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Jeff Nevins, a team leader in Milwaukee, wanted a way to engage his database more consistently without adding extra work to his agents’ plates.
By setting up 5 key automations tied to consumer behavior tags on his search site, Jeff created timely touchpoints that nurtured his leads and gave his team more live opportunities.
Within weeks, those automations surfaced 12 active clients who were ready for conversations, showing the direct impact of automated engagement when paired with disciplined Smart List follow-up.
The Results:
5 automations live (behavior-driven, tag-based)
12 active clients sourced directly from automation touches
Consistent pipeline activity that agents could work on daily
Increased appointment setting opportunities without additional manual outreach
The Automations:
Each automation fires based on important tags from consumer behavior on the search site. These tags help the system know when a lead is showing intent, so an automation can step in and engage right away.
1. Returning Visitor – Re-Engagement
Trigger: Lead returns to the search site after a period of inactivity.
What it does: Sends a personalized follow-up to acknowledge their activity, then prompts the agent to re-engage.
Value: Revives “cold” leads and surfaces new interest quickly.
2. Favorite/Save Property
Trigger: Lead favorites or saves a property.
What it does: Sends a message offering to set up a showing or provide more details, while also alerting the agent.
Value: Converts browsing activity into an appointment opportunity.
3. High-Frequency Search
Trigger: Lead runs multiple searches or spends extended time on the site.
What it does: Engages them with a message like “Looks like you’re actively searching—want me to set up some tours?”
Value: Captures leads at peak buying intent.
4. Price Drop / Market Update
Trigger: A property in the lead’s search area drops in price or there’s a notable market shift.
What it does: Sends an update with the new property details or market insight, positioning the agent as the expert.
Value: Provides real-time, high-value information that prompts leads to take action.
5. Equity / Seller Alert
Trigger: Seller-side lead activity (viewing home valuation, equity alerts, or neighborhood updates).
What it does: Engages them with a personalized message about their home equity or selling potential.
Value: Generates listing opportunities and keeps the agent top-of-mind for future sales.
Aaron Franklin
Head of Growth
Aaron "Kiwi" Franklin is the Head of Growth at Ylopo and a serial technologist and entrepreneur who has over 25 years of experience creating digital solutions for major brands and pioneering companies where technology and real estate meet. His depth of expertise stems from leading development of the first website for Apple to founding a global community of over 1,000 elite athletes.