| Role and workflow brief | Defined responsibilities, task boundaries, escalation rules and service priorities | Brief and task matrix | Discovery and setup | Business goals, current process and decision-maker input |
| Lead intake checklist | Lead source rules, required fields, tagging standards, qualification notes and handoff logic | Checklist and CRM field guide | Setup | Lead sources, CRM structure and sales process rules |
| CRM administration support | Record creation, updates, deduplication, stage movements, reminders and data hygiene | CRM updates and task logs | Ongoing support | CRM access, naming standards and approved permissions |
| Listing coordination tracker | Property details, milestones, photos, vendor tasks, portal-ready items and open approvals | Task board or spreadsheet | Listing preparation | Approved property information and seller or landlord instructions |
| Transaction file support | Deadline tracking, document organisation, signature-status monitoring and internal reminders | Document tracker and file folders | Active transaction | Transaction milestones, document templates and review owner |
| Scheduling and calendar support | Showings, meetings, vendor visits, open houses, call reminders and confirmation records | Shared calendar and confirmation log | Daily operations | Availability, booking rules and contact list |
| Client communication drafts | Template-based replies, follow-up messages, appointment confirmations and escalation notes | Draft messages and response summaries | Daily operations | Approved tone, templates and communication boundaries |
| Property research support | Comparable listings, contact details, public information checks and structured research notes | Research spreadsheet or database | Research and pipeline building | Research criteria, approved sources and quality rules |
| Reporting and status summaries | Open tasks, overdue items, lead activity, listing status, data quality and workload visibility | Weekly or monthly report | Reporting | Reporting cadence, KPI definitions and platform access |
| Quality and handover documentation | SOPs, checklists, access notes, QA requirements and transition information | SOP pack and handover notes | Quality assurance and support | Process owner feedback and final review |