WhatsApp Lead Follow-Up Sequence for property agents

What is included in the setup

• 5-step follow-up sequence written for your business
• Lead capture from forms, ads and WhatsApp
• Reply detection stops the sequence
• Weekly conversion report

What you need before the call

• The accounts the setup connects to (WhatsApp, Google or Meta)
• Your services, prices, timings and address
• Who receives alerts and reports
• Approval for the content the setup will send in your name

A normal day at a real estate agent with this setup

1. 9:15 AM: front desk logs yesterday's site visit no-shows and portal enquiries (99acres, Housing, MagicBricks) into the WhatsApp bot before the first client call of the day.
2. A new enquiry comes in from a Facebook ad for a 2BHK in the evening (peak time, 7-9 PM, when working buyers browse) - the bot auto-replies within a minute confirming budget, locality and possession timeline (ready-to-move or under-construction).
3. If the lead replies with a specific question - like asking about the RERA registration number or carpet area - the sequence stops immediately and a WhatsApp alert goes to the sales executive's phone so a human takes over.
4. Day 2, no reply yet: bot sends a short video walkthrough link of the project and asks if a site visit this weekend works, since Saturday-Sunday are the busiest site visit slots.
5. Day 3: bot shares the price break-up and current offer (festive season discount, stamp duty rebate schemes) to nudge undecided leads still comparing 2-3 projects.
6. Site executive checks the weekly conversion report every Monday morning to see how many enquiries turned into site visits versus how many went cold, and adjusts follow-up timing for the coming week.
7. During Diwali/Dhanteras and financial year-end (March), when enquiry volume spikes, the same 5-step sequence runs unchanged so no lead is missed even when the front desk is busy with walk-ins.

Rules and platform limits it works within

WhatsApp Business policy: automated replies must go to leads who messaged first or opted in via a form/ad click-to-WhatsApp button - the setup only triggers on inbound contact or ad-linked sessions, never cold outreach, to stay inside WhatsApp's rules.

24-hour session window: WhatsApp limits free-form replies to 24 hours after the lead's last message. The sequence is timed to send within this window and switches to approved template messages if a reply comes later.

DPDP Act 2023: lead phone numbers and chat data are stored only for follow-up purposes and not shared with third parties without consent.

RERA: the setup does not auto-generate project claims or possession dates - your team enters these, so advertised information stays accurate to your RERA filing.

What the leak costs: a worked illustration

Illustration only. Assume your office gets 6 missed enquiries a day - leads who messaged after office hours, during a site visit, or when the front desk was on another call. If even 1 in 6 of these converts to a site visit worth an average brokerage of Rs 90,000, that's one missed deal roughly every 6 days if nobody follows up in time.

The setup costs Rs 10,000 once and Rs 2,000/month after. Over 3 months, total cost is Rs 16,000. Recovering even one such lead in that period covers the cost many times over. This is a simple illustration, not a guarantee - actual conversion depends on your locality, project mix and pricing.

Questions real estate agent owners ask

Will this work with the WhatsApp number I already give clients, or do I need a new one?

It runs on your existing WhatsApp Business number after we connect it through the official WhatsApp Business API. Your number, chat history and client contacts stay the same - clients won't notice any change except faster replies.

What happens if a client asks something the bot can't answer, like negotiating price?

Reply detection catches this. The moment a lead sends a question outside the standard script - price negotiation, loan queries, specific unit availability - the sequence stops and your sales executive gets notified to take over the conversation directly.

Our enquiries come from three portals plus Facebook and Instagram ads. Can all of them feed into one place?

Yes. Lead capture connects to your property portal accounts, ad forms and website enquiry form so every enquiry lands in one WhatsApp sequence, regardless of source, instead of your team checking five different dashboards separately.