Lead follow-up & inside sales

Paste the ad that generated a group of leads into Claude and get a five-email follow-up sequence written for the person who clicked that ad

Austin agent William Zhang, founder of Real Estate AI Society, runs seven CRM workflows on Claude, and the one he calls his favorite replaces the generic CRM drip with a sequence per lead source. A referral should not get the same emails as a cold Facebook lead, so he pastes the actual ad that produced a group of leads into Claude and asks for one sentence on what the person who clicked the ad wants, then a five-email sequence for that person: day 0, day 2, day 5, day 12, and day 30, each email under 90 words, no restating the ad, one question answerable in under ten words at the end of each email, and email 4 giving something useful with no ask. Claude also lists the assumptions the sequence makes about the lead so Zhang can correct them, and nothing loads into the CRM until he approves the drafts. On a real Austin ad for single-story homes under $350,000 aimed at downsizers, the day-zero email opened on low-maintenance living, no stairs, and quiet neighborhoods. His check: run the prompt on two different ads and compare the two day-zero emails side by side; if the two emails sound the same, the prompt needs work.

For the daily Follow Up Boss sweep that ranks who to call each morning, see William Zhang's Claude CRM sweep card.

At a glance

Tools used
ClaudeFollow Up Boss →
Category
Lead follow-up & inside sales
Audience
agent, team lead
Difficulty
Copy-paste
Source
AI CRM for Real Estate Agents: The 7 Workflows I Run on Claude
William Zhang, Real Estate AI Society · Blog · Aug 22, 2026
First step
Copy the text of the ad or landing page behind your biggest lead source this month, and export or note how many leads in your CRM came from that ad.

Compliance note: Review every email before the sequence loads into your CRM, and keep the opt-out language your email platform and state rules require. Do not let a sequence state a price, rate, or market statistic you have not confirmed, and keep ad-targeted copy free of fair housing problems such as describing who a neighborhood suits.

Suggested prompt

Written by this directory, inspired by the source. Replace the [bracketed] parts.

Below is the ad that generated this group of leads.

Read it and tell me, in one sentence, what the person who clicked it actually wants. Then write me a 5-email follow-up sequence for exactly that person.

Rules:
- Day 0, day 2, day 5, day 12, day 30.
- Each email under 90 words. Written like a text from a person.
- Do not restate the ad. They already clicked it.
- Every email ends with one question answerable in under ten words.
- Email 4 gives something useful with no ask attached.
- Never state a price, rate, market statistic or timeline unless I gave it to you.

Then tell me what this sequence assumes about the person, so I can correct you. Show me the drafts. Do not load anything into the CRM yet.

[PASTE THE AD HERE]

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