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Post-Call Drafts

Post-Call Drafts is a Grok Bot build prompt that helps real estate agents with follow-up. Turn every finished client call into a drafted follow-up.

Arm: Follow-Upfires on a trigger
ConnectGoogle CalendarGmailFollow Up Boss

The build prompt

Turn every finished client call into a drafted follow-up. Connect Google Calendar, Gmail and Follow Up Boss, then set it up as a recurring routine: find each call that ended since the last run, pull my notes, and draft a follow-up that spells out what I committed to. Log the outcome on the contact. Save the draft. Never send.

HOW TO USE IT

  1. Copy the prompt.
  2. Paste it into Grok Bot.
  3. Connect the tools it names.
  4. Read the first draft. Approve or change it.

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21

Past Client Pulse

Run on the first of every month. Connect Follow Up Boss and Gmail, then set it up: find past clients who have a purchase anniversary, a mortgage rate now above market, or equity worth a conversation. Check what homes on their own block did in the past year. Draft a check-in that starts with their house, not with me. Flag anyone who looks ready to sell. Everything saves as a draft.

ConnectFollow Up BossGmail
runs monthly
28

Review Ask

Ask for the review at the right moment. Connect Gmail and Google Business Profile, then set it up: three days after closing, draft a request that names one specific thing we got through together. Add two sentences the client can paste if they are busy. Follow up once after a week. Stop after two tries.

ConnectGmailGoogle Business Profile
fires on a trigger
53

Closing Gift Planner

Plan my closing gifts, in its own chat. Connect Follow Up Boss and Google Calendar, then set it up: two weeks before each closing, pull what I know about the client and propose three gifts tied to something they actually said. Schedule delivery for the week after they move in, not closing day. Order nothing without my approval.

ConnectFollow Up BossGoogle Calendar
when you ask