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Weekly CIP Report

Purpose and how to use.

Each Friday around noon, the Community Manager will get their CIP report via email! 

How you will use this report:

  1. PM/CM Communication: Use in your weekly PM meetings to review all projects and make sure you both are clear on status and customer communication.
  2. Closing Delays: The dates will be highlighted if there is a gap between the Contracted Close Date and the Earliest Projected Date. Again, use this to communicate with the PM and verify the buyer is up-to-date on the status of their home.
  3. Contract to Dig Communication: As Darrell shared at the CX training, the CM is required to stay in touch with the buyer with WEEKLY communication from the time of the contract until the PM is introduced at dig. This report will give you the status of those projects and allow you to share accurate updates with the buyer. Here's how it will work:
    • For those weekly calls, you'll review the project.
    • Then, go here (linked at the top of the report): https://bit.ly/cmtouchpoints
    • Find that "status," and we have scripts you can use to share with the buyer. Ideally, these are all phone calls.
    • NOTE: As a reminder, you are sharing these updates as a builder representative, and you're not discussing contract items that could require the co-op's involvement. If the co-op impacts your ability to communicate with the buyer, cc them on your messages. Our goal is to provide outstanding CX to our buyers, and they should want that for their clients.