Lead Management
6 min readBeginner
The Complete Real Estate Lead Lifecycle: From Ad Click to Booking
Map out every milestone of a property buyer journey across digital acquisition, qualification, site visit, and booking.
Key Executive Takeaways
- ✓Stage 1: New Enquiry → Instant auto-assignment and automated WhatsApp brochure.
- ✓Stage 2: Contacted → First discovery call conducted by presales rep.
- ✓Stage 3: Qualified → Buyer budget, BHK choice, and timeline verified.
- ✓Stage 4: Site Visit Scheduled → Transport arranged & site manager notified.
- ✓Stage 5: Site Visit Completed → On-site presentation & unit selection.
- ✓Stage 6: Token Booked → Unit blocked in CRM inventory with advance receipt.
1. Stage-by-Stage Breakdown
Having clear exit criteria for each stage prevents sales reps from hoarding leads or falsely tagging uninterested leads as qualified.
Frequently Asked Questions
What is the average lead-to-booking conversion rate in Indian real estate?
Industry benchmarks range from 1.5% to 3.5% for digital leads, and 5% to 12% for channel partner / broker referred leads.
Channel Partner Operating System
Still managing partner leads in Excel & WhatsApp?
See how Verisure tracks every lead from handoff to booking.