From listing appointment to viewing campaign in one prompt
Updated: 6 hours ago
You leave a listing appointment with a two-bedroom garden flat in SW6 at £2,000 pcm. Somewhere in your CRM are applicants who want exactly that. The next job is to reach the right people while the property is fresh, then follow up without losing the rest of your afternoon.
Here is a practical campaign you can adapt, including the audience, prompt, messages and stop rules.
Start with the property facts
Before creating the campaign, capture the details that affect whether an applicant can say yes: location, rent, bedrooms, availability date, verified features and viewing arrangements.
Keep unknown details out of the copy. A garden does not automatically mean pets are permitted. “Available soon” does not mean available this weekend. If viewing slots are not confirmed, ask for a preferred time instead of promising an appointment.
Build a genuinely relevant audience
Active rental applicants whose search area includes SW6.
A budget range that includes £2,000 pcm.
A requirement compatible with a two-bedroom flat.
A suitable communication channel and current contact preferences.
No archived contacts, opt-outs or applicants already booked for this property.
Do not automatically include everyone who once enquired in Fulham. Old requirements can be stale. Where the record is incomplete, a preference-update conversation may be more useful than an immediate property pitch.
Copy this campaign brief
In Valuation Leads, create and run a WhatsApp campaign for active rental applicants looking in SW6 whose budget includes £2,000 pcm and whose requirements match a two-bedroom garden flat. Use property [reference]. Introduce the verified features in our agency voice and ask whether they would like a viewing. Send up to two follow-ups, three days apart, only while the property remains available. Stop on any reply, booking, decline or opt-out, and route replies to our team. Exclude archived, suppressed and already-booked applicants.
With the supported Valuation Leads connection, ChatGPT or Claude can create the campaign in Valuation Leads, where the configured sending and follow-up are managed. The prompt is an instruction to the connected service, not a request to copy messages manually.
Write each message to do a different job
First message: make the match clear
We’ve just taken on a two-bedroom garden flat in SW6 at £2,000 pcm. It looks close to the search you registered with us. Would you like the details or to arrange a viewing?
Follow-up one: remove a small obstacle
Would it help if we sent the floor plan and confirmed the available viewing times for the SW6 garden flat? Happy to help you decide whether it is worth a look.
Follow-up two: update the search
Is a two-bedroom flat in SW6 still what you’re looking for? If your budget, area or timing has changed, let us know and we can focus on better matches.
These are example copy briefs. WhatsApp campaign messages must fit the approved template and account rules that apply to the send. WhatsApp’s Business Messaging Policy explains template requirements and the customer-service window.
Decide what happens when someone replies
A positive reply should move into appointment handling. A question needs an answer. “I’ve found somewhere” should end this property sequence. “Not that road, but keep me posted” should update the search, rather than remove an otherwise useful applicant.
This is where much of the value sits: the response improves the CRM as well as creating a viewing opportunity. Assign a person to conversations that need judgement or confirmation.
Keep a simple campaign scorecard
Record eligible applicants, successful sends, unique replies, viewing requests, booked viewings and attended viewings. Add offers as a later outcome rather than counting a viewing request as an offer.
For example, if 30 people reply but few book, examine viewing availability and response handling before changing the opening message. If few relevant people reply, check the audience and property match first. This is a diagnostic approach, not a promised conversion rate.
Repeat the workflow for every suitable instruction
Save the structure, then replace the property, audience and availability rules. The repeatable asset is the process: accurate stock, relevant applicants, a useful message and a clear next step.
Put it to work with Valuation Leads
Start free with 500 credits: enough for 500 emails, 500 WhatsApp messages or 50 letters, or a mix within your allowance. Email and WhatsApp use 1 credit each; letters use 10 credits each. It is a one-off starter allowance.
Want us to build and manage the campaigns for you? Managed includes 100 valuations guaranteed. Explore Managed and book a demo to see the programme for your agency. The guarantee covers qualifying valuation opportunities under the guarantee terms.