The reliable spine
The reliable spine is the timed follow-up engine over the firm's own enquiry, visit and demand history: no-show and post-visit nudges, win-back for cold enquiries, demand reminders and overdue flags, each fired by rule and logged.
Real Estate & Construction
Site-visit, demand and enquiry follow-up
A site visit not chased is a booking lost, and most follow-up depends on someone remembering. On the developer side, demand reminders and the periodic progress update to booked buyers are sent late or not at all, so cash slips and the anxious "what is the status" calls eat the sales team's day.
Who has it
Property-sales and brokerage operations carry the site-visit and enquiry recovery as a core build, while residential and commercial developers carry the booked-buyer demand reminders and progress updates.
What we build
Timed, rules-based follow-up over WhatsApp and email on the firm's own enquiry, visit and order history: for brokerage operations, site-visit no-show and post-visit nudges and win-back for cold enquiries; for developers, booked-buyer demand reminders, overdue flags and a periodic progress update fired off the same site report. Every offer or commitment is signed by a person.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI is held to reading the firm's own enquiry and visit history and drafting the next message for a person to approve and send; it never makes an offer, sets a price or commits the firm.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Site visits get chased instead of forgotten; booked buyers feel proactively updated; demand cash arrives on time; follow-up stops depending on who remembered.
Illustrative outcome
More site visits converted; fewer overdue demand instalments; status calls into the sales team fall sharply. Illustrative; final numbers come from your own data.
Illustrative; final numbers come from your own data.
Path to the build
How this one gets built.
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
What tends to pair with this one.
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