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Thursday, October 8

Good morning, Avery

You have 8 people to reach today.

Home-value page View my site
67%

Let's finish setting you up

3 quick steps left. Each one helps your site bring in more leads.

1Add your headshot2Connect your Gmail so emails actually send3Turn on newsletter sign-ups
8
New leads this week
12
Hot leads (shopping or moving soon)
9
Active deals
6
Client touches next 30 days

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Today's game plan

4 things worth doing today: start with your follow-ups.

  1. Follow up with Nina PatelOverdue since 10/05 · South End
  2. Follow up with Priya ShahOverdue since 10/05 · Ballantyne
  3. Follow up with Tyler & Sam BrooksOverdue since 10/06 · (704) 555-⁠0199 · Ballantyne
  4. 2 more follow-ups dueJordan, Derek
Last 24 hours0 new leads0 home views0 emails sent9 deals in progress · $8,323,0009% answered within an hour

This plan is emailed to you every morning.

Reach out today

5 follow-ups due · 3 new leads waiting on you — speed wins the client

Everyone else 9

Hottest first — people browsing your homes right now rise to the top.

＋ Add a contact
Interested in
Past customer details (for birthday & anniversary emails)
⇪ Import from your old CRM — free, 2 minutes

Switching CRMs? Export contacts from Leadling / HighLevel, Follow Up Boss, kvCORE, or any spreadsheet and drop the CSV here. We keep names, emails, phones, pipeline stages, deal values, tags, notes, birthdays and close dates. On a team, an “Agent” column (their email or name) gives each contact to that person.

From your iPhone: Contacts app → Lists → long-press All Contacts (or pick contacts) → Export → save the .vcf file and drop it here. Names, phones, emails, birthdays and addresses come over.

Showing 9 of 9
  • AW
    Andre Wallace🔥 ASAPBuying
    andre.w@example.com(980) 555-0177Website7d ago
    CallTextEmail
    $400,000–$480,000NoDa2+ beds
    Z Homes for sale on Zillow
  • SR
    Sofia Ramirez🔥 1–3 monthsSelling
    sofia.r@example.comHome-value page8d ago
    Email
    South End1320 Fillmore Ave #406, Charlotte, NC 28203Est. $468,000
    Z Recent sales on Zillow
  • MC
    Meredith Cole🔥 1–3 monthsBuying
    mcole@example.comOpen house17d ago
    Email
    $1,100,000–$1,300,000Eastover4+ beds
    Z Homes for sale on Zillow
  • V
    Victor & Hana Lin3–6 monthsSellingBuying
    lin.vh@example.comWebsite20d ago
    Email
    SouthPark
    Z Homes for sale on Zillow Z Recent sales on Zillow
  • GK
    Grace Kim🔥 1–3 monthsSelling
    grace.kim@example.comHome-value page23d ago
    Email
    Cotswold4719 Water Oak Rd, Charlotte, NC 28211Est. $781,000
    Z Recent sales on Zillow
  • TB
    Tanya Brooks🔥 ASAPBuying
    tbrooks@example.com(704) 555-0158Facebook ad28d ago
    CallTextEmail
    $330,000–$380,000Wilmore2+ beds
    Z Homes for sale on Zillow
  • OH
    Omar Haddad🔥 ASAPBuying
    omar.h@example.com(980) 555-0133Facebook adSep 6, 2026
    CallTextEmail
    $2,000,000–$2,600,000Eastover5+ beds
    Z Homes for sale on Zillow
  • GH
    Greg Holloway🔥 ASAPSelling
    greg.h@example.comHome-value pageSep 2, 2026
    Email
    Dilworth1015 Ideal Way, Charlotte, NC 28203
    Z Recent sales on Zillow
  • HL
    Hannah Lee12+ months / just lookingBuying
    hannah.lee@example.comWebsiteAug 22, 2026
    Email
    Up to $300,000University City
    Z Homes for sale on Zillow