Stop “checking in.” Follow up with pricing evidence.
A 30-day follow-up plan for agents who already have seller leads, old valuation requests, expired listings, or quiet homeowners and need a reason to restart the conversation.
The report gives the message a reason to exist: a stronger comp, a stale competing listing, a condition adjustment, or a pricing range the seller can react to.
30-day motion
A simple cadence that leads with value.
The goal is not to blast more leads. It is to give every follow-up a specific pricing observation and a clear next ask.
Week 1
Reopen the pricing conversation
• Pick 20 seller leads with a real address, old valuation request, expired listing, or prior listing conversation.
• Run a fresh CMA report for the five most likely to move first.
• Send a short note that names one pricing risk, not a generic “checking in” message.
Target: 5 report-backed conversations started
Week 2
Turn curiosity into a 10-minute review
• Send one screenshot or bullet from the report: strongest comp, stale active competition, or appraisal risk.
• Ask whether they want the plain-English version of what the comps imply.
• Call the leads who opened, replied, or clicked before adding more names to the list.
Target: 2 pricing review calls booked
Week 3
Segment by urgency
• Tag each lead as ready now, watchlist, objection-heavy, or no signal.
• Send ready-now leads a seller net sheet or listing appointment invite.
• Send watchlist leads a monthly comp refresh offer so the follow-up has a reason to exist.
Target: Each lead has a next action, not just a status
Week 4
Make the loop repeatable
• Reuse the opener that earned the most replies.
• Turn the best report into a sample for future pricing conversations.
• Add five new addresses and keep the same report-first workflow.
Target: 1 reusable seller lead motion built
Copy-ready openers
Use the CMA as the hook.
These are written to earn a reply without making appraisal claims or pretending an automated estimate is enough to price a listing.
Old online valuation lead
“Hi {firstName}, I refreshed the pricing picture for {address}. Online estimates usually miss the comp adjustments that matter in a listing conversation, so I pulled the nearby sales into a short CMA view. Want me to send the one-page version?”
Quiet past seller
“Hi {firstName}, I was checking recent sales near {address}. The market has enough new data now that your old pricing range may need a second look. I can send a quick comp report with the current range and the two risks I would watch before listing.”
Expired listing
“Hi {firstName}, before changing commission, photos, or marketing, I would pressure-test the price against the homes buyers actually compared with {address}. I can send a short report with the comp set and adjustment notes if that would be useful.”
CRM fields
Track evidence, not vibes.
If the CRM only says “follow up,” the next message will be weak. Add the report status and pricing risk so every touch has context.
Address
Lead source
Last meaningful conversation
Report status
Pricing risk named
Next follow-up date
Next ask
Next step
Run one report, then send one evidence-backed follow-up today.
CompIQ turns the address into the comp set, adjustment notes, and seller-ready range you can use to restart the conversation.