Seller intake, pipeline stages and follow-up design

The client’s charts mixed lead sourcing, attempted contact, seller responses and later property work. Noah reconstructed those flows in Lucidchart and clarified what each stage was intended to mean. A contact attempt should not imply that the seller has replied, and each transition needs an observable event.

The proposed model separates a bulk research list from the individual records used to manage active conversations. Google Forms, Sheets and Pipedrive were considered as parts of that design, rather than presented as a completed deployment.

A request to call tomorrow and a seller who may move much later need different operating treatment. The proposed workflow separates short-term and long-term follow-up so near-term actions remain visible.

Intake, response routing and follow-up dates were mapped alongside the collection of missing property information. How lead value should determine contact strategy remained a question for the client, rather than an established scoring system.

The charts define a transition from a qualified conversation to a property video walkthrough, with preparation information and reminders considered around the appointment. Noah also questioned which reminders or activity records the CRM might already provide.

This was a design review intended to resolve ambiguity before building. It supports real estate process familiarity and CRM architecture, without implying campaign results or a live appointment workflow.

The assignment covered process design and requirements clarification, including CRM architecture, follow-up rules, due-diligence handoffs and colleague coaching in Lucidchart. It remained at the planning stage while lead-priority rules and client decisions were being finalized.