Ask a manager what to recommend to a client
Send your managers a short brief; they send back the listings to show and why.
Who it is for
Agency planAgency ownerAgency adminAgency realtor
Where to find it
- Agency dashboard: Clients › Advice
How to do it
Press Request advice on a client's page (their brief is filled in) or on Clients, Advice.
Agent comes first: it is you. A manager can pick another agent instead, and the request becomes theirs (they are told, and the answer goes to them). Then pick the client, or type a name if they are not in Key Deal yet.
Choose the budget, how they pay, when, ready or off-plan, the goal, the property types (office and retail included), bedrooms and areas from the lists, and write what you would like to know. Send to the managers.
Your managers are told. Until one answers, press Edit the brief on the request to change anything; the manager on it is told. When one answers you get a notification, and it is in your 08:30 morning email: open it to see the recommendation and the listings.
Download the comparison report (with each listing's feasibility and holding periods), or make a collection for the client and send it. Mark it done when you have.
Owners and admins are managers unless unticked; an owner or admin can make anyone a manager on their Access & role tab.
Or ask Claude
“Ask a manager what to recommend to Ahmed Khan: investor, budget 1.5M, mortgage”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Key Deal shows which listings fit them.
- Track which stage each client is atEvery client sits in a pipeline (Off-plan sales, Secondary sales, Leasing) at a stage, from New lead to Won or Lost.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Add your own client fieldsQuestions your team keeps on every client, beside the brief: whether the passport is in, the EOI amount, the next follow-up.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.