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Inbound Buyer Leads

Buyer Journey via HubSpot if there is an office lead via phone/email to clientcare@regoteam.com, info@regoteam.com


  1. Buyer 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 - Buyer is enrolled into Buyer Journey Workflow
  4. Automation - Buyer is marked as "Do Not Contact" to ensure they are not enrolled into our Main Mailing List 
  5. ISA updates contact owner to agent
  6. Internal Email - the Realtor will receive an appointment notice which includes a summary of the "Green Sheet"

INSERT BUYER JOURNEY EMAILS