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1
of 6— Identify your 10 most common lead types

What you'll accomplish

By the end of this guide, you'll have a personal library of 10–15 pre-written response templates for the most common web lead scenarios — stored in a document you can access from your phone in seconds. When a new lead comes in from NewHomeSource, Zillow, or your builder's website, you respond in under 3 minutes without staring at a blank screen.

What you'll need

  • Access to Claude (free tier at claude.ai — no subscription needed)
  • A Google Doc or Notes app on your phone to store the templates
  • Your community details: name, price range, floor plans, phone number
  • Time needed: 30 minutes to build; 2–3 minutes per lead response after that
  • Cost: Free

How-To Guide: Build Your Lead Response Template Library with AI

Step 1: Identify your 10 most common lead types

Think about the last 20–30 web leads you received. Most consultants find 8–10 recurring scenarios:

  1. First-time buyer inquiring from portal (Zillow, NewHomeSource)
  2. Relocating buyer who can't visit in person
  3. Buyer comparing multiple communities
  4. Investor inquiring about rent potential
  5. Buyer who wants to know "what's available right now" (spec homes)
  6. Buyer asking about build timeline and availability
  7. Buyer asking about down payment and financing
  8. Buyer who visited but didn't register; following up via online form
  9. Buyer who registered, went cold for 60+ days, re-engages
  10. Buyer asking for a comparison to a competing community

Write down your 10 most common types. Add any that are specific to your community.