This is a sample walkthrough of how the playbook runs for a typical business of this kind — not a named customer’s results. Real stories replace samples as pilots finish.
What was going wrong
Portal enquiries arrive all day and all weekend. By the time an agent calls back, the buyer has heard from three other projects.
Agents spend their mornings asking the same three questions — budget, locality, timeline — to people who were never going to buy.
What they switched on
- 1
Portal exports into a Google Sheet
New rows become contacts with consent recorded, and the live source feeds the playbook.
- 2
Three questions in chat
Budget, timeline and configuration, tagged hot, warm or cold from the buyer’s own answers.
- 3
Answers from the brochure
Price, possession date and amenities, answered from the project brochure with the page cited.
- 4
Hot leads to an agent, visits booked
Hot buyers are assigned in the inbox with the whole chat; site visits get reminders the evening before.
What to measure
- Time to first reply on new enquiries
- Share of leads tagged hot vs. cold
- Site visits booked from chat
- Visits that actually happen after the reminder
