- Contact A · anna@sample-mail.example Apartment, 2 bedrooms, sea view last message 14 Jan 2026
- Contact B Villa with a pool, offer sent last message 25 Sep 2026
- Contact C · from the campaign New lead, replied to an email replied on 28 Sep 2026
REAL ESTATE · COSTA DEL SOL
An agent for agents and a lead machine.
IIM Marbella has been selling property on the Costa del Sol since 2002, with a team of eight agents. We are running two implementations: an AI assistant for the sales team and cold email, from domains through to replies.
SCOPE, NOT RESULTS
- agent for agents
- LIVE
- agents in the office
- 8
- implementations: AI assistant and cold email
- 2
- STATUS · both implementations are live
- SYSTEMS · the client's CRM, email, n8n
- TO A HUMAN · the decision on who to go back to and what to send
PROCESS FLOW
Two lines: the agent for agents and cold email
The top line is the assistant: overnight it goes through the CRM and email, and in the morning it hands the salesperson a ready list. The bottom line is cold email, from domains and mailboxes through to replies, which land in the CRM as leads.
IMPLEMENTATION 01 · AGENT FOR AGENTS
Every agent starts the day with a ready-made list.
The assistant ties together email, the CRM and the calendar. Overnight it reviews sales opportunities, wakes up contacts that went quiet months ago and prepares messages for approval. In the morning the salesperson gets a list: who to go back to, what to send and which meeting slots are free.
-
Email, CRM and calendar in one. The agent does not jump between tabs: everything is in one place.
-
Dormant contacts come back into play. Opportunities that went quiet for months get a second life.
-
A human approves, the agent sends. No message goes out without the salesperson's decision.
An example with made-up contacts
What it looks like on an example.
Three opportunities in the CRM, one email thread and tomorrow’s calendar. In the morning the salesperson gets a single list from all of it, and the message draft waits for their approval.
CRM, inbox, calendar · example
- Hi, we are still looking for an apartment on the coast.
- 2 bedrooms and a sea view are a must.
- Best regards, Anna
| Time | Entry |
|---|---|
| 09:00 | villa viewing with a client |
| 10:00 | free |
| 12:00 | meeting at the office |
| 16:30 | free |
- 01
Reviews the CRM, email and calendar overnight
- 02
Wakes up contacts that went quiet
- 03
Drafts a message for approval
- 04
Finds free slots for tomorrow
- 05
Hands the salesperson the list in the morning
4items on the morning list
1dormant contact back in play
0messages sent without approval
Morning list · Agent 3example
Follow upContact A, silent for 8 monthsasked about a 2-bedroom apartment with a sea viewCRM, 14 Jan
Senddraft to Contact Awaiting for the salesperson’s approvalagent’s draft
Slotstomorrow 10:00 and 16:30calendar
New leadContact C, replied to the campaignreply from 28 Sep went into the CRMCRM, campaign
Message draft · Contact Aawaiting approval
Toanna@sample-mail.example
SubjectRe: Apartments with a sea view
BodyHi Anna, in January you asked about 2-bedroom apartments with a sea view. Two new listings came in this week. Would a viewing on Thursday suit you?
waiting for the salesperson
Approve and send
To a person
The salesperson decides who to go back to and what to send. The draft only goes out once they approve it.
agent log · morning list
EXAMPLE
- 05:30:00inbox and CRM scan complete: 3 opportunities
- 05:30:04dormant contact: Contact A, silent for 8 months
- 05:30:07message draft ready for approval
- 05:30:11calendar: free slots for tomorrow, 10:00 and 16:30
- 05:30:12campaign: Contact C’s reply is in the CRM
- 06:30:00done · the morning list is waiting
- 06:30:01waiting for the salesperson’s approval
The agent sends nothing on its own. The draft waits for the salesperson’s approval, and the decision on who to go back to stays with a person. The contacts, addresses, dates and message text are made up.
IMPLEMENTATION 02 · COLD EMAIL
A whole channel built from scratch.
We sell the client exactly what we use to sell ourselves. Domains, warmed-up mailboxes, prospect lists, personalised campaigns and reply handling, all on our side. The office gets conversations, not the legwork.
-
01
Sending infrastructure
Four domains and 60 mailboxes, warmed up so that emails land in the inbox, not in spam.
-
02
Lists and personalisation
Research on each recipient and messages written for that specific person, not a mass-mailing template.
-
03
Campaigns and sequences
Sending, follow-ups and variant tests, all run by us, with a report for the client.
-
04
Replies go to the agents
Interested prospects land in the CRM with context. The office talks to people instead of sending emails.
RESULTS
The channel is working, and so is the agent.
LIVE
Both implementations are live. Every morning the agent hands the sales team a ready list, cold email is running, and replies go into the CRM as leads. We will publish the results once they have been counted.
SCOPE, NOT RESULTS
- agents in the office covered by the implementation
- 8
SCOPE, NOT RESULTS
- implementations running in parallel: an AI assistant for agents and cold email
- 2
IMPLEMENTATION SCOPE
- CRM and email integration
- Morning task list
- Waking up dormant contacts
- Sending domains and mailboxes
- Campaigns and personalisation
- Reply handling
Tell us about a similar process.
Within 24 hours we come back with an automation idea and a calculation of the benefits. The call is free.