Customer Journey: Taylor, Real Estate Agent
How Orbit helps agents follow up, build referrals, and stay top of mind across long sales cycles
About Taylor
- Independent real estate agent with 10–20 active clients monthly
- Gets leads from referrals, open houses, and online forms
- Manages buyers, sellers, and long-term prospects with help from an assistant
- Biggest challenge: knowing who to follow up with and when
The Customer Journey Using Orbit AI Premium
| Stage | Challenge | Orbit AI Solution | Example |
|---|---|---|---|
| Onboarding / Setup | Too many contacts, no follow-up system | Imports contacts, tags by lead type, drafts personalized intros | “Hi Jordan — thanks for coming to the Elm Street open house! Let me know if you have any questions.” |
| Adoption | Forgets to check in between stages | Shows weekly priority follow-ups, prompts quick updates | “Follow up with the Smiths — suggest 3 listings like yesterday’s showing” |
| Value Realization | Needs to see client impact clearly | Shows message results, highlights winning styles | “Market tips message had 75% open rate — use it again” |
| Reactivation & Repeat Business | Forgets to stay in touch post-closing | 6-month nudges + ready-to-send reengagement messages | “Congrats again on the home! Need any contractor referrals?” |
| Advocacy / Referral | Doesn’t ask for reviews or referrals often | Auto-suggests review links and referral templates | 3 clients leave Zillow reviews after Orbit reminder |
Why Orbit AI Premium Works for Real Estate Professionals
- AI-drafted follow-ups: Make every client feel remembered
- Nudges at key milestones: Stay on track through long sales cycles
- Post-close reminders: Re-engage past clients for referrals or reviews
- Lead tagging & tracking: Organize buyers, sellers, and cold leads with ease
- Personalized messaging: Improve response rates without sounding robotic
Summary: Real Use Case Outcomes
- More referrals from past clients
- Higher lead-to-close conversion rates
- Stronger client relationships = more testimonials
- Less time wasted on admin, more time for showings
- Better follow-up across long, emotional sales cycles
Are you an agent like Taylor?
Orbit AI Premium helps real estate professionals stay organized, stay connected, and grow repeat business — without dropping the ball.
Start Using Orbit AI Premium
