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Playbook30 Sept 20261 min read

Lead follow-up checklist for a solo broker

By , Founder of Genluno

What should a solo broker do with every new lead?

Seven-step lead follow-up checklist for a solo real estate broker

Reply within a minute, qualify on four points, book a visit, and follow up on a fixed schedule. Doing the same steps every time matters more than doing them perfectly.

What is the checklist?

  1. One place for all your portal leads. Forward portal emails to a single address.
  2. First reply in a minute. Short, names the property, one question.
  3. Four qualifiers. Budget, locality, timeline, buy or rent.
  4. Two visit slots. Specific times instead of an open question.
  5. Confirm and remind. Confirm on booking, remind the day before.
  6. One follow-up for silent leads. Next morning, then stop.
  7. Weekly review. Which portal produced completed visits, not just leads?

Which steps can you automate?

Steps two to five are the repetitive ones, and they are the ones that suffer when you are on a visit or asleep. Genluno covers them for portal leads: a first reply in about 60 seconds (a WhatsApp template with the buyer's first name and your brokerage name), the four qualifiers, three visit slots, a booking confirmation and a reminder the day before. The Solo plan is ₹2,499 a month at Founding 100 prices (list price ₹2,999), and you keep the judgement calls. See pricing.

Frequently asked questions

How many follow-ups are enough?

One the next morning, then stop and move the lead to a longer-term list.

Which plan suits a solo broker?

The Solo plan: ₹2,499 a month at Founding 100 prices (list price ₹2,999), locked for 12 months with no GST added, after a 5-day free trial with no card needed. Founding 100 prices are available until 100 paying brokers join. See pricing.

Do I need to be online for replies?

Not with Genluno: it replies on WhatsApp in about 60 seconds at any hour and emails you when a visit is booked.

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