Check-ins and short follow-ups

Most of what Trevy sends between listings and market updates is short: a one-line check-in, a question about what the contact is after, a first hello, or a no-pressure note after a long quiet spell. Each comes from the contact's assigned agent through Follow Up Boss and is signed with the agent's first name.

Check-ins

A check-in is one sentence, written like a text message. It goes to anyone Trevy emails except agents, lenders and vendors.

When it follows up on the last email Trevy sent, it says so:

• After listings, it asks whether anything caught their eye.
• After a market update, it asks what they thought, or whether the timing feels right.
• After the first intro email, it bumps that thread.

Otherwise it asks what fits the person:

• Buyers: whether they're still looking.
• Buying and selling: how their move is coming along.
• Sellers: how their plans to sell are coming along.
• Past clients and people the agent knows: how they're doing, with an offer to tell them what their home is worth today.
• Renters: whether they'll rent a while longer or buy.
• Anyone Trevy can't place yet: whether they're buying, selling or keeping an eye on the market.

When: in the default flows, New Lead on days 7 and 30, Gone Cold on day 30, Re-engaged on day 0 and Property Hot on day 5. A check-in also goes in place of some listing alerts and market updates when the contact has no city, and in place of the New Lead home-value email when they haven't looked at any homes.

"What are you looking for?"

When Trevy can't tell whether a contact is buying, selling or just watching the market, it doesn't send them homes. In place of their first listing alert or home-value email, it asks what they're after. Contacts who seem to be looking at rentals are asked whether they're renting for now or thinking about buying.

The question is two sentences at most, with no listings, prices or market numbers, and easy to answer in a few words. Trevy asks it once. Later listing and home-value steps become market updates when the contact has a city, and are skipped when they don't.

The contact's answer goes to their agent, and every flow they're in pauses. See When a contact replies. For how Trevy decides who's buying, see How Trevy tells buyers from sellers.

The first email

Day 0 of the New Lead flow is a personal intro of exactly three sentences. It opens with something specific about the contact's market. For a buyer that's the current mortgage rate when Trevy has it. It then mentions one fact about them, such as how they found you, their city or their budget, and ends with a question they'd want to answer. When Trevy knows little about them, it says so honestly.

The note after a long quiet spell

Day 60 of the Gone Cold flow is one sentence with zero pressure: the agent is still around, and the door is open.

What you can change

• Check-ins and notes on the Emails page, under Follow-up emails, switches all of these off and on: check-ins, the first email, the "What are you looking for?" question and the note after a long quiet spell. With it off, each is passed over and the next email keeps its day. That includes a check-in sent in place of a listing alert, market update or home-value email.
• With Check-ins and notes off, Trevy doesn't ask what a contact is looking for. They get what they'd get once asked: a market update when they have a city, or nothing.
• How Trevy sounds on Your page: Warm, Professional or Casual.

The check-in that asks a contact who has stopped answering whether to keep hearing from their agent is different. It stays on whatever you switch off. See Contacts who stop answering.