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Sales Progression Chaser

Example prompt: "Every Monday at 9am, read my 'Pipeline' tab in Google Sheets — each row is an agreed sale with the property address, vendor email, buyer email, both solicitor emails, the agreed price, and a milestone column ('memorandum sent', 'searches ordered', 'survey booked', 'mortgage offer received', 'contracts received', 'exchanged', 'completed'). For any row that hasn't moved in 7 days and isn't 'completed', draft a polite chase email to whichever solicitor is the blocker asking for a status update, and draft a separate weekly update email to the vendor and buyer that explains plainly where their sale is, what we're waiting on, and what happens next. Send the chase emails from Gmail and log the action in a 'Chase Log' tab. Post a one-line summary per stalled sale to my #progression Slack channel."

The Problem

Once an offer is accepted, the estate agent's job switches from selling to chasing. Searches, surveys, mortgage offers, draft contracts — each step depends on a solicitor responding to another solicitor, and any one of them can quietly sit on a desk for a fortnight. Vendors and buyers get anxious in the silence, then ring us to ask "where are we?" — and we end up spending Monday morning on the phone reconstructing every chain we have on. Sales fall through more often from poor communication than from bad surveys.

How GloriaMundo Solves It

We build a weekly progression workflow that reads our pipeline sheet, identifies every stalled sale, and produces both the chase and the update in one pass. An integration step reads the 'Pipeline' tab from Google Sheets. A code step calculates days since the last milestone change and flags anything past 7 days. A conditional step skips completed sales. An LLM step writes a short, professional chase to the responsible solicitor for each stalled row, naming the specific milestone we're waiting on. A second LLM step writes the vendor-and-buyer update in plain English — no jargon, no false reassurance, just where we are. An integration step sends the emails via Gmail and appends each action to a 'Chase Log' tab. Glass Box preview shows the full email batch before anything sends, so we can adjust tone or skip a particular sale that needs a phone call instead.

Example Workflow Steps

  1. Trigger (schedule): Runs every Monday at 9am.
  2. Step 1 (integration): Read the 'Pipeline' tab from Google Sheets.
  3. Step 2 (code): For each sale, compute days since the milestone column last changed.
  4. Step 3 (conditional): Continue only for rows that haven't moved in 7+ days and aren't marked 'completed'.
  5. Step 4 (llm): Draft a chase email to the responsible solicitor naming the specific outstanding milestone.
  6. Step 5 (llm): Draft a separate weekly update email to the vendor and buyer in plain English.
  7. Step 6 (integration): Send the emails via Gmail.
  8. Step 7 (integration): Append each chase to a 'Chase Log' tab with property, recipient, milestone, and date.
  9. Step 8 (integration): Post a one-line summary per stalled sale to the #progression Slack channel.

Integrations Used

  • Google Sheets — holds the pipeline of agreed sales and the chase log
  • Gmail — sends chase emails to solicitors and weekly updates to clients
  • Slack — posts a one-line summary of stalled sales for the team

Who This Is For

Sales-side estate agents and dedicated sales progressors carrying 10+ live sales between offer and completion, who lose hours every week reconstructing chain status from old emails and want every stalled sale chased the same morning.

Time & Cost Saved

A Monday-morning progression review across 15 live sales — opening each solicitor thread, reading the last response, writing a chase, then writing a separate update for the vendor and buyer — takes a careful progressor around three hours. This workflow drops that to a 20-minute review of the drafted emails before they send. The bigger gain is consistency: every sale gets chased every week, not just the ones that come to mind.