🧠 Advanced Lesson 5: Automation Tools & Systems

🎓 Advanced Lesson 5: Automation Tools & Systems

Automation Tools & Systems

Objective: Set up simple automations so you spend less time chasing leads—and more time closing deals.

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🛠️ 1. Automate Your Deal Pipeline with Trello

You can manage leads using a simple Trello board. Use these columns:

Trello Setup Instructions

🎯 Topic: “Automation Tools & Systems for Professional Dealmakers”

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🔷 1. How and Why to Use Trello for Deal Flow.

❓ What is Trello?

Trello is a free, easy-to-use online visual task manager. Think of it like a digital whiteboard with sticky notes you can move around. Each “card” represents a seller lead or deal opportunity. As the deal progresses, you drag the card through stages like Contacted → Offer Sent → Deal Closed.

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✅ Why Use Trello in Creative Property Deals?

• Track 10+ deals without losing track of who’s who

• See your entire pipeline at a glance (without a spreadsheet)

• Organize which deals are hot, which are stalled, and which are dead

• Share access with a partner, assistant, or solicitor if needed

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🖥️ Trello Columns You Need

You can create a new list (column) for each stage of the process:

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🔧 How to Set This Up in Trello

1. Go to: https://trello.com

2. Create a Free Account (or sign in)

3. Click “Create Board” → “Use Blank Board”

4. Name it: My Property Deal Pipeline

5. Add lists for each deal stage (as shown above)

6. Add cards for each new seller (Name, property, contact info)

Each card can include:

• Seller name

• Property address

• Price they want

• Your offer

• Notes or updates

• Attachments (e.g. scanned agreements)

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🔗 How to Share Your Trello Template (for WordPress)

Once your Trello board is ready:

1. Click the “Share” button on top of your board

2. Set to “Public” (if you want students/team to copy it)

3. Copy the board link

4. Paste the following into a WordPress page

🧭 Your Property Deal Tracker (Trello Template)

Use this free tool to manage your property deals visually from start to finish.

🔗 Click here to access your Trello Deal Board

To create your own private version, click the 3 dots at the top right and select “Copy Board.”

Replace YOURBOARDLINK with your Trello board link.

✉️ 2. Automated Email Sequence

✅ Why Email Sequences Matter:

Most sellers won’t reply immediately — but consistent follow-up shows you’re professional and can turn cold leads into hot ones.

Here’s how you use the sequence:

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📧 Email 1 — Sent Immediately

Paste this into your email system (e.g., Mailchimp, Brevo, or similar):

Subject:

Your Property Details Have Been Received

Body:

Hi [First Name],

Thank you for submitting your property details. Our team is currently reviewing your situation and we’ll be in touch shortly with potential solutions that could work for you — including options to sell quickly or avoid repossession.

If it’s urgent, you can call us directly at [Your Phone Number].

Best regards,
[Your Name]
UK Property Strategy Group

📧 Email 2 — Sent 2 Days Later

Subject:

Just Checking In – We May Have Some Options

Body:

Hi [First Name],

Following up on your property submission. We may be able to help, depending on your goals (quick sale, debt clearance, or something else). Let us know what you need most and we’ll work around you.

To schedule a call, reply or use our calendar: [Booking Link]

Kind regards,
[Your Name]

📧 Email 3 — Sent 5 Days Later

Subject:

Closing Your File – Last Call

Body:

Hi [First Name],

We haven’t heard back and will close your file unless we hear from you. If you’re still looking for solutions, we’re happy to help. Just reply to this email and we’ll jump back in.

All the best,
[Your Name]

🧾 3. WordPress Lead Capture Form (for Seller Inquiries)

Make form with your Email Provider, such as aWeber etc you can 💡 Tip: Use a plugin like WPForms if you want to store leads inside WordPress and export them later.

🏠 Free Property Help Request

Full Name:
Email Address:

Phone Number:

Property Address:

Brief Situation: