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Stop losing site visits because of slow follow-ups.
Most real estate teams don’t have a booking problem. They have a follow-up problem. Missed reminders, unconfirmed visits, and messy coordination quietly kill deals.
This workflow fixes that.
The moment a prospect books a site visit:
• A confirmation email is sent instantly
• A reminder goes out automatically before the visit
• A follow-up email is triggered after the visit
• The event is added to Google Calendar
• Every booking is logged in Google Sheets for tracking
No manual work. No missed communication. No chasing clients.
The real impact?
More clients show up. Better conversations. Less time wasted on coordination.
👉 Try the workflow here:
https://lnkd.in/gbfYqxMS
Set it up once and let it run for every future lead.
Need something customized for your business?
DM me your requirements and I will build it for you.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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Most independent agent websites don't show any of this.
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Link in the comment.
My recent client is an Australian printing firm.
They already had clients coming in.
The problem was what happened after the agreement.
When a client agrees to payment terms, every delay matters.
A payment process that sits waiting for someone to follow up can slow down the entire client journey. And when clients experience unnecessary delays, it can affect more than cash flow. It can affect their confidence in the business.
So I built an Agreed Payment System in Make.com designed around the client journey.
The goal wasn’t simply to automate emails.
It was to create a process that keeps agreed payments moving, keeps communication consistent, and reduces the amount of manual follow-up required from the team.
The workflow takes the agreed payment process and routes it through the appropriate steps, conditions, and Gmail communications.
The system helps keep the process moving.
And this is where my background in sales development and client retention comes into the automation work.
I don’t look at automation as:
Trigger → Action → Done.
I look at it as:
Lead → Sale → Client → Experience → Retention → Repeat business.
Because getting a client is only part of the job.
You also need systems that make it easy for that client to keep doing business with you.
Sales development + client retention + workflow automation.
That’s the intersection I build around.
The handoff after a client agrees to terms is where many service businesses leak cash flow. Automating follow-up there is a practical B2B wedge because it ties the workflow directly to revenue.
Real estate businesses often lose potential clients due to missed calls, delayed responses, or inefficient manual follow-ups.
Thus I built this project to demonstrate how AI can automate the entire front-desk experience , from first contact to lead qualification and follow-up , to booking appointment with a human agent.
