AI Automation Plan for Office Leasing (Palm Beach + Multi-State) Goals • Reduce manual email follow-ups and response lag. • Convert more inquiries to showings with automated scheduling and SMS. • Re-engage cold leads at scale while protecting sender reputation. • Keep everything hosted on reliable, login-based platforms with ongoing maintenance. Recommended Stack • Orchestration: n8n Cloud or lindy or other (managed, login access; scalable scenarios). • CRM & SMS: GoHighLevel (pipelines, two-way SMS, ringless VM optional). • Email Delivery: SendGrid or Mailgun (dedupe, suppression, bounce/complaint handling). • Telephony: Twilio (call routing; optional AI receptionist for small inquiries only). • Scheduling: Calendly (keep current links; auto-insert into replies). • Data: Google Sheets + Looker Studio (list hygiene, dashboards). Phase 1 — Quick Wins (2 weeks) • Smart Email Router – Auto-reply to inbound emails with qualifying questions, Calendly link, and SMS handoff option. Prioritize replies from LoopNet/Crexi inquiries. • List Hygiene & Sending – Consolidate and deduplicate ~270k contacts; build suppression lists, handle unsubscribes, and warm sender IPs. • Top-10 Focus View – Simple “Today’s Top 10” dashboard highlighting hottest threads and pending showings. Deliverables: n8n workflows (JSON), GHL pipeline, SendGrid/Mailgun setup, 2 branded email templates, 1 re-engagement sequence, dashboard, handover doc. Phase 2 — Scale (3–4 weeks) • Cold-Lead Reactivation – 30/60/90-day drip across email + SMS with Calendly auto-insert. • Auto-Qualify via SMS – Bot asks 3 questions, updates contact, books showing. • Crexi/LoopNet Lead Sync – Pull inquiry data daily; dedupe; auto-follow-up. • Optional AI Receptionist (Small Deals Only) – Answers FAQs, sends directions, books time; routes big deals to you directly. Deliverables: Advanced re-engagement flows, SMS bot, lead sync jobs, routing rules, SOPs. plus monthly fixes please send me price for this this is what im looking for many you can ad more thank you
This is a long list... what do you need support with
Hi Richard, Really thoughtful automation plan! Your project aligns with the direction I’m growing. I’m fairly well-versed in Zapier, have some experience with Make.com, and I’m getting more familiar with n8n. I’m an active learner and builder, especially drawn to CRM-style workflows. If you’re open, I’d love to collaborate on a small module, maybe the Smart Email Router or List Hygiene flow –and build from there with clean documentation along the way. Happy to chat through details or compare notes. Thank you
