Lead sources · Open houses

Follow up with open house leads the same evening — every time.

Open house leads are free, high intent, and the trust is already built — they've met you, shaken your hand, walked the house. Then most of them never hear from the agent again. The same-evening email is the whole game, and everything after it is exactly the busywork Marshal takes off your plate.

  • Zero data entry — the CRM grows itself
  • Never let a client go cold
  • AI calling books your appointments

Open house economics

The best lead-per-dollar in the business.

$0

The cheapest lead you'll ever get

You already paid for it with a Sunday afternoon. Every name on the sign-in sheet is marketing spend recovered — if someone actually follows up.

In person

Trust no portal can sell

They've seen your face and watched you work a room. No Zillow inquiry starts this warm — and no other agent in their inbox has met them.

Tonight

The follow-up deadline

By Monday they've toured more homes and met more agents. The thank-you note that lands the same evening is the one that gets remembered.

The playbook

The open house playbook — same evening, first week, offer time.

  1. 01

    Same evening: send the thank-you from your Gmail

    Email each visitor a short, specific note while the visit is fresh — the house, the thing they asked about, one next step. The moment that thread exists in your Gmail, Marshal has them: contact created, timeline built, no typing the sign-in sheet into a CRM. (A full sheet can also come in as a CSV import.)

  2. 02

    First week: call the serious ones

    For visitors with real timelines, Marshal's AI calling assistant can ring them, introduce itself as calling on your behalf, and book a private showing or buyer consultation straight onto your Google Calendar.

  3. 03

    The months after: be the agent they remember at offer time

    Sunday's visitor buys in the fall — from whoever stayed in touch. Marshal's freshness engine resurfaces visitors who've gone quiet and drafts each check-in for your approval, so the relationship survives the gap between the tour and the transaction.

FAQ

Open house questions, answered straight.

Do I have to type the sign-in sheet into Marshal?

No. The moment you email a visitor from your Gmail, Marshal creates the contact and builds the timeline from the thread. If you collected a long paper or digital list, it can come in as a CSV import — either way, no CRM data entry.

Does Marshal write the first thank-you note?

The first hello is yours — Marshal drafts from real email threads, so until a thread exists there's nothing to read. Send tonight's short note yourself; from the first reply onward, Marshal drafts every follow-up for your approval.

When should I call instead of email?

When the visitor had a real timeline — pre-approved, selling first, relocating. Marshal's AI calling assistant can make that follow-up call for you and put the showing or consultation on your Google Calendar.

What about visitors who already have an agent?

Respect the representation — don't work them as buyer leads. They can still belong in your long-term sphere: people move, agreements lapse, and the agent who stayed politely in touch is the one they remember.

It even makes the calls.

Send tonight's thank-you notes. Marshal keeps every visitor warm — and calls to book the ones ready to move.