Your past clients and your sphere. You send the note from your own tool; Beverly answers the ones who write back and keeps in touch with the ones who go quiet.
In testingBuilt, and running in our own testing environment. It is switched off for customer accounts, so you cannot use it yet. Built and running in our own testing environment, switched off for customer accounts. Nothing here sends a first message: the first email is always yours, from your own system.
Most agents have a list of people who would hire them again and never hear from them. This is the part of Beverly that works that list, with one rule that does not bend: Beverly never emails anyone on it first. You do, from the CRM or email tool you already use, with Beverly's reply address on the message. Everyone who writes back is answered. Everyone who does not is left alone.
Upload the list. Past clients, friends of the business, people you have met. Each row is marked as a past buyer, a past seller, or sphere, and anyone marked do not automate is never touched by Beverly at all.
Send your note from your own tool. Your words, your sending address, your reputation. The only thing Beverly adds is the reply address, so the answers land somewhere Beverly can see them.
A reply makes them a lead. The person appears on your leads list carrying their name, their home and what you already knew about them. No phone number is carried over, so nobody lands on a texting cadence because they answered an email. Beverly drafts a reply, and it waits for your approval with their own words beside it.
You approve, or you let Beverly go. Every reply to a past client waits for you until you say otherwise. Putting that lead on automated, from the record or from a sentence in the chat, lets Beverly answer them without waiting on you from then on.
Beverly asks before ever using a phone number. Once you are talking, Beverly offers once to send what you are discussing to their phone, naming the number. Nothing moves to text until the person answers in their own words, and their answer is kept with the number it covers, so there is always a record of who agreed to what. Ignoring the question is an answer too, and Beverly does not ask again.
If they go quiet, Beverly keeps in touch. After a few days of silence a short value note goes out: what is moving in their area, a look at their home's value and equity, a look back at the year, a tax season reminder. Each one is written from Beverly's knowledge library, one at a time, never two in the same week, and any word back from them ends the sequence.
The four notes a quiet contact receives
Note
How often
What is moving in your area
About monthly
Your home's value, and equity if you have shared your loan details
About quarterly
Your area's year, looked back on
Once a year
A tax season reminder with comparable sales
Once a year, in the first months
Never assumed, never inventedA note never states a price, a rate, a percentage or an equity figure. Those live on the private page each note links to, which shows the person their own number. Equity is only ever computed from loan details the person shared themselves.
Who is left aloneAnyone marked do not automate, anyone not yet categorised, and anyone who opted out. If one of them writes back, the email is forwarded to you and Beverly stays out of it. The same happens if your account cannot start a new lead at that moment: the email reaches you rather than disappearing.
A number is never taken quietlyWherever Beverly collects a phone number, the person is told in plain words who may contact them, that calls and texts are included, that agreeing is not a condition of getting what they asked for, and how to stop. The box starts unticked, and nothing pre-ticks it. What they agreed to is stored word for word as they saw it, so a later change to the wording cannot rewrite what somebody was shown. Where no agreement was given, nothing is recorded as agreed.