Past Client Follow-Up
Past Client Follow-Up for Real Estate Agents. Know which past client to call this week, log every touch and thank every referral. Free to clone.
Past Client Follow-Up is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Anniversary. Its automations include Daily value requests email, Referral closed thank-you and Monday overdue digest.
by @john
What you can do with Past Client Follow-Up
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Past Client Follow-Up works
- Daily value requests email: when Every day at 6 PM, then Find today's value requests and Email new value requests.
- Referral closed thank-you: when a referral is set Closed, then Draft the thank-you and Wait 2 days.
- Monday overdue digest: when Every Monday at 8 AM, then Find overdue clients and Build the overdue list.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Anniversary
- Automations: Daily value requests email, Referral closed thank-you, Monday overdue digest
- Workspace: 6 projects, 1 AI agent, 3 automations