An appointment has been set up for the consumer to meet with a Community Manager. The buyer journey continues. They could be thinking: will I like the community, home or community manager? What if the prices are higher than I expect? Consumers are still intrigued by the process but are cautious and asking questions.
To help ensure a great experience, here's how we approach every appointment.
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Appointment with the Community Manager
- Upon opening the retail space each day, the Community Manager reviews their calendar for that day's appointment.
- Based on the appointment, the Community Manager will:
- Write their name on the "welcome" sign
- Review Hubspot notes and initial request
- Prepare any materials or information to prepare for the appointment
- Following the appointment, the Community Manager will:
- Enter all notes into Hubspot and tag the OSC
- Establish next steps with the buyer to keep them moving through the sales funnel
- Follow-up with communication that was promised during the meeting
Additional Notes:
- Please take your time to write nicely. 🤩
- The welcome board should include any appointment's first name.
- If more than one appointment for the day, the Community Manager can list all names or adjust before and after each appointment.
- Markers, an eraser and a cleaner is provided; it's up to the Community Manager to report to Marketing if new supplies are needed.
- If no appointments, the Community Manager can write a general welcome message, quote or something fun to welcome visitors.