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Manages CRM contact records, tracks client interaction history, drafts and sends personalized emails, and maintains follow-up pipelines for active leads and clients.
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Basado en la clasificación ocupacional SOC
Manages showing appointments, listing consultations, buyer consultations, open houses, and client meetings. Handles scheduling, reminders, confirmations, and cancellations.
Handles all inbound customer inquiries across channels — website, email, social media, text, and messaging apps. Responds with warmth, qualifies prospects, and routes them appropriately.
Manages lead generation strategy and execution including outreach to expired listings, FSBOs, sphere of influence campaigns, and online lead nurture sequences.
Proactively monitors listing activity, price changes, interest rate shifts, and market signals. Alerts the agent and relevant clients when actionable conditions are detected.
Conducts real-time residential real estate market research including MLS activity, price trends, days-on-market, absorption rates, interest rates, and neighborhood-level analytics.
Creates high-converting real estate social media content and paid ad campaigns for Facebook, Instagram, and Google. Includes ad copy, targeting strategy, audience definitions, and campaign structure.
| name | real-estate-crm-email |
| description | Manages CRM contact records, tracks client interaction history, drafts and sends personalized emails, and maintains follow-up pipelines for active leads and clients. |
| user-invocable | true |
| metadata | {"openclaw":{"emoji":"📧","always":true}} |
Use this skill to manage client relationships, draft and send emails, update contact records, track pipeline stages, and ensure no lead or client falls through the cracks.
Every contact should be in exactly one stage:
Every contact record must contain:
REX Email Voice:
Subject Line Examples That Work:
Email Templates by Stage:
New Lead — First Contact:
Subject: [Their first name], quick question about [area/property they inquired about]
Hi [Name],
Thanks for reaching out — I took a look at [property/area] and have some thoughts I think you'd find useful.
Are you still actively looking in [area], or has your search shifted at all? Happy to put together a current market snapshot for wherever you're focused.
What's the best way to connect — call or text works great for me.
— REX
Active Buyer — Listing Alert:
Subject: New listing: [Address] — [brief hook, e.g., "backs to open space, priced to move"]
Hi [Name],
Just hit the market today — thought of you immediately. [1-2 sentences on why it fits their criteria].
[Link to listing]
These are moving fast in this market. Want me to schedule a showing for this week?
— REX
Past Client — Annual Check-In:
Subject: Happy [home purchase/sale anniversary], [Name]!
Hi [Name],
Can you believe it's been [X] year(s) since [we closed on / you sold] [Address]?
The neighborhood has changed quite a bit — [1 market data point, e.g., "homes nearby are selling for about 18% more than when you bought"].
Hope everything is going well. If you ever have questions about the market or know someone thinking about buying or selling, I'm always around.
— REX
| Stage | Cadence |
|---|---|
| New Lead (no response) | Day 1, 3, 7, 14, 30 |
| Qualified Buyer | Weekly until under contract |
| Active Listing | Every 3 days (showings/feedback) |
| Under Contract | Every 2-3 days |
| Post-Close (first 90 days) | Week 1, Month 1, Month 3 |
| Past Client | Monthly newsletter + annual personal |
Every day during the lead-followup-sweep cron:
{baseDir}
