Reach out & follow up
How to reach out to an owner by SMS or email
Send a relevant first message and keep the conversation connected to the property.
The outcome
Send one appropriate message with a clear purpose and a traceable follow-up.
Before you start
- Verify the recipient and your right to contact them through the chosen channel.
- Have the required sender setup; SMS outside the dialer needs an active user-owned number.
The workflow
Work through it
- 01
Open the property or contact
Review the address and previous activity so your message is relevant and does not repeat a conversation already in progress.
- 02
Choose the channel in Reach out
Select SMS or email, then choose the specific recipient in the relevant composer. Keep recipient selection separate from the compact Reach out menu.
- 03
Check the sender and recipient
Confirm the correct destination and sender. Do not assume a shared dialer number can send your SMS; the SMS workflow requires an active number owned by your account.
- 04
Write a short, specific message
Introduce yourself, explain why you are contacting them, and ask one clear question. Avoid misleading claims about an offer, a buyer, or a prior relationship.
- 05
Review and send deliberately
Check the property reference, spelling, recipient, and channel restrictions. Use the composer’s send action and wait for a success or error response; a drafted message has not been sent.
- 06
Check activity and plan the next step
Review the recorded outreach activity and available delivery information. A sent email or SMS is not proof that the person read it or agreed to anything. Check replies in the supported connected channel.
Review your leads
Worked example
A first message with one question
“Hi, I’m Alex. I’m reaching out about your property on Oak Street. If I have the right person, would you be open to a brief conversation?” Use this only where that outreach is permitted, and honor any request to stop.