Showing scheduling and feedback collection

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Receive showing request

   Client submits showing request through website form, email response, or agent manually enters request. System captures property details, preferred dates/times, and client contact information.

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2. 2

   Action

   Check availability and schedule

   System cross-references agent calendar, property availability, and lockbox access to propose 3 available time slots. Automated confirmation sent to client with calendar invite.

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3. 3

   Action

   Send pre-showing preparations

   Automated sequence sends property details, directions, agent contact info, and showing guidelines to client 24 hours before appointment. Agent receives showing checklist and lockbox codes.

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4. 4

   Action

   Conduct showing and collect feedback

   Agent uses mobile app to check-in at property and send automated feedback form to client immediately after showing ends. Form captures interest level, concerns, and next step preferences.

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5. 5

   Decision

   Evaluate client interest level

   System analyzes feedback responses to determine if client showed high, medium, or low interest. Routes to appropriate follow-up sequence based on engagement score.

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6. 6

   Action

   Execute targeted follow-up sequence

   High interest triggers offer preparation workflow, medium interest sends additional similar properties, low interest adds to long-term nurture campaign. Agent receives prioritized action items.

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7. 7

   Output

   Generate showing performance report

   System creates comprehensive report including feedback summary, next actions, and updates client profile with showing history and preferences. Agent dashboard reflects updated lead status.

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