Playbook · Leads and follow-up

Hot Lead 60-90 Day Plan

A day-by-day plan for leads who want to move in the next 60 to 90 days: emails, texts and calls in order.

DAY 1 — Welcome & Next Step
Email

Subject: Excited to help you get clarity on your home search

Body: Hey [First Name],

I'm really glad we're connected and getting your home search started.

You're now set up on a personalized home search based on what you shared so far. As listings come through, there's no pressure to act — the goal right now is simply awareness and clarity.

Over the next few weeks, I'll share insights that help you feel confident about value, market conditions, and next steps — so decisions never feel rushed.

To start, what are your top 3 must-haves right now?
Reply to this email and I'll fine-tune the search so what you're seeing is actually helpful.

Looking forward to working with you,

Video Script

Hey [First Name], it's Agent Name.

I just wanted to personally say welcome.

As listings start coming through, don't worry about deciding yet. Just notice what you're drawn to — and what feels like a quick no.

When you're ready to view, I will take care of the logistics and book our exploratory tour. We can also set some time aside to go over strategy for when the right property pops up and how we will structure our negotiations.

Quick question to get us aligned:
What are your top 3 must-haves right now? Did anything come to mind after our previous conversation?

Send those over and I'll adjust your search.

Text

Hey [First Name]! I just emailed you the next steps for your search.
When you have a minute, reply with your top 3 must-haves so I can fine-tune things.

DAY 3 — Understanding Market Value
Email

Subject: How do you know if a home is actually a good deal?

Hey [First Name],

One of the most common questions buyers have is:
"How do I know if this is a good deal?"

List price alone doesn't tell the full story. What really matters is:

  • What similar homes are selling for
  • How quickly homes are moving
  • What types of offers are being accepted right now

That's why I like to look at sold data alongside active listings — it gives real context.

Quick question for you:
What feels most confusing so far — pricing, neighborhoods, or knowing what a home is really worth?

Reply with the area you're watching most and I'll send a quick breakdown of what's happening there.

Agent Name

Text

Hey [First Name], you've been seeing listings for a few days now.
Are homes in your preferred areas moving FAST or SLOW?
Reply FAST or SLOW and tell me the area — I'll explain what that means.

DAY 7 — Exploratory Tour
Email

Subject: The fastest way to feel confident in the market

Body: Hey [First Name],

If you want the quickest way to feel confident, it's seeing a few homes in person.

I call it an Exploratory Tour — there's no pressure to buy.
The goal is simply to compare:

  • What your budget looks like in different areas
  • Layouts that feel right vs. ones that don't
  • What looks great online but feels different in real life

Quick question:
Would an evening or a weekend work better for you?

Reply EVENING or WEEKEND and I'll send a couple options.

Agent Name
Insert booking link here

Video Script

Hey [First Name], Agent Name here.

An Exploratory Tour isn't about buying — it's about clarity.

Most buyers feel more confident after seeing just a few homes because they finally understand value, trade-offs, and what really matters to them.

Quick question:
Are evenings or weekends easier for you?

Reply to my text and we'll set it up.

Text

Hey [First Name]! Want to do a low-pressure Exploratory Tour to get clarity?
Reply EVENING or WEEKEND and I'll organize it.

DAY 12 — Common Buyer Mistakes
Email

Subject: 3 common buyer mistakes (and how to avoid them)

Body: Hey [First Name],

Even experienced buyers can get tripped up without realizing it.

Three common mistakes I see:

  1. Making decisions without full financial clarity
  2. Falling in love before understanding the trade-offs
  3. Skimming the fine print instead of understanding the risk

Quick question:
Which one feels most likely to cause stress for you?

Reply with 1, 2, or 3 and I'll show you how to avoid it.

If you'd like a mortgage review, reply "BROKER" and I'll connect you.

Agent Name

Text

Hey [First Name], I just sent an email about 3 common buyer mistakes.
Reply 1, 2, or 3 and I'll help you avoid it.

DAY 17 — Offer Strategy
Email

Subject: How we build a strong offer strategy

Body: Hey [First Name],

When a home feels like "this could be it," strategy matters.

A strong offer isn't just price — it's:

  • Knowing what the home is likely to sell for
  • Structuring terms that protect you
  • Aligning dates and conditions with your comfort level

Here's the question I always start with:
If you got this home, what would need to be true for you to feel confident moving forward?

Reply with what matters most to you and I'll tailor the strategy around that.

Agent Name

Video Script

Hey [First Name], Agent Name here.

Before writing an offer, I like to slow things down and ask:
What does success actually look like for you?

Price? Timing? Conditions?

Once we know that, building a strategy becomes simple — and calm.

Reply and tell me what matters most.

DAY 22 — Cost Breakdown
Email

Subject: The full cost picture (so nothing surprises you)

Body: Hey [First Name],

Quick heads-up: the purchase price is only part of the budget.

Most buyers also plan for:

  • Home inspection
  • Legal fees
  • Appraisal (if required)
  • Property transfer tax (if applicable)
  • Moving and setup costs

Would it help if I mapped this into a simple estimated range for your price point?

Reply with your approximate range and I'll send it.

Text

Hey [First Name], want a simple breakdown of extra buying costs?

DAY 30 — Inspection & Due Diligence
Email

Subject: How to avoid surprises before committing

Body: Hey [First Name],

Due diligence is where we confirm the home makes sense — not just emotionally, but financially and structurally.

Key inspection areas:

  • Roof and major systems
  • Plumbing and electrical
  • Moisture or foundation concerns

Quick question:
What would you want to feel clear on after an inspection?

The full playbook

Read the full playbook free on Skool.

This is a preview. The other 8 sections and the branded PDF are in the free Elevation Real Estate HQ community, with weekly group calls.

Join the free community

Want these running in your business?