The
Capture
Protocol
Most leads show interest once, then disappear. The Capture Protocol makes sure that never happens. It catches every hand raise, turns it into a real conversation, and puts everything your CRM needs right where it belongs.
Think of it like fishing
You cast your line. That is the Outreach Protocol making calls and sending messages. But catching a fish is different from keeping a fish.
Once the fish bites, you still have to reel it in carefully and put it in the bucket. That is exactly what the Capture Protocol does. It reels people in, and makes sure nothing swims away.
Where leads fall
through the cracks
Curious but confused
Someone sees your ad, gets curious about what their home is worth, clicks the link. Then they are not sure what to do next, so they close the tab.
No answer, no follow-up
They get a call, do not answer, and never hear anything again. One missed call becomes a permanently lost lead.
Data never gets logged
Someone responds, but nobody collects their information properly. It lives in a text thread or a sticky note and eventually disappears.
Five steps.
Zero leads lost.
Someone shows interest
Maybe they clicked a link. Maybe they watched a video. Maybe they called in. It does not matter how they showed up. The Capture Protocol notices and responds immediately.
A personalized video reaches out
Instead of a boring form or a generic text message, they get a friendly interactive video. It feels like a real person talking directly to them. It asks simple questions. What is your address? When are you thinking about moving? What matters most to you?
This feels like a conversation. So more people actually finish it.
Their answers go straight into your CRM
Everything they typed or said automatically appears in Follow Up Boss, organized and labeled. You do not have to write anything down. You do not have to remember anything. It is already there.
The system prepares you before the appointment
If someone books a listing consultation, the Capture Protocol sends them a short set of questions first. What do you think your home is worth? What is most important to you when choosing an agent?
Then it takes their answers and builds you a summary. You walk into that meeting already knowing what the seller is thinking. Most agents go in blind. You go in prepared.
After the close, it collects your testimonial
Right when your client is the happiest, the Capture Protocol sends them three simple video questions. What was it like working with you? What would they tell a friend? Would they recommend you?
Their answers come back as a real video testimonial you can actually use.
From interest to
information, automatically
Every touchpoint feeds the next. Nothing requires you to do anything.
Six moments where
the protocol activates
Inbound Lead Response
When a lead does not answer the initial outreach call, a personalized video follow-up goes out automatically to keep the conversation moving.
Home Valuation Funnel
Seller leads get a clear, guided video experience to submit their address and timeline. Simple, friendly, and far more effective than a static form.
Pre-Listing Appointment Intake
Before the agent ever walks in, the seller has already answered questions about their expectations, pricing thoughts, and property details.
Buyer Pre-Qualification
A full buyer profile builds itself in your CRM before the first consultation. You walk in knowing exactly who you are meeting with.
Post-Close Testimonial Collection
Three structured video questions go out to clients at the moment they are most satisfied. Real testimonials, collected automatically.
Recruiting Pipeline Intake
For teams and brokerages, agent prospects who engage receive a soft overview of your brokerage through an interactive video sequence.
Every hand raise gets
a path forward
Lots of people show interest but never do anything about it. Most of the time, that is not because they are not ready. It is because nobody gave them a clear, easy, friendly way to take the next step.
The Capture Protocol gives every one of those people exactly that. And it collects everything along the way so nothing gets lost and you always know exactly what is going on before you show up.
Ready to see the full system?
The Capture Protocol is one of six. Schedule a discovery call and we will walk you through how all six work together for your specific business.
Schedule a Discovery CallNo commitment. No pressure. Just a clear look at what's possible.