Lead Intake to Appointment
Turn an inquiry into a scheduled consult with one link and a few questions
Don't let warm leads cool off. This recipe collects the missing qualifying details, sends a booking link, creates calendar events, and follows up automatically when someone doesn't book.
INGREDIENTS
PROMPT
Create an OpenClaw recipe that drives new real estate leads toward a scheduled appointment: - Send a short qualification message (timeframe, pre-approval status, must-haves) plus a booking link - On booking: create calendar event, attach lead context, push to CRM - Send confirmation + reminders (24h and 2h before) - If no booking within N hours, send a follow-up and notify the agent - Handle edge cases: time zones, multiple attendees, text-only preferences SMS template: "Hi {{first_name}} — two quick questions: (1) When are you hoping to move? (2) Are you already pre-approved? Grab a call time here: {{booking_link}}." My CRM is: [your CRM] My booking tool is: [Calendly / Cal.com / other]
How It Works
When a new lead comes in (or an existing one replies "interested"), this recipe
sends a short qualification message with 2–3 questions and a booking link. Once
they book, it creates the calendar event, attaches lead context, pushes to CRM,
and sends confirmation plus reminders. If they don't book, it follows up.
What You Get
- Qualification message with booking link sent via SMS or email
- Calendar event created on booking with full lead context attached
- Confirmation + reminders at 24h and 2h before the appointment
- Automatic follow-up if no booking within N hours
- Agent notification when a lead goes cold
Setup Steps
- Connect your CRM, calendar, and messaging integrations
- Set up a booking page (Calendly, Cal.com, or your CRM's scheduler)
- Customize the qualification questions for your market
- Set the follow-up delay (default: 24 hours)
- Adjust templates to match your tone
Tips
- Keep it to 2–3 questions max — more than that kills conversion
- Offer both a consult (15 min) and a tour (30–60 min) as booking options
- If the lead says "text only," suppress email reminders entirely
- For multiple decision-makers, offer an "add attendee" field
- Detect time zones and display local times to avoid confusion