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Playbooks for real estate operators.

Proven workflows, outreach templates, CRM blueprints and automation playbooks, built from real deployments inside real estate agencies.

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Playbook 01 · 12 pages

The 5-Step WhatsApp Follow-Up Sequence Real Estate Teams Actually Use

Autometa AI
WhatsApp Outreach

The exact 5-message cadence, timing and copy we ship to Dubai brokerages. Includes template copy, wait times and the one message that gets 3× reply rate.

Updated Apr 2026 Open
Blueprint 02 · CRM

CRM Blueprint: Residential Sales Pipeline

Autometa AI
HubSpot Pipedrive Go High Level

The 7-stage residential pipeline with field maps, automation triggers, and a rollout plan you can run in one week. Import-ready for HubSpot and Pipedrive.

Updated Mar 2026 Open
Automation 03 · 8 pages

Listing-Launch Automation Playbook

Autometa AI
Make.com Zapier

From signed listing agreement to live across 8 portals in under an hour. The exact automation chain, the edge cases we hit, and the template you can import.

Updated Feb 2026 Open
Playbook 04 · AI

Voice-Agent Script Kit for Real Estate Qualification

Autometa AI
Retell Vapi Prompts

The prompt stack, tool definitions and guardrails we use to ship voice agents that qualify leads without hallucinating building names.

Updated Apr 2026 Open
SOP 05 · 6 pages

Lead-to-Meeting SLA: Routing, Escalation & Monday Review

Autometa AI
Ops SLAs

The routing rules, escalation paths and weekly review ritual that make a 5-minute SLA actually stick past week three.

Updated Mar 2026 Open
Framework 06 · AI

Lead Scoring with 4 Signals (Not 40)

Autometa AI
Scoring Behaviour

The minimum-viable behavioural scoring model that doubled meeting rates for a mid-market agency — and the 36 signals we deliberately threw out.

Updated Mar 2026 Open
Guide 07 · 10 pages

WhatsApp Business API Setup — The Clean Path

Autometa AI
Meta Twilio

Step-by-step setup guide for the official API — Business verification, template approvals, and the pitfalls that delay go-live by weeks.

Updated Feb 2026 Open
Checklist 08 · Hiring

Hiring a RevOps Lead: 60-Day Ramp Plan

Autometa AI
Hiring RevOps

The job description, interview rubric and week-by-week onboarding plan we give clients hiring their first revenue-ops person.

Updated Jan 2026 Open
Template 09 · 5 pages

Review-Request Automation: The "Three Touch" Sequence

Autometa AI
Automation Google Reviews

The exact 3-touch review-request sequence (email, WhatsApp, SMS) that lifted 5-star reviews by 4× for a Dubai brokerage.

Updated Dec 2025 Open