Have Claude sweep your CRM each morning and draft follow-ups for leads you'd forget
William Zhang, real estate agent in Austin TX (his own blog)
A Claude-based assistant pulls Follow Up Boss leads, notes and deals, scores each lead A–D using the Keller Williams model, drafts a personalized follow-up, and creates a dated task. He sends the text himself.
From $17/mo (checked prices)
Medium · or we do it from $497
Claude, Follow Up Boss
The problem
As deal flow grew, older leads got buried and follow-ups were forgotten.
What happened
He says one buried lead it flagged turned into a deal; setup took real time and he still clicks the buttons himself (self-reported).
Told by the owner Source: William Zhang, Real Estate AI Society blog (2026-05-16) · Added 2026-10-13. Results as reported by the source; we haven't independently verified them.
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How to set it up yourself
- Export or connect your CRM leads and notes.
- Give the AI your lead-scoring rules.
- Have it score leads and draft one follow-up per lead each morning.
- Send the drafts yourself and log the task.
Copy-paste prompt
Here are my CRM leads with notes and last contact dates. Score each A–D using these rules: {RULES}. For every A and B lead, draft a short, personal follow-up text that references our last conversation, and suggest a due time today.Tools used
Claude
AI assistant for writing, long documents, analysis and coding help.
From $17/mo billed annually ($20 monthly) (checked 2026-10-13)
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Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-13)
Rather not do it yourself?
We'll set this up in your tools, in your voice, tested. Single use case $497. Satisfaction guarantee: we'll fix it until it works, or refund your setup fee. Terms. We reply within 1 business day.
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