The Sales Prospects feature is a concise digital snapshot of a prospective resident. With this tool, sales teams can create personalized content for prospects, schedule tours, and view and manage information of prospective residents. Additionally, suggested resident matches are available when managing prospects, which is an excellent opportunity to create a welcoming atmosphere for newcomers!
You can access prospects by navigating to Sales Tools > Prospects. You'll arrive on the main Prospects page:
From here, you can view basic information of each prospect, including:
- Prospect Name
- Deal Stage: Connection, Inquiry, Pre-Tour, Tour Scheduled, Post-Tour, Contracting Leasing, Deposit, Unknown.
- Desired Care Type
- Interests: Adding interests is used for potential friend matching and meet and greets during tours. A number in this section indicates that interests have already been added to the prospect's profile. If no interests have been added, then you will see the placeholder text of Add prospect's interests for friend matching.
- Actions: Clicking the View Prospect button will open the Prospect Card, which features prospect information and a personalized sales toolkit.
Prospect Card
Clicking the View Prospect button on the main Prospects page will open the Prospect Card for that individual, providing you with a wealth of personalized content, interests, and potential friend matches:
At the top of the card, you'll find contact information for the prospect as well as the prospect's influencers. This could include family, friends, guardians, or people close to the prospect. Clicking the See All button will provide a complete list of individuals who fall into the influencer category.
Prospect Interests help to customize the experience for a prospective resident. This includes populating items in the Personalized Toolkit (more on this below) and setting up meet and greets with potential friends. Clicking the Add Prospect Interests button will let you add more to this section:
The Personalized Toolkit will assist with creating a tailored experience for a prospective resident. This includes:
- TSO Tribune: a version of the Tribune with the prospect's name and content catered to their interests.
- Activity Calendar: a downloadable calendar with community events tailored to the prospective resident's interests.
- Digital Signage: a pre-built screen welcoming the prospective resident that will open in the Digital Signage editing wizard where all you have to do is select a screen and time/date for it to run.
- Resident Matches: Current community residents that could be potential friend matches. Setting up a meet and greet during the prospective resident's tour could be a wonderful opportunity to pitch the experience of the community.
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