Real Estate Transaction Management Guide Workflow

Initial Client Contact

Type: Send Email

Initial Client Contact This process initiates when an individual or business reaches out to the company for services. The first point of contact is usually a phone call, email, or online inquiry form submission. The objective is to establish communication and determine if the company can assist with their needs. A designated team member receives and responds to initial contacts within 24 hours. This ensures timely engagement and sets expectations for future interactions. The response typically involves an introduction, brief overview of services offered, and a clear explanation of next steps. If further discussion is warranted, a follow-up call or meeting may be scheduled. The goal is to gauge interest in potential collaboration and assess how the company can add value to the client's project or goals.