- Review assigned unsold demos, including proposals, project scopes, quoted prices, homeowner concerns, and seller notes.
- Call homeowners and send approved texts and emails.
- Follow a daily outreach cadence until the homeowner gives a yes or no.
- Identify what is holding up the homeowner’s decision, such as timing, scope, financing, competing bids, price, or confidence.
- Close eligible deals within written client-approved pricing and contract rules.
- Book a qualified return conversation or appointment with the appropriate seller when a deal cannot be closed.
- Keep CRM records accurate, including next actions, homeowner responses, reasons for no-sale, appointment details, and communication outcomes.
CRM