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Engagement walkthroughReal estate

LEAD FOLLOW-UP DESK

A follow-up desk for a real-estate agency that kept losing leads

Leads arrived fine. Nobody worked them by hour two, and by day three they were cold. The fix was a cadence and somebody on the phone.

Who it's for
A five-person agency running paid campaigns for brokerages
Timeline
Two weeks to stand up, then ongoing
Services bought
Ads Management · Virtual Assistant Staffing

The brief

The campaigns were producing enquiries their brokerage clients never called back fast enough. They did not need better ads. They needed somebody answering, and rules that stopped anything sitting untouched overnight.

What we built

  1. 01

    Routed every lead into one pipeline

    Campaign leads land directly in the client's Votel pipeline with the source attached, so nobody checks three places.

  2. 02

    Built the follow-up cadence

    A fixed sequence of calls, texts, and reminders, with explicit rules for when a lead moves stage and when it gets dropped.

  3. 03

    Put an appointment setter on the desk

    A trained VA working the list under the agency's name — calling, rescheduling, and chasing the no-shows nobody enjoys chasing.

  4. 04

    Set up the weekly report

    One page the agency forwards to the brokerage each Monday: what came in, what got booked, what is still open.

What they got

  • Every campaign lead landing in the correct pipeline with its source attached
  • A written follow-up cadence: which calls, which texts, and when a lead moves stage or gets dropped
  • A trained appointment setter on the desk, calling, rescheduling, and chasing no-shows
  • A one-page Monday report the agency forwards to each brokerage under its own name

What their client sees

  • A call back the same day they enquire
  • Appointments landing straight in the agent's calendar
  • A weekly summary from their agency, not from us

What we'd tell you on a call

Speed of first reply is usually the whole gap. It is a staffing problem dressed up as a marketing problem.

How we document projects: white-label engagements are confidential (our name never appears on the client side), so each write-up covers the scope, the sequence, and the result by vertical rather than naming the agency behind it. Screenshots are taken from the real build and redacted accordingly.

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