Past Client Referral Machine
A 12-month past-client and sphere system: anniversaries, equity updates and referral asks, kept RESPA Section 8 safe

Starts the moment the open house ends. It sorts your sign-ins by intent, checks consent and agency, and drafts a 14-day, multi-touch conversion sequence for each visitor type (unrepresented buyer, neighbor, future seller, browser). It also sorts replies and builds a weekly seller feedback report. Drafts only.
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3. Talk to it
Open it in Grok Bot and say hi. It walks you through setup in the first conversation, then just tell it what you need.
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Open House Follow-Up Bot
Grok Bot
Open House Follow-Up Bot is a free Grok bot template. Starts the moment the open house ends. It sorts your sign-ins by intent, checks consent and agency, and drafts a 14-day, multi-touch conversion sequence for each visitor type (unrepresented buyer, neighbor, future seller, browser). It also sorts replies and builds a weekly seller feedback report. Drafts only.
Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.
Turns open house sign-ins into appointments with consent-checked 14-day sequences per visitor type, reply sorting and seller reports.
No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.
Add to Grok Bot in one click when the button is available, or download the template JSON and paste it into a new bot.
Manual install:
Click 'Add to Grok Bot' on this page (or import the template JSON) and open the bot.
Export or photograph your open house sign-in sheet (with consent checkboxes if you used them).
Optional: get a free RentCast API key at rentcast.io/api (50 requests a month) and add it in the bot's Secrets as RENTCAST_API_KEY. Without it, the bot uses county records, your MLS CSV or pasted listings.
Answer the first question with the open house date and upload the sign-ins.
Review segments and sequences, then send approved messages from your own phone, email or CRM.
Paste replies back for sorting. It logs everything to /workspace/trackers/open-house-follow-up-bot.csv.
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