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How to Use Homebot as a Conversation Starter With Example Scripts.
How to Use Homebot as a Conversation Starter With Example Scripts.

Best practices for what to say when you reach out to your clients and prospects (with or without a phone number).

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

You’ve added your clients and prospects to your account, and they’ve started receiving Homebot. Now your Activity Feed is filling up with people who have engaged with their monthly reports.

So what’s next? Keep reading for how you can use Homebot to reach out and break the ice.


Call or text: The best practice here is to keep the check-in general or point out their specific activity. Use your best judgment here; some people might feel like they're being "watched" if you point out their recent engagement.

"Hi, Bob! I'm checking in to see what you think about your Homebot report. Do you have any questions about what you're seeing?"

Or you can say, "I've invested in this technology and want to ensure it's useful to my clients. I really value your opinion, what do you think about your personalized home wealth report?"

Want to point out their specific activity? Here's an example of how to use the Activity Feed in the example below:

"Hi Carl! I noticed that you updated your budget in Homebot. I just wanted to check in and find out if I can help out in some way. I can set some time aside to get you prequalified so you have a solid purchase price or I'd be happy to introduce you to an agent."


Send a video message: Don’t have a phone number? Consider sending a video message to spark conversation.

While previewing a client's homeowner or buyer report, record your screen to speak to their unique opportunities based on the equity in their home.

If you have BombBomb, you can connect it to Homebot to send the video directly from your account. If you don't have BombBomb, you can record your screen by using a screen recording application like Zoom or Zight.

In the video below, I explain how to accomplish this and provide multiple example scripts.


Make yourself known by dropping off a mailer: This idea is best suited for prospects with a known home address.

When marketing to people you haven't done business with yet, they may need more than a few touches to become aware of you and your services.

So, if you see a homeowner active in the activity feed, consider sending or dropping off a mailer to get in front of them again.

Here are some editable templates:

Try to make your offer irresistible, so they feel like they have to reach out.


Need a quick refresher on the activity feed? Check out this help center article.

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