βοΈ SOP 01: Automated Client Onboarding Workflow
Client OnboardingLead Agent
CloseMotion
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Real Estate AI Protocols & SOPs Library
CloseMotion
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Real Estate AI Protocols & SOPs Library
A Notion library stocked with 30 ready-to-deploy AI protocols and 5 complete SOPs β so you stop rewriting the same listing description, follow-up message, and onboarding checklist from scratch on every deal.
β‘Quick-Action Execution Matrix
"I just signed a new listing" β
"I have a cold lead to revive" β
"I need open house marketing" β
"I need to negotiate repairs" β
"I need a past-client review" β
The lookup board at the top of the workspace: name the situation, open the protocol and SOP that handle it.
SOPs tell you what to do and when. Protocols give you the AI-ready deliverable for each step. Duplicate once, then run it from your own Notion.
System architecture overview
1. Save this workspace to your Notion
2. Execute any protocol in your AI model
π‘ Why this works: the Final Prompt formula packs all four prompt-engineering layers (Role & Persona, Context & Trigger, Input Variables, Master Execution Commands) into one string. One click gives the AI full context, with no multi-step copy-pasting.
The five workflows a deal actually moves through, written out and ready to follow. Not automation software, not a CRM: the exact steps and language, indexed in Notion.
All 30 protocols, tagged by category, role, and the exact scenario that calls for each one. Scroll the table to browse the full library.
| Aa Name | β Category | β Role | β° Scenario Trigger | β° Tags |
|---|---|---|---|---|
| β‘ Protocol 01: High-Converting MLS Listing Protocol | Lead Agent | Upon receipt of signed listing agreement | ||
| β‘ Protocol 02: Rapid Buyer Lead Re-Engagement Workflow | Lead Generation | Lead Agent | Upon 14+ days of CRM buyer lead inactivity | |
| β‘ Protocol 03: Hyper-Local Neighborhood Authority Guide | Media & Assets | Support Staff | Upon monthly local market content cycle execution | |
| β‘ Protocol 04: Open House Multi-Touch Sequence | Lead Agent | Upon 48 hours prior to open house execution | ||
| β‘ Protocol 05: Strategic Price Adjustment Pitch Protocol | Active Contract | Lead Agent | Upon exceeding average market days-on-market with insufficient offer activity | |
| β‘ Protocol 06: βJust Listedβ Social Omnipresence Campaign | Media & Assets | Support Staff | Upon immediate MLS activation and listing launch confirmation | |
| β‘ Protocol 07: Unrepresented FSBO Conversion Script | Lead Generation | Lead Agent | Upon identification of a new unrepresented FSBO listing in the target farming area | |
| β‘ Protocol 08: Expired Listing Audit & Recovery Protocol | Client Intake | Lead Agent | Upon identification of a newly expired listing within the target market | |
| β‘ Protocol 09: Investor Deal & Yield Summary Protocol | Client Intake | Lead Agent | Upon investor-profile client request for acquisition target analysis | |
| β‘ Protocol 10: Post-Close Referral Machine Workflow | Post-Closing | Lead Agent | Upon transaction closing day execution | |
| β‘ Protocol 11: Off-Market Pitch & Pocket Listing Prospecting | Lead Generation | Lead Agent | Upon identification of a high-probability future seller homeowner target | |
| β‘ Protocol 12: Seller Lead Nurture (Long-Term Pipeline) | Client Intake | Lead Agent | Upon identification of a seller lead with future intent and no immediate timeline | |
| β‘ Protocol 13: Instant Staging & Pre-Listing Recommendation Generator | Pre-Listing | Lead Agent | Upon completion of initial property walkthrough following listing agreement execution | |
| β‘ Protocol 14: Home Inspection Repair Negotiation Framework | Active Contract | Lead Agent | Upon receipt of an official property inspection report or repair request amendment | |
| β‘ Protocol 15: Low Appraisal Rebuttal & Escalation Protocol | Active Contract | Lead Agent | Upon receipt of an appraisal report valued below agreed contract purchase price | |
| β‘ Protocol 16: Sphere of Influence (SOI) Seasonal Market Update | Post-Closing | Lead Agent | Upon quarterly SOI database market update dispatch | |
| β‘ Protocol 17: Relocation Buyer Concierge & Orientation Guide | Client Onboarding | Lead Agent | Upon identification of an out-of-area relocation buyer lead | |
| β‘ Protocol 18: Real Estate Agent-to-Agent Referral Pitch | Lead Generation | Lead Agent | Upon identification of a potential agent referral partner in an out-of-area market | |
| β‘ Protocol 19: Video Script Generator for Instagram Reels & TikTok | Media & Assets | Lead Agent | Upon weekly or campaign-based vertical video content planning | |
| β‘ Protocol 20: Local Business Cross-Promotion & Partner Pitch | Operations | Lead Agent | Upon identification of a local non-competing business target for co-marketing or cross-promotion | |
| β‘ Protocol 21: First-Time Homebuyer Educational Nurture Sequence | Client Onboarding | Support Staff | Upon entry of a new first-time homebuyer lead into the CRM pipeline | |
| β‘ Protocol 22: Probate & Inherited Property Sensitivity Outreach | Lead Generation | Lead Agent | Upon identification of an inherited or probate property listing opportunity | |
| β‘ Protocol 23: High-Net-Worth Luxury Buyer Persona Profiler | Client Intake | Lead Agent | Upon initial contact with a luxury-tier buyer prospect | |
| β‘ Protocol 24: Open House Host & Vendor Co-Marketing Agreement | Lead Agent | Upon structuring an open house featuring a co-marketing vendor partner | ||
| β‘ Protocol 25: Client Testimonial & Google Review Harvest Engine | Post-Closing | Support Staff | Upon transaction closure during the 3 to 10 day post-close window | |
| β‘ Protocol 26: Market Correction / High Interest Rate Reframe Script | Client Intake | Lead Agent | Upon client hesitation driven by interest rate concerns or market correction fear | |
| β‘ Protocol 27: Vendor & Trade Partner Referral Network Pitch | Operations | Support Staff | Upon recruiting new trade or vendor partners into the agentβs preferred-vendor network | |
| β‘ Protocol 28: VIP Client Event Invitation & RSVP Campaign | Post-Closing | Support Staff | Upon planning a client appreciation event 3 to 4 weeks prior to the scheduled date | |
| β‘ Protocol 29: New Construction Builder Representation Pitch | Pre-Listing | Lead Agent | Upon targeting local homebuilders or developers for representation or preferred referral arrangements | |
| β‘ Protocol 30: Year-End Tax & Wealth Strategy Client Touchpoint | Post-Closing | Lead Agent | Deployed in Q4 or early Q1 across past clients and investor database |
Every protocol is a small database. Enter the deal specs, and the Final Prompt writes itself. Try it below: edit any field and watch the prompt update.
π‘How to use β true one-click workflow
Entry Name is an internal identifier and is never injected into the final prompt. If any field is left blank, the prompt inserts a clean [Field Name] placeholder so your workflow never breaks.
β‘ MLS Listing β Prompt Generator
Live demo. Clear any field to see the placeholder behavior.
742 Evergreen Terrace - Launch
DraftΞ£ Final Prompt
Auto-generatedEach SOP gives you the objective, a decision-logic flowchart, a checklist split by role, and the protocols to run at each step. Tick the boxes to try it.
πOperational scope & objective
This SOP governs the transition of any new buyer or seller from signed agreement to fully onboarded, pipeline-active client. Objective: eliminate onboarding drift, establish immediate professional credibility, and load the client into the correct nurture/transaction track within 24 hours of agreement execution, with zero manual improvisation from the founder or agent.
πWorkflow routing & decision logic
βοΈStep-by-step execution checklist
Track A / Lead Role
Track B / Support Role
π οΈLinked protocols & system assets
Closing volume solo
Carrying 15+ live deals with no assistant. The library gives you the SOP and the AI-ready deliverable for every step, so nothing gets drafted from a blank page.
Standardizing a team
Every agent improvises their own process. This gives the whole team one set of SOPs and protocols to run the same way, without a training program.
Scaling headcount
Onboarding a new hire used to cost a week of shadowing. Now the checklist for their role is a page they open on day one.
No tiers to compare, no seats to count. Everything ships in a single Notion workspace, unlocked the moment you check out.
Real Estate AI Protocols & SOPs Library
$49
One-time. Yours permanently.
Secure checkout via Lemon Squeezy
No prior experience required. Click Duplicate in the top-right corner and the workspace clones into your free Notion account as a fully editable copy, with the SOP library and Protocol library already written, tagged, and indexed.
Instant. Checkout completes, you receive the duplication link immediately, and the workspace is live in your account within minutes.
The protocols are written to paste into ChatGPT, Claude, or a comparable AI assistant. You copy the Final Prompt from Notion, paste it in, and review the output before it goes to a client.
CloseMotion isn't a CRM or a listing tracker. It's a library of SOPs and AI protocols you open and run yourself. It sits alongside whatever CRM you already use, covering the content and communication side of the job.
Yes. Your duplicate is fully editable: adjust tags, rewrite a protocol in your own voice, or add new SOP pages of your own.
Every protocol and SOP is self-contained by design, with a Quick Start guide at the top of the workspace, so you never need a support call to run it.
Yes. Duplicate the workspace once, then share it with every agent so the whole team runs one standard.