Blog
Field notes on personal follow-up
Real workflows, proof stories, and a stubborn point of view on doing referral follow-up that still feels personal — from the team behind Taverity.
June 9, 2026 · Follow-up systems, Real estate
How to actually run an 8x8 follow-up sequence (without it falling apart in week 3)
The 8x8 system — eight touches in eight weeks — works because of consistency, which is exactly where it breaks. Here's how to run the texting side of it from your own iPhone without it turning into a blast.
Read more →June 5, 2026 · AI & MCP, Workflows
Let your AI draft the follow-up. Keep the send on your thumb.
Connecting Taverity to your favorite LLM over MCP turns your assistant into a follow-up drafter — pulling context, writing in your voice, queuing messages — while the one irreversible step, sending from your own number, stays behind your approval.
Read more →June 1, 2026 · Workflows, Google Sheets
The most reliable integration is a spreadsheet
Every tool promises integrations. CRMs gate them behind higher tiers, and the ones you do get are usually brittle. The format that works with everything you already own is the humble spreadsheet — so that's where Taverity meets you.
Read more →May 21, 2026 · Proof stories, Real estate, Loan officers
The one follow-up that paid for itself for years
A loan officer pulled 250 past clients into a sheet, sent one personal text from his own iPhone, and turned it into a refinance and three referral conversations. Here is the workflow.
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