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SkillSalesMarketing

Client Follow-Up Scheduler

Drafts personalized, timed follow-up sequences for leads, past clients, and post-showing touches so relationships don’t go cold.

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01

Overview

Client Follow-Up Scheduler (NextAutomation) covers multi-touch nurture. Tristan Ahumada’s Past Client Follow-up and Layer3Labs’ showing follow-up skill are the same operational pattern: short notes in → warm, on-brand outreach out. Does not auto-send; you approve each message. Pairs with Follow Up Boss CRM skill when you want live CRM records.

Real EstateAgencyOther

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02

Link

https://nextautomation.us/resources/free-templates/claude-skills-for-real-estate
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Installation guide

Upload from the NextAutomation RE pack, or build a SKILL.md with your cadence (day 0 / 3 / 7 / 30), voice samples, and CRM field names.

For CRM-connected follow-up, also install Follow Up Boss:

npx skills add membranedev/application-skills --skill follow-up-boss
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How to use it

Paste lead/client context (deal history, showing notes, timeline). Ask for a sequence with send windows and channel (SMS/email). Edit and send from your CRM.

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Example prompts

  • “From these showing notes, draft a follow-up email and a day-3 check-in SMS in my voice.”
  • “Build a 5-touch sequence for this past buyer who closed 18 months ago — reference their street and HOA complaint.”
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Use cases and examples

  • Same-day showing thank-you + next-step email
  • Past-client anniversary / equity check-in batch
  • Sphere nurture calendar for a month
  • ISA speed-to-lead second and third touches
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Prerequisites

  • Client/deal context (Claude does not remember clients between chats unless you provide it)
  • CRM or contact list for batch work
  • Brokerage rules on AI outreach
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Tips

  • Specificity beats polish — one real detail outperforms generic “just checking in.”
  • Never invent personal facts; only use notes you paste.
  • Pair with Lead Qualifier Agent for the first reply, this skill for the rest.
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Sources