Nurture · Never let a client go cold
The real-estate follow-up system that runs itself.
Follow-up fails for one reason: it depends on you remembering. Marshal runs two engines that never forget — unanswered conversations become to-dos, and client status ages automatically the longer someone goes quiet — each with a check-in already drafted.
- Follow-up to-dos build themselves
- Client status ages automatically
- AI drafts. You approve.
The problem
Clients don't leave. They drift.
Nobody loses a client in a day. They lose them over six quiet weeks — and only notice when the sold sign goes up with another agent's name on it.
0
Reminders you have to set
You never create a follow-up task. Marshal watches every conversation and raises the to-do the moment a thread goes unanswered.
3
Engines watching your book
Engine one turns unanswered conversations into to-dos. Engine two ages client status as contact cools. Engine three sweeps daily for clients quiet 2–4 weeks and raises a reconnect reminder — on the channel that client actually uses.
360°
Interaction timeline
Every email, AI call recording, and appointment lands on one client timeline — so each check-in is written with the full history in view.
How it works
How a cooling client gets warm again.
01
Marshal notices the silence
A thread goes unanswered, a client's status ages toward cooling, or two quiet weeks tick past — Marshal flags it without you lifting a finger, and not-yet-due reminders wait visibly in a Scheduled list instead of ambushing you.
02
The check-in is already drafted
The follow-up to-do arrives with a draft written from the real history on their timeline — and timed by the durable facts you've approved, like “daughter starts kindergarten in September,” so the message lands before the moment, never after it.
03
You approve, they hear from you
One click to review and send. The timeline updates, the relationship warms back up, and nobody slips away unnoticed.
FAQ
Follow-up system, answered
How is this different from a drip campaign?
A drip campaign sends the same template to everyone on a timer. Marshal drafts an individual check-in from the actual relationship — what was discussed, what went quiet, what's next — and you approve every send. One is marketing automation; the other is follow-up.
What exactly triggers a follow-up to-do?
Three things. A conversation that's gone unanswered surfaces as a to-do so the thread doesn't die; a client whose status has aged from lack of contact gets flagged; and a daily sweep catches clients who've been quiet two to four weeks and raises a reconnect reminder. All of it runs on its own, all the time.
What are “facts,” and how do they time follow-ups?
Facts are durable things worth remembering about a client — “daughter starts kindergarten in September,” a birthday, a lease ending. Marshal proposes them from your conversations, you approve each one, and dated facts become timing anchors: the congratulations draft is scheduled to land shortly before the moment, not weeks after it.
Do I have to build cadences or set reminders?
No. There's nothing to configure and nothing to remember to schedule — the system is on from the moment you connect Gmail, watching every conversation in your book.
What's on the interaction timeline?
Everything Marshal touches: email threads, AI call recordings, and appointments — one 360° history per client. When a check-in is due, the context is already in front of you.
Does it follow up by text?
Not today. Marshal works email, Google Calendar, and AI phone calls today — the channels where follow-up leaves a record.
Is this built for teams?
No — for the solo broker. Follow-up is exactly where working alone hurts most, because there's no assistant to catch what you drop. Marshal is that assistant.
Never let a client go cold.
Two engines watch your entire book of business and hand you each check-in already drafted. Marshal does the busywork. You close.
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