MARKET SMMASH - OPEN HOUSE FOLLOW-UP KIT
Updated September 18, 2026
Source: https://marketsmmash.com/blog/open-house-follow-up-automation/
Illustrative setup. Adapt to the visitor's requested channel and scope.

SIGN-IN SPECIFICATION
Visitor: name, preferred channel, email OR phone for that channel.
Optional: buyer/seller/neighbor/browsing/unsure; working with an agent;
question or requested next step.
Form configuration: event ID, property, date and hosting agent.
Record follow-up preferences and permission. Attendance alone should
not enroll a person in unrelated ongoing marketing.

ROUTING WORKSHEET
Buyer: Ask whether they want details, a tour or similar homes.
Seller: Ask whether they want to discuss selling their own home.
Neighbor: Ask what local information would help; send updates if requested.
Browser/unsure: Ask whether they want occasional updates or no follow-up.
Assigned agent: __________ Backup: __________ Reply target: __________

SAMPLE FIRST MESSAGES
Use only the requested channel and identify the hosting agent.
Buyer: Hi [Name], this is [Agent]. Thanks for visiting [Property].
Would you like details about this home or similar options?
Seller: Hi [Name], this is [Agent] from the [Property] open house.
You mentioned selling. Would a conversation about your plans be useful?
Neighbor: Hi [Name], this is [Agent]. What information about the local
market would be useful after your visit to [Property]?
Browser: Hi [Name], this is [Agent] from [Property]. Would you like
occasional updates, or would you prefer no further follow-up?

DUPLICATES AND STOP RULES
Use event ID plus contact ID to prevent duplicate enrollment.
Add return visits to history; review conflicting phone/email matches.
Pause generic reminders on a reply, booking, representation review
or manual handoff. Stop on opt-out or invalid contact details.
Recheck status immediately before every scheduled message.

PRE-LAUNCH TEST
[ ] Use a team-controlled test contact outside customer reporting.
[ ] Same event submitted twice creates one sequence.
[ ] Existing contact keeps its history and assigned agent.
[ ] Reply reaches owner and cancels generic reminders.
[ ] Booking, opt-out and invalid details stop later messages.
[ ] Email preference does not trigger an SMS.
Form/workflow approver and date: ___________________________