Most realtor CRMs want an MLS feed you may not need on day one. This prompt builds lead capture, intent scoring, and follow-up tasks from the contacts you already have.
Answer first
Every lead gets a stage, a score, and the next touch scheduled. Hot buyers surface same day. Stale leads get a reactivation path instead of rotting in a spreadsheet.
Paste the prompt into Taskade Genesis or open the Realtor Lead Pipeline CRM generator.
What this prompt builds
- Lead board from new inquiry through appointment set and nurture
- Buyer and seller tracks with fields that match each conversation
- Intent scoring using timeline, motivation, and engagement signals you define
- Cadence tasks for call, text, and email with due dates per stage
- Reactivation list for leads quiet longer than your threshold
No IDX or MLS integration is included or required. Add listing alerts later if you adopt a feed. See transaction coordinator dashboard when leads become under-contract files.
Who it is for
- Solo agents building discipline without enterprise CRM cost
- Teams sharing leads across ISA and agent roles
- Brokerages teaching a standard follow-up cadence
How to use it
- Paste the prompt into Taskade Genesis
- Import existing leads or connect your site form
- Set your hot-lead rules and daily call quota
- Run the cadence for two weeks and adjust touch counts
- Browse sales pipeline templates
Frequently Asked Questions
Can I connect Zillow or my website form?
Yes, through automations and form triggers. MLS listing sync is out of scope for this prompt.
How many touches should the cadence include?
Start with five touches over fourteen days for new web leads. Tune from conversion data.
Can multiple agents share one pipeline?
Yes. Assign leads by territory or round robin and keep notes on the same record.
