REsimpli Mastermind Recap

Tyler Scott — Automated Follow-Up & AI Agents in Resimpli

Date: (31 Mar, 2026)

Yesterday’s REsimpli Mastermind featured Tyler Scott sharing how he automates follow-up inside Resimpli using status automations, drip campaigns, and Resimpli’s AI agents. He walked through his pipeline setup, how each stage should trigger a specific drip, how to customize behavior, and what’s coming in the big 6.0 update. Below is a recap of the major topics discussed.

Topic: Pipeline Stages + Status Automations

Challenge: Resimpli currently limits the number of stages/pipelines you can create, so many users need to design stages from a high-level rather than dozens of granular buckets.

Advice: 

Rename the default stages to match your workflow (New Lead, Follow-up, Can’t Reach, Make Offer, Close, Rejected Offer, Warm, Dead, etc.). Use Settings → Status Automations to map each stage to a specific drip campaign and decide whether the drip should stop when a lead responds (Tyler recommends stopping for seller drips but keeping it on for wholesaler/realtor drips).

Key Insight: Even with limited stages, you can build a clean, automated flow by matching stage names to drips and using automations to trigger the correct follow-up sequence.

Topic: Drip Campaign Structure & Use Cases

Challenge: Follow-up is tedious and easy to drop when done manually.

Advice: 

Put most non-urgent leads on automated drips:

• Follow-up bucket = 3-month aggressive inbound + AI outbound + texts
• Can’t Reach = aggressive immediate AI/outbound voice + SMS cadence
• Warm = quarterly drip for 3–6+ month sellers
• Make Offer = set tasks for acquisition manager (no drip)
• Rejected Offer = 1-year long, low-touch drip (Tyler has closed deals 8 months after rejection)
• Dead = turn off all automations

Turn texts off on weekends/holidays. Use emojis in stage names for visual clarity.

Key Insight: 

Long-term, automated drips capture leads you’d otherwise stop manually following — some rejected leads convert many months later.

Topic: AI Agents — Conversational AI & Outbound Voice

Challenge: Many users are unfamiliar with how the AI sounds, what it asks, and how appointments are handled.

Advice: 

Enable conversational AI (for text replies) and outbound voice (for calls and voicemail+text follow-ups). The AI is pre-trained and can be adjusted by setting your lead qualification criteria (timeline, condition, motivation). Current agents summarize calls and require manual appointment setting; new agents coming soon will remember context and automatically set calendar appointments.

Key Insight: 

AI is extremely effective for mass outbound follow-up and qualification. It frees up humans to handle higher-value tasks (closings, in-person appointments).

Topic: Role Evolution — Lead Managers, Cold Callers, and AI

Challenge: What happens to human roles as AI improves?

Advice: 

Keep a lean human team while AI handles the heavy outbound follow-up. Tyler keeps a lead manager to review AI call summaries, categorize leads, send LOIs, and set appointments. But expect AI to replace many lead-manager and cold-caller tasks soon — acquisitions, in-person closers, and strong TCs will remain valuable.

Key Insight: 

The highest-value human roles will be those that require in-person negotiation, complex deal judgment, and closing.

Topic: Getting the Most from Resimpli Today (Before 6.0)

Challenge: Some features (per-campaign drips, multi-county list pulls, dialer comps, appointment auto-booking) are limited pre-6.0.

Advice: 

• Map incoming leads to the proper phone-number/campaign drip (phone numbers allow you to trigger a specific drip when a lead is created).
• For campaign-specific messaging, duplicate drips and tweak the first message (e.g., “you filled our web form” vs “you called our postcard”).
• Use filters to view all stages (Manage Filter → Lead Status → Select All) so you can see and drag leads across multiple buckets.
• Use List Builder plus external data sources (PropWire, county lists) when needed and import into List Stacker; Driving-for-Dollars is built-in.
• Use the list view + Add to Dialer for fast calling sessions (street view and quick lead updates).

Key Insight: 

Current workarounds let you run fully automated follow-up; 6.0 will simplify automation and data workflows.

Topic: Resimpli Websites vs Carrot

Challenge: Deciding whether to use Resimpli websites or a third-party like Carrot.

Advice: 

Tyler prefers Resimpli websites because they are fully integrated (leads land directly in Resimpli without Zapier). You can edit content and SEO (both systems are WordPress-based), but Resimpli’s direct integration reduces breakage and missing leads.

Key Insight: 

Fully integrated seller & dispo websites reduce dependence on fragile zaps and speed lead capture.

Topic: What’s Coming in 6.0 & Near-Term AI Releases

Challenge: Users want better list tools, dialer data, AI memory, and automatic appointment setting.

Previewed Features:

• Unlimited pipelines/stages and more flexible automation
• Mass AI cold caller inside List Stacker (mass outbound calling/reporting)
• New AI agents with memory (context carry-over), automatic appointment setting, and better conversational ability
• Dialer improvements with comps, street view, and integrated property details
• AI scoring, rental/wholesale estimators, nationwide MLS/comps, and DISP0 automation

Timing: Tyler said many AI agents and features are rolling out in the next month(s); 6.0 targeted later (end of May timeframe mentioned).

Key Insight: The platform is being rebuilt from community feature requests — major automation and AI capabilities are imminent.

Topic: Training & Customizing AI

Challenge: Will AI ask the right qualification questions and behave how you want?

Advice: 

Use the Lead Qualification Criteria in Resimpli to set the questions the AI asks (property condition, timeline, motivation). Current agents summarize calls for manual review; new agents will remember prior answers and skip redundant questions.

Key Insight: 

AI is configurable and improves with new agents — but set your qualification criteria now to control the prompts.

Tools & Tactics Mentioned

• Status automations (Settings → Status Automations) mapped to drip campaigns
• Drip campaigns used: New Leads, Can’t Reach, Follow-up (3-month), Rejected Offer (1-year), Warm/Quarterly, Wholesaler, Realtor, Inactive
• Recommended AI agents: Conversational AI (text responses) and Outbound Voice (calls + voicemails + texts)
• Dialer: List view → Add to Dialer → Call Lead for fast calling sessions
• List Builder + List Stacker; import county data or PropWire
• Resimpli websites (integrated seller & dispo sites)
• Driving for Dollars built-in
• Dispo website for buyer outreach
• Turn off texts on weekends/public holidays
• To copy Tyler’s drips, contact support or email Tyler: tyler@504homebuyers.com

Best Advice from the Session

• Automate follow-up: Put as many leads as possible on the right drip campaign so you never lose long-term opportunities.
• Use AI for scale: Conversational and outbound voice agents are best for mass follow-up; they free humans to qualify high-value leads and close deals.
• Keep humans focused on high-skill tasks: Lead managers and cold callers are already being displaced; acquisitions (in-person closers) and good transaction managers still matter.
•  Map stages to drips and stop drips on inbound responses (except for ongoing realtor/wholesaler drips).
• Be patient and leverage upcoming 6.0 updates — the platform will add better automation, mass cold-calling AI, comps, AI scoring, and appointment automation.

If you want a copy of Tyler’s drip campaigns: open a support chat or email Tyler at tyler@504homebuyers.com and request “Tyler’s drip campaigns.”