Open house management and follow-up

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Capture visitor registration data

   Visitor provides contact information and property interest details via digital sign-in form or tablet. Data is automatically captured and structured for processing.

   KvCOREBoomTown
2. 2

   Action

   Create lead profile automatically

   System creates comprehensive lead profile with contact details, property preferences, and visit timestamp. Lead is tagged with specific open house event for tracking.

   Follow Up BossSalesforce
3. 3

   Action

   Send immediate thank you message

   Automated personalized thank you text or email is sent within 15 minutes of registration. Message includes property details, additional photos, and agent contact information.

   KvCOREBoomTown
4. 4

   Decision

   Evaluate visitor engagement level

   System analyzes visitor behavior data like time spent at property, questions asked, and contact preferences to categorize as hot, warm, or cold lead.

   Follow Up BossSalesforce
5. 5

   Action

   Assign personalized follow-up sequence

   Based on engagement level, system assigns appropriate drip campaign with tailored frequency and content. Hot leads get immediate agent notification for personal outreach.

   Follow Up BossKvCORE
6. 6

   Action

   Schedule agent follow-up tasks

   System creates specific follow-up tasks for agent with recommended timeline and talking points. High-priority leads get same-day call reminders.

   SalesforceFollow Up Boss
7. 7

   Output

   Generate open house performance report

   Comprehensive report showing visitor count, lead quality scores, conversion metrics, and follow-up completion rates for the open house event.

   SalesforceKvCORE

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