Playbook: real estate
Goal: turn property-portal and ad enquiries into site visits, before a competitor calls them first.
#The problem
Enquiries from 99acres, MagicBricks, Housing.com, Facebook ads and hoardings arrive at all hours. A buyer who enquires at 10pm and hears back at 11am has usually spoken to three other projects by then.
#Set-up in one afternoon
| Step | What to set up |
|---|---|
| Business Brain | Projects, locations, configurations (2BHK, 3BHK), price ranges, possession dates, RERA numbers, amenities, site-visit timings |
| Goal | "Book a site visit." |
| Questions | Budget, configuration, preferred location, timeline, self-use or investment, loan needed? |
| Product & Plan Files | Brochure, floor plans, price sheet and location map for each project |
| Lead Sheets | Connect the sheet your portal leads land in. See Lead Sheets. |
| Flow | New Lead → welcome template → AI qualifies → tag site-visit-requested → assign to sales |
#Templates to create
- Utility: "Hi {{1}}, thanks for your enquiry about {{2}}. Shall I share the brochure and price details here?"
- Utility: site-visit confirmation with date, time and location
- Marketing: new launch or price-revision announcement to past enquirers
#Follow-ups that matter
- Day 1 after the brochure: "Any questions about the floor plans?"
- After the site visit: thank-you, plus the cost sheet for the unit they liked
- Every 30 days: a project update to warm leads
#Measure
Enquiries answered within 5 minutes, site visits booked, and visits per 100 enquiries.