Sample briefing

A sample morning briefing

This is an example of what Clozara hands you each morning. Your real briefing is generated only from the contacts you upload. We never invent contacts, messages, or results.

  1. 1

    Marcus Hill

    Past buyer in Franklin, purchased about 4 years ago

    Why now: Four years of ownership usually means real equity. Good time for a no pressure check in.

    Call today

    Suggested message

    "Hi Marcus, it is [Your Name] with [Your Brokerage]. Hard to believe it has been four years in the Franklin house. Homes like yours have moved a lot since you bought. Want me to pull a quick, no pressure equity estimate so you know where you stand? No cost, just good to have."

    Built from your CSV: Stage, Close Date, City

  2. 2

    Jennifer Cole

    Seller lead in Nashville, last contacted 31 days ago

    Why now: Her timeline pointed to late summer, and that follow up is due now.

    Text before noon

    Suggested message

    "Hi Jennifer, checking in like I promised. You mentioned late summer for listing, and we are right in that window. Want to grab 15 minutes this week to map out what getting your Nashville home ready would look like?"

    Built from your CSV: Stage, Last Activity, Tags

  3. 3

    David and Lisa Turner

    Past clients in Brentwood

    Why now: Their home purchase anniversary is coming up next week.

    Relationship follow up

    Suggested message

    "Hi David and Lisa, your Brentwood anniversary is coming up next week. Hope the house still feels like home. If you ever want to talk about the market, or you know someone thinking of a move, I am always here."

    Built from your CSV: Stage, Close Date

  4. 4

    Angela Park

    Sphere contact in Hendersonville

    Why now: Her birthday is this week. A simple, no agenda touch keeps you top of mind.

    Birthday outreach

    Suggested message

    "Happy early birthday, Angela! Hope Hendersonville is treating you well. No agenda here, just wanted to say I am thinking of you. If real estate ever comes up for you or anyone you know, you know where to find me."

    Built from your CSV: Stage, Birthday

  5. 5

    Robert Simms

    Nurture lead in Murfreesboro, quiet for about 60 days

    Why now: He went quiet two months ago. A light re-engage keeps the search alive.

    Re-engage

    Suggested message

    "Hi Robert, it has been a bit since we talked about the Murfreesboro search. The market has shifted some, and a few things opened up in your range. Still on the hunt, or did life get busy? Either way no pressure, just want to keep you in the loop."

    Built from your CSV: Stage, Last Activity

Every morning Clozara ranks your own contacts like this, with the reason and a message you can send in one tap.