Using our Automated Customer Journey to Help your Processes and Sales

Using our Automated Customer Journey to Help your Processes and Sales

With ContactBuilder, the entire new homes selling process is covered from initial enquiry through to snagging and aftercare. It’s the whole package. Our main goal is to save your time so you can focus on the most important things. With our automated customer journey module, you can automate contact points with your customers, including those initial welcome or thank you emails, as well as advising that the surveyor has visited, or confirming appointments such as home demonstrations, all with the click of a button! It really is the easiest way to ensure you adhere to the new NHQC framework. 

To ensure you adhere to the NHQC pre-contract sale code, ContactBuilder’s automated customer journey module allows you to send contracts to third parties, as well as online forms and letters that you can fully customise to meet your requirements. These forms are saved in a digital format so they can be sent via email or printed off as needed. The NHQC also requires you to provide the purchaser with brochures or plans if the home being purchased is incomplete. ContactBuilder allows you to easily upload these to the system and send them out as email attachments. They can also be shared in the customer portal so everyone has easy access to all relevant documents.

Utilising email and SMS automation, you can remove repetitive and tedious tasks from your team’s to-do list, freeing them up to use this newly available time on higher-value work such as answering questions and speaking with potential buyers. With automation, you can reach the right people, with the right message, at the right time – all without you (or your team) needing to lift a finger. 

When combined with our workflow module, as often done, it is best practice to set up a customer journey triggered by a completed task. ‘Thank you for your interest’ emails are a housebuilder’s most commonly sent email, and with our customer journeys module you can send customised content to interested parties. Our module allows you to personalise the recipient’s name, development sites that they’re interested in and more. You can also attach documents like brochures and include links, all without having to do a single thing. The module will cover the first step in the customer journey before your team has even turned the computer on. 

If set up as such, this can be achieved throughout the whole sales process, for example, every time a reservation step has been completed, it can automatically send an email to the customer with details of where the reservation is at and the next steps. To make sure that your purchaser has all of the relevant and correct documentation by sending all documentation as sales milestones are met, so you can be confident that the information has been provided. 

Find out more about our platinum package modules and how they can streamline the process for both you and your homebuyers by getting in touch or contacting your account manager. 


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