The pre-sales playbook: answer every portal lead before it goes cold
Portal and ad leads arrive around the clock; buying teams don't. This playbook puts instant first replies, site-visit booking and milestone-driven collections on one customer record.
Written for a residential property developer — an illustrative walkthrough of live Selfeey capabilities, not a customer story.
The typical challenge
High enquiry volume from property portals and social ads meets a small pre-sales team. Leads that wait hours buy elsewhere; weekend leads wait until Monday. Unit availability tracked by hand invites double-promises during launches.
How it runs on Selfeey
An automation sends the first WhatsApp from an approved template the moment a portal lead arrives, and the AI receptionist answers enquiry calls and offers site-visit slots. The unit inventory lives in the workspace with holds and exclusions enforced by the system. Cost sheets generate from the live unit record, and payment collection runs on milestone-triggered demand notes with WhatsApp reminders — every touch on the buyer's single record.
What powers this playbook
- Instant first reply on WhatsApp (automation)
- AI receptionist for enquiry calls
- Site-visit scheduling
- Live unit inventory with holds
- Cost-sheet generation
- Milestone demand notes & payment reminders
- Unified customer timeline