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Real estate investment advisors · Follow up systems

Stay in touch through the long wait without pushing a booking.

A follow-up system for an adviser is the set of reminders, messages and calls that keep a family in touch while they wait for money to be free. GullySales works on writing that routine with you and recording it, so nobody is chased too hard or forgotten.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

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What follow up systems means

A follow-up system is the set routine for calling, messaging or emailing an enquiry more than once, since most buyers do not decide on the first conversation. GullySales sets the number and timing of follow-ups so an undecided buyer keeps hearing from you until they decide either way.

Also for real estate investment advisors

Sales and marketing for real estate investment advisors, the overview.

Last updated 18 Oct 2026.

For real estate investment advisors

Where it usually goes wrong, and what we would do.

  • “The money is not always ready”

    A buyer may be waiting for a fixed deposit to mature or a flat to sell. Pressure at that point can end the relationship. A light, useful message about the corridor, with no ask in it, keeps you in mind until the funds arrive.

  • “Silence is not refusal”

    A family that stops replying has met a delay, not changed their mind. A reply to a quiet question, or a note on a project they asked about, restarts the conversation more kindly than a demand for a decision.

  • “Each stage needs a different follow-up”

    After a first call the buyer wants a summary. After a project meeting they want the documents list. After a decision they want a clear path to the purchase. One generic reminder fits none of these.

  • “NRIs need time-zone care”

    A call arranged at an hour convenient for you may suit nobody abroad. Agreeing a time in the buyer's evening, and sending a written note afterwards, shows the respect a distant buyer notices.

What we do

What we deliver for real estate investment advisors.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A follow-up map by stage

    What to send after a first call, a corridor discussion, a project meeting and a decision.

    Result: Each stage has a defined next message.

  2. Message drafts in your voice

    Short notes for WhatsApp and email that you edit before use.

    Result: You are never stuck for words, and nothing sounds scripted.

  3. A quiet-family routine

    A gentle approach for families who have gone silent, built around useful updates rather than prompts to buy.

    Result: Silent families are revisited in a way that respects them.

  4. Reminders linked to the record

    Every open family carries a date for the next contact.

    Result: You see who is due for a call.

  5. A log of what was sent

    Each message is recorded on the family's page.

    Result: You can see what a buyer has already been told.

How the result is measured

  • Follow-up completion rate
  • Average number of follow-ups before close
  • Enquiries closed after repeat follow-up

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full lead response and follow-up page

Who it is for

This is written for these real estate investment advisors.

  • Independent advisers who counsel individual families on buying land or flats as an investment
  • Advisers focused on NRI buyers and their family offices in India
  • New-launch specialists who work with several developers as channel partners and check RERA registration before advising a booking
  • Plot and land corridor specialists around growth areas such as Devanahalli, Hoskote or Sarjapur
  • Rental yield advisers working on commercial shops, offices and co-living buildings
  • Advisory arms of wealth managers and CA firms that include property in a client's plan
  • Fractional and managed real estate platforms that pool smaller investors, where SEBI rules on pooled schemes apply
  • Retired professionals and solo consultants advising friends and former colleagues

How it works

How the follow up systems work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Measure today's reply time

    From last month's enquiries, we measure how long each waited for a first reply and how many follow-ups it got.

  2. 2

    Agree targets and the sequence

    We set reply targets and the follow-up sequence with your team, based on its real hours and workload.

  3. 3

    Set up templates, tasks and ownership

    Templates, first-call questions, CRM tasks and named owners go live, with cover for leave and weekends.

  4. 4

    Track and adjust every month

    Reply time and follow-up completion are reported against the baseline, and the routine is changed where it is not kept.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 2, qualification. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
How often should we contact a waiting buyer?
Agree it with the buyer. Ask at the end of a call when they would like to hear from you, and write that down. We do not set a rule for you, since families differ.
Is it acceptable to send updates on new launches?
Send what is relevant to the corridors the family asked about, and only if they agreed to hear from you. Check the platform's current rules and the rules of your profession on messages.
What if the buyer chooses another adviser?
Thank them, ask whether they would like to stay in touch, and record the reason if they share it. A courteous close keeps the door open for a later purchase or a referral.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for real estate investment advisors

Everything else we would do for you.

Closest to this: leads and follow-up

Also for real estate investment advisors

Or start from the overview: sales and marketing for real estate investment advisors.

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