From inquiry to signed agreement — here's exactly how it works.

CLOZR isn't a coaching program or a sales tool. It's a done-for-you closing operation that runs inside your business, inside your guardrails, from day one.

The CLOZR Calibration

Before your CLOZR ever picks up a lead, we do the work to make sure they can represent your company the right way. The Calibration is a deep-dive session — typically 60–90 minutes — where we build the foundation for everything that follows.

  • Your pricing and fee structures. Management fee, leasing fee, renewal fee — everything your CLOZR needs to quote accurately.
  • Your management agreement. We review the key terms so your CLOZR can explain them clearly and confidently.
  • Your market positioning. What makes you different? Why do owners choose you? We build that into the pitch.
  • Common objections and approved responses. Price, competition, property condition, timeline — your CLOZR will know how to handle them your way.
  • Deal-breakers and hard no's. Property types you won't take, pricing floors, geographic limits — all defined upfront.
  • Escalation rules. Exactly what gets escalated, to whom, and how fast.
Calibration Outputs
What We Build Together
Sales Playbook✓ Built
Pricing Sheet✓ Documented
Objection Responses✓ Approved
Escalation Rules✓ Set
CRM Pipeline✓ Live
CLOZR Assigned✓ Ready

Sales Playbook + CRM Setup

Before your CLOZR touches a single lead, the infrastructure is in place. No winging it. No missed follow-ups. No confusion about next steps.

📋

Sales Playbook

A documented, step-by-step guide for how every lead should be handled — first contact script, qualifying questions, objection handling, consult booking flow, and follow-up cadence.

🗂️

CRM Pipeline

Your pipeline is configured with the right stages, tags, and automations. Every lead tracked from first contact to signed agreement — or closed/disqualified with notes.

📝

Follow-Up Sequences

Pre-built email, text, and call templates for each stage of the pipeline. Your CLOZR works from proven sequences, customized with your company's voice.

Intake Process

Clear routing for every lead source — web form, referral, call, email. Your CLOZR knows exactly where leads come from and how to handle each one.

Inbound Lead Response

T + 0 min
Lead Arrives

Lead Captured

An owner submits a web form, calls your office, or sends an email. The lead is immediately routed into the CRM and your CLOZR is notified.

T + 5 min
First Contact

Fast, Professional Response

Your CLOZR reaches out within minutes — by phone first, followed by text if no answer, then email. The message is warm, professional, and sounds like your company. No generic autoresponders.

First Call
Qualification

Lead Qualification

Your CLOZR runs through your qualifying criteria: property type, location, owner goals, current situation, and timeline. They filter out the poor fits and invest in the right opportunities.

If Qualified
Booking

Consult Booked

Qualified leads are booked directly into your calendar. You receive a consult brief with the owner's situation, key talking points, and any objections that came up — so you're prepared before you walk in.

Follow-Up Process

Most property managers follow up once, maybe twice. Then the lead goes cold. CLOZR runs a structured, multi-touch follow-up sequence until there's a clear outcome — either a signed agreement or a documented close/no.

Day 1–2

Initial Follow-Up

Phone call + text + email if no consult booked. Value-add messaging, not just "checking in."

Day 4–5

Second Touch

Targeted follow-up addressing specific concerns or questions raised in first contact.

Day 8–10

Third Touch + Resource

Send something useful — market data, a FAQ, or a case study. Keep the relationship warm.

Day 14–21

Break-Up + Nurture

Final active follow-up. If no response, lead moves to long-term nurture with quarterly check-ins.

What we track for every lead

  • Date and time of every contact attempt
  • Channel used (phone, text, email)
  • Lead response and sentiment
  • Objections raised
  • Next action and scheduled date
  • Escalation flags
  • Final outcome and close reason

Note on compliance: All follow-up communications are conducted in accordance with applicable do-not-contact regulations. Your CLOZR operates only within communication channels and scripts you've approved during Calibration.

Escalation Rules

Your CLOZR knows exactly what they can handle — and exactly when to hand off. No unauthorized commitments. No surprises.

🚨

Pricing Exceptions

Any request to deviate from your standard pricing structure is escalated immediately to you or your designated decision-maker. CLOZR never negotiates fees.

📄

Contract Questions

Questions about contract terms beyond what your approved FAQ covers are escalated to your Broker of Record or principal. We never interpret or advise on legal terms.

🏠

Non-Standard Properties

Properties outside your defined criteria — unusual types, problem conditions, or locations outside your area — are flagged and reviewed with you before proceeding.

⚖️

Any Binding Decision

CLOZR does not sign anything, accept anything, or commit your company to anything. All commitments require your direct authorization.

Reporting & Visibility

You see everything. Without managing anything. That's the deal.

Weekly Pipeline Report

  • Total leads in pipeline
  • New leads this week
  • Contacts made and touch count
  • Consults booked
  • Deals closed / doors signed
  • Deals lost with reason codes
  • Leads pending follow-up
  • Escalations triggered
This Week's Summary
Pipeline at a Glance
New Leads7
First Contacts Made7 / 7
Total Touches This Week31
Consults Booked4
Doors Signed2 🎉
Pipeline Value (est.)+12 potential doors

Ready to see this running in your business?

Book your CLOZR Calibration call. We'll review your current lead flow and show you exactly how CLOZR fits your operation.