A business you run with AI

Start a real estate lead generation business with AI

Estate agents pay well for a full pipeline. Actionist finds the leads, qualifies each one, books viewings into agent calendars and keeps every warm lead from going cold while you sign the next client.

Actionist works each agent's pipeline. You sign the clients and approve the moves that matter.

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Your AI workforce

$1,200+per agent retainer, you set it

$72,000a year at 5 agents on retainer

6phases Actionist runs

Actionist operatesActionist App Store

Real estate lead generation with AI is one of the most repeatable service businesses a single person can run. Most estate agents have no system to turn enquiries into booked viewings quickly, and they lose buyers and sellers to faster competitors every week. Actionist is an AI agent that operates real apps the way a person does, so it can respond to new leads within about a minute, run the qualification questions, book the viewing into the agent's live calendar and send the follow-up sequence to every warm lead that has not replied, all while you are out signing the next agent client.

You do not need a real estate licence or a marketing background. You bring the ability to have a conversation with an agent, agree a retainer and hand the account to Actionist. The agent gets a working pipeline and a weekly report; you get a recurring monthly fee for every account you run.

real estate lead generation with AIbook viewings automaticallyAI for estate agentsstart a lead gen businessautomated pipeline for real estatelead response for agents

Your opportunity

The opportunity

Why this works

Every estate agent knows their biggest problem is leads that go cold before they can respond. A buyer submits a form on a portal at 8pm and the first agent to reply usually wins the instruction. Most agents are with other clients and miss the window. That gap is your business.

Because Actionist runs the response, the qualification and the booking automatically, you can manage five or ten agent accounts on a laptop with no callers and no staff. Each agent pays a monthly retainer. The accounts stack up, and the revenue is predictable.

What matters to you

Agents pay monthly for a working pipeline
Retainer-based: agents pay every month for qualified leads and booked viewings, not per lead.
Speed is the whole game
The first agent to respond to a buyer or seller enquiry wins. Actionist replies within about a minute.
Every agent needs this
Portal leads, Facebook ads, website forms: every source creates a follow-up problem agents cannot keep on top of.
No licence required
You run the lead gen and admin side. The agents handle the viewings and the sales themselves.

Your projection

Run your own numbers

Your projection

Set the numbers, see the picture

Price per agent retainer

$1,200

agents on retainer

Per month

$6,000

Per year

$72,000

Illustrative, based on the numbers you enter. All recurring. No project billing, no one-off fees.

Getting started

What it actually takes to start

Running lead gen for estate agents used to mean a team of callers, a CRM you configured from scratch and ad spend you managed hour by hour. Actionist changes the equation completely.

What you don't need

A real estate licence
You run the lead gen side; licensed agents handle the viewings.
A team of callers or follow-up staff
Actionist responds, qualifies and books on every account.
Your own ads budget to run
Agents provide the ad spend or you pass the cost through.
CRM expertise or technical setup experience
Actionist operates Follow Up Boss and similar tools on the desktop.
To quit your job to get started
The first account fits around evenings and a couple of weekend hours.

What you bring

The confidence to pitch an agent on a retainer
One conversation is enough to sign the first client.
An evening a week per account to review
Mostly approvals and a quick read of the weekly report.
A laptop and Actionist
That is the entire setup.

If you can describe a typical buyer or seller for an agent you know, Actionist can build the follow-up system that keeps them warm and books the viewings.

How Actionist works

How it works

How Actionist builds the business

You do not work each agent's pipeline yourself. Actionist does. Here is how it works on any business idea, applied to real estate lead gen: you pick it, the agent plans every task, then works through them and brings you the few that need a human.

01
You pick the agent and agree the scope
You choose which estate agent to take on, set their buyer and seller brief, their price point and their calendar rules. That is the only setup you do. Everything after this Actionist plans and runs around the agent's existing tools.
A clear brief Actionist can work from on day one.
02
Actionist maps every task for the account
Actionist breaks the full service into a plan: lead sources to monitor, response sequences to build, booking flows to set up and reporting cadences to run. You see the full scope before anything starts.
A complete task plan for every stage of the agent's pipeline.
03
It works through leads, bookings and follow-ups
Actionist monitors every lead source, responds within about a minute, runs the qualification questions, books viewings and sends follow-up sequences to every lead that has not replied yet. Progress continues whether you are at your desk or not.
A live, moving pipeline for the agent with no manual work from you.
04
It assigns you the human-only tasks
Some tasks only you can do, like signing a new agent or fielding the one call that needs your judgement. Actionist assigns those to you with everything you need, then carries on with the pipeline once they are done.
A short list of tasks that genuinely need a person.
05
It asks before anything that reaches a buyer or seller
Before Actionist sends a first message to a new lead or books a viewing on an agent's behalf, it stops and asks you to confirm the rule or approve the action. You set how much oversight to keep per account.
You stay in control of what every buyer and seller receives.
06
You grow the client list while the accounts run
While Actionist keeps each agent's pipeline moving, you use your time to pitch and sign the next agent. Check the board when it suits you, approve what is waiting and message Actionist over Telegram or Slack to adjust anything.
A growing roster of agents, each with a working pipeline.

Your agent team

Actionist is your whole team

You are one person. Actionist is the whole team behind every agent account. Here is every role it plays and the one part of each that stays with you.

~49 hrs/week of work by hand, run by your agents instead

Sign agent clients

business development and onboarding

Executive Agent

Before any pipeline starts, your assistant helps you build the pitch, track your prospects and set up each new agent account on day one.

If you did this by hand

Research agents who might benefit from lead genBuild a pitch deck or one-pagerTrack who you have approached and whenFollow up agents who expressed interestDraft the retainer agreement

~6 hrs/ week

researching agent prospects and drafting the pitch and agreement.≈ 3 days a month you do not have, handled for you.

What your agent does

Ready to pitchresearch and deck prepared

Draftedretainer agreement on day one

Research agent prospects
Finds estate agents in your target area and notes what their current lead gen setup looks like.
Prepare the pitch
Drafts the pitch email and a one-page summary of what you will do for each agent.
Set up new accounts
Configures the CRM, booking link and lead sources the moment a new agent signs.

Your part

You have the signing conversation and decide which agents to pursue. Actionist prepares everything you need before you walk into it.

Apps your agent could useSee full Actionist App Store →

Generate leads

buyer and seller lead sourcing

Sales Agent

Your sales agent monitors every lead source for each agent account and pulls new buyer and seller enquiries into the pipeline the moment they arrive.

If you did this by hand

Check each portal for new enquiriesDownload leads from Facebook and LinkedInAdd each lead to the CRM by handNote where the lead came fromReport the lead count to each agent weekly

~8 hrs/ week

checking lead sources, importing leads and noting quality.≈ 4 days a month you do not have, handled for you.

What your agent does

Monitoredevery lead source across all accounts

Loggedevery lead in the CRM within about a minute

Monitor every source
Watches Facebook Lead Ads, Zillow and portal inboxes for each agent and captures every new enquiry.
Log and score
Adds each lead to Follow Up Boss with the source, the property interest and an initial quality note.
Alert on high-value leads
Flags leads that match the agent's premium buyer brief and sends you the notification within about a minute.

Your part

You decide which lead sources to run for each agent. Actionist handles everything from capture to first log.

Apps your agent could useSee full Actionist App Store →

Book viewings

lead qualification and calendar booking

Reception Agent

Your receptionist replies to every new lead within about a minute, runs the qualification questions and drops a booking link into the conversation so the lead can pick a viewing time that suits them.

If you did this by hand

Reply to every enquiry before a competitor doesAsk the qualification questionsCheck the agent's calendar for free slotsSend a booking confirmationChase leads who did not book

~9 hrs/ week

first response, qualification and booking across all agent accounts.≈ 5 days a month you do not have, handled for you.

What your agent does

Within ~1 minutefirst reply to every new lead

Bookedinto the agent's live calendar

Respond first
Sends the first reply to every new enquiry before the agent's competitors can reach the lead.
Qualify the lead
Asks the agent's preferred questions (budget, timeline, property type) and logs the answers in Follow Up Boss.
Book the viewing
Sends a Calendly link scoped to the agent's live availability and confirms the slot as soon as the lead picks one.

Your part

You set the qualification script and the calendar rules for each agent. The receptionist does the rest on every lead.

Apps your agent could useSee full Actionist App Store →

Warm the pipeline

lead nurture and re-engagement

Support Agent

Your support agent keeps every lead in the pipeline warm, chasing the ones who have not replied and sending the sequences that turn interest into a booked viewing over time.

If you did this by hand

Check which leads have not repliedWrite a personalised follow-up for each oneSend it at the right time of dayLog whether it got a responseDecide when to try again or let go

~7 hrs/ week

writing and sending follow-up sequences across multiple agent pipelines.≈ 4 days a month you do not have, handled for you.

What your agent does

Chasedevery unresponsive lead on schedule

Warmedsequences run until the lead books or opts out

Send the follow-up
Identifies every lead that has not responded in 48 hours and sends a personalised nudge from the agent's inbox.
Run the drip sequence
Moves each lead through a timed sequence of messages until they book, respond or opt out.
Flag the ones worth a call
Surfaces leads that have opened messages multiple times but not booked and sends you the notification.

Your part

You approve the sequence copy before any campaign goes live. The support agent handles every send after that.

Apps your agent could useSee full Actionist App Store →

Manage lead records

CRM hygiene and pipeline tracking

CRM Agent

Your CRM agent keeps every lead record clean, every pipeline stage accurate and every agent account organised so no lead slips through a gap.

If you did this by hand

Update the CRM after every call or messageMove leads between pipeline stagesMerge or remove duplicatesCheck for stale leads that need actionKeep notes tidy so agents can read them

~5 hrs/ week

updating records, moving stages and cleaning the CRM across all accounts.≈ 3 days a month you do not have, handled for you.

What your agent does

Up to dateevery lead record after every action

Cleanedno duplicate or stale leads in any pipeline

Update after every action
Logs calls, messages and booking outcomes in Follow Up Boss so the agent always sees current status.
Move pipeline stages
Advances each lead to the correct stage automatically after qualification, booking confirmation or a booked viewing.
Surface stale leads
Flags leads that have sat without activity for too long and queues a re-engagement task.

Your part

You set the pipeline stages and the stale-lead rules for each agent. The CRM agent keeps the data clean.

Apps your agent could useSee full Actionist App Store →

Build lead capture

landing pages and lead forms

Developer Agent

Your developer agent builds and updates the landing pages and lead forms that turn ad clicks into enquiries for each agent account.

If you did this by hand

Build a landing page for each agentCreate the enquiry form fieldsSet up the Facebook Lead Ad formWire the form to the CRMUpdate the page when the agent's focus changes

~5 hrs/ week

building and updating lead capture pages and forms for each account.≈ 3 days a month you do not have, handled for you.

What your agent does

Livea dedicated landing page per agent

Connectedform submissions go straight into the CRM

Build the landing page
Sets up a focused property enquiry page for each agent with the brief, the areas covered and a lead form.
Set up the lead form
Builds the Facebook Lead Ad form or the site enquiry form with the qualification questions already included.
Wire form to CRM
Connects each form to Follow Up Boss or the agent's CRM so every submission lands in the pipeline automatically.

Your part

You approve each page before it goes live. Nothing appears under an agent's name without your sign-off.

Apps your agent could useSee full Actionist App Store →

Optimise campaigns

performance tracking and agent reports

Technical Agent

Your technical lead tracks how every lead source and campaign is performing and drafts the weekly pipeline report that shows each agent what their retainer is delivering.

If you did this by hand

Pull the lead count from each sourceWork out the cost per leadSpot which source is underperformingWrite up a weekly report for each agentSend it to the agent at the right time

~5 hrs/ week

pulling performance data and drafting weekly pipeline reports.≈ 3 days a month you do not have, handled for you.

What your agent does

Weeklya pipeline report ready to send to each agent

Flaggedunderperforming sources flagged early

Track source performance
Pulls the lead count, response rate and booking rate from every source across all agent accounts.
Flag problems early
Identifies sources where the lead quality has dropped or the volume has fallen and surfaces it before the agent's weekly call.
Draft the weekly report
Writes a clear pipeline summary for each agent: leads in, viewings booked, leads in follow-up, leads won this week.

Your part

You approve the weekly report before it goes to each agent. The technical lead has it ready in advance.

Apps your agent could useSee full Actionist App Store →

Run the admin

invoicing, contracts and reporting

Operations Agent

Your operations agent runs the paperwork behind every agent account so the admin never piles up and you always know where every retainer stands.

If you did this by hand

Raise and send monthly invoicesChase agents who have not paidKeep contracts and signed agreements organisedNote when a retainer is up for renewalReconcile payments against the accounts

~4 hrs/ week

invoicing, chasing payment and keeping contracts in order.≈ 2 days a month you do not have, handled for you.

What your agent does

Raised on timea monthly invoice for every agent

Trackedevery payment, renewal and contract in one place

Raise the invoice
Prepares the monthly retainer invoice for each agent and holds it for your approval before sending.
Chase overdue payments
Sends a polite reminder to agents who have not paid on time, logging every step in the tracker.
Flag renewals
Notes when a retainer is approaching its renewal date and drafts the continuation email.

Your part

You approve every invoice and renewal before it goes to an agent. Money never moves without your sign-off.

Apps your agent could useSee full Actionist App Store →

Your task plan

The task centre

Every task it takes, and who does it

This is the plan Actionist builds to launch and run the business: every stage, task and subtask across your agent accounts, from signing the first client to keeping a five-agent pipeline running. Only a handful of tasks and approvals are left to you.

27 tasks·82 subtasks

Actionist 23You 2Approval 2Actionist handles ~85%

TaskStatusAssignee

Done

Executive Agent

Pick the retainer tiers you will offer

Done

Draft the one-paragraph service description

Done

Write a one-line value statement for each tier

Done

Operations Agent

Check the trading name is available

Done

File the registration

Done

Save the certificate to your records

Done

To do

You

Done

Operations Agent

In progress

Executive Agent

An example plan Actionist builds for this business. Yours adapts to the number of agents you run, the lead sources you use and the CRM each agent prefers.

Under the hood

What one automation looks like

Trigger·A new buyer enquiry arrives in Follow Up Boss from a Facebook Lead Ad for one of your agents.

read

Step 1

Follow Up Boss

Pull the agent's buyer brief, preferred price range and available viewing slots

read

Step 2

Facebook Lead Ads

Read the lead's name, location, budget and property type from the form submission

write

Step 3

Follow Up Boss

Log the lead in the agent's CRM with a qualification score and source note

Confirmation

Step 4

Human

You are notified if the lead's budget is above the premium threshold; confirm to continue or adjust the approach

write

Step 5

Gmail

Send the lead a personalised first reply in the agent's name within about a minute of the enquiry

write

Step 6

Calendly

Send the lead a booking link scoped to the agent's live calendar availability

Saved per run

45 min

Runs / week

~20×

Every new lead gets a personal reply within about a minute and a viewing link, with no manual work.

The payoff

Your week

All it asks of you

Here is what a week looks like once you have two or three agents running. Your agents monitor every pipeline and keep the work moving every single day. You step in for a handful of moments, the ones that need your judgement, and the rest of your week stays free.

You

Under an hour

across the whole week, fitting around your day job

5 touchpoints · about 65 min all week

Your agents

Every day

responding to leads, booking viewings, warming pipelines and preparing reports

7 jobs running in the background

Your team

Mon

Your part

10 min

Approve this week's follow-up campaign copy

On shift

RACAOASASA

13 tasks today

Replies to new leads within about a minute and books viewings into calendars

Keeps lead records current and moves leads to the right pipeline stage

Tue

Your part

15 min

Review a new agent pitch before it goes out

On shift

TAEARACAOASA

16 tasks today

Tracks lead source performance and drafts the weekly pipeline report

Researches new agent prospects and drafts pitch and retainer renewal materials

Wed

Your part

All handled

On shift

SASATAEARA

15 tasks today

Monitors Facebook Lead Ads and Zillow for new buyer and seller enquiries

Follows up every unresponsive lead with a personalised nudge on schedule

Thu

Your part

10 min

Skim the weekly pipeline reports

On shift

CAOASASATAEA

15 tasks today

Keeps lead records current and moves leads to the right pipeline stage

Prepares monthly retainer invoices and chases any overdue payments

Fri

Your part

10 min

Approve the month-end invoices

On shift

EARACAOASA

14 tasks today

Researches new agent prospects and drafts pitch and retainer renewal materials

Replies to new leads within about a minute and books viewings into calendars

Sat

Your part

All handled

On shift

SATAEARACAOA

17 tasks today

Follows up every unresponsive lead with a personalised nudge on schedule

Tracks lead source performance and drafts the weekly pipeline report

Sun

Your part

20 min

Check the overall account health

On shift

OASASATAEA

13 tasks today

Prepares monthly retainer invoices and chases any overdue payments

Monitors Facebook Lead Ads and Zillow for new buyer and seller enquiries

Your full team runs in the background, every day.

Approve this week's follow-up campaign copy10 min
mon · A quick check before any sequence sends.
Review a new agent pitch before it goes out15 min
tue · Actionist drafts it; you approve before it sends.
Skim the weekly pipeline reports10 min
thu · One approval sends all of them.
Approve the month-end invoices10 min
fri · Actionist raises them; you confirm each one.
Check the overall account health20 min
sun · A five-minute read of the weekly dashboard.

Your team, every day

SA
Sales Agent
Monitors Facebook Lead Ads and Zillow for new buyer and seller enquiries
RA
Reception Agent
Replies to new leads within about a minute and books viewings into calendars
SA
Support Agent
Follows up every unresponsive lead with a personalised nudge on schedule
CA
CRM Agent
Keeps lead records current and moves leads to the right pipeline stage
TA
Technical Agent
Tracks lead source performance and drafts the weekly pipeline report
OA
Operations Agent
Prepares monthly retainer invoices and chases any overdue payments
EA
Executive Agent
Researches new agent prospects and drafts pitch and retainer renewal materials

The payoff

What you walk away with

No licence needed
You run the pipeline, not the viewings
You operate the lead gen and admin side. Licensed agents handle the property viewings and the sales.
Recurring
Monthly retainers, not project fees
Each agent pays every month for a working pipeline. Five agents is a predictable monthly income with no chasing.
Scales without staff
More agents, same overhead
Adding a new agent account means adding one setup session. Actionist handles the volume without extra headcount.

Before and after

Doing it alone vs with Actionist

On your own

~28h / week

every job below lands on you

With Actionist

minutes to review

it runs all 10 in the background

1Responding to new leads
5h/wk
Leads go cold before you reply
You check the portal, draft a reply and send it, but by the time you do, a competing agent has already responded.
ActionistOff your plate
A reply within about a minute
Actionist monitors every source and sends the first message the moment a lead comes in, before any competitor.
2Qualifying buyers and sellers
4h/wk
Long calls to find out if they are serious
You spend 20 minutes on a call with every lead to ask the same questions and decide if they are worth pursuing.
ActionistOff your plate
A structured qualification in the first message
Actionist asks the agent's qualifying questions in the first exchange and logs the answers, so you only see the leads worth pursuing.
3Booking viewings
3.5h/wk
Back and forth to find a time
You offer times, the lead proposes other times, you check the agent's diary and go again, often losing the lead in the delay.
ActionistOff your plate
A booking link in the first qualified reply
Actionist sends a Calendly link scoped to the agent's live calendar and the viewing is booked without a single phone call.
4Following up cold leads
4h/wk
Leads you forget to chase
You add a note to call back but the day moves on and interested buyers slip away to agents who kept following up.
ActionistOff your plate
Timed sequences that never miss
Actionist runs a follow-up sequence for every unresponsive lead on a schedule, so no warm lead goes cold without a reason.
5Updating the CRM
2h/wk
Outdated records after every call
You mean to log the call but it slips, and the next person who checks the record has no idea what was said.
ActionistOff your plate
Records updated after every action
Actionist logs every send, reply and booking outcome in Follow Up Boss so the pipeline is always current.

1Writing weekly agent reports
2h/wk
A time-consuming write-up every week
You pull numbers from three places, write a summary for each agent and spend Friday afternoon on admin.
ActionistOff your plate
A report ready to send before you wake up
Actionist pulls the data and drafts the pipeline summary for each agent, ready for your approval and one-click send.
2Managing lead sources
2.5h/wk
Underperforming sources you spot too late
You check the Facebook dashboard when you remember, often after a slow week that could have been fixed on Monday.
ActionistOff your plate
Performance flagged before the week is lost
Actionist tracks lead volume and quality per source and flags drops early, so you adjust before an agent notices.
3Onboarding new agents
3h/wk
A half-day of setup every time
Each new agent means configuring the CRM, building the forms and setting up the sequences from scratch.
ActionistOff your plate
An account set up while you sleep
Actionist follows the onboarding checklist for each new agent and has the CRM, forms and sequences ready before the first lead arrives.
4Sending agent invoices
1h/wk
Invoices you raise late or forget
You mean to invoice on the first of the month but it slips to the fifth, and late invoices mean late payments.
ActionistOff your plate
Invoices raised on time every month
Actionist prepares the retainer invoice for every agent on schedule and holds it for your approval before sending.
5Re-engaging old leads
1.5h/wk
A database full of leads you never followed up
Leads from three months ago sit in the CRM. You know you should contact them but never find the time.
ActionistOff your plate
Seasonal re-engagement on a schedule
Actionist pulls old leads and runs a re-engagement campaign when market conditions make it timely, with your approval before it sends.

That is roughly 28 hours of work handed off every week, while you keep your day job

The tools

The apps Actionist operates

View Actionist App Store

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Trust and control

You stay in control

Every lead message, every viewing booking and every invoice sent to an agent waits for the rule you set or your direct approval. You choose how much oversight to keep per agent account, and Actionist keeps a record of every action across every pipeline.

Approve before any buyer or seller is contacted

The first message to a new lead, and any unusual follow-up, waits for your confirmation or runs within the rules you set per account.

Viewings only book within the rules you set

Actionist uses the calendar windows and property types you configure for each agent. Nothing goes into a diary outside those rules.

Your accounts, your data

Actionist operates inside each agent's own tool logins. You retain ownership of every contact and every lead record.

Choose how hands-on per account

Some agents want you closely involved; others are happy with a weekly report. Set the approval level per agent and adjust any time.

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FAQ

Questions about this idea

Do I need a real estate licence to run lead gen for agents?

No. You are running the lead generation and admin side: finding buyers and sellers, qualifying them and booking the viewings. The licensed agent does the viewings and the actual sale. That distinction means you operate as a marketing service, not as an estate agent. Check the rules in your area, but this model is well established in real estate lead generation with AI and without it.

How does Actionist actually get leads? Where do they come from?

Actionist monitors the lead sources you set up for each agent: Facebook Lead Ads, Zillow enquiries, landing page forms and portal inboxes. It does not generate leads itself; it responds to, qualifies and books the leads that already exist on the platforms the agent uses or that you set up as part of the service.

Will Actionist message a buyer or seller without me seeing the message first?

Only within the rules you set. You can require approval on every first message, or you can set a rule (for example: reply to all Facebook leads under a certain budget automatically). You decide the threshold per agent account. Any lead that falls outside the rules comes to you for a decision via Telegram or Slack within about a minute of arriving.

How does the agent know they are getting value?

Actionist drafts a weekly pipeline report for each agent showing leads in, leads qualified, viewings booked and leads in follow-up. You approve it and send it. Most agents ask for this anyway; Actionist makes sure it goes out every week without you having to write it.

What happens if a lead asks a question the agent needs to answer personally?

Actionist answers from the agent's FAQ and standard script. If the question falls outside that scope, it flags it to you over Telegram or Slack with the full message thread so you can pass it to the agent or answer it yourself. Nothing unusual goes back to a lead without a person seeing it first.

How do I collect my retainer payment from the agents?

Actionist raises the monthly invoice in Stripe, holds it for your approval and then sends the agent a payment link. If the payment is late, it sends a polite reminder and flags it to you if it stays unpaid. You set the retainer amount when you sign each client.

Can Actionist work with the CRM my agent already uses?

Actionist operates the desktop the way a person does, so it can work with Follow Up Boss, LeadConnector, kvCORE, HubSpot and other CRMs your agent already has. It does not need an API connection; it navigates the interface, logs the lead and updates the record just as a human assistant would.

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Your opportunity

Why this works

Run your own numbers

Set the numbers, see the picture

What it actually takes to start

How Actionist works

How Actionist builds the business

You pick the agent and agree the scope

Actionist maps every task for the account

It works through leads, bookings and follow-ups

It assigns you the human-only tasks

It asks before anything that reaches a buyer or seller

You grow the client list while the accounts run

Actionist is your whole team

Sign agent clients

Your task plan

Every task it takes, and who does it

What one automation looks like

The payoff

All it asks of you

What you walk away with

Doing it alone vs with Actionist

The apps Actionist operates

Stay in control and start

Already run this business?

You stay in control

Questions about this idea

Start the business you keep thinking about.