Probate Lead Cadence Operator
Monitors your skip-traced probate and foreclosure lead sheet for rows that need a first touch, then runs a three-step multi-channel outreach sequence: a Day 1 introductory email, a Day 4 follow-up, and a Day 10 final nudge, each personalized to the property's street name, case stage, equity band, and your offer angle. On the first touch the agent also drafts a one-page direct mail letter to the mailing address, a 60-second phone script, and, when an attorney is on file, a short formal email to the attorney summarizing the offer. Every send and draft is recorded in the agent database and optionally synced to your CRM as activity entries, so the same lead is never touched twice in the same window and you can pick up exactly where the cadence left off after a pause.
Agent snapshot
Built for real estate work, not a generic template.
7
runs observed
7
community clones
2
integrations used
2
labels matched
Sample input
Build an agent to probate Lead Cadence Operator. Use Google Sheets and Follow Up Boss. Focus on sales outreach. Return a ready-to-review result after each run.
Sample output
Watches your skip-traced lead sheet, runs a Day 1 / Day 4 / Day 10 personalized email cadence per probate or foreclosure lead, drafts a companion direct mail letter, phone script, and attorney email, then logs every touch to prevent duplicates.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Pull rows from the lead sheet where category matches your focus list and skip_traced_at is set
Join against outreach_state in the agent database to compute the next due touch per lead
Build a work queue ordered by oldest skip_traced_at first, capped at the daily send limit
Draft personalized email copy with the chosen tone, offer, and property context, then send via Email Sender
On Day 1, also produce a direct mail letter, phone script, and attorney email as artifacts
Upsert the contact in the CRM and write a per-channel activity entry for each touch
Integrations used
Probate Lead Cadence Operator connects Google Sheets and Follow Up Boss.
Google Sheets
Connected in this agent
Follow Up Boss
Connected in this agent
Clone Probate Lead Cadence Operator
Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your real estate workflow.
Plans start at €20/mo