each lead means scrolling back through the chat and writing a reply from nothing.
retune is free if you run your own copy. it runs on your own computer, with an ai agent that builds what you ask for. one thing i built in it helps with following up on website leads: a board that does the scrolling and the first draft for you.
the business in the video is harborview realty, a small agency. i made it up, along with the owner, dana, and a visitor called jordan. it works the same for a plumber or a studio.
every lead your bot catches lands on the board as a card. the card has a short summary of the chat, so you don't have to read all of it.
it has a score out of 100. you write once what a good lead looks like for you, and the bot scores each chat against that. dana wrote buyers in austin, 400k and up, moving within six months.
under the score are the reasons, quoting what the visitor typed. then a next step, like "call today".
then the follow-up. it's written from the chat, so it mentions what they asked about. you press copy, paste it into your own email, change what you want and send it.
retune never sends it for you.
the cards sit in five columns: new, qualified, contacted, won and lost. a lead over the score you set moves to qualified by itself, so those are the ones to open first.
after you write back, move the card to contacted and leave a note. if someone else on your team should take it, hand it to them.
if you're not sure what a good lead looks like for you, chatbot lead qualification is about writing that down. if you sell houses, the letter for real estate agents walks through one evening of leads.
it won't put leads into your crm by itself. if you want each lead to land in your crm or another tool, chatbot to crm integration is about that.
it won't check what people say. if someone says their budget is big, the score believes them.
an ai writes the follow-up, so the wording changes from lead to lead, and sometimes it'll be off. read it before you send it.
it only sees leads that come through a retune bot on your website. if you already have a chat from another tool, its leads stay there, and so do phone calls and other forms.
you might worry it'll tell a customer something wrong before you ever see the lead. when the bot doesn't know, it says so, and the question goes to an inbox where you answer it once. you can also list the questions it must never get wrong, like your prices, and run them with one click.
if most of your leads arrive after you close, the letter about customers who call when you're closed is about that.
the lead board isn't switched on for new accounts by itself. if you want it, sign up, then email me at olive@reframe.so and say you want the lead board on your bot. once it's on, a leads tab shows up next to the capture tab.
if something's missing for the way you work, tell me.
olive