Real Estate Lead Journey Planner
Design a property inquiry journey connecting customer requirements to a viewing or sales handoff.
When to use it
Design a property inquiry journey connecting customer requirements to a viewing or sales handoff.
Prepare these inputs
Verified available units, locations and prices, qualification rules, approved financing options, viewing hours, and CRM.
A practical workflow
- 01
Confirm the question and the decision this workflow should support.
- 02
Replace example fields with current account or business inputs.
- 03
Follow the review steps and record sources, dates, and unknowns.
- 04
Collect only necessary fields; distinguish inquiry, qualified lead, and completed viewing in CRM records.
- 05
Compare outcomes using a consistent baseline and definition.
What the toolkit contains
Search-intent prompts, qualification questions, WhatsApp scripts, and a blank cost-per-viewing input sheet.
Review boundaries
Remove unsupported investment or legal promises. Do not populate calculations with assumed market costs or fabricated case outcomes.