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The Social Media Lead Follow-Up Blueprint for Mid-Level Agents Who Don’t Want to Live in Their Inbox

By Emily Terrell — The #1 Real Estate Coach and Speaker at Tom Ferry | Top AI Coach in Real Estate
Website: www.coachemilyterrell.com | Instagram: @coachemilyterrell

If you’ve ever looked at your Instagram inbox and felt a little sick, you’re not alone.

Mid-level agents hit a very specific season: you have enough traction to get leads, but not enough structure to manage them cleanly.

So the follow-up becomes reactive:

  • You reply to the newest message
  • You forget the one from two days ago
  • You tell yourself you’ll circle back after showings
  • And suddenly a warm conversation turns cold

Here’s the coaching truth:

Your follow-up doesn’t fail because you’re not trying.
It fails because it’s not designed.

This version is built like a blueprint you can implement with a VA, a CRM, or just your own weekly routine.


The Problem Social Leads Create That Most CRMs Don’t Solve

Social platforms create leads in fragments:

  • A story reply
  • A comment
  • A DM
  • A lead form
  • A follow

And the agent’s brain tries to treat all of those as “a lead.”

But follow-up works when the lead becomes one thing:
a tracked conversation with a clear next step.

That’s the job.


Table: The “Lead to Next Step” Conversion Map

Lead TypeWhat They DoYour GoalBest Next Step
Reel comment“Info?”Start a conversationDM with one question
Story replyReacts or repliesBuild trustDM plus short value
Lead formSubmits contactWin speed-to-leadText within minutes
Cold DMAsks a questionQualifyTimeline question
FollowerLikes repeatedlyConvert attentionInvite to resource

Step-by-Step System (Designed for a Busy Week)

Step 1: Create one rule for yourself

No lead lives in Instagram longer than 24 hours without being logged and tagged.

If you do that, you stop bleeding leads.

Step 2: Use a two-message opener

  • Message 1: acknowledge + personalize
  • Message 2: ask one question (timeline or intent)

Step 3: Decide their lane in under 10 minutes

Hot, Warm, Nurture, Sphere.

Step 4: Deliver lane-matched value

Hot gets options and a plan.
Warm gets education and periodic updates.
Nurture gets automation.
Sphere gets relationships.

Step 5: Ask for the next step using “two doors”

“Want a few options, or a quick call to narrow it down?”


AI Integration That Improves Consistency (Not Generic Messaging)

Use AI to:

  • Turn their DM into a short “next steps” plan
  • Draft a market snapshot email that matches their lane
  • Create five re-engagement texts that don’t sound needy
  • Build a library of responses for the top 10 DM scenarios you get weekly

AI should help you respond faster while staying personal.


FAQs

Q: What if social leads feel like junk?
Usually it’s a qualification gap, not a lead-quality problem. Clarify timeline and intent earlier.

Q: Should I call every lead?
No. Call hot leads. Nurture the rest. Your time must match readiness.

Q: How do I keep follow-up from feeling awkward?
Stop “checking in.” Start sending value. Value gives you a reason to reach out.

Q: How do I manage multiple platforms?
Centralize your process: one place to log, one tagging system, one cadence.

Q: What’s one thing I can do today?
Build five short DM templates that ask one question and move the conversation forward.


Additional Resources

  • www.coachemilyterrell.com
  • @coachemilyterrell on Instagram
  • Suggested next blogs:
    • The 5 DM Templates Every Agent Needs Saved in Their Phone
    • How to Stop Getting Ghosted by Buyers You Haven’t Even Met Yet
    • How to Build a CRM Workflow That Captures Every Social Lead Automatically

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