⚙️ How It Works

Instructions for Requesting a Broadcast


Step 1: Submit Your Request - Fill in our form with who you want to reach and what you want to say. Upload your contact list as a CSV file.

Form Link: SalesrookRequest a WhatsApp Broadcast // SalesRook

Export Contacts from Your CRM

  • Use your CRM's export function to create a CSV file

  • Contact your CRM provider's support if you need help with exports

  • Filter for relevant contacts (e.g., recent applicants, specific price ranges)

CSV Format Requirements Create a simple Excel spreadsheet with these columns:

  • first_name

  • last_name

  • phone_number (format: 447712345678 - no spaces, no '+', no '0' prefix)

  • [optional] Any additional columns needed for your template

Example CSV format:

first_name,last_name,phone_number

John,Smith,447712345678

Sarah,Jones,447798765432

💡 Pro Tips:

  • Keep column names simple and lowercase

  • Remove any special characters from phone numbers

  • Test your CSV in Excel to ensure clean formatting

Step 2: Message Creation - We'll draft a professional message based on your request, or you can provide your own. We can include links to your website, specific property pages, or any landing page you want leads to visit - and we'll track every click for you.

Step 3: Smart Scheduling - Your messages are queued to go out at optimal times over several days to maximise response rates, rather than hitting everyone at once.

Step 4: Easy Contact Options - We make it simple for leads to reach you:

  • Include a "Message Me" button with a preset response related to your broadcast

  • Leads can contact you instantly with one tap

Step 5: Track & Respond Your messages go out within 2 working days, then you handle the responses and book those viewings!

Top Tip: Start with your hottest leads first - people who've viewed properties in the last 3 months or made enquiries recently.


Ready to Fill Your Diary with Viewings?

Your database is sitting there full of potential buyers and sellers. Broadcasting turns those contacts into actual business - fast.

Stop letting other agents get there first. Start using the direct line to your clients that's already included in your package.

Request Your First Broadcast - we'll have your messages sent within 2 working days.

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