Automations
Pipeline Stages
New Lead
Stage 1 — New Lead
Fires the moment a lead enters the system. Sends welcome text + email and creates an immediate contact task.
Hi {{first_name}}, thanks for your interest in {{property}}! A leasing specialist will contact you shortly. Reply STOP to opt out.
Welcome to Monarch — let's find your next home, {{first_name}}!
Hi {{first_name}}, Thank you for reaching out about {{property}}! We're excited to help you find your next home. Here's what to expect next: • A leasing specialist will reach out to you shortly • We'll schedule a personal tour at your convenience • Our team is available Monday–Saturday 9am–6pm In the meantime, feel free to reply to this email or text us with any questions. Looking forward to working with you! {{agent}} Monarch Properties
🚀 NEW LEAD: Contact {{first_name}} immediately (within 5 minutes). Introduce yourself, confirm their interest in {{property}}, and answer any initial questions.
⚠️ ESCALATION (15 min): {{first_name}} has NOT been contacted yet. Contact immediately or reassign to another agent. Lead is at risk of going cold.