Prospecting
28 articles
Keep your book, write the message, and get it delivered.
Each article below answers one question and opens with the answer, so you can stop reading as soon as you have it.
- Add your first prospectFour ways in, the two details that decide what you can do next, and what adding someone does not do.
- Import a spreadsheet of prospectsBring a list in at once — and the one column that decides whether they are reachable.
- Import a WhatsApp chatBring an old WhatsApp conversation into a prospect's history — from your book, or from one person.
- What does PropKaki know about a prospect?Everything on their record — and it is read fresh every time, never copied.
- Update a prospect's profile from past chats, documents or notesUpdate a profile from past messages, a document or your notes — one person at a time or your whole book.
- Upload a call recording to a prospect's profileUpload a call you recorded on your phone: it's written out, read into their profile, and kept on Sent Logs with the transcript and a player.
- What is on a prospect's profile?The strip at the top, the seven cards, their homes and units, and where an empty detail waits.
- Write a message to a prospectTell PropKaki what you want to say; it writes it for that person. 1 credit.
- How does PropKaki actually send a message?WhatsApp, your email, or handed back to you — and what decides which.
- Why can't PropKaki send to this person?There are exactly eight reasons a message is held back, and each one has a fix.
- Group your prospectsCut your book down to the people a message is actually for.
- Send a message to a groupWrite once, and PropKaki writes it per person — here is what it costs and what can hold it up.
- Edit a groupRename a group, add or remove people, upload a sheet into it, or give it a rule — all from one place.
- Add or change a group's ruleMake a group fill itself, change what it looks for, or take the rule away and fill it by hand.
- What do Readiness and Value mean?How soon someone is likely to move, how big the deal could be, and how PropKaki places both.
- Work through your follow-upsThe three lists behind Prospecting → ⋯ → Follow-Ups, and what every button in them does.
- Write a message with Auto DraftThe Message panel field by field: what to pick, what to add, and what pressing Auto Draft costs.
- What do the icons in the draft box do?The icons inside the draft box, left to right, and the Schedule… item behind Send's arrow.
- Rewrite or redraft a messageEditing is free. A fresh draft costs what the first did. Here is the difference.
- Send a message by email instead of WhatsAppSwitch the channel — and the two things that change when you do.
- Write the subject line for an emailWrite one, or leave it blank and PropKaki uses your opening line.
- Attach a file to a messageThree ways to add one — and the 3 MB limit that only applies to email.
- Mark a prospect as do not contactStop PropKaki writing to someone, without deleting them.
- What happens when someone unsubscribes?One word does it, it takes effect immediately, and you cannot undo it.
- Where do I see everything I have sent?One list of every message that has gone out, and a way back to the conversation.
- Send your first outreach from a spreadsheetFrom a spreadsheet of people to one message sent to all of them, in a single sitting.
- Take a lead from the Leads tabFind a buyer or seller on the Leads tab, claim them from your Leads Wallet, and find them in your book.
- Create a groupMake a new group in Prospecting — fill it yourself, let a rule fill it, or start it from a spreadsheet.
Still Stuck?
Ask PropKaki in the chat — it answers most of these directly — or message the team.