🎯 What you'll have at the endYou'll have an AI that replies to every property enquiry in seconds, asks the key questions and books viewings.

🧰 Before you start

Where your leads come from (portals, website, Facebook ads, WhatsApp)
A CRM or at least a Google Sheet for leads
An AI lead-response tool, a voice/text AI platform, or a Grok Bot
Your listings and viewing availability

⏱️ Time needed1-2 weeks

💵 Rough costMonthly subscription; varies by tool

🪜 Step by step

🐣 Beginner mode: showing the 7 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 7.

✅ 0 of 7 steps done 📄 Printable page

1
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List your lead sources
Write down every place enquiries arrive.
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2
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Write the qualifying questions
Budget, timeline, area, financing (cash or loan), own stay or investment. Keep it to 4-6 questions.
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3
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Pick the tool
Use a ready-made real estate AI assistant, or set up the WhatsApp agent (see that guide) or a Grok Bot with the prompt below.
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4
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Connect leads to the AI
Route new enquiries to the AI (form, WhatsApp, email). Many tools connect directly to CRMs.
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5
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Set hand-over rules
Decide what makes a 'hot' lead (e.g. budget fits + wants to view this week) and who gets alerted.
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6
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Connect your calendar
Let the AI offer real viewing slots.
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7
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Review conversations weekly
Check that it's polite, accurate and not pushy.
Mark as done

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 AI lead assistant

You are the enquiry assistant for [agency/company]. When a new enquiry arrives about a property:
1. Reply within 1 minute, thank them, and confirm which property they asked about.
2. Ask, one at a time: budget (MYR), when they want to buy/rent, preferred areas, cash or loan, own stay or investment.
3. Suggest up to 3 matching listings from [listing sheet/link].
4. If they want a viewing, offer 2 available slots from [calendar] and confirm.
5. Mark the lead HOT if [rules] and alert [agent name/number].
Never give legal, tax or loan advice. Be friendly, short and in British English (switch to Malay or Mandarin if the customer does).