Open House Attendee
Fires after a buyer registers at an open house. Sends a personalized sequence based on their score and criteria.
ActiveAuto
Trigger: OH registration submitted
- Day 1 — Thank you + matched listings
- Day 3 — Check in, any questions?
- Day 7 — New listing or price update alert
- Day 14 — Final touch, schedule showing?
New Lead (Chat / Voice)
Fires when a new lead is captured from the website chat or voice assistant.
ActiveAuto
Trigger: Lead captured via chat or voice
- Hour 1 — Welcome + matched listings
- Day 2 — Follow up on their criteria
- Day 5 — South Bay market update
Listing Interest
Fires when a buyer expresses direct interest in one of your listings — from chat, the listing page, or an open house.
OffManual
Trigger: Buyer matched to a specific listing
- Same day — Offer to schedule a showing
- Day 3 — Still interested? Any questions?
- Day 7 — Comparable sales / market context
Price Reduction Alert
Notify interested buyers when a listing they looked at drops in price.
OffManual
Trigger: Listing price reduced (manual trigger)
- Same day — Price drop notification
Sphere Anniversary
Sends a personal note on the anniversary of a past client's closing date.
ActiveAuto
Trigger: Annual — closing date anniversary
- Anniversary day — Personal congratulations note
- Day 7 — Referral ask (gentle)
Showing — No Offer
Follow up with a buyer who toured a home but did not make an offer.
OffManual
Trigger: Manual trigger after a showing
- Same day — Was that the right fit?
- Day 3 — New homes that match
- Day 10 — Check in