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Follow-Up on
Autopilot.

Pre-built email and SMS drip sequences for every lead type. Set them once, assign contacts, and let CloseDaily nurture your leads while you focus on closing deals.

20+ Pre-Built Drip Sequences

New Buyer Lead

12 steps • 45 days • Email + SMS

Nurtures new buyer leads from first contact through showing appointment. Includes property alerts, market updates, and check-ins.

New Seller Lead

10 steps • 30 days • Email + SMS

Converts seller leads with home valuation follow-up, market data, listing presentation invite, and social proof.

Expired Listing

8 steps • 21 days • Email + SMS

Re-engages expired listing owners with empathy-first messaging, market insights, and a fresh marketing plan pitch.

FSBO

8 steps • 28 days • Email + SMS

Approaches for-sale-by-owner leads with value-add content, showing them what an agent brings to the table.

Sphere of Influence

Ongoing • Monthly • Email

Stays top of mind with your sphere through market reports, holiday messages, home tips, and check-ins.

Past Client

12 steps • 12 months • Email

Post-close nurture that generates referrals and repeat business with home tips, anniversary messages, and market updates.

Open House Follow-Up

6 steps • 14 days • Email + SMS

Follows up with open house visitors with the listing details, similar properties, and a personal note from you.

Just Listed / Just Sold

4 steps • 7 days • Email

Notifies your database about new listings and recent sales. Includes neighbor circle-prospecting sequences.

Cold Lead Re-Engage

5 steps • 21 days • Email + SMS

Wakes up dormant leads with a fresh approach. "Still thinking about buying?" style messaging with low-pressure CTAs.

Visual Drip
Builder

Build custom sequences from scratch or modify any pre-built drip. Drag-and-drop steps, set delays, add conditions, and preview every message before it sends.

  • Drag-and-drop step editor
  • Email, SMS, or both per step
  • Custom delays (hours, days, weeks)
  • Conditional branches (if opened, if clicked, if replied)
  • Merge tags for personalization
  • AI-written step content (one-click generate)
📧
Welcome Email
Sent immediately on signup
Wait 2 days
💬
SMS Check-In
"Hey {first_name}, any questions about..."
Wait 3 days
📧
Market Report
Local market data + new listings
Wait 5 days • If opened →
📞
Call Task Created
Auto-adds "Call {first_name}" to your tasks

Track Every
Metric

See exactly how each drip sequence performs. Open rates, click rates, reply rates, unsubscribes, and conversions — all in real time.

  • Per-sequence performance dashboard
  • Per-step metrics (open, click, reply, bounce)
  • A/B test subject lines and content
  • Contact-level engagement tracking
  • Revenue attribution (drip → appointment → closing)
📈 New Buyer Drip — Performance
42%
Open Rate
18%
Reply Rate
847
Active Contacts
34
Appointments Booked
20+
Pre-Built Sequences
42%
Avg. Open Rate
3x
More Appointments
0 hrs
Manual Work

Drip Sequence Questions

Yes. Every pre-built drip is ready to go out of the box. Just assign contacts and it starts. You can also customize any step — edit the copy, change the timing, add or remove steps.

Yes. Each step can be email, SMS, or both. You can also create task-only steps that remind you to call, and conditional branches based on whether the contact opened or replied.

No limit. Run as many contacts through as many drips as you want. Contacts can also be in multiple drips simultaneously — the system prevents message overlap and respects frequency caps.

Yes. When building a custom drip, you can click "Generate with AI" on any step and Cleo will write the email or SMS content for you. Provide the context and tone — Cleo handles the rest.

Ready to Automate Your Follow-Up?

Start your free 7-day trial. Pre-built drips start working on day one.

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