--- title: Inbound CMA Journey description: CMA Journey via HubSpot if there is an office lead via phone/email to clientcare@regoteam.com, info@regoteam.com --- [Skip to content](https://info.regoteam.com/knowledge/cma-journey#main-content) English Show submenu for translations ![Untitled design (1)-4.png\]](https://info.regoteam.com/hs-fs/hubfs/Untitled%20design%20(1)-4.png?height=40&name=Untitled%20design%20(1)-4.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Corcoran Horizon Knowledgebase](https://info.regoteam.com/knowledge?hsLang=en) 2. [Sales](https://info.regoteam.com/knowledge/sales?hsLang=en) 3. [ISA](https://info.regoteam.com/knowledge/sales?hsLang=en#isa) # Inbound CMA Journey ## CMA Journey via HubSpot if there is an office lead via phone/email to clientcare@regoteam.com, info@regoteam.com 1. Seller contacts Brokerage via phone or email  2. Form - ISA/Admin fill out [Green Sheet Form ](https://share.hsforms.com/1w7JPWbuVRYOZzOHZDtiQiA1ig2u) 1.  Internal Email - Summary is sent to Management 3. Automation - Seller is enrolled into [CMA Journey workflow](https://app.hubspot.com/workflows/2540262/platform/flow/100920901/edit) 4. Automation - Seller is marked as "Do Not Contact" to ensure they are **not enrolled **into our Main Mailing List  5. Task - Listing Manager receives a task to choose Listing Agent  1. ![](https://info.regoteam.com/hs-fs/hubfs/image-png-Jun-22-2022-08-37-15-99-PM.png?width=243&name=image-png-Jun-22-2022-08-37-15-99-PM.png) 6. ISA updates contact owner to agent 7. Internal Email - the **Realtor** will receive an appointment notice which includes a summary of the "Green Sheet" 8. External Email - 1 Day before the appointment - the client will receive [CMA Scheduled Email](https://2540262.hubspotpreview-na1.com/_hcms/preview/email/147610651740?portalId=2540262&preview_key=GwLYdanR&_preview=true&from_buffer=false&cacheBust=0&hsPreviewerApp=email) 9. Agent Conducts CMA 10. External Email - 1 Day after the appointment - the client will receive [CMA Complete Email](https://2540262.hubspotpreview-na1.com/_hcms/preview/email/147814056992?portalId=2540262&preview_key=dvPFtnnP&_preview=true&from_buffer=false&cacheBust=0&hsPreviewerApp=email) 11. Automation - **Deal Stage** will automatically update to **CMA Complete** in HubSpot 12. Task - **Client Care** will receive a task to contact the **Realtor** for feedback about their appointment:   1. Follow [Pre-qual Script](https://drive.google.com/file/d/14jUj5lDnUHGXUoS4h70-9R3r5M-r5nr8/view?usp=sharing) 2. Ask the following and update properties in HubSpot:  \- What List Price did you suggest? (update Amount) \- Are they likely to list with us? (Update likeliness to list)  \- When are they thinking about listing? (update Seller/Buyer Timeline) \- When is your next appointment (if applicable)? (create follow-up task) 13. Internal Email - 1 Day after the appointment - the **Realtor** will receive [Congratulations Email](https://2540262.hubspotpreview-na1.com/_hcms/preview/content/77049700637?portalId=2540262&_preview=true&cacheBust=0&preview_key=EfolIaov&from_buffer=false) (with next steps) 14. Automation - **Deal Stage** will automatically update to Needs Update in HubSpot 15. Automation - **Seller** is enrolled into [Needs Update workflow](https://app.hubspot.com/workflows/2540262/platform/flow/219713143/edit) 1. External Email - If client is in the Needs Update stage for 5 days - the **client** will receive  [Marketing Email](https://2540262.hubspotpreview-na1.com/_hcms/preview/email/147837821302?portalId=2540262&preview_key=tEXzArKS&_preview=true&from_buffer=false&cacheBust=0&hsPreviewerApp=email) 2. External Email - If client is still in the Needs Update stage after 20 days - the **client** will receive [Staging Email](https://2540262.hubspotpreview-na1.com/_hcms/preview/email/147858715757?portalId=2540262&preview_key=AoWnCBMh&_preview=true&from_buffer=false&cacheBust=0&hsPreviewerApp=email) 16. Form - If the [Consultation/Staging](https://share.hsforms.com/1HSnipdnsSz-chPfRGQySgw1ig2u) request form is submitted by agent (found on portal, app and email) 1. Task - the **Home Stager **will receive a task to fill out Calendly link  2. External Email - This will automatically confirm with the client via email and text  3. Automation - the **Deal Stage **will automatically update to **Working with Client **in HubSpot 4. External Email - The client will receive [Next Steps](https://2540262.hubspotpreview-na1.com/_hcms/preview/email/148033369740?portalId=2540262&preview_key=LcHuZuRC&_preview=true&from_buffer=false&cacheBust=0&hsPreviewerApp=email) email 17. Form - If the [Photo/Sign](https://share.hsforms.com/1ECGx8rprRf2mL_sO3OhbhA1ig2u) request form is submitted by agent (found on portal, app and email) 1. Automation - the **Deal Stage **will automatically update to **Listing Signed** in HubSpot 2. Automation - **Do Not Contact** property is removed 18. Automation - Deal will enter [Step 1: Order Received Workflow](https://app.hubspot.com/workflows/2540262/platform/flow/98422381/edit) 1. Ticket - Automated ticket assigns to **Listing Coordinator** 1. Order signage, photos, look book and program Lock Box 2. Ticket - the **Admin** will receive a task to fill out Calendly link inviting client, photographer, and agent 3. External Email - This will automatically confirm with the client, photographer, and agent via email and text  2. Ticket - Automated tasks to Admin to prepare feature sheets 3. Ticket - Automated task to Marketing to create a Coming soon Post 19. Automation - 2 days before list - Deal will enter[Step 2: Two Days to List Workflow](https://app.hubspot.com/workflows/2540262/platform/flow/98422381/edit) 1. Tasks - Automated reminders sent to **Realtor** 1. If they have not already - Submit Paperwork, Submit Lock Box code, Submit Showing Instructions, Order Photos 20. Automation - 1 day before list - Deal will enter [Step 3: 1 Day to List Workflow](https://app.hubspot.com/workflows/2540262/platform/flow/100874841/edit) 1. Ticket - Automated to **Listing Coordinator** 1. **Forward iGuide to Agent** 2. **Draft Listing** 3. **Upload Paperwork on Drive** 4. **Approve Listing** 5. **Post Listing** 6. To Listing Coordinator - **Update BrokerBay Instructions** **Active Listing** 1. 1. Automation - the **Deal Stage **gets updated to **Active Listing** 2. Automation - Deal will enter [Marketing Workflow](https://app.hubspot.com/workflows/2540262/platform/flow/67943494/edit) 1. Task - Create **Just Listed** post to Marketing 2. Over 750k - Upload video content to all social channels to Marketing 1. Boost posts 2. External Email - **Client** will receive [Your Home is Now Listed Email](https://2540262.hubspotpreview-na1.com/_hcms/preview/email/149132810273?portalId=2540262&preview_key=yaFJelRl&_preview=true&from_buffer=false&cacheBust=0&hsPreviewerApp=email) 3. If an Open House is submitted via [Open House Form](https://share.hsforms.com/1IwojSLZPTZeREUdqTDAOig1ig2u) 1. Automation - Open House appears on Rego Realty App 2. Task - Marketing is notified to advertise on Social Media  3. Task - Marketing is notified to prepare advertising material  4. Task - Listing Coordinator receives task to update boards 1. 1. Task - Admin is notified to print advertising material **Firm Deal** 1.  Once the property sells, Admin updates **Deal Stage** to **Firm Deal** 1. External Email - **Client** will receive [Congratulations! Email](https://2540262.hubspotpreview-na1.com/_hcms/preview/email/153629314968?portalId=2540262&preview_key=AGjRuznH&_preview=true&from_buffer=false&cacheBust=0&hsPreviewerApp=email) 2. Automation - Deal is enrolled into[Firm Seller Workflow](https://app.hubspot.com/workflows/2540262/platform/flow/196089442/edit) 1. 1. Task - **Home Stager** will be notified to de-stage 2. Task - **Accounting** will be notified of firm deal 3. Ticket - **Admin **is notified to remove listing from Active Listing and add to Sold tab 4. Ticket - **Admin** is notified to order SOLD Rider and Removal 5. **Marketing **is notified to create SOLD post on Social Media 1. Automation - Seller Timeline is removed 2. Automation - Buyer Team is removed 3. Automation - Client enrolls into [Closing Gift Process (see article here)](https://info.regorealty.ca/knowledge/closing-gift-process?hsLang=en) 4. External Email - Client will receive [Closing Gift Delivered Email](https://2540262.hubspotpreview-na1.com/_hcms/preview/content/72744421156?portalId=2540262&_preview=true&cacheBust=0&preview_key=wLGHIehs&from_buffer=false) 5. External Email - On Closing **client** will receive [Closing Checklist Email ](https://2540262.hubspotpreview-na1.com/_hcms/preview/content/76916368308?portalId=2540262&_preview=true&cacheBust=0&preview_key=JUhnrTZK&from_buffer=false) 6. Task - **Agent** is notified about the closing  7. Task - **Agent **is notified to remove lockbox 8. Task - in 6 months and 1 year - **Agent** is notified about Home Anniversary  *Additional related workflows* 1. If the Listing is soon to expire and is still active: 1. 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