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Lead Nurturing

Behavioural Trigger Follow-Up Agent

Fires tailored follow-up based on what the lead actually did, from opens and clicks to replies, page visits, and silence.

Overview

The Behavioural Trigger Follow-Up Agent monitors every lead action and fires contextual follow-up. Clicks trigger phone calls, replies trigger next-day follow-ups, silence triggers re-engagement.

What Behavioural Trigger Follow-Up Agent Solves

Your team sends batch campaigns and doesn't know who engaged. One contact clicked the email 20 minutes ago but isn't called until tomorrow. Another never opened the email but sits in the same queue as high-interest clickers. Behavioural Trigger Follow-Up Agent monitors every action (open, click, reply, page visit, silence). Each action triggers a tailored next step: clicks = call within 2 hours, replies = respond same day, silence = re-engagement sequence.

How It Works

All lead engagement is logged in real time (email opens, link clicks, replies). Each action triggers an automatic next step — no manual decision needed.

1

Real-Time Behavior Capture & Tagging

The agent monitors email opens, link clicks, page visits, and replies via tracking pixels and webhooks. Every action is logged instantly.

Track email opens and click times via pixel
Monitor CRM page visits (lead opened their property details)
Capture replies to emails and SMS
Log silence: leads who never opened or engaged
2

Behavior Classification & Trigger Routing

Each behavior is classified and routed to a trigger. Clicks and replies get immediate follow-up; silence gets re-engagement.

Click = 'Hot engagement' → create task: 'Call within 2 hours'
Reply = 'Interested' → create task: 'Send follow-up same day'
Page visit = 'Serious research' → trigger: send detailed property info
Silence (7+ days) = 'Cold' → trigger: send re-engagement email
3

Trigger Execution & Follow-Up Delivery

Triggered actions are executed immediately. Hot leads get SMS notifications for agents, cold leads get re-engagement drips.

For clicks: send SMS to assigned agent 'Lead clicked property page'
For replies: auto-draft next email and send within 24 hours
For page visits: send SMS with next property match
For silence: send re-engagement email with 'If you're still interested, here are 3 new matches'

Key Benefits

✓Hot leads (clickers) get immediate agent follow-up, not tomorrow's call
✓Every action gets a contextual response — no lead sits in a generic queue
✓Re-engagement sequences prevent leads from getting lost after silence
✓Real-time routing means urgent prospects never wait

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Behavioural Trigger Follow-Up Agent | The Independent Broker Collective