After a site visit, how should a client advisor follow up with a customer to ensure they stay engaged?
Follow Up - Assessment

Flashcard
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Education
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KG
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Hard
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1.
FLASHCARD QUESTION
Front
Back
Send a personalised thank-you message, asking for feedback and offering to answer questions.
2.
FLASHCARD QUESTION
Front
A customer is showing interest in a property but doesn’t make an offer immediately. How should you follow up after the first visit?
Back
Call the customer and ask if they have any questions or need additional information.
3.
FLASHCARD QUESTION
Front
A customer visited a property with us, but didn’t seem very enthusiastic. How should you follow up after the first visit?
Back
I’d love to know your feedback on the project. We can look at some more options that can suit your requirements. Can we meet today at 04:00pm or 06:00pm to discuss your feedback in detail?
4.
FLASHCARD QUESTION
Front
A customer mentioned they are looking to buy within the next few months but didn’t give any specific timeframe. What is the best way to follow up?
Back
If you’re still planning to buy in the next few months, I’d be happy to keep you updated on market trends or any new properties that match your criteria
5.
FLASHCARD QUESTION
Front
The customer has viewed multiple properties but hasn’t finalized a project yet. How should you follow up?
Back
Just following up to see if you’ve decided on any properties. Let me know so we can arrange a negotiation meeting or a re-visit with the builder POC
6.
FLASHCARD QUESTION
Front
Post Call Patch / Virtual Meet customer hasn’t shown any interest in scheduling a visit yet. How should you follow up?
Back
Call and create urgency with the help of limited inventory, other customers showing interest, etc. Create an urgency in such a way that if the customer does not visit the site, they may lose the chance to buy a unit in the project
7.
FLASHCARD QUESTION
Front
Pick the odd one out in the stages of follow-up: Initial Interaction, Post Physical Meeting, Pre Physical Meeting, Post-Booking.
Back
Pre Physical Meeting
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