Use Case/Post-Site Visit Feedback Collection
Use case
Real Estate

Post-Site Visit Feedback Collection

The Challenge

After site visits, agents have no clear signal on who is ready to close and who is just exploring.

But here is the real problem:

No structured feedback capture post-visit.

As a result:

Hot leads are treated the same as casual browsers.

Follow-up is random and inconsistent.

As a result:

Deals slip through due to poor prioritization.

The Approach

We automated post-visit feedback collection to surface buying intent.

1

Structured feedback helps agents prioritize effectively.

2

Immediate follow-up on positive feedback drives 30% faster closures.

We needed a solution that could:

1

Automated calls or surveys right after site visits.

2

Intent-based scoring and routing to agents.

The Solution

Instant feedback capture and intent scoring.

1

Post-Visit Survey

Calls or texts prospects immediately after site visit for structured feedback.

2

Intent Scoring

Tags prospects as hot, warm, or cold based on responses.

3

Agent Alerts

Notifies agents of high-intent feedback for immediate follow-up.

The Impact

Feedback outcomes:

65%

of site visits followed by structured feedback capture.

28%

faster conversion for prospects flagged as high-intent.

The window after a site visit is golden; capture feedback while it is fresh.

Result? Smarter prioritization, faster closures.

Know who is buying, focus where it matters.

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