CRM - a module of BuyersagentsOS
Know what to ask before the call.
The playbook for a kind of buyer, tuned to the way you sell.
Sales · Playbooks
First home buyerSaving for the first oneOpen
Property investorYield and holding costsOpen
Principal place purchaserSomewhere to live for ten yearsOpen
What it does
From the kind of buyer to the client in front of you.
- Three playbooks: a first home buyer, a property investor, and someone buying a home to live in.
- Each one holds the questions to ask, the objections that buyer raises with the worry under each, and the next step to propose.
- Your fee wording and your case studies are filled in from your appointment forms and your portfolio. Anything missing shows as a gap to fill.
- Rate twelve statements about how you work, from never to always, answer three questions in your own words, and pick the parts of your approach you never bend on.
- Open the playbook on a client's record and see where they are up to, the next move and why, the questions to ask and the objections to expect.
- Every line says where it came from: the playbook, your own words, or the client's record.
- Add an AI read of the client, written from that client's records only.
The module it belongs to
Playbooks is part of CRM
Every client, and where each is up to.
Know the buyer before you pick up the phone.
Playbooks are part of CRM in BuyersagentsOS, with a play for each client on their record.
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