About This Automation
Nurturing an investor and tenant database by hand means pulling due contacts, rereading deal history, and drafting individual emails one at a time. The manual review and personalization steps slow the batch down and non-responders often fall through the cracks.
The automated version pulls the due list, segments contacts, drafts personalized updates with matching listings, and logs every send. It also flags non-responders and schedules follow-up calls automatically, so nurture cadence stays consistent.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Every Monday the automation pulls the list of contacts due for outreach directly.
The automation groups contacts by investment criteria, deal history, and recency of last touch.
The automation writes a tailored update for each contact using their deal notes and preferences.
Matching listing PDFs and market reports are pulled and attached automatically.
High-confidence, low-risk emails are sent automatically without manual review.
Emails flagged as sensitive or high-value are routed to the broker for a quick check before sending.
Every send, whether automatic or broker-reviewed, is logged back to the contact record.
The automation checks for replies after five days, creates follow-up tasks, and notifies the broker.
Most popular tool stack used
— the complete tool combinations companies use
HubSpot
Gmail
Google Drive
Google Sheets
Calendly
SlackWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
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Frequently asked questions
Everything you need to know before mapping this process.
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