Y_SHARED_LISTING
Trigger: Lead has shared a listing from your site.
Why it matters: Sharing usually means they’re seeking feedback from someone they trust—indicating deeper interest.
Goal:
Re-engage the lead without referencing the share
Offer helpful info to support decision-making
Guide toward a showing or buyer consult
Duration: 4 emails over 4 days
Link to email automation: https://app.followupboss.com/app/automations/public/Y9ZFRDZXA
Link to tag removal automation: https://app.followupboss.com/app/automations/public/RIZGGZ17X
Y_SHARED_LISTING Action Plan
Step 1: Email
Days after last step: 0
Title: Y Shared Listing 1
Subject: One of these might be worth a second look 👀
Body:
Hi %contact_first_name%,
You’ve been checking out some great listings lately:
%last_5_preview%
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!
Warmly,
Step 2: Email
Days after last step: 1
Title: Y Shared Listing 2
Subject: Want to see how they compare?
Body:
Hey %contact_first_name%,
If one of those homes keeps coming to mind, it might be a good time to see it in person—or line up a couple of similar homes to compare side by side.
Here’s what you’ve been looking at:
%last_5_preview%
A quick tour or even just a buyer consult could bring some clarity. Are evenings or weekends usually better for your schedule?
Best,
Step 3: Email
Days after last step: 1
Title: Y Shared Listing 3
Subject: Need a second opinion?
Body:
Hi %contact_first_name%,
If you're weighing your options, I’d be happy to offer a quick second opinion or show you a few homes that line up with what you’ve been viewing:
%last_5_preview%
We could even meet briefly to talk through your must-haves, dealbreakers, and what’s happening in the market right now. Totally casual—just here to help.
Let me know what sounds best.
Talk soon,
Step 4: Email
Days after last step: 1
Title: Y Shared Listing 4
Subject: Let’s simplify your next step
Body:
Hey %contact_first_name%,
If you're still considering any of these:
%last_5_preview%
…then a quick tour or strategy session could make all the difference. Whether you’re ready to walk through one, or just want to talk it out, I’d love to help you move forward confidently.
Reply here and I’ll make it easy from there.
Best,
Step 5: Remove Tags
Days after last step: 1
Action: Remove Tag(s)
YPRIORITY
Y_SHARED_LISTING
Y_SHARED_LISTING Automation
Automation Name
Y Shared Listing
Event
When tag Y_SHARED_LISTING 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 Shared Listing”
Run Time
Multiple Times Per Person