Start Here / Step 5 of 7

What you’re doing

Configure delivery, nurture, qualified booking, reminders and outcome handling.

Why it matters

Capturing a lead is only the beginning. Follow-up and clear appointment details move sellers toward a held conversation.

Estimated time

About 3–5 hours.

What you need before starting

• Capture and qualification flow built
• Response owner and business hours
• Connected calendar and sender identity
• Reviewed contact permissions

Use these resources

• Seller Follow-Up and Nurture PackDeliver the resource and continue useful conversations until a qualified seller is ready to book.
• Booking Page TemplateLet qualified sellers choose a clear, convenient listing conversation.
• Appointment Confirmation and Reminder PackConfirm the scheduled conversation, prevent reminder errors, and recover no-shows respectfully.

Do this

1. Customize the shared email identity and footer, delivery message and selected nurture cadence. Use the sequence rules; optional substitutes are not extra sends.
2. Build the booking page with qualified routing, seller-local timezone, real availability and conflict checks.
3. Set confirmation, reminders, reschedule, cancellation and no-show messages. Cancel stale reminders when appointment details change.
4. Wire exits for replies, booking, opt-out, invalid address and disqualification. Leave SMS off until the exact program is reviewed.
5. Assign a human to record Held, No-show, Cancelled or Rescheduled and maintain the unique first-held date.

Don’t do this yet

Do not send every optional message or treat a phone number as permission for marketing texts.

Time estimates are planning allowances. Your tools and required reviews may take longer.