Inbound Buyer Leads
Buyer Journey via HubSpot if there is an office lead via phone/email to clientcare@regoteam.com, info@regoteam.com
- Buyer contacts Brokerage via phone or email
- Form - ISA/Admin fill out Green Sheet Form
- Internal Email - Summary is sent to Management
- Automation - Buyer is enrolled into Buyer Journey Workflow
- Automation - Buyer is marked as "Do Not Contact" to ensure they are not enrolled into our Main Mailing List
- ISA updates contact owner to agent
- Internal Email - the Realtor will receive an appointment notice which includes a summary of the "Green Sheet"
INSERT BUYER JOURNEY EMAILS