Investor’s public-record leads now collect and follow up on their own

The problem

I copy tax-sale listings into a sheet by hand, then write every email and follow-up myself.

• Tax-sale listings were copied into a sheet by hand.
• First emails, follow-ups and replies were all manual.
• An analyst’s days went to collecting public data.

What we built

1. A listing extractor. A file lands in Drive, the listings land in the sheet.
2. A first email. Each new lead gets one on its own.
3. Follow-up on a schedule. A follow-up sequence runs without anyone starting it.
4. Reply handling. Answers are caught, so none get lost.
5. In their own account. Four workflows, one system.