Playbooks · Property, Insurance · 2 min read
The Follow-Up Sequence That Closes Property Leads (and Knows When to Stop)
21 July 2026 · IQPilot Team
Most deals need five or more touches; most agents stop after two. A drip sequence built into IQPilot does the remembering — and switches itself off the moment the customer replies or the lead is secured.
Why sequences beat reminders
A to-do list reminds you to follow up; a sequence actually does it. When an agent has 60 open conversations, the ones that go quiet are the ones that get forgotten — and those are usually the buyers who were 'thinking about it'. A Follow Up Sequence sends the next message on schedule whether the agent is at a viewing, in traffic or on leave.
A five-touch template that works
Day 0: the brochure and one question. Day 2: a short video walkthrough or a floor plan the customer did not ask for but will want. Day 5: a soft check-in — 'Did the layout work for your family?'. Day 9: news — a new unit released, a rebate ending, a bank's rate. Day 14: the honest close — 'Shall I take you off the list, or would a viewing this weekend help you decide?'. Every message ends with something easy to reply to.
- Different content each touch, never 'just following up'
- One question per message
- Space touches further apart as the sequence goes on
The stop rules matter more than the messages
Nothing damages trust faster than a 'still interested?' after the customer has signed. IQPilot pauses a sequence when the customer replies — because the AI flow or an agent has taken over — and 'Stop Follow Up once secured' ends it permanently when the lead is marked secured. Combine with the Do Not Disturb list for anyone who opts out.
Measure the sequence, not the agent
In the Blast and Conversations analytics you can see which touch generates replies. Often it is the day-5 check-in, not the day-0 brochure. Move the best-performing content earlier, cut the touch nobody answers, and re-run. A sequence is a living script, and the data tells you how to edit it.
