GUIDE · FOLLOW-UP

Give every conversation a clear next step.

A simple shared process helps your team stay organized without making the client repeat the same information.

Record what the person actually said

Keep their stated needs and timeframe separate from your assumptions. Note questions that still need an answer.

Make responsibility visible

Assign the next task to a specific authorized team member. Include enough context for them to understand the conversation and the action being requested.

Choose an appropriate next action

A task might be preparing property research, confirming an appointment, or reviewing a question. Respect recorded contact permissions and any request to stop communication.

Close the loop

Update notes after the activity and record what comes next. A completed reminder is not evidence that a person is ready to buy or sell; keep lead status consistent with what has been established.