Funnel Health Score
SMS Timing
Email Timing
Booking Process
CRM Review
Automation Checklist

Leads come in — then go cold because follow-up takes too long
Your inbox fills up faster than you can respond manually
Ad spend goes up but booked appointments don't follow
Commissions stay unpredictable no matter how hard you work

A qualified lead opts in at 2am — and gets an automated response in 60 seconds
A 5-day follow-up sequence runs in the background while you're at a showing
Serious buyers self-book appointments directly on your calendar
You close more deals — not because you worked harder, but because fewer leads fell through



Enter your name and email to get instant access to the 27-Point Real Estate Lead Follow-Up Checklist. It only takes a few minutes to go through and helps you quickly spot the gaps in your current lead follow-up process.
Work through the checklist and answer each question honestly. By the end, you'll know what's working, what's missing, and which areas are costing you appointments and potential commissions.
If you'd like personalised advice, schedule a free 20-minute Lead Follow-Up Audit. We'll review your current lead process together, identify your biggest conversion opportunities, and create a simple action plan to help you turn more leads into booked appointments.
No pressure. No obligation. Just practical recommendations tailored to your business.
I've been in real estate. I know what it feels like to have great listings, put in long hours, and still watch leads go cold — not because the market is bad, but because there was no real system catching them.
I got obsessed with funnel-building and marketing automation because I was tired of the inconsistency. I started testing GHL workflows, follow-up sequences, and conversion-focused landing pages on my own business. The results changed everything.
Now I help other US brokers and agents build the same kind of system — so they can stop relying on manual follow-ups and start running a business that converts leads even while they sleep.
The free checklist is where I show you what that looks like specifically for your setup.


“Finally a system that does the follow-up for me”
“I knew my leads were dropping off somewhere but I couldn't pinpoint where. After downloading the checklist, I had a clear map of every gap in my process. Within 10 days of making the changes, I booked 4 showings from leads I would have written off as dead. This isn't just a conversation — it's a turning point.”
- Maria Rivera, Real Estate Broker & Team Lead


"I thought my ads were the problem"
"This checklist made me realize my listings were fine—I just didn't have a proper system to catch the leads. The changes we made helped me stop missing follow-ups. If you're a broker juggling everything yourself, you need this."
- Clarisse Villanueva, Managing Broker,
Villanueva Property Group

Yes! Simply enter your name and email, and you'll get instant access to the workbook. There are no hidden fees or subscriptions—just practical advice you can start using right away.
This workbook is designed for real estate agents, brokers, and teams who generate leads online and want to convert more enquiries into appointments. Whether you're running Facebook Ads, getting leads from your website, or relying on referrals, the checklist will help you identify where your follow-up process can improve.
Most brokers finish the workbook in 10–15 minutes. It's designed to be simple, actionable, and easy to follow, even if you're busy.
No. The checklist focuses on best practices for lead follow-up, regardless of the CRM or tools you currently use. If you're using GoHighLevel—or considering it—you'll also discover opportunities where automation can save you time.
You'll receive the workbook immediately by email. After you've reviewed your results, you'll also have the opportunity to book a free 20-minute Lead Follow-Up Audit, where we'll go over your current process and identify the biggest opportunities to improve your lead conversion.
No. The audit is a strategy session focused on your business. We'll review your lead flow, discuss what's working and what isn't, and provide practical recommendations you can implement. If you decide you'd like help building or improving your system afterwards, we can discuss that—but there's absolutely no obligation.
That depends on your current process, but many improvements—like faster response times, better follow-up sequences, and easier appointment booking—can be implemented within days. Even small changes can make a noticeable difference in how many leads turn into conversations.
That's perfectly fine. This checklist isn't about replacing your current tools—it's about identifying opportunities to make them work better. Many brokers already have the right software but aren't using it to its full potential.
Every week your funnel stays broken is another week of leads going cold, ad spend wasting away, and commissions you should have earned — but didn't.
The audit is free. The call is 20 minutes. The clarity you'll get is worth more than any course or template you'll find online.
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