meant to be a low-key way to track your home value and options — happy to answer any questions if you have them.
Agent Partner Intro Message (optional for lenders)
When adding agents as preferred.
Hey {{Agent Name}} — I’ve added you as a preferred agent on the home reports sent to our shared clients. It gives homeowners a clear view of their equity and buying power and helps us stay aligned when they start thinking about a move. You should receive an email within a week encouraging you to claim your free profile (add your photo and update contact information). There's nothing else for you to do except look out for real estate-related messages from [shared client's name].
Wins by Day 30: Clients know why they’re getting Homebot and trust the intent. Agents are added as preferred partners.
Days 31–60: Engage & Identify Opportunities
Goal: Start conversations based on behavior.
High Engagement / Frequent Opens
Hey {{First Name}} — I want to make sure you're enjoying the content I've been sending called Homebot. It helps you track your home's value and discover ways to leverage your equity. I value your opinion and want to make sure you're finding it useful. If you ever have any questions, I'd be happy to answer them!
Selling Position Viewed
I've noticed your market has started balancing out (or heating up, or cooling down). Let me know if you ever have any questions about your neighborhood or if it's a good time to sell!
Purchase Potential / Buying Power Viewed
Just want to reach out about the home you're currently in. Is it still fitting your needs?
Equity Interest
You may have noticed your equity has changed recently.
If you ever want to talk through ways homeowners use that strategically (projects, consolidation, future purchases), I’m here.
Agent Collaboration Message (optional for lenders)
To agent partner when a homeowner is engaged
Just a heads up — one of our shared clients has been spending time in their Homebot report, especially around selling/buying scenarios. Might be a good window for a light check-in.
Win by Day 60: Conversations feel timely, relevant, and natural. Agents engaged.
Days 61–90: Scale & Systemize
Goal: Make this repeatable and efficient.
Weekly “Nudge” Message Template
Hey {{First Name}} — quick note because I saw some changes/updates in your home report this week. Nothing urgent, just wanted to remind you I’m here if you want a second set of eyes on any of it.
Value-Forward Educational Message
One thing homeowners tell me they like about these reports is being able to see options before they need to make a decision. If you ever want help translating the data into real-world next steps, I’m happy to do that.
Post-Conversation Follow-Up
Thanks again for chatting today.
I’ll keep your report updated automatically, and if anything changes on your end — plans, timing, or curiosity — just let me know.
Co-Sponsorship Invite Script (optional for lenders)
When you want to invite an agent co-sponsor.
Hey {{Agent Name}} — I use Homebot to spot early buying/selling signals with homeowners. I’d love to share how it’s working for some of my top agent partners. Would you have time later this week or early next to connect for 15 minutes?”
Win by Day 90:
✔ You’re sending fewer messages — but having better conversations
✔ Homebot supports your workflow instead of adding to it
✔ Clients and agents see you as proactive and informed