How to show a master plan on Zoom calls
Updated: · Author: Egor Bragin, Founder, GenPlan
To show a master plan on a Zoom call, share your browser window with the digital master plan open, start from the location, ask the buyer which zone interests them and open it, and send the same link in the chat at the end so the buyer can continue alone. The buyer needs no install: the project opens from a link in any browser.
GenPlan is an interactive digital master plan for real estate: map, plans, video and photos in one link, no install.
Should you share the screen or send the link first?
Do both, in this order. Share the screen so you control the route and the buyer follows without searching. Send the link at the end, so the buyer opens the same project on their own phone or computer and returns to it later. A link works on a phone, a tablet and a computer, so it also reaches a partner or a family member who was not on the call.
How do you prepare for the call?
- Open the project in a browser and test the link on your own phone, the way the buyer will.
- Check that the statuses match your sales table; see the checklist for sales teams.
- Choose one route of three or four stops and write it down.
- Close other windows, switch the browser to full screen and keep the video of the call on a second screen if you have one.
What route works for a first call?
| Project type | Stop 1 | Stop 2 | Stop 3 |
|---|---|---|---|
| Villa community, like River Park Residence | The whole territory and the river | The day and night cycle or the 360° orbit around the community hub | One villa with its 3D plan and the status filter |
| Resort, like Resort Master Plan | One map of the territory with its 3 zones | The zone the buyer picks, with its location gallery | Another location from the same zone |
| City tower, like SEN City Map | The city map and the tower in it | A route to a landmark with distance and travel time | The 360° orbit of the tower |
How do you run the call?
- Say what the buyer will see in one sentence, then open the project.
- Ask which zone or which question matters most, and go there instead of following the plan top to bottom.
- Pause on each point for a few seconds so the video and the gallery load for the buyer as well; do not click through quickly.
- When the buyer asks about availability, switch the status filter instead of answering from memory.
- Keep the call short: the project is there for the buyer to explore after it.
What do you do after the call?
Paste the link into the chat of the call and into the messenger, and add one line about the zone or unit the buyer asked about. Put what the buyer opened into the CRM. If a status changed, update the table so the plan stays correct. More on the whole sales process: how to present a residential complex online.
Does the buyer need to install anything?
No. The platform opens in a regular browser on a smartphone, a tablet or a computer: no app, no download and no sign-up. See how an interactive real estate presentation works.
See also
Tell me about your project
Write on Telegram, WhatsApp or by email. I reply within the day with a plan and a timeline.