Lead follow-up
The lead record tells you what to say next
Queva reads the history you connect, drafts the message, and keeps the next task clear.
Text it like this
Fictional example.
Use the promise as the starting point
A lead history usually contains the next message if you read the last two exchanges closely. Look for an address they asked about, a financing question, a preferred call time, or a promised list of homes. Give that detail to Queva instead of asking for a broad follow-up.
Ask for a draft with one purpose. It might confirm a Friday tour, send the homes with a first-floor bedroom, or see whether a May move is still on track. Short messages leave room for the lead to tell you what changed.
Keep the reply connected to the timeline
When the lead answers, add the new detail to the existing history before drafting again. Queva can summarize the exchange, identify the promised item, and prepare a reply that carries the conversation forward. That is more useful than starting every text with the same check-in.
The agent decides when a text should become a call, showing, lender conversation, or pause. Check how and when consent was given, whether it fits the message, any revocation, and the brokerage policy before texting. Save the outcome and the next date where the rest of the team can find it.
Review the draft for facts that can change, including listing status, price, appointment time, and the promise you are making. A useful follow-up earns its place by helping the person answer one thing. Check that consent was obtained for this kind of contact, remains current, and fits the brokerage policy before choosing text as the channel. Save the approved message and its outcome with the lead so the next follow-up starts from the latest answer.
Sources: FCC TCPA Consent Order
Use it for one lead at a time
Use the lead record to make the next follow-up worth sending.
- Summarize a connected record.
- Draft a personal follow-up.
- Set an owner reminder where configured.