Purpose: Own every lead from the end of the first site visit until a token is collected. This role exists to fix one problem: interested buyers who don’t close.
Core responsibilities
- Take over every qualified lead after the first site visit and move it to token or to a transparent 'no'.
- Follow up on a fixed cadence using the approved WhatsApp and call scripts.
- Understand each buyer's real blocker (price, family decision, loan, trust, paperwork, timing) and work on it directly.
- Present 2-3 matched options at most, never a long list.
- Arrange second visits, family visits and meetings with the owner or builder when needed.
- Negotiate within the price band approved by the Founder and bring in the Founder for deals above the limit.
- Collect the token using the standard token receipt and explain clearly what happens after token.
- Hand the deal to the Documentation Coordinator with a complete deal sheet.
- Keep the lead tracker updated: status, last contact, next action and date on every lead, every day.
- After closing,
request a testimonial and referrals at day 7 and day 30.
Daily tasks
- Update the tracker for every lead touched, with a next-action date.
- Call or message every lead whose follow-up is due today.
- Send visit feedback requests within 24 hours of every visit.
- Submit the daily report by end of day.
- Flag any deal stuck for more than 5 days to the Founder.
Weekly tasks
- Review all leads in the Site Visit, Negotiation and Token stages, and decide the next push for each.
- Prepare a list of lost leads with reasons, and share patterns with the Founder.
- Re-engage cold leads (21-45 days) with a fresh matching option.
- Attend the weekly numbers review and present visit-to-token numbers.