Implementation Vault
Valuer Guide.
The system has been in contact with the seller before you arrive. This guide explains what they received, how each lead source works, and what the system needs from you after the appointment.
System Context
What the Seller Received Before You Arrived
The system has been communicating with this person. Here is how to find out what they saw and why it matters.
How to Check
Open the contact record in the CRM and scroll through the activity timeline. Everything the system sent is logged there.
What You Might See in the Timeline
Depending on how the seller came in, the system may have sent some or all of the following.
Market report
Local market data for their area System
Average prices, time on market, and recent trends for their postcode. The seller may reference specific numbers from this.
Comparable sales
Recent sold prices on their street or nearby System
Properties similar to theirs that have sold recently. If they used the valuation tool, they will have seen an estimate based on this data.
Agency credentials
Your bio, agency profile, or team intro System
Depending on the sequence, the seller may have received information about who you are and what your agency does. They have already formed a first impression before you walk in.
Follow-up emails
Timed sequence messages over days or weeks System
If the seller was in a nurture or follow-up sequence, they received multiple messages spaced out over time. The timeline shows you exactly what was sent and when.
Instant SMS
Auto-text after a missed call System
If they originally called and the office missed it, the system sent them a text within 60 seconds. They may have mentioned this when the appointment was booked.
Valuation estimate
Online valuation tool result System
If they used the instant valuation tool on your website, they received an automated estimate. They may be anchored to this number. Your in-person valuation adds the nuance the tool cannot.
The point
Checking the timeline takes about 2 minutes. It tells you what the seller has already seen from your agency so you are not going in blind. Everything they received is logged in the CRM activity feed.
Context by Source
Lead Types and What the System Did
Each lead source means the system did something different before you got involved. Here is what happened for each type.
Valuation Tool Lead
High engagement
They used the instant valuation tool on your website. The system gave them an estimate, then followed up with a market report, comparable sales, and your agency credentials.
What they already have
A price estimate, recent sold data for their area, and information about your agency. They have already engaged with pricing before you arrive.
Nurture Sequence Reply
Warmed over time
They were in a follow-up sequence after an initial enquiry. The system sent them a series of emails or texts over days or weeks. They replied when the timing felt right.
What they already have
Multiple messages from your agency over a period of time. They feel familiar with you even if you have never spoken directly.
Revival Lead
Re-engaged from database
They enquired months or years ago and went quiet. The system reached out as part of the database revival sequence. They responded because their circumstances changed.
What they already have
Very little about your current agency. Their original enquiry was a long time ago. They may not remember contacting you at all.
Missed Call Callback
Responded to auto-SMS
They called, the office missed it, the system sent an instant text. They called back and a negotiator booked the valuation from that conversation.
What they already have
An auto-SMS and a phone conversation with someone on your team. Check the CRM notes from that call for details about their situation.
Portal Enquiry
System-acknowledged
They enquired through Rightmove, Zoopla, or OnTheMarket. The system captured the lead, sent an acknowledgement, and started a follow-up sequence.
What they already have
At least one acknowledgement email and possibly several follow-up messages. They know your agency responded quickly.
Referral or Direct
No system contact
They were referred by someone or called the office directly. The system had no prior contact with them. This is a traditional appointment with no pre-framing.
What they already have
Nothing from the system. Only what the referrer told them or what they found on your website themselves.
What the System Needs from You
After the Appointment
The system uses the pipeline stage to decide what happens next. Updating the stage after your appointment is the one thing it needs from you.
Update the Pipeline Stage
When you get back, move the contact to the stage that matches what happened. This is what tells the system what to do next.
They instructed
Move to Instructed. Log any details about the agreed fee, timeline, or anything specific they mentioned.
System starts the vendor onboarding and update sequences.
They want to think about it
Leave in Valuation Done. Log their timeline and any concerns they raised.
System sends a post-valuation follow-up sequence to keep things warm.
Not proceeding
Move to the appropriate stage. Log the reason if they gave one.
System moves them into long-term nurture so your agency stays visible.
If you do not update the stage
The system will keep running the pre-valuation sequence on someone you have already been to see. Updating the stage takes 30 seconds and prevents this from happening.
What Happens Automatically After You Log the Outcome
You do not need to send any follow-up manually. The system handles it based on the stage you set.
If instructed
Vendor onboarding begins System
The system starts sending scheduled vendor updates. Frequency and content are pre-configured to match your agency tone.
If thinking
Post-valuation follow-up System
A thank-you message goes out within a few hours, followed by a timed sequence over the next 7 to 14 days. If they reply at any point, the system flags it for your team.
If not proceeding
Long-term nurture System
They move into a long-term cycle that keeps your agency visible over months. If their circumstances change later, the system will pick it up.
"Log the outcome. The system does the rest."
Bazema Operating Principle
System-Related Scenarios
Situations You Might Hit
Things that come up specifically because the system was involved before you arrived. Click any situation to expand.
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