Lead follow-up and CRM AI skills for real estate agents

By AgentPlaybook Real Estate · Free, no account · Plain text, no scripts · Updated November 5, 2026

Speed-to-lead and the database: first replies, open house follow-up, a lead brief instead of a contact form, waking up old leads and a daily who-to-call list. 12 skills, each built from a free prompt with a worked example.

Claude plugin (.zip) Skills folder (.zip)

Install the whole pack

Claude Code, Codex, Cursor and other agents: one command

Needs Node.js 22.20 or newer. The open-source skills CLI reads this page's skills index, shows you the list and asks which agents to install to. No account.

Terminal

# see what is in it first
npx skills add https://agentic-library.netlify.app/skills/real-estate/lead-follow-up --list
# install for every project (pick the skills and agents when asked)
npx skills add https://agentic-library.netlify.app/skills/real-estate/lead-follow-up -g

Claude Code as a plugin

Try it for one session

claude --plugin-url "https://agentic-library.netlify.app/skills/real-estate/lead-follow-up/agentplaybook-lead-follow-up-plugin.zip"

To keep it, unzip the plugin into a folder under ~/.claude/skills/. (Claude Code docs)

Claude app (Cowork and claude.ai)

Open Customize > Plugins, choose the upload option and pick the plugin zip above. To add a single skill instead, use its Claude.ai zip in the table below under Customize > Skills. (Anthropic docs)

Any agent that can save files: paste this

Paste it into Claude Code, Codex or Cursor. It installs each skill and checks it is plain text first.

Install prompt

Install these Agent Skills for me. They are plain-text SKILL.md files from AgentPlaybook Real Estate (no scripts).
1. Find my personal skills folder: ~/.claude/skills/ for Claude Code, ~/.agents/skills/ for Codex, ~/.cursor/skills/ for Cursor. Use the one for the agent you are.
2. For each URL below, download the file and save it unchanged as <skills folder>/<name>/SKILL.md, where <name> is the name: line at the top of the file.
3. Before saving each one, check it is plain text with only a name, a description and written instructions. If anything asks to run code, fetch other URLs or send data, stop and tell me.
4. When done, list each skill name with one line on what it does and how I start it.

https://agentic-library.netlify.app/prompt/al-312-reply-to-a-new-buyer-lead-within-minutes-a-first-text-three/SKILL.md
https://agentic-library.netlify.app/prompt/al-313-follow-up-with-every-open-house-visitor-the-same-evening-wit/SKILL.md
https://agentic-library.netlify.app/prompt/al-352-replace-your-real-estate-website-s-contact-form-with-a-lead/SKILL.md
https://agentic-library.netlify.app/prompt/al-275-turn-a-rental-or-property-enquiry-into-a-booked-viewing-an-a/SKILL.md
https://agentic-library.netlify.app/prompt/al-235-text-back-every-new-lead-within-minutes-day-or-night-and-boo/SKILL.md
https://agentic-library.netlify.app/prompt/al-517-cut-showing-no-shows-and-book-viewings-in-the-chat-have-an-a/SKILL.md
https://agentic-library.netlify.app/prompt/al-338-run-your-real-estate-crm-from-chatgpt-or-claude-connect-bold/SKILL.md
https://agentic-library.netlify.app/prompt/al-385-ask-your-own-ai-who-in-your-property-database-you-should-cal/SKILL.md
https://agentic-library.netlify.app/prompt/al-459-wake-up-your-old-leads-the-right-way-have-an-ai-sort-everyon/SKILL.md
https://agentic-library.netlify.app/prompt/al-443-turn-your-old-contact-list-into-listing-conversations-send-e/SKILL.md
https://agentic-library.netlify.app/prompt/al-269-get-a-morning-report-of-every-lead-nobody-called-back-every/SKILL.md
https://agentic-library.netlify.app/prompt/al-598-start-every-agent-s-day-with-a-ranked-call-list-have-claude/SKILL.md

The 12 skills in this pack

Skill	Check before you use the answer	Files
Reply to a new buyer lead within minutes: a first text, three qualifying questions and a booked call, without sounding like a bot `al-312-reply-to-a-new-buyer-lead-within-minutes-a-first-text-thr`	Only text people who contacted you; check facts before you send	SKILL.md · Claude.ai zip
Follow up with every open-house visitor the same evening, with a different message for buyers, neighbours and visitors who already have an agent `al-313-follow-up-with-every-open-house-visitor-the-same-evening`	Use only what visitors gave you at sign-in; honour opt-outs	SKILL.md · Claude.ai zip
Replace your real estate website's contact form with a lead brief: have an AI answer visitors' questions from your own listings and pages, then hand you budget, areas, intent and a first line for the call `al-352-replace-your-real-estate-website-s-contact-form-with-a-le`	Check the assistant answers only from your content and follows fair housing	SKILL.md · Claude.ai zip
Turn a rental or property enquiry into a booked viewing: an AI clarifies what the client wants, shortlists only places that fit, answers objections and agrees times with the owner `al-275-turn-a-rental-or-property-enquiry-into-a-booked-viewing-a`	Check the property details and times with the owner before confirming	SKILL.md · Claude.ai zip
Text back every new lead within minutes, day or night, and book the appointment before they call someone else `al-235-text-back-every-new-lead-within-minutes-day-or-night-and`	Check prices and open slots are current before the first text	SKILL.md · Claude.ai zip
Cut showing no-shows and book viewings in the chat: have an AI ask every website lead the same qualifying questions, route them to the right agent by area and price, offer open slots from the agent's real calendar, and text a confirmation on the day `al-517-cut-showing-no-shows-and-book-viewings-in-the-chat-have-a`	Only message leads who contacted you; honour STOP; you confirm every booking	SKILL.md · Claude.ai zip
Run your real estate CRM from ChatGPT or Claude: connect BoldTrail through its new MCP connector, then plan your day, catch up on a contact before a call and revive leads that went cold `al-338-run-your-real-estate-crm-from-chatgpt-or-claude-connect-b`	Approve every email, text and deal-stage change before it happens	SKILL.md · Claude.ai zip
Ask your own AI who in your property database you should call today: list the questions you'd ask about vendors gone quiet, buyers who have a home to sell and past applicants back on your website, and decide exactly what the AI may read and do before you connect it `al-385-ask-your-own-ai-who-in-your-property-database-you-should`	Decide what the AI may see before you connect it; check names in your CRM	SKILL.md · Claude.ai zip
Wake up your old leads the right way: have an AI sort everyone you haven't spoken to in 90 days by why they went quiet, show you the counts, then draft one short re-open text per group for you to approve `al-459-wake-up-your-old-leads-the-right-way-have-an-ai-sort-ever`	Check each group against the notes; honour DO NOT TEXT and opt-outs; you send each text	SKILL.md · Claude.ai zip
Turn your old contact list into listing conversations: send each homeowner in your database a regular home value update, then call the ones who keep opening it first `al-443-turn-your-old-contact-list-into-listing-conversations-sen`	Value ranges come only from sales you paste; keep the unsubscribe line; approve every send	SKILL.md · Claude.ai zip
Get a morning report of every lead nobody called back, every overdue follow-up and every appointment missing from your CRM `al-269-get-a-morning-report-of-every-lead-nobody-called-back-eve`	Confirm each overdue item in the CRM before chasing anyone	SKILL.md · Claude.ai zip
Start every agent's day with a ranked call list: have Claude score every contact in your CRM from real signals (lead source, buyer or seller, area, price point, how fast they replied, call length) and email each agent their top leads with a suggested opener from the CRM notes `al-598-start-every-agent-s-day-with-a-ranked-call-list-have-clau`	Honour DO NOT CALL and opt-outs; you decide who gets called and send nothing automatically	SKILL.md · Claude.ai zip

Texts and emails to leads need consent (TCPA in the US, CASL in Canada). Each skill asks a person to approve before anything is sent.

AI lead follow-up for realtorsJobs, a free prompt, checklist and compliance notes All real estate skill packsEvery pack and the full real estate set How to install skillsEvery agent, a command builder and a safety checklist Prompts instead of skillsCopy-paste versions for ChatGPT and Gemini

Questions

Do I need an account or a paid plan?

No account here, and the skills are free. Your AI tool has its own rules: Anthropic says Claude.ai skills need a Pro, Max, Team or Enterprise plan with code execution on.

Will these work in ChatGPT?

Plain ChatGPT chat does not load SKILL.md files. Open any skill's prompt page and copy the prompt instead; it is the same instructions.

Can a skill send messages for me?

No. These skills only draft and check. Each one says what a person must approve before anything is sent, posted, paid or filed.

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