Immediate acknowledgement
Confirm an enquiry was received and set a realistic expectation for advisor contact.
Automated follow-up
Keep family follow-up moving without losing the human thread
A planned workflow for timely acknowledgement, respectful re-engagement and tour reminders—with clear controls for community teams.
Planned workflow
01
Acknowledge the enquiry
02
Schedule the appropriate advisor or tour follow-up
03
Pause automation when a person takes ownership
The operator challenge
Follow-up can become inconsistent across busy teams
Families may need time, several touchpoints or input from other decision-makers. A visible follow-up plan helps staff stay responsive without overwhelming them.
SMS and email follow-up
Coordinate consent-aware messages around the family’s chosen channel and next step.
Respectful re-engagement
Reconnect with unresponsive leads using configured timing, frequency and stop conditions.
Tour reminders and controls
Support reminders while allowing staff to pause, edit or take over at any point.
A bounded workflow
From first contact to responsible ownership
- 1
Acknowledge the enquiry
- 2
Schedule the appropriate advisor or tour follow-up
- 3
Pause automation when a person takes ownership
Continue exploring the intake journey