Site Visits That Do Not Go Quiet
A family walks the show flat on Saturday and says they will discuss it. That conversation is worth nothing unless somebody wrote down the date, the unit they liked and when to call.
Saturday at the sales office
Before the first visitor arrives the site office needs one list. Who is expected today, which project, and which salesperson is meeting them. Channel partners bringing families are on the same list, so the gate knows a name before the car arrives.
What a visit record carries
The people who actually came
Buyer, co-applicant and how many of the family walked in. The relative who asks the sharp question about car parking is often the one who decides.
Who brought them
If a channel partner accompanied the family, that goes on the visit itself, with the date. Later, when two partners claim the same buyer, this is the line somebody reads.
The units shown
Which tower, which floor, which facing. A buyer who liked B-1204 and one who liked a corner plot need very different calls on Monday.
What was said, in their words
Not interested is useless. Wife wants a higher floor, waiting for the home loan sanction, is something the next person can work with.
What the sales head sees on Monday
The point of recording a visit is the call that comes after it.
- Visits done over the weekend, project by project
- Visited leads with no follow-up logged against them
- Visits that came through a channel partner, and which partner
- A salesperson’s own day, opened on his phone at the site
- Visits against enquiries, so you see which source brings families
Frequently asked questions
Can a salesperson log the visit at the site?
Yes, from the phone browser. He opens the visit, marks the family as arrived, ticks the units shown and types two lines about what they said. There is nothing to install.
Does it stop a visit from being forgotten?
It shows the visit as having no follow-up, which is not quite the same thing. Somebody still has to make the call. What changes is that your sales head can see the nine visits nobody rang back.
What if he came alone last month and with his wife this time?
Both visits sit on the same lead, in order. The second one usually matters more, and the record shows what changed between them.
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