Checklist: using an interactive real estate presentation in sales
Updated: · Author: Egor Bragin, Founder, GenPlan
Before a sales team puts an interactive presentation in front of buyers, check six things: it opens from a link on a phone, statuses match the sales table, every zone opens with media, every unit shows price and area, and buyers can ask a question. Then agree on one three-stop route for the call. The lists below cover the time before, during and after a call.
GenPlan is an interactive digital master plan for real estate: map, plans, video and photos in one link, no install.
What to check before you send the link?
| Check | Why | How to verify |
|---|---|---|
| 1. Opens from a link, no install | A buyer will not install an app to look at a project | Open the link in a fresh browser on your phone |
| 2. Phone layout works | Most links are opened from a messenger on a phone | Walk the project on a phone: the map stays visible, details sit in the bottom sheet |
| 3. Statuses match the sales table | A sold unit shown as free costs trust | Change one status in the table and see the plan update |
| 4. Every zone opens | An empty point looks unfinished | Click every zone and location; each should have photos or video |
| 5. Unit cards are complete | The buyer compares layout, size and price | Open three random units |
| 6. A way to ask a question | The buyer must be able to reach sales from the page | Send a test request and check it arrives in the CRM or the table |
The statuses behave as in the River Park Residence project: price, area and status are edited in an ordinary spreadsheet or any CRM, and the plan updates in real time.
What should a manager do during the call?
- Agree on one route. For example: location, territory, one amenity, one unit. Three or four stops are enough for a first call.
- Let the buyer lead. Ask which zone interests them and open it, instead of reading out the plan.
- Use the filter. Switch to Available and show only what can be bought today.
- Answer the distance question with the map. For a city project open the area map and show the route, as in SEN City Map.
For a call on video, see how to show a master plan on Zoom calls.
What to do after the call?
- Send the same link in the messenger, so the buyer can continue alone and forward it to a partner or a family member.
- Write down which zones the buyer opened and which units they asked about, and put it in the CRM.
- If a status changed during the call, change it in the table so the plan matches it.
Who in the team owns what?
| Role | Responsibility |
|---|---|
| Sales manager | Runs the route on the call; keeps statuses current after the call |
| Head of sales | Decides the standard route and who updates the table, and how often |
| Marketing | Puts the link into the website, ads and messages |
If you do not yet have a digital master plan, read what it includes on the interactive master plan page.
See also
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