Buyer Journey
With Cloze, you can track the entire journey of a buyer—from the moment they become a lead, through the home search, all the way to closing and beyond.
- Capture Your Lead (Warm Buyer or Warm Buyer/Seller)
- Set up lead capture so they're captured in Cloze.
- Forward a lead email to support@cloze.com and we can add it as a source for you.
- Lead Follow Up
- Accept the lead on your Agenda and then reach out.
- Or start follow-up with a campaign.
- Qualify Your Lead
- Interview the buyer.
- Record buyer details in Cloze.
- Create a Buy Transaction (Qualified Buyer)
- Move the buyer from qualified to active and create a Buy Transaction.
- Track progress, communication, and other details in one place.
- Closed Transaction (Closed Buyer)
- Nurture the relationship after closing.
- Use campaigns, reminders, and custom fields like Purchase Anniversary for ongoing outreach.
Capture Your Lead (Warm Buyer or Warm Buyer/Seller)
- Setup your lead capture so they are captured in Cloze.
- Forward an email from your lead source to support@cloze.com and we can setup the lead source for you or add it to Cloze yourself.
Lead Follow Up
- If your lead is added to your agenda under "New Leads", accept the lead and then reach out to them. Use an email template to save time.
- If your leads are auto-accepted, use a Cloze campaign for automated outreach.
Qualify Your Lead
- Interview your lead (Warm Buyer) to learn more about them, including where and what kind of home they want to buy.
- Log Notes right in Cloze.
- Fill in the Buyer Profile, which is used to track what the buyer is looking for in a new home. Then, use these details to send matching properties to the Buyer.
Create a Buy Transaction (Qualified Buyer)
- Once you have qualified a buyer, and have set their Stage to Hot or In Contract, we recommend creating a Buy Transaction.
- Creating a Buy Transaction is also helpful when you are working with someone that is both buying and selling. You will track each process as their own deal in Cloze.
- A Buy Transaction can have multiple people included to ensure you have a single view of their communications with you.
- You can also use Next Steps to track all of your activities with the buyer(s).
Closed Transaction (Closed Buyer)
- Once the transaction is complete (Closed), and the Buyer's stage has been moved to Closed, you will nurture the relationship for referrals and future business.
- Use nurture campaigns and Next Steps for follow-up.
- Add a Purchase Anniversary custom field for reminders and automated outreach.