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Your leads.
Handled.

A personalised breakdown of how Sally will transform PH Estate Agents' pipeline in 30 days.

Prepared by Ben Brierley • Dotty&Dash • dottyanddash.ai

Prepared for Andrew Hall, PH Estate Agents

How Sally will transform
your lead handling

Qualify every inbound enquiry instantly. Prioritise the hot ones for your team. Nurture the rest and reactivate dormant landlords and vendors from your CRM, automatically.

<3s
Response time
85%
Qualified before
handoff
3x
More viewings
booked
24/7
Nights &
weekends
01 — Qualify & Prioritise

Inbound lead qualification and team prioritisation

The problem

Leads flood in from Rightmove, Zoopla, your website, calls and walk-ins. Your team spends hours sorting through them. Hot buyers get the same treatment as tyre-kickers, and the best leads don't always get seen first.

How Sally solves this
  • Instant response to every portal enquiry, missed call, SMS and web form in under 3 seconds
  • Smart qualification of budget, timeline, property type and intent before your team is notified
  • Priority scoring so your negotiators see the hottest leads first each morning
  • Full handoff notes with every lead, so your team picks up with complete context
<3s response
85% pre-qualified
0 missed leads
02 — Nurture

Cold lead follow-up and long-term nurture

The problem

Your team is busy with active deals. Cold leads from weeks or months ago sit untouched in the CRM. Some of those people are ready to move now, but nobody has time to chase them all.

How Sally solves this
  • Persistent follow-up via SMS, WhatsApp and email on a structured cadence. No lead forgotten
  • Context-aware messaging that references each lead's specific property requirements
  • Re-engagement triggers that re-qualify cold leads the moment they respond
  • Zero team effort. Your negotiators close deals. Sally does the chasing.
3x more viewings
100% follow-up rate
0 hrs chasing
03 — Reactivate

Landlord and vendor reactivation from the CRM

The problem

Your CRM is full of past landlords and vendors who already know and trust PH Estate Agents. Nobody has the time to call them all. Those instructions are walking to a competitor down the road.

How Sally solves this
  • Targeted campaigns reaching lapsed landlords and vendors with personalised outreach
  • Multi-channel via SMS, WhatsApp, email and phone
  • Warm handoff with full context when a past client shows interest
  • Always-on pipeline generating new instruction opportunities in the background
£5K+ per landlord
£10K+ per vendor
30-day free trial

30-day free trial. Sally goes live within 24 hours. No commitment.

Sign up to secure your onboarding slot →

Revenue potential for PH Estate Agents

What Sally is worth
to PH Estate Agents

Conservative estimates based on typical lead volumes for a two-office agency across Cleveland and North Yorkshire, with standard regional conversion rates and fee structures.

Estimated annual revenue unlocked by Sally
£166,500
Based on ~150 leads/month across sales, lettings and commercial • conservative assumptions throughout
15x
Return on
investment
<14 days
To recover
first month
30-day
Free
trial
01 — Inbound lead capture

Recovering enquiries that fall through the gaps

Leads per month~150
Estimated missed / delayed25% (37/mo)
Recovered with Sally75% = 28/mo
Conversion to instruction4%
Extra completions/year~13
Average fee£4,000
Annual upside £52,000
02 — Cold lead nurture

Reactivating unresponsive leads in the CRM

Cold leads in CRM500 est.
Reactivated by Sally10% = 50
Convert to instruction16% = ~8
Average fee£4,000
Time saved chasing~6 hrs/week
Negotiator time freed~300 hrs/year
Annual upside £32,000
03 — Landlord & vendor reactivation

Winning back dormant landlords and vendors

Dormant contacts in CRM250 est.
Re-engaged by Sally15% = 37
Convert to instruction30% = ~11
Landlord instructions (6)6 × £5,000
Vendor instructions (5)5 × £10,500
Combined annual value£82,500
Annual upside £82,500

Start your 30-day free trial. Sally goes live within 24 hours. No commitment, no setup fee.

Sign up to secure your onboarding slot →

All figures are conservative estimates based on typical lead volumes for a two-office regional agency and standard Cleveland/North Yorkshire fee benchmarks.
Actual results will vary. Sally's cost is not included in the upside calculation above.

Your proposal

Three problems. One hire.
One monthly price.

Sally covers every channel, qualifies and prioritises every lead, nurtures the cold ones, and reactivates your dormant landlords and vendors. This is our full-service plan, built for PH Estate Agents, with a special monthly rolling discount we normally reserve for annual contracts.

Your monthly investment (+ VAT)
£998 /month
£799 platform + £199 data (capped, no surprises)
30-day
Free trial
included
24/7
Always
on
<24 hrs
Go live
time
Problem 01

Inbound leads piling up with no qualification or priority

Leads flood in from portals, calls, your website and walk-ins. Your team spends hours sorting through them all. Hot buyers and tyre-kickers get the same treatment. The best leads don't always get seen first.
How Sally solves this
  • Instant response under 3 seconds, 24/7, across calls, portals, SMS and web forms
  • Smart qualification of budget, timeline, property type and readiness to proceed
  • Priority scoring so your team sees the hottest leads first each morning
  • Every channel covered. Phone, SMS, WhatsApp, email, portals, website
Problem 02

Cold leads going stale and negotiators wasting hours chasing

Your negotiators spend hours every week chasing leads that never respond. Good prospects don't get the attention they need. Leads from last month or last quarter vanish entirely.
How Sally solves this
  • Structured follow-up cadence via SMS, WhatsApp and email. No lead forgotten, ever
  • Context-aware messaging referencing each lead's specific property requirements
  • Re-engagement triggers that re-qualify the moment a lead responds
  • Zero team effort. Your negotiators close. Sally chases.
Problem 03

Dormant landlords and vendors going to competitors

Your CRM holds hundreds of past landlords and vendors who already trust PH Estate Agents. Nobody has time to call them all. Those instructions are walking down the high street to a competitor.
How Sally solves this
  • Proactive outreach campaigns to lapsed landlords and vendors, fully automated
  • Multi-channel reactivation via SMS, WhatsApp, email and phone
  • Warm handoff with full context when a past client shows interest again
  • Always-on pipeline generating new instruction opportunities in the background
★

Monthly rolling contract, no lock-in

We offer PH Estate Agents a fully flexible monthly rolling contract because we have complete faith that once Sally is live, the results will speak for themselves. You'll stay because it works, not because you're locked in. Cancel anytime with 30 days' notice. No penalties. No hidden fees.

30-day free trial. Sally goes live within 24 hours. No commitment, no setup fee.

Sign up to secure your onboarding slot →

All prices are + VAT. Data costs are capped at £199/month. No surprises, no hidden fees.
Monthly rolling contract. Cancel anytime with 30 days' notice.