Send post-appointment buyer packet and check-in to clients
Send post-appointment buyer packet and check-in to clients
Your post-visit events often lack buyer packets and follow-up, leaving prospects unsure and agents without context. Send the packet and a check-in so agents can follow up same day.
Overview
Don’t let post-visit momentum vanish — ensure every showing leaves a clear next step. This flow pulls imminent calendar events, finds or creates the lead, and delivers the buyer packet by email and optional SMS so agents can follow up the same day.