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Post-Conversion

Post-Visit Re-Engagement Agent

Automated feedback requests and personalised follow-up sequences based on site visit outcomes, keeping warm prospects moving forward.

Overview

The Post-Visit Re-Engagement Agent sends follow-up sequences after site visits. Feedback is collected immediately. Positive feedback triggers next-step offers; hesitation triggers objection-handling sequences.

What Post-Visit Re-Engagement Agent Solves

After a site visit, follow-up is ad hoc. Some leads get called next day, others get forgotten. No systematic feedback collection means you never know why prospects didn't convert. Post-Visit Re-Engagement Agent sends feedback request SMS within 2 hours of visit. Based on response (loved it, needs thought, not interested), automated sequences are triggered: 'loved' → offer, 'thinking' → nurture, 'no' → objection handle.

How It Works

After confirmed site visit, feedback SMS is sent. Based on response, personalized follow-up sequences are triggered automatically.

1

Post-Visit Feedback Collection

Within 2 hours of visit completion, quick feedback SMS is sent to lead.

Track: visit completion via agent calendar or manual log
2 hours after visit end, send SMS: 'Quick question: How was the property? 1=Loved it, 2=Need time, 3=Not for us'
Capture response: link click or number reply
Log visit outcome: positive/neutral/negative
2

Conditional Follow-Up Sequence Triggering

Based on feedback, different sequences are triggered: offer acceleration for positive, nurture for uncertain, objection handling for negative.

If 'Loved it' (1): trigger 'next step' sequence: 'Here's how to move forward: [offer], [timeline], [CTA]'
If 'Need time' (2): trigger nurture: 'Take your time. Here are 3 more comps, [property details]'
If 'Not for us' (3): trigger objection sequence: 'What would make it right? [callback offer]'
3

Personalization & Agent Escalation

Follow-up is personalized to lead profile. Hot responses trigger immediate agent assignment.

Include: property details, agent contact, next available times
For 'Loved it': flag as 'HOT' and notify agent within 15 min
For 'Need time': schedule 3-day follow-up
For 'Not interested': add to long-term nurture or archive

Key Benefits

Immediate feedback captures impression while fresh
Conditional sequences mean different leads get different treatment
Hot responses trigger immediate agent follow-up — no delay
Objection handling prevents lost deals from hesitation
Post-Visit Re-Engagement Agent | The Independent Broker Collective