Set It, Forget It, Close It

About

Jenn Curley & Alexis Glover

Explore secrets to creating an automated follow-up that engages buyers, streamlines communication, and boosts sales efficiency and results.

How to Use AI to Create Effective and Engaging Follow-Up

In this session, we’ll explore how ChatGPT can reduce follow-up stress by making it faster, easier, and more effective. With TCP and SAMI strategies as the foundation, AI helps you personalize outreach, time your follow-up, and keep communication consistent. The focus is on working smarter, not harder, so you can turn follow-up into one of the easiest parts of your sales process.

Follow Up With ChatGPT

TCP
- ChatGPT will know your TCP from past outreach.
  - From past outreach, it adapts tone, timing, and message style to fit your buyer type.
SAMI Outreach
- ChatGPT will know your SAMI strategies.
  - ChatGPT aligns with your SAMI plan by tracking what’s working and what isn’t and adjusting your outreach to stay impactful.
Communication
- Ask ChatGPT what form of communication to use (text, email, phone call, social media), when to use it, and in what combination.
  - By leveraging AI’s insights, you can match the right message with the right timing, making every interaction more effective and natural for your prospects.
Be Specific
- The more specific you are with your prompts, the less time ChatGPT will take to deliver what you need in the future.
  - Clear details about your goal, incentives, community, and buyer type will help the AI immediately generate on-target responses, reducing back-and-forth and making your follow-up process more efficient.

Example Prompt

10-Day Call/Text Campaign
- “Help me create a 10-day call/text campaign for an Upwardly Mobile Young Family TCP. Highlight that we offer a 4.99% fixed rate, great lifestyle amenities like a pool and a gym, and an emotional appeal to drive the appointments.”
Targeting Realtors
- “Create a text campaign for Realtors working with our Upwardly Mobile Young Family TCP. Suggest the best timing for messages. Homes range from 2 to 4 beds and 2 to 2.5 baths, all quick move-ins. The goal is to connect with the Realtors to get them in the community or have them bring their buyers.”
Targeting Referrals
- “We offer $1,000 referrals to buyers who refer someone, and the referee also gets $1,000. Please make a compelling text asking buyers for referrals for our TCP, and tell me when it is a good time to text or call these prospects, or if this should be a drop-off collateral incentive.”
One-Time Call-to-Action
- “Help me create a three-minute call script for B and C prospects. It should reflect my TCP and bonus incentives of $500 Earnest Money for military buyers for appointments set today. Include upcoming SAMI events and focus on booking an appointment.”

Multiple Text: Shortcut App

Here’s the exact sequence of actions you’ll add in the Shortcuts app. This will send one text per person, using their first name, without it looking like a group text:

Shortcut Setup (Exact Steps)

Open Shortcuts → tap + (new Shortcut).
Tap Add Action → search for Contacts → choose Select Multiple.
This lets you pick all the people you want to text when you run it.
Tap + → search for Repeat with Each.
This will loop through every contact you pick.
Inside the Repeat block:
Add Get Details of Contacts → choose First Name.
This pulls their first name into the message.
Add Text → type your message, and insert the First Name variable.
Example: Hi [First Name], I wanted to remind you about our event this Saturday!
Add Send Message → for Recipient, insert the Repeat Item (the contact).
Done!

How it Runs

When you start the Shortcut, you’ll select the contacts.
The Shortcut loops through each one.
Each person gets their own personalized text (not a group).