In property development and project marketing, a unified customer experience is paramount. It begins with the first enquiry and ideally continues through inspection appointments, reservations, contracts, and settlements. The key to maintaining engagement and building trust with potential purchasers lies in effective communication.

Property Shell excels in this area, offering a comprehensive view of all interactions with leads and buyers across each phase. It provides the flexibility to implement automations that not only reduce the need for follow-up but also enhance the customer experience. This guide aims to illuminate some of the possibilities of Property Shell’s automations.

Qualifying Leads

Automation can help you efficiently manage routine marketing tasks, improving customer experience and saving valuable time spent on follow up.

• Autoresponders: Autoresponders are the most common kind of automation. Property Shell supports email and SMS (text message) responses to be instantly sent to a lead each time a new enquiry comes in. Autoresponders acknowledge a potential buyer’s interest, keeping them engaged from the outset, and they can be time delayed, if you prefer.
  
• Appointment Reminder: Property Shell integrates with your calendar to track appointment bookings. Bookings in Property Shell are used to track and report on the number of appointments an agent has made, with whom, and when. One way to ensure potential buyers never miss a scheduled meeting is to create a courtesy email or sms reminding them of the upcoming appointment, usually 24 hours before the meeting.

• Delay Actions: Delayed actions offer the flexibility to postpone automated actions by minutes, hours, or days. For example, delaying an autoresponder by 5 minutes can make the communication feel timely and not automated, thereby enhancing the buyer experience.

Customer Journey Automations

After purchasing, nurture your buyers with communications.

• Congratulations on Your Purchase Email: Celebrate the buyer’s decision and reinforce their satisfaction with a personalised congratulatory message.
  
• Upcoming Deposit Payment Due Courtesy Reminder: Assist buyers in staying on top of their financial commitments, reducing the risk of missed payments.

Admin Automations

• Sales Updates: Update your team when property statuses change. Circulate an internal email to relevant parties updating them on pertinent details and a link to the record in Property Shell. Most commonly used for reservations and exchanged unconditional contracts.

• Send a sales advice: When reserving a property in Property Shell, you can create an automation to send email a sales advice to relevant parties such as sales managers or vendors’ solicitors.

• Reporting: Automatically send reports including stock lists, sales & marketing reports.

By leveraging these common automations, property developers and marketers can streamline their processes, reduce manual workload, and focus on creating communities, building buyer trust and relationships, and closing deals. If you’re interested in learning more about how Property Shell can help you harness automations, please reach out to your Property Shell account manager.