Probate Lead Cadence Operator

Probate Lead Cadence Operator is designed for a specific recurring job: 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. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.

A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.

In this setup Twin uses Google Sheets and Follow Up Boss as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.