01. Enquiry Journey Mapping
Map every channel through which enquiries arrive: portals, website, WhatsApp, walk-in, referral, events. Document what happens at each capture point — what is recorded, what is lost, and how fast.
02. Qualification & Routing Audit
Review the criteria and process by which enquiries are assessed for fit, prioritised, and assigned to the correct project or sales agent. Identify where misrouting or delay occurs and at what cost.
03. CRM & Pipeline Review
Audit the CRM configuration against actual sales behaviour. Identify leads that are stale, unassigned, or in undefined stages. Review what data is captured and whether it supports conversion decisions.
04. Follow-Up & Response Analysis
Analyse response time to first enquiry, follow-up frequency, channel mix, and message content. Benchmark against the conversion evidence on response-time sensitivity in GCC real estate.
05. Gap Report & Prioritised Actions
Deliver a structured gap report: the specific process, system, or routing failures reducing appointment conversion, ordered by likely impact, with concrete next steps for each.