Y_REQUESTED_TOUR

Y_REQUESTED_TOUR Action Plan

Step 1: Email

Days after last step: 0

Title: Y Requested Tour 1

Subject: Got your showing request 👍

Body:

Hi %contact_first_name%,

Thanks for your request to see the property! I’d love to help get that scheduled.

Just let me know if evenings or weekends are better, and I’ll coordinate from there.

Here’s the listing you asked about:

%inquiry_address_preview%

Also—if you’d like to meet up for a quick buyer consultation, we can go over what you’re looking for and make the whole process smoother from here.

Excited to help when you’re ready!

Best,

Step 2: Email

Days after last step: 1

Title: Y Requested Tour 2

Subject: Still interested in taking a look?

Body:

Hey %contact_first_name%,

Just checking in to see if you’re still thinking about seeing that home in person. It’s always helpful to get a feel for a place before making any big decisions.

Here’s that property again in case you want to revisit it:

%inquiry_address_preview%

Are evenings or weekends easier for you? I’ll work around whatever’s best.

Talk soon,

Step 3: Email

Days after last step: 1

Title: Y Requested Tour 3

Subject: Want to compare a few while we’re out?

Body:

Hi %contact_first_name%,

If we’re heading out to see the home you picked, I could also line up a couple of similar homes nearby to compare—just in case you want a few different looks.

Here’s the one you requested:

%inquiry_address_preview%

It’s totally up to you, but a lot of folks find it helpful to see 2–3 back-to-back. Let me know if you want me to pull a few options together!

Best,

Step 4: Email

Days after last step: 1

Title: Y Requested Tour 4

Subject: Want to meet for 15–20 minutes first?

Body:

Hey %contact_first_name%,

If you’d prefer to talk things through before seeing anything in person, I’d be happy to meet for a quick consultation—either in person or over Zoom.

No pressure, just a way to get you more clarity on what’s out there, how things work, and what to expect.

Here’s the home you were interested in:

%inquiry_address_preview%

Let me know what sounds easier for you!

Warmly,

Step 5: Email

Days after last step: 1

Title: Y Requested Tour 5

Subject: Still thinking about that property?

Body:

Hi %contact_first_name%,

Just wanted to keep you in the loop. That home you asked to tour may still be available, but activity’s picking up a bit.

Here’s the link to it again if you’d like to take another look:

%inquiry_address_preview%

If it’s still something you’d like to see, I can make it happen quickly. Otherwise, I can help find something similar that’s still available.

No rush—but don’t hesitate to reach out if you're ready.

Best,

Step 6: Email

Days after last step: 1

Title: Y Requested Tour 6

Subject: Let’s find the right one together

Body:

Hey %contact_name%,

You’ve been on the site a while—so you probably know what you like and don’t like by now. That kind of clarity is gold.

Whether you’re ready to see this home or want to start fresh, I’d love to help you find the right fit:

%inquiry_address_preview%

Let me know what step feels right next.

Here when you need me,

Step 7: Email

Days after last step: 1

Title: Y Requested Tour 7

Subject: Want to hit reset and come up with a game plan?

Body:

Hi %contact_first_name%,

If now’s not the right time for a tour, no worries. But if you’re still in the market, maybe we just reset and build a simple plan together—one that fits your pace and goals.

Here’s the property that started the convo:

%inquiry_address_preview%

Open to a quick conversation? Could be the best 15 minutes you spend this week.

Talk soon either way,

Step 8: Remove Tags

Days after last step: 1

Action: Remove Tag(s)

HANDRAISER

Y_REQUESTED_TOUR

Y_REQUESTED_TOUR Automation

Automation Name

Y Requested Tour

Event

When tag Y_REQUESTED_TOUR is added

Conditions

Stage EXCLUDE - Pending and/or Under Contract (your database may be different and have different stages. Please select the stages you wish to exclude from this automation)

Action

Start Action Plan “Y Requested Tour”

Run Time

Multiple Times Per Person