Free follow-up planner for your old real estate leads

Have unclosed prospects in a spreadsheet, but no clear follow-up list? The Lead Comeback Plan uses last-contact or follow-up dates to pick a small batch to review. Edit the starting messages and download your worklist. Try the fictional sample or your own CSV, free without signup. Nothing sends automatically.

Your contact file stays in this browser

A small plan for the leads you meant to get back to.

Start with an example, or open a CSV from your CRM. Get five records to review, editable restart messages, and a worklist you can keep.

Free for your own file and the fictional sample. No signup, card, or inbox connection. UTF-8 CSV · up to 1 MB / 2,000 records.

Or paste CSV text

CSV, including the header row

Check your file before you start

You need names and a last-contact or next-follow-up date. A list of names and emails alone cannot tell us who is overdue.

How to prepare a small CSV

Start with a small export of leads you meant to revisit. Include the header row, names, and at least one contact-date column.
Keep stage, do-not-contact fields, and relevant notes when available. Use actual conversation or follow-up dates; do not substitute a website visit or invent missing dates.
Save as UTF-8 CSV. Dates such as YYYY-MM-DD are easiest to check. Limits: 1 MB, 2,000 records, 40 columns. You can match different column names after opening it.

Download blank column template

Headers only; add your own records and real dates. The fictional sample above works without a file or account.

From an old spreadsheet to a doable next step

1
Open your export
Export contacts as UTF-8 CSV with a name, last contact or next follow-up date, and any stage or opt-out fields. Match the columns before making your plan.
2
Review a small batch
Start with overdue follow-ups, then older conversations. Read the source notes, check the current CRM record, and personalize a message.
3
Take the plan with you
Download the worklist with your drafts and an outcome column. Optional calendar tasks spread the selected records across weekdays at your pace.

A clear reason for every record

The default contact gap is 30 days. Recorded follow-ups due on or before your chosen review date come first, oldest due date first. Other contacts enter the review list when their recorded last contact is at least that old and they have no future follow-up scheduled.

Recognized opt-outs and closed or paused stages are held back. Duplicate email addresses, unfamiliar stages, missing dates, and unreadable dates go into a separate check list. Future follow-ups and recent conversations stay out of the restart list.

These are date-based rules, not AI predictions about who will buy. Missing records do not prove that nobody followed up. The tool cannot see replies, permissions, or changes made after your export.

Questions agents ask

Is the whole tool free?: Yes. Use the fictional sample or your own CSV, edit the messages, and download a worklist or calendar without an account. No card, paid plan, or inbox connection is required. The separate saved buyer workspace requires a free account; the inbox assistant is optional.
Does Real Extent receive my contacts?: No. The file, names, notes, column matches, and drafts are processed in your browser. They are not uploaded, stored in an account, or sent to an AI provider. Basic page and action analytics contain no tool input. Clear the page or refresh to remove the working data.
Which CRMs work?: Any CRM or spreadsheet that can export a UTF-8 CSV with a name and a last-contact or next-follow-up date. You choose the column matches. This is not a direct CRM integration, and an address book without contact dates will need those dates added first. Limits are 1 MB, 2,000 records, and 40 columns.
What does the calendar download do?: It creates all-day review tasks on weekdays, starting on your chosen date or the next weekday. Each task includes names and reasons to review. Import the .ics file into your calendar yourself; no invitations or messages are sent. Your calendar provider may store those imported details.
Will this recover clients?: It helps you decide which old records to review and prepares a starting message. It cannot tell whether someone is still interested or guarantee replies, appointments, or sales. Record the outcome in your downloaded worklist to see what actually happens.
Can I use more specific messages?: Yes. Every draft is editable. For examples tied to a showing or an unanswered inquiry, see our real estate follow-up templates.