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User Guide

Manage Buyer Conversations

Learn how to review buyer conversations, identify high-intent leads, and move follow-up into your normal sales workflow without losing context.

Goal
Turn buyer conversations into an actionable follow-up queue
Focus
Speed to lead, visibility, and consistent handoff

1. Review conversation activity

Check new conversations regularly, especially after an open house or new QR placement. Look for patterns in buyer questions and repeated requests.

  • Which listings are receiving the most questions?
  • What questions signal tour or offer intent?
  • Are there common questions your listing details should answer more clearly?

2. Prioritize hot leads

Not every conversation is equally urgent. Use intent signals to rank follow-up and prevent high value conversations from getting buried.

  1. Move tour scheduling, financing readiness, or timing questions to the top.
  2. Group informational-only questions separately for later review.
  3. Assign an owner for each high-priority follow-up.
Create a simple SLA for your team (for example, first response within 5-15 minutes during active showing windows).

3. Run follow-up consistently

Use the conversation context to make follow-up specific. Buyers respond better when the outreach references what they actually asked.

  • Reference the property and the buyer's most recent question.
  • Offer one clear next step (tour, call, info packet, or another showing time).
  • Log or export notes into your normal CRM/workflow if applicable.

4. Track consent and compliance

Keep your messaging process aligned with your team and brokerage requirements. Review the policy and opt-out behavior periodically, especially when adjusting scripts or workflows.

  • Respect opt-out requests immediately.
  • Preserve conversation history for review when needed.
  • Coordinate with your brokerage on approved messaging practices.

Review your public policy pages as needed: Terms of Service, Privacy Policy, and SMS Terms.

5. Optimize over time

Your guide and listing pages can become a feedback loop. Track what buyers ask most and turn that into stronger listing setup, FAQ content, and future help articles.

  • Add new guide pages for repeated support questions.
  • Update listing intake checklists based on missed or unclear questions.
  • Expand internal linking between guides as your library grows.