Flow:
Buyer Qualifier · v3
·
14 nodes
85%
START
💬
Send message
👋 Hi! I'm Coastal's home-finder bot.
Looking to buy, sell, or just exploring?
⚡
Quick replies
Choose one:
Looking to buy
Looking to sell
Just browsing
Buy path
Qualify the buyer
Area → price → beds → pre-approval
Sell path
Hand off to value bot
Goto: Home Value Estimator
⚡
Area question
What area are you searching in?
Carlsbad
Encinitas
La Jolla
Other
⚡
Price range
What's your target price?
<$1M
$1-1.5M
$1.5-2M
$2M+
⚡
Bedrooms
How many bedrooms?
2
3
4
5+
🔀
Pre-approved?
→ YES
Hot lead path
→ NO
Educate + nurture
✉️
Get email · fast
SELECTED
"What's the best email so I can send matching listings the moment they hit MLS?"
💡 Validates email · saves to lead record
💬
Educate
"Pre-approval is the #1 thing that separates dreamers from buyers. Want me to connect you with a 5-min lender?"
🏷️
Tag + save
• Tag: "Pre-approved"
• Tag: "Hot lead"
• Save to: Buyer pipeline
📧
Notify agent
Email Liz Carter with full transcript
Slack #leads
CampaignCNX+
🎠
Send listings
Carousel of 3 matching MLS listings filtered by area + price + beds
Mini-map