🏠 Site Visit Flow

    From Property Inquiry to Site Visit — Automated and Tracked

    When a buyer shows interest, 3Sigma guides them from first inquiry through site visit to booking. Every step tracked. Every follow-up sent. More visitors, more closings.

    How It Works Today (Without 3Sigma)

    This is why buyers who were interested end up booking somewhere else.

    1Buyer inquires from 99acres or Facebook
    2Agent calls — no answer — tries once more — gives up
    3No follow-up sequence to warm up hesitant buyers
    4Site visit promised but reminder not sent — buyer forgets
    5After site visit, no systematic follow-up
    6Buyer books with a competitor who stayed in touch

    In real estate, the buyer who gets consistent follow-up almost always books. 3Sigma makes that follow-up automatic.

    The 3Sigma Site Visit Flow

    From first inquiry to booking — every step automated, every touchpoint tracked.

    1

    Buyer inquiry from 99acres, MagicBricks, or Facebook

    Captured in 3Sigma instantly — no manual entry required.

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    2

    Assigned to agent by project area or budget

    The right agent gets the lead — not just whoever happens to check the phone.

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    3

    Welcome WhatsApp with project brochure sent automatically

    Buyer receives project details, photos, and pricing — within minutes of inquiry.

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    4

    Agent calls — site visit scheduled — confirmation sent

    Confirmation WhatsApp with date, time, and location goes to buyer immediately.

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    5

    Day before visit: reminder with location sent automatically

    Buyer gets Google Maps link and visit details — no-shows drop significantly.

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    6

    Day of visit: live location of agent shared with buyer

    Buyer knows exactly when the agent is arriving — builds trust and reduces cancellations.

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    7

    After visit: follow-up sequence starts automatically

    Property details, floor plans, offers — sent on schedule without agent effort.

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    8

    Booking → payment link → agreement tracking

    The entire closing process tracked in one pipeline.

    What Happens at Each Step

    Instant Lead Capture from Portals

    99acres, MagicBricks, Housing.com, Facebook — all inquiries land in 3Sigma automatically. No missed leads. No copy-paste. No delay.

    Right Agent, Right Project

    Assignment rules ensure buyers are matched with the agent who knows their budget range and preferred location — not just whoever's available.

    Automatic Brochure Delivery

    Before the agent calls, the buyer already has the project brochure, floor plans, and price list on WhatsApp. They come to the call informed and interested.

    Visit Confirmation and Reminders

    Once a site visit is scheduled, the system handles the entire confirmation flow — booking confirmation, day-before reminder, and day-of location sharing. No-show rates drop.

    Post-Visit Follow-Up Sequence

    After the visit, the system sends a structured sequence — thank you message, detailed project PDF, special offer, EMI calculator — at the right intervals without agent effort.

    Booking and Closing Tracked

    Payment link, token amount confirmation, agreement status — all tracked in one pipeline. Manager sees exactly where every buyer is in the journey.

    Results from This Flow

    40%

    More site visits from the same inquiries

    2x

    More bookings from site visits

    0

    Leads lost to forgotten follow-up

    Full

    Pipeline tracked per project

    Who This Flow Is For

    🏗️

    Real Estate Developers

    Managing multiple projects with separate sales teams and needing visibility across all pipelines.

    🤝

    Property Dealers

    Handling 20+ inquiries per day across multiple properties and unable to follow up with all of them.

    👥

    Agent Teams

    Sharing a common pipeline and needing clear ownership so no buyer falls through the cracks.

    ⭐⭐⭐⭐⭐
    "Site visit follow-ups never happened in my team. 3Sigma does it automatically. 40% more of our visitors are now booking."

    — Amit Verma, Real Estate Developer, Hyderabad

    Convert More Inquiries into Site Visits and Bookings

    See the full real estate sales flow live in a 30-minute demo. Set it up before your next launch.