A valuation request is a seller lead. Treat it like one.
Create the contact with the property address.
Offer two concrete times to do the valuation this week.
Create a deal at the valuation stage.
Remind me the evening before with the address and anything I know about the street.
Set a reminder for three days after the valuation to follow up if they have not instructed.
אלה הוראות לעוזר, והוא מבצע אותן אחת אחת מול הרשומות האמיתיות שלכם. כל צעד עובר את אותן בדיקות כאילו ביקשתם אותו בעצמכם.
ברגע שיש לכם חשבון, מבקשים את "Valuation request" והוא מתווסף כנוהל משלכם. מאותו רגע הוא רץ על הרשומות שלכם, לא על דוגמה.
Run this the moment a property enquiry lands, from a portal, a form or WhatsApp.
Everything that has to happen once a viewing time is agreed.
The follow-up most agents skip, which is where the second viewing comes from.
The call that stops a seller going quiet on you. Run it once a week per listing.
From the moment an offer comes in to the moment the seller answers.
Run this the day a property is listed, so the first week is not wasted.