Automations save time, reduce errors, and ensure timely communication. They allow your team to focus on high-value tasks, building relationships and closing deals while routine actions run in the background. When implemented strategically, automations can improve conversion rates, accelerate sales, and enhance buyer satisfaction. This guide aims to illuminate some of the possibilities of Property Shell’s automations.

Lead Qualification Automations

• Autoresponders: Instantly acknowledge new enquiries via email or SMS with customisable messages and optional delays for a natural feel. Responses can be sent from the salesperson’s email, creating a direct connection and ensuring replies go straight to them.
  
• Lead Nurture Series: After an initial enquiry, send a sequence of emails or text messages introducing your project, highlighting key features, and sharing testimonials.
  
• Fallback Journeys for Invalid Contact Details: When a phone number fails validation, the system can place the lead into an email-only nurture sequence. This journey might include project highlights, FAQs, and calls-to-action to encourage re-engagement or update their contact details.

Customer Journey Automations

Email journeys go beyond one-off messages by creating structured communication flows that guide prospects and buyers through each stage of the property lifecycle. With Property Shell, you can design automated sequences that deliver the right message at the right time.

Examples of Email Journeys:

• Reservation to Contract: Keep buyers informed with updates on next steps, required documentation, and timelines.
  
• Settlement Countdown: Provide reminders for upcoming payments, settlement dates, and what to expect on handover day.
  
• Post-Settlement Engagement: Continue the relationship with community updates, referral programs, and maintenance tips.

Sales & Admin Operations Automations

• Notifications: Instantly notify salespeople and admins when a new lead is assigned, when sales statuses change, or deposits are overdue.
  
• Automated Lead Rotation (Allocations): Distribute new enquiries across your sales team or based on predefined rules.
  
• Commission Tracking: Track commissions in real time as contracts progress, reducing manual calculations and errors.
  
• Sales Advice Distribution: Automatically send sales advice to managers, solicitors, or vendors.
  
• Reporting: Automatically generate and 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.