NEW LEADS - LISTING ALERT LINK

Trigger: New lead entering your CRM from an auto-imported source w/ listing alert data.

Goal:

Showcase their listing alert link as a “custom home search portal”

Drive clicks back to your website rather than Zillow or other portals

Duration: 3 emails over 1 week

Action Plan Name: New Lead - Custom Home Search Portal

Step 1: Email

Days after last step: 1
Title: CHSP - 1

Subject: Your personalized home search portal is ready!

Body:

Hi %contact_first_name%,

I set you up with your own custom home search…it updates in real time with the latest listings that match what you’re looking for.

%custom_ylopo_listing_alert%

You can favorite homes you like, hide ones you don’t, and message me straight from your portal if you have any questions!

Excited to help you find the right place!

Best,

Step 2: Email

Days after last step: 2

Title: CHSP - 2
Subject: Want help figuring out where to start?
Body:

Hey %contact_first_name%,

If you’re still sorting through loan options, I’d be happy to connect you with someone I trust who can break it all down for you.

Out of curiosity:

Have you already talked to a lender before?
Do you have a monthly payment range in mind?

No pressure—just trying to help you get on solid footing as you move forward.

Let me know how I can help.

Best,

Step 3: Email

Days after last step: 2

Title: CHSP - 3
Subject: Fine-tuned home search
Body:

Hi %contact_first_name%,

I recently refined your custom home search portal…it updates in real time with the latest listings that match what you’re looking for. %custom_ylopo_listing_alert%

If any of those are standing out, I’d be happy to send over a quick breakdown: like price trends, neighborhood insights, or how it compares to others nearby.

Sometimes a little extra info makes the decision a whole lot easier. Let me know if that would help!

Best,