Intended outcome
Qualified buyer or seller lead. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.
What the receptionist should collect
- Listings
- Service areas
- Team specialties
- Viewing process
Business decisions to configure
- Define lead qualification criteria
- Add listing and service-area knowledge
- Set routing for hot leads
Conversation starting point
Caller: I'd like to see the Oak Street listing this weekend.
Aholler: I can arrange that. What day works best, and are you already working with an agent?