The Bauer Group

30-day follow-up tracker

Print one sheet for each new lead. Write down every attempt and what happened. Stop when the person asks you to.

NamePhone
EmailSource
First contact dateLooking for
DayDate doneCall / text / emailWhat happenedNext step
Day 0Call within minutes. Voicemail and text if no answer. Short email.
Day 1Call at a different time of day. Text if no answer.
Day 2Email one useful thing.
Day 4Call. If you reach them, set the next step.
Day 7Text with one simple question.
Day 10Call and send two or three similar listings or a neighborhood fact.
Day 14Ask if they want updates and what price range to watch.
Day 21One more call, then a friendly last check.
Day 30Move to a slow monthly touch unless they said no.

A suggested plan, not a proven formula. Track what works for you. Ask your broker how your brokerage handles call and text rules before you start. See the follow-up schedule guide.

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