🏢
Institutional buyer warm-up
Metrics
Enrolled
51
Positive replies
8
Success rate
16%
No response
33
Top positive step
Step 1
Email · 2 yes
Top negative step
Step 1
Email · 4 no
Settings
Auto reply
Let the AI agent answer replies from enrolled contacts.
Base instructions for the agent. Contact details fill in automatically.
Insert:
👍 Auto-reply positive
Used when the reply is interested.
Insert:
👎 Auto-reply negative
Used when the reply is a no.
Insert:
Steps
- 1Immediately✉️ Email
Intro + last 3 closed deals in their box.
- 22 days later✈️ Telegram
Share one live off-market opportunity.
- 35 days later✉️ Email
Send the market snapshot PDF.
- 410 days later💬 SMS
Short nudge: worth a 15 minute call?