Day 0–1
Email 1
+2–4 hrs
SMS 1
Day 4–5
Email 2
Same day
SMS 2
Day 10–12
Email 3
Same day
SMS 3
SMS Companion to Email 1
Send: 2–4 hours after Email 1, or same evening
Hi [First Name] — [Agent Name] from Vantage. Just sent you an email with a 30-year cost calculator that takes 60 seconds. Worth a look before you keep comparing: coshomeguide-a9tc7lke.manus.space/embed/calculator-mobile Happy to walk through it with you — book a time here: meetings.hubspot.com/vantage/consultation
~155 characters · fits one SMS
SMS Companion to Email 2
Send: Same day as Email 2, mid-morning
Hi [First Name] — [Agent Name] at Vantage again. Sent you a note about the hidden costs on older resale homes. The short version: HVAC, roof, and rate difference can add $250K–$350K over 30 years. Calculator here: coshomeguide-a9tc7lke.manus.space/embed/calculator-mobile
~160 characters · no booking link (intentional — lower pressure mid-sequence)
SMS Companion to Email 3
Send: Same day as Email 3, morning
Hi [First Name] — one last thing before you make any offers. Run the 30-year comparison first — takes 60 seconds: coshomeguide-a9tc7lke.manus.space/embed/calculator-mobile If you want to talk through it: meetings.hubspot.com/vantage/consultation — [Agent Name], Vantage Homes
~150 characters · fits one SMS

Sequence Notes for Agents

Personalization Tips

  • In Email 1, reference something specific from the tour or conversation: "You mentioned you were looking at a home in Briargate — that's exactly the comparison this calculator is built for."
  • In Email 2, name a specific resale the prospect mentioned if you know it.
  • In Email 3, if you know their timeline, reference it: "You mentioned wanting to be in by summer."

What Not to Do

  • Don't lead with features or floor plans — this sequence is about the financial decision, not the product.
  • Don't use "just checking in" as a subject line — it signals nothing and gets ignored.
  • Don't send all three in the same week — give space between emails.

When to Stop

  • If the prospect replies at any point, exit the sequence and respond personally.
  • After Email 3 with no reply, move to a monthly check-in cadence or a different offer.

SMS Notes

  • SMS 1 and SMS 3 include the HubSpot booking link. SMS 2 intentionally omits it to avoid feeling pushy mid-sequence.
  • The booking link (meetings.hubspot.com/vantage/consultation) is a placeholder — replace with the real HubSpot meeting URL before sending.
  • Do not send SMS if the prospect has not opted in to text communication. Confirm opt-in status before enrolling.
  • In HubSpot Sequences, set SMS steps to send during business hours only (9am–6pm local).

UTM Tracking Parameters

StepChannelUTM Parameter
Email 1Email?utm_source=agent_email&utm_medium=email&utm_campaign=sequence_e1
SMS 1SMS?utm_source=agent_sms&utm_medium=sms&utm_campaign=sequence_s1
Email 2Email?utm_source=agent_email&utm_medium=email&utm_campaign=sequence_e2
SMS 2SMS?utm_source=agent_sms&utm_medium=sms&utm_campaign=sequence_s2
Email 3Email?utm_source=agent_email&utm_medium=email&utm_campaign=sequence_e3
SMS 3SMS?utm_source=agent_sms&utm_medium=sms&utm_campaign=sequence_s3