The situation
A hard-working agent who was great in person but stretched thin. Between viewings and paperwork, new enquiries waited too long for a reply, and the competition got there first.
- Valuation and viewing enquiries answered hours later, after the moment had passed
- Buyer and seller leads scattered across portals, DMs and a notebook
- No reliable way to nurture leads who were not ready to move yet
The example workflow
One connected system replaced the missed calls and the sticky notes. Here is the loop it ran end to end:
1
Local content that builds authority
Forge writes on-brand posts about new listings, sold prices and the local market, and Forge Studio turns a few photos into a short property video that points to a valuation page, not a portal queue.
2
A valuation request page that captures leads
An AI-built hosted landing page invites sellers to request a free valuation and buyers to register interest, with a simple form that captures every detail straight into the pipeline.
3
Speed to lead that wins the listing
The moment a lead comes in, the AI phone agent calls and an email goes from the agent inbox within minutes, with a WhatsApp option through ManyChat, so the agent is first to respond every time.
4
Booking appraisals and viewings
Interested leads pick a time that syncs to Google or Outlook calendars, with a Zoom link for remote chats, so appraisals and viewings land on the diary without back-and-forth.
5
Nurture that keeps leads warm
Leads who are not ready yet get a steady, helpful email sequence, so when they decide to move the agent is the obvious first call.
6
One pipeline for every lead
Buyers and sellers are tracked from first enquiry to booked appointment to instructed listing, so the agent sees which content and follow-up actually win business.
Listings go to the agent who answers first. Forge made sure that was always this one, calling and emailing every lead within minutes and booking the appraisal before the competition replied.
Example outcomes
- Much faster speed to lead, with calls and emails out within minutes
- More valuations and viewings booked straight into the calendar
- Fewer leads gone cold thanks to automatic nurture sequences
- One clear pipeline from first enquiry to instructed listing