Systems

I need a follow-up system

Stop losing deals you already paid for.

Build a real estate business that fits your life — not a life that fits your real estate business.

Your first step this week

Tag your database by relationship and set one daily follow-up hour.

Most agents do not have a lead problem, they have a follow-up problem. Organize the database first, then work one hour a day in the same block.

Learn

Referral Mastery: Organizing Your Database

Build, sort, and nurture a high-quality referral database

Use

The exact words and the checklist that go with this step.

Script · Follow-Up

Re-Engaging a Ghosted Lead

{name}, should I keep you on my list or take you off? Either answer is totally fine.

If you're still thinking about it, here's what changed in {area} since we talked: {market_fact}.

Reply 1 to keep getting updates, 2 to pause, 3 if you want to talk this week.

Give permission to opt out. The takeaway close revives more dead leads than any drip campaign.

Objection · Ghosting

“The lead went silent after two good conversations.”

Send the takeaway: 'Should I keep you on my list or take you off? Either answer is fine.' It reopens more conversations than any follow-up sequence.

Playbook · Ongoing weekly rhythm

Database & Follow-Up Plan

How to organize your CRM so nobody falls through the cracks and past clients keep referring.

01One list, one systemEverything lives in one CRM — the platform you chose through eXp CRM of Choice. Delete the spreadsheets and the notes app.
02Tag by relationship and timelineA = now, B = 90 days, C = someday, plus past client and referral partner tags.
03Set the cadenceA weekly, B monthly, C quarterly, past clients quarterly plus birthday and home anniversary.
04Automate the boring halfMarket reports and drip campaigns run automatically; calls and voice notes stay human.

Get help

Ask Amanda

Ask this exact question

“Set up a simple follow-up system I will actually keep up with.”

Live help

Join a live CRM class

Real people, real classes — Team Legacy leaders who work in this lane every week.

Something else