It's Thursday night. You held an open house on Sunday, and the sign-in sheet is still on your passenger seat. Eleven names, three of them half legible. Your brokerage gave you tools, and they do their jobs. But the follow-up on those eleven people still depends on you remembering to write, and you keep meaning to do it after the next showing.
This page is for Compass agents who want a simple, separate way to keep that follow-up moving. Keystone is follow-up software. It isn't a full CRM, a transaction manager, a website builder, a dialer or a lead source. It does one job: it makes sure the people you've already met get a steady, personal stream of follow-up across email, text, call prompts, printed letters and handwritten cards.
You use it next to whatever your brokerage's tools already cover. Keep your pipeline, your paperwork and your lead sources where they are. Export the people you want followed up with as a spreadsheet, drop that file into Keystone, and pick a written sequence. Each morning you get a Today list with every message already drafted and the person's details filled in. You edit it or send it as is.
One thing to do before you start: Check your brokerage's policies on client communication and mailing before you use any outside tool, and follow them. Some brokerages have rules about who can contact clients, what goes out under your name, and how mailings are handled. A two-minute read now beats an awkward conversation later.
Here's what a normal week could look like. Monday you import the sign-in sheet names. Tuesday through Friday, the Today list gives you a handful of messages, and each takes under a minute. The ones that need a real conversation, like a call prompt, come with talking points so you aren't improvising. None of it requires redoing how you run the rest of your business.
Open house names and fresh referrals pile up faster than you can write to them. By the time you get to the notes, the moment has passed and the message feels stale.
You know you should check in with last year's buyers and the neighbor who said 'maybe in spring.' Without a prompt, those people only come up when you happen to remember.
Some people answer a text in a minute and ignore email for a week. Others respond to a card on the fridge. Sticking to one channel means missing half your people.
You don't want a second system to maintain. If follow-up takes setup time and a learning curve, it won't survive your first busy closing week.
Start with a spreadsheet. Drop any CSV into Keystone and the columns match themselves, so there's no mapping exercise. Pick a sequence, and every step comes written: the emails, the text openers, the call prompts with talking points, a letter, a handwritten card. You change the wording where you want your own voice, and leave the rest.
Every morning, open the Today list. Each message is drafted with the person's name and details already in. Send it, edit it, or skip it. When someone writes back, their sequence stops right then and their reply moves to the top of your list, so you never send a 'just checking in' to a person who already answered.
Connect Gmail or Outlook and Keystone sends as you, with replies syncing back both ways. Letters and cards wait for your approval: you see the exact piece and its cost before anything prints or ships. Free for 100 contacts, then $49 to $189 a month. Annual billing is 20% off. Check your brokerage's policies on client communication and mailing before you use any outside tool, and follow them.
Suggested sequence: Open House and New Contact Follow-Up
7 steps over 60 days. Each one lands on your Today list as a draft you can edit or send.
Hi Maria, thanks for stopping by the Maple Street house on Sunday. Here's the quick summary of what we talked about, plus two similar homes....
Hi Maria, it's Sam. Did the layout at the Maple Street house work for you, or was it missing something?...
Ask what stood out and what didn't. Talking points: their timeline, whether they're pre-approved, what they'd change....
Based on what you told me about space and commute, these two just came up. Want to see either this weekend?...
A printed letter with a few recent sales near the area they asked about. You approve the exact piece and cost first....
A short handwritten note, signed by you, with no pitch. Held for your approval before it ships....
No pressure either way, Maria. If you've paused the search, tell me and I'll check back when you say....
+ more steps in the full sequence
Start on the Free plan. Every message comes drafted for you.