Sales Process
7 min readIntermediate
The Science of Site Visits: Turning Online Leads into Physical Footfall
Best practices for cab logistics, buyer confirmation calls, site reception check-ins, and closing presentations.
Key Executive Takeaways
- ✓Send driver details and location PIN via automated SMS & WhatsApp 2 hours before pick-up.
- ✓Welcome buyers at site reception with tablet check-in forms synced to their CRM record.
- ✓Equip site managers with real-time unit availability charts to prevent selling already-blocked flats.
1. The 3-Phase Site Visit Workflow
Phase 1: Pre-Visit Logistics (Cab integration, WhatsApp location PIN, driver allocation).
Phase 2: On-Site Reception (Tab check-in, coffee, sample flat tour, unit stacking chart presentation).
Phase 3: Immediate Post-Visit Follow-Up (Digital cost sheet email, payment plan options).
Frequently Asked Questions
What is a good site-visit-to-booking conversion percentage?
Healthy site visit conversion rates range between 15% and 25% depending on project pricing and location.
Channel Partner Operating System
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