Real estate
The buyer journey, from enquiry to handover.
Developers invest heavily in sales centres. The template checks whether the follow-up, the viewing and the paperwork match the brochure.
What gets checked
5 stages · 40 questions · 3 scenarios
- Enquiry
- Response time to web and phone leads
- Sales centre
- Greeting, model units, clarity of payment plans
- Viewing
- On time, unit ready, questions answered
- Offer
- Fees and service charges explained
- Follow-up
- Contact within the promised time
- Handover
- Snagging, keys, community onboarding
Scenarios in the template
Off-plan enquiry
Enquire online and visit the sales centre.
Rental viewing
Book and attend a viewing through an agent.
Tenant request
Report a maintenance issue and time the fix.
What you get back
Sales centre and agent scores, with lead response times measured end to end.
The client dashboard, shown here with the shopping malls program.
Other industries