Prospect and Client Update Form
Update email marketing database
Send client feedback & review email
Fill out this form every time we have a new prospect or someone has settled and become a client. The data will then be collected and the individual will be updated in our database. If they are a client, they will be sent an automated email asking to rate and review us.
What will Happen?
- If the contact is a first home buyer and has become a prospect, choose “First Home Buyer Prospect”. The contact will then receive emails to watch videos on the home buying process in the First Home Buyers Hub. The contact will also be updated as a prospect.
- If the contact is not a first home buyer and has become a prospect, choose “All Other Prospects”. No email will be sent, but the contact will be updated as a prospect.
- If the contact has settled, choose “Settled”. The contact will then receive an email asking for feedback & review. The contact will also be updated as a client.