THE PLAYBOOK

From first-touch to lease signed.

The 14-phase SMS sales process LeaseUp Bulldog runs on every lead. No black box — every message, every branch, every decision is visible, auditable, and one tap away from manual takeover.

Twelve plays the AI runs on every lead.

Compressed from the full 14-phase playbook. Each phase is built around how leasing prospects actually decide — not how cron timers fire.

01T + 0

Lead arrives

Auto-created from Zillow, Apartments.com, your web form, or any webhook source. First contact fires within 60 seconds.

"Hey Marie! Just saw you reached out about The Jackson. Mind sharing your name and email so I can keep your file straight?"

02T + 1 MIN

Light qualification

One question per SMS. Conversational, not a form. Move-in date, bedrooms, budget. Status flips: new → contacted → engaged.

"Cool, June 1 works. 1BR or something bigger?"

03T + 15 MIN

Preference mining

Two or three lifestyle questions surface the lead's emotional hook — WFH layout, parking, view, urgency. All notes appended to the lead profile.

"What grabbed you about The Jackson specifically?"

04STEP 0

Price + budget fit

Recommends a unit that fits both the budget and the preferences mined in phase 3. Doesn't push over-budget.

"There's a 1BR at $1,250 — corner windows, courtyard view since you mentioned WFH. Works with your budget?"

05STEP 1

Application close

Direct ask for the application — leveraging any active free-app special. The default path before tours.

"Awesome. The app is FREE this week — want me to send the link to lock it in?"

06STEP 2 — 3

Branch by objection

Distinguishes "I want to see it" (legit) from "let me think" (soft hesitation). Soft hesitation gets the Socratic two-beat with a free-cancellation analogy.

"When you book a hotel with free cancellation, are you locked in if plans change?"

07TOUR

Tour booked

Calendar slot offered, booked, and confirmed in the lead's local timezone. Pre-tour reminders fire at 24h, morning-of, and 2h before.

"Hi Marie, looking forward to seeing you tomorrow at 2pm at The Jackson."

08POST-TOUR

Tour observations loop

Leasing agent jots one line on the lead profile after the tour. Every subsequent AI message references it — by name, by concern, by preference.

"I know parking was a question — we have a guaranteed assigned spot if you go forward."

09+ 6 — 78 H

Application chase

Decision-cycle-aligned nudges, not robotic timers. Warm afterglow at +6h, empathy at +18h, direct at +78h, disqualifying close at day 7.

"What's the part you're stuck on, Marie? Price, timing, or the dog policy?"

10APPLIED

Application submitted

Lead status flips to applied. Kanban moves the card. Remaining chase tasks auto-cancel — idempotent and clean.

"Got it, your application's in! Team will review within 24–48h."

11DECISION

Approve or decline

Operator clicks one button. AI texts immediately — warm on approval, emotionally safe on decline. Decline never explains reason (compliance-clean).

"Marie, great news — you're approved! Lease docs coming for e-sign shortly."

12WON

Lease signed

Operator marks lease signed → performance loop closed. AI sends the welcome-home message with move-in details.

"Welcome home, Marie! Lease signed and locked in."

The whole thing, in under seven texts.

Below is a typical lead-to-tour path the AI runs autonomously. No team intervention. The lead never knows whether it's a person or the AI until they show up at the leasing office.

  • Sub-60-second first response, 24 / 7
  • 2–3 conversational messages to qualify
  • Calendar slot offered and confirmed in one thread
  • Property timezone resolved automatically
  • Manual takeover available on every lead profile
Jordan E. · 1BR · < $1.9k Qualified
Hi Jordan, this is Sam from The Standard. I saw you inquired about our 1BRs — when are you hoping to move in?9:14 PM
Looking at mid-August, ideally under $1,9009:14 PM
Perfect — we have a 1BR available Aug 11 at $1,795. Would Saturday at 10am work for a tour?9:15 PM
Yes that works!9:15 PM
Booked. You'll get a confirmation text shortly. See you Saturday.9:15 PM
Tour booked · Saturday, Aug 9 · 10:00 AM · Calendar invite sent

Five rules the AI never breaks.

01

Every reply ends with a question

The thread never goes cold because the AI's job ended. It always hands the next move back to the lead.

02

25–35 words per message

One or two sentences. No em-dashes, no robotic preambles, no self-correcting phrases. SMS-native voice.

03

Fair Housing aware

Guardrails refuse to discuss anything that crosses Fair Housing lines. Every conversation is logged for audit.

04

Manual takeover on every thread

Your team sees a live conversation feed across all properties. One tap pauses the AI and hands the thread to a human.

05

No black box

Every AI decision is logged with the prompt context, the reasoning, and the outcome. Full audit log searchable per property.

06

One predictable price

Flat monthly per portfolio size. No per-lease attribution fights, no surprise charges, no metered chat tokens.

See it run on your last 50 leads.

15-minute call. We'll show you exactly what Bulldog would have said and what it would have booked.

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