Real estate

Week-one brokerage path

Day 1–5 playbook after universal quick start for brokerages.

7 min readUpdated June 2026

Day 1 — Capture

  • Open house form → QR test on phone
  • Optional: browser companion, Meta Lead Ads, default listing

Day 2 — Pipeline

  • Add listings → inquiry form from listing detail → IDX embed
  • Optional: Meta automation per campaign

Day 3 — Follow-up

  • Cadence template (email + SMS + call)
  • Form settings: assignee + cadence on submit + auto-verify

Day 4 — Contact

  • Phone & SMS → assign line → test Dialer on new leads

Day 5 — Close loop

  • Request showing from listing
  • Review form outcome funnel (Submissions → Contacted → Meetings → Deals)

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.