Your pre-sales team should spend time on calls and site visits — not copying lead details, chasing colleagues for updates, or manually sending reminders. Five automation workflows, configurable in under an hour, eliminate the repetitive work that drains conversion capacity.
Workflow 1: Auto-assign by project and source
Route portal leads for Project X to the Project X team. Send broker referrals to the executive mapped to that partner. Assign walk-ins to the duty executive on the experience centre roster. Auto-assignment eliminates the morning lead distribution meeting and ensures first response within minutes, not hours.
Workflow 2: SLA escalation
If no first response within 15 minutes, notify the team lead. If no site visit scheduled within 7 days of qualification, escalate and reassign. SLA workflows create accountability without micromanagement — executives know the system enforces standards automatically.
Workflow 3: Visit reminders
- Send confirmation immediately when a visit is booked
- Remind the buyer 24 hours and 2 hours before the appointment
- Alert the hosting executive 1 hour before with buyer profile and visit brief
- Trigger no-show re-engagement sequence if the buyer does not arrive within 30 minutes of slot
Workflow 4: Payment follow-ups
Automate demand notice reminders 7 days before, 3 days before, and on the due date. Notify pre-sales and accounts when a payment is overdue by 15 days. Link reminders to the buyer's CRM timeline so executives have context when they make collection calls.
Workflow 5: Post-booking onboarding
When a token is received, trigger a welcome sequence: document checklist, agreement timeline, home loan partner introduction, and possession milestone overview. Buyers who feel supported after booking refer friends and complete instalments on time.
“We configured all five workflows in one afternoon. The team wondered why we had not done it years ago.”
— Operations manager, developer in Ahmedabad
Implementation tips
Start with auto-assign and visit reminders — highest impact, lowest configuration effort. Add SLA escalation in week two. Layer payment and post-booking workflows once the team trusts automation. Leady Nest's workflow builder uses visual triggers — no code required.
Key takeaways
- Auto-assign by project, source, and partner mapping eliminates manual lead distribution.
- SLA escalation creates accountability with automatic team-lead notifications.
- Visit reminder sequences reduce no-shows and prepare executives with buyer context.
- Payment follow-up automation supports collections without manual tracking spreadsheets.
- Post-booking onboarding sequences improve buyer experience and referral likelihood.