Customer Journey Automation

How It Works

AI automatically moves customers through their journey, triggering personalized communications, scheduling follow-ups, and alerting you when human intervention is needed. You focus on high-value conversations - AI handles routine touchpoints.

🔍

Initial Inquiry

First contact and lead capture

AI Actions

Instant welcome emailLead scoringAuto-assignmentBudget analysis

Human Touch

Follow-up call within 24hrs

92% move to next stage in 24hrs

🎓

Education

Learning about the process and options

AI Actions

Personalized content seriesFHB eligibility checkBASIX explainersCommunity highlights

Human Touch

Initial consultation

5-email nurture over 2 weeks

🏡

Property Selection

Finding the perfect lot

AI Actions

Smart property matchingSite visit schedulingComparison reportsAvailability alerts

Human Touch

Site visits, negotiations

High-touch stage

📝

Contract

Finalizing the purchase

AI Actions

Document prepSolicitor introPayment remindersTimeline tracking

Human Touch

Contract signing

Auto document delivery & tracking

⏳

Development

Waiting for title

AI Actions

Monthly updatesConstruction photosTimeline adjustmentsCommunity invites

Human Touch

Milestone calls

Automated monthly updates

🎉

Settlement & Beyond

Completing the journey

AI Actions

Settlement remindersBuilder coordinationWelcome packageReferral program

Human Touch

Handover meeting

82% refer friends & family

40%

Time Saved Per Lead

87%

Follow-up Consistency

23%

Conversion Increase

4.8x

More Leads Managed