Inbound CMA Journey

1. Seller contacts Brokerage via phone or email 
2. Form - ISA/Admin fill out Green Sheet Form 
   
   1.  Internal Email - Summary is sent to Management
3. Automation - Seller is enrolled into CMA Journey workflow
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. 
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
9. Agent Conducts CMA
10. External Email - 1 Day after the appointment - the client will receive CMA Complete 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

    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 (with next steps)
14. Automation - Deal Stage will automatically update to Needs Update in HubSpot
15. Automation - Seller is enrolled into Needs Update workflow
    1. External Email - If client is in the Needs Update stage for 5 days - the client will receive  Marketing Email
    2. External Email - If client is still in the Needs Update stage after 20 days - the client will receive Staging Email
16. Form - If the Consultation/Staging 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 email
17. Form - If the Photo/Sign 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
    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
    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
    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
      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
3. If an Open House is submitted via Open House Form
   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
2. Automation - Deal is enrolled into Firm Seller Workflow

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)
4. External Email - Client will receive Closing Gift Delivered Email
5. External Email - On Closing client will receive Closing Checklist Email 
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. Task - Listing Coordinator is notified about the upcoming expiry