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Playbooks

Open house playbookNew

Capture every visitor and follow up before they get home.

1Before#

  1. Make a sign-in form and a QR code for it.
  2. Print the QR code on your sign-in sheet and flyers.
QR codes

2During#

  1. Every visitor scans and signs in on their phone.
  2. Each one becomes a contact, tagged open house.

3After#

  1. A workflow texts a thank you within minutes.
  2. Follow up with similar homes over the next week.
Automate open house follow-up
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Checked against the Jtek app in October 2026.