Meet Max — Your AI Follow-Up Agent
THE FIRST AGENT
TO RESPOND WINS.
Every lead Riley or Ava captures gets followed up automatically — on the right schedule, through the right channel, until they book a showing.
Max monitors new leads, sends timely follow-ups, and stops when the lead has already booked. Your Realtor gets involved when human attention actually matters.
Follow With
Smart Stop Logic
Auto Follow Via
SMS + Email
Auto-books showings
Into your calendar
─ .The Problem
Most leads don't say “No.”
They simply go quiet
A Realtor may have a great website, An AI assistant, A qualified lead, A good conversation
…and still lose the opportunity because nobody followed up.
Then introduce Max…
Max picks up where the conversation ends.
Most leads don't convert on the first touch. A visitor chats with Riley or calls Ava, gets a good answer, and still doesn't book a showing right then — not because they're not interested, but because they need a nudge a day or two.
Max is that system. It doesn't get busy, forget, or wait for you to notice a lead went quiet.
What Max Does
Automatically follows up with every lead Riley or Ava creates — no manual list-building or reminders
Sends by email, and by text too whenever a phone number's on file
Checks before every single message whether the lead has already booked, so nobody who's taken action gets an unnecessary follow-up
Moves your hottest leads to the front of the line with a faster, more urgent touch
Runs entirely in the background — you see it working through your CRM, not through a to-do list
How Max Works
From New Lead to
Booked Appointment
Fully Automated
Here’s exactly what happens the moment a new lead enters your funnel from any source.
Max runs two different sequences, depending on how promising the lead is.
💬 Standard Follow-Up
The moment a new lead comes in from Riley or Ava, Max waits 24 hours, then checks whether they’ve booked a showing yet. If not, it sends a personalized email — and a text too, if there’s a phone number on file — inviting them to book. If there’s still no booking, Max checks again and follows up two more times over the next four days. The moment they book, or the sequence completes, Max stops. Nobody gets a follow-up after they’ve already taken action.
Three touches, roughly five days, fully automatic.
✉️ Hot Lead Urgent Follow-Up
When Riley or Ava scores a lead “hot” — someone showing real urgency, not just browsing — Max doesn’t wait a full day. It waits a randomized 2–4 hours (long enough to feel human, short enough that the lead is still warm), checks they haven’t already booked, then sends an urgent, direct follow-up by email and text.
One fast, priority touch for the leads most likely to convert right now.
What Makes
Max Different
📧 Never double-messages someone who's already responded.
Every single send — in both sequences, every round — starts with a fresh check for a completed booking. A generic drip tool sends on a fixed schedule regardless of what the lead just did; Max checks first, every time.
💬 Reads the room on urgency
Not every lead deserves the same pace. Max treats a lead Riley or Ava scored “hot” differently from a standard inquiry, automatically — no manual tagging or triage required from you.
✅ Adapts to what it knows about the lead
No phone number on file? Max still follows up by email — it just skips the text step rather than failing silently or skipping the lead entirely.
Tested in the Real World
Built. Tested. Working.
We tested Max with real contacts and verified the complete workflow.
Emails reached the inbox
Day or Night
Correct sender identity
Day or Night
Personalization worked
Day or Night
New contacts triggered correctly
Day or Night
Hot leads triggered correctly
Day or Night
Booked leads were correctly excluded
Day or Night
Follow-up stopped when an appointment existed
Day or Night
Features
Included in Addon
AI-personalised messages
Every SMS and email references the lead's name, the property they viewed, and their target area. Not a generic blast — a conversation that feels personal.
Smart stop triggers
The sequence stops automatically when a lead replies, books an appointment, says "not interested," or unsubscribes. No spam. No annoying a warm lead into going cold.
CRM sync & lead scoring
Every lead is created and updated in your CRM automatically. Qualified leads are scored and flagged as "Hot" so you know exactly who to call first each morning.
Weekly performance report
Every Monday you receive a report: leads processed, reply rate, conversion to appointment, and which source is generating your best leads. Full visibility, no guesswork.
Continuous optimisation
We review your reply rates and booking rates every month. If a message isn't converting, we rewrite it. Your system gets smarter the longer you use it.k.
Max Follow-Up
No contracts, cancel anytime.
— Requirements
Built on Proven
Workflow Automation
— Explore Colleagues of Max
Max Isn't Alone
Max is working to automate the meaningful workflow on the basis of lead information received from Riley and Ava.
Other colleagues of Max, is also working 24/7 to provide incredible services to make a realtor life hazzle-free.
Riley
24/7 AI chat assistant ready to deal new visitors on website and send their contact to CRM
Ava
24/7 Inbound Voice Assistance ready to talk with website visitors and qualify their contact to CRM.
Sage
Perfectly handle CRM automation
Nova
Writing professional AI listings of your listing address along with SEO headlines, MLS descriptions, Toned defined Facebook, & Instagram Caption and Open House Invitation content.
Echo
Relaxing realtors to connect with with Social media with auto generated posts, and stories for Instagram, Facebook and Linkedin.
— Common Questions
Everything You Need To Know
Max can trigger a follow-up workflow when a new contact enters your CRM. The current Starter workflow waits 24 hours, checks whether the lead has already booked, and sends a check-in if no appointment exists.
No. Max checks the appointment status before sending the follow-up. If the prospect has already booked, the workflow skips the follow-up.
This is one of the most important features of Max.
Yes. Max can identify leads marked as Hot through Riley's lead-scoring information and trigger a separate recovery workflow with a more direct follow-up message.
The current hot-lead recovery workflow waits a randomized 2–4 hours before checking the appointment status and sending the follow-up if appropriate. This avoids making every follow-up feel like a rigid automated timer.
Max Starter currently uses email follow-up. SMS and additional follow-up touches are part of the planned expansion of the Pro tier.
Yes. Max is built using GoHighLevel (GHL) workflows and CRM data. Lead information, tags, scoring fields, appointment status, and workflow actions are connected through GHL.
Max currently uses defined CRM and workflow logic to determine when follow-up should happen. This makes the system predictable and reliable rather than allowing an AI model to make uncontrolled decisions.
Additional AI-driven personalization can be added as the system evolves.
The current Max workflows have been tested with real contacts. Testing has verified email delivery, sender identity, personalization, trigger conditions, and—most importantly—the ability to skip contacts who have already booked.
The setup time depends on the package and the existing Riley/AVA configuration. Because Max builds on your existing Dillenium CRM infrastructure, implementation is typically faster when Riley or AVA is already configured.
Yes. Max's follow-up messages can be customized around the Realtor's business, market, communication style, and lead-follow-up strategy.
The current Starter implementation provides the two tested follow-up workflows. Additional multi-touch sequences are part of the planned expansion of Max.
No. Max handles follow-up; the Realtor handles the relationship.
The purpose is to make sure promising opportunities don't disappear simply because the Realtor is busy or didn't have an opportunity to follow up immediately.
No. Max is designed to improve follow-up consistency and help keep qualified opportunities engaged. No AI system can guarantee appointments, clients, or transactions.
“Unlimited” refers to the Max package tier and follow-up experience, not an unlimited guarantee of messaging or system resources. Usage remains subject to reasonable business use and the terms of the applicable Dillenium plan.