Viewing follow-up¶

Feedback after a viewing is what sellers ask for and what tells an agent whether an offer is coming. Asking while the property is fresh in the buyer’s mind gets far better answers than asking a week later.

The Viewing follow-up workflow on the canvas: Viewing ended, then Ask feedback, then Update status, then Wait a day, then Agent calls

Before you start¶

Viewings booked in the BaseCloud calendar, linked to the buyer, with "Viewing" in the title

The workflow¶

Step	Task	Type	What it does
1	Viewing ended	Calendar Trigger	Starts two hours after a viewing ends
2	Ask feedback	Email	Asks the buyer three short questions by email
3	Update status	Edit a Client	Moves the buyer to the next stage
4	Wait a day	Delay	Waits until the next working day
5	Agent calls	Workflow Note	Reminds the agent who hosted the viewing to call

About the variables

Values such as {{task_36432_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. Viewing ended¶

Task: Calendar Trigger. Starts two hours after a viewing ends.

The Calendar Trigger task named Viewing ended, opened to its settings

Field	Set it to
Start this workflow when	`A meeting has ended`
How long before / after	`2`
Unit	`Hours`
Only meetings linked to a client	Ticked
Only meetings whose title contains (optional)	`Viewing`

2. Ask feedback¶

Task: Email. Asks the buyer three short questions by email.

Field	Set it to
Outgoing Email User	Wendy Darling
Client	`{{task_36432_client_id}}`
To	`{{all_contacts}}`
Subject	`What did you think of the property?`

Body

Hi,

Thank you for viewing with us today. We would love to know what you thought:

What did you like most?

Was anything a deal-breaker?

Would you like a second viewing?

Just reply to this email. If this one was not quite right, tell us why and we will line up better matches.

Kind regards,
Neverland Realty

3. Update status¶

Task: Edit a Client. Moves the buyer to the next stage.

Field	Set it to
Client	`{{task_36432_client_id}}`
Client Status	`Quoted`

The example uses the status Quoted. Choose your own status for a buyer who has viewed.

4. Wait a day¶

Task: Delay. Waits until the next working day.

Field	Set it to
Delay Type	`Specified Time`
Days	`1`

5. Agent calls¶

Task: Workflow Note. Reminds the agent who hosted the viewing to call.

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36432_client_id}}`
Note Type	`Note`
Priority	`High`
Due Date	`Now`
Tag Users	`{{task_36432_owner_user_id}}`

Message

Viewing follow-up. The buyer was emailed for feedback yesterday. Call to hear it first-hand and ask about an offer.

Make it yours¶

Change Only meetings whose title contains to match how your team names viewings.
Send the seller a short update as well.