New partner → first client → site visit → booking
| Partner | Owner / Priority | Status | Last touch | Next follow-up | Next best action | Manage |
|---|
| Activity | Weekly target / person | Why it matters |
|---|---|---|
| New CP contacts | 25 | Build a consistent acquisition funnel |
| Meaningful conversations | 15 | Qualify business potential |
| CP meetings | 5 | Build trust and product understanding |
| Activated CPs | 3 | Move from interest to action |
| Client leads | 3 | Generate genuine requirements |
| Client meetings | 2 | Convert requirements into opportunities |
| Site visits | 1–2 | Move towards booking |
Call within 24 hours. Introduce yourself, check interest and ask for a short meeting.
Learn locations, client budget, end-user/investor mix, active requirements and current business.
Explain location, product, pricing, payment plan, USPs, inventory and commission process.
Ask for a specific client requirement. Example: “Do you have anyone looking for a 4 BHK in the ₹6–8 Cr range?”
Arrange presentation, site visit, objection handling, negotiation and timely CP updates.
Pick the CP and the reason for reaching out. Read all three options, choose the one that feels right, copy it and paste it into your WhatsApp chat. Add a personal line before sending if needed. Always check names, dates, prices and availability before you send.
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