Effective Communication in Real Estate Negotiations Workflow

Initial Contact

Type: Send Email

The Initial Contact step is the first point of interaction between the company and potential clients. This phase involves gathering essential information about the customer's needs, preferences, and requirements. The primary goal is to establish a connection, build trust, and initiate communication. Key activities during this stage include: * Receiving and reviewing incoming inquiries or requests for services * Conducting initial phone calls or video meetings to discuss potential collaborations * Gathering and recording client information in the company's CRM system * Identifying relevant contact details and storing them securely * Setting expectations regarding response times, communication channels, and follow-up procedures By successfully navigating this step, businesses can establish a solid foundation for future interactions and relationships with clients.