Community discovery tours
Community discovery tours. Appointments booked on your sales agent's calendar.
Your agents already close the visit: a stay on property, an experience package, a drive through the models and homesites. Our job is targeted outbound: a person dialing your aged database and the markets your buyers come from, on a set touch sequence, every attempt logged with a recording, until a qualified household is on your agent's calendar at a time they agreed to. We work the records that already went quiet, then the lists we build for you. Your agent takes the appointment and closes them on the tour.
Who this is for
Built for the community with a visit to sell and a market worth calling.
Targeted outbound is the offer: a person on the phone, a list built to your buyer profile, and a booked appointment as the only thing we count. If four of these five describe you, the fifteen-minute call is worth your time.
- The community
- A master-planned or lifestyle community with homes and homesites for sale, an on-site sales office, and sales agents who sell the discovery visit.
- The offer
- A discovery visit your agents already close: a stay on property at a package price, an experience package built around your amenities, a guided tour of the models and homesites, and a sales presentation.
- The buyer
- Households from outside your local radius, usually more than sixty miles out, planning a move, a relocation, a second home, or a first one in a new place, with the means to buy a lot or a home in your range.
- The lists
- The markets your buyers come from, written down as counties and profiles we can build a list against, plus whatever aged inquiries, visit requests, past guests, and show sign-ups you already hold.
- The outbound
- A real person calls every record on the list. Each record gets several attempts on a fixed schedule, at different times of day, until it is booked, disqualified, or closed out. The caller sees the notes from the earlier attempts before dialing again. Every call is recorded and every outcome is logged. That standard is written into the agreement, and you can pull any record and check it.
The unit of sale
A booked appointment is four things, or it isn't one.
We sell booked appointments with qualified households, on your sales agent's calendar, for one purpose: your agent closes them on a discovery tour. Not leads, not names on a list, not tours we booked ourselves. The words below are the contract, and we use them the same way you do.
- Booked appointment
- Four things, all true. It has a confirmed date and time on your sales agent’s calendar. The household fits the buyer profile you wrote down. We told them on our call that the appointment is with your sales team and that a visit includes a sales presentation. A confirmation text went out. Missing any one, and it does not count.
- Held
- They were on the appointment. After it, your agent gets one text from us and replies with one word. We also ask the household how it went. Whichever answers first sets the outcome. Reported every Friday, never guaranteed, because nobody can pick up the phone for them.
- Toured
- Your agent closed the household on a discovery visit and they came. Your agent’s to sell, your agent’s to close, and not ours to promise. You tell us when it happens and it goes on the Friday report next to the appointment it came from.
- Disqualified
- The household did not fit a rule you wrote down before the month started. It does not count toward your number. We replace it free.
- Rollover
- A month comes in short and the shortfall is added to the next month at no charge. Still short after month three, we keep calling free until every appointment you paid for is delivered.
Where every campaign starts
Reactivate the list you already paid for.
A community that has been selling for years holds thousands of inquiries and hundreds of past discovery guests. Every one of them cost you money once, through an ad, a show booth, a listing site, or a resident’s referral, and at some point went quiet. That aged list is where we start. Our outbound on every record is the same: a set sequence of calls at different hours, a text where the record permits it, a note from each attempt in front of the caller on the next one, and an outcome logged either way.
You send us the export with a note on each record saying whether that person agreed to be contacted. We check every number against the Do Not Call lists, load it, and a person dials it by hand from a number in your area code with your community’s name on the caller ID. Numbers with written permission also get the confirmation texts. The rest are calls only.
The Appointment Pilot runs on this aged list alone for thirty days, against a booked-appointment number we write into the quote once we have seen the size of the database. Every attempt, every answer, and every outcome comes back to you in the Friday report with the recording, so you can hear the work, not just count it. The markets below come after, on a monthly plan, once your profile and your agents' calendars have shown us what a qualified household looks like for your community.
The data stays yours. The outcome of every call comes back to you. Our copy is deleted when we are done.
- Aged inquiries that never visited
- Web forms, listing-site leads, brochure requests, and calls to the sales center from past seasons that asked a question and went quiet. They already know your name. Each one gets a set sequence: call, text where permitted, call again at a different hour, call once more, every attempt logged.
- Visit requests that never booked
- People who asked about the discovery package months or years ago, got the email, and never picked a date. A person calling on a schedule, at more than one hour of the day, finds out whether it was the calendar or a no, and puts the ones who are still interested on your agent’s calendar.
- Past guests who did not buy
- Households who toured two to five years ago and went home. Their situation has changed since: a job moved, a house sold, a family grew, an insurance bill doubled. A call with the notes from their visit in front of the caller finds out which, and puts the ones who are ready back in front of your agent.
- Lot owners who never built
- They already bought in. A model home opening or a new builder program is a reason to call every one of them.
- Show and expo sign-ups
- Home shows, relocation expos, and community events, if the record says they agreed to be contacted.
- Owner referrals
- The names your residents have given your agents, dialed with the resident’s name in the first sentence.
The targeting model
Then the markets where your buyers already live.
A target-rich market is a place where the households you want are concentrated and already sold on the idea of a lifestyle community. You name the markets and write the profile. We build the list from property and interest data, never from purchased leads, scrub it, and a person calls it during the hours those households are home.
Target-rich markets
- Large established lifestyle communities in other regions: tens of thousands of residents who already said yes once, and a share of them every year looking for a quieter place, more home for the money, or a way out of a rising insurance market
- Coastal metros where second-home owners are rethinking storm and insurance exposure
- The suburbs of the nearest big metros, a day’s drive from your gate, where the equity is and where remote workers and growing families are priced out
- The states that send seasonal and relocating buyers south, October through March
- Other planned communities within a few hours, whose residents are the easiest people in the country to explain your product to
The household
- Home equity or home value in the range you name
- Owns a second home, or wants one
- Sold a home in the last twelve months, or listed one
- Household size and stage: first home, growing family, empty nest, or downsizing, whichever your community is built for
- The lifestyle interests that match your amenities, from interest data you approve
- Planning to relocate inside two years
- An age range only for communities legally set up for buyers 55 and older
The calendar
- October through March, when northern buyers head south and southern buyers look for somewhere quieter
- Spring and fall, when most discovery visits happen
- Model home openings and new builder programs
- New phases and lot releases, and you get our callers first when one drops
Appointment logistics
Booked, held, and reported.
The touches do not stop at the booking. Every appointment is confirmed the same hour, reminded the day before and the morning of, rebooked if it slips, and reported with its outcome, so your agents walk into appointments that hold and your tour count sits on the same page as our appointment count. Your agents close the tour. Your team handles the package, the stay, and the showing.
- Booked
- Onto your sales agent’s calendar with a date and time. The household’s answers to your buyer-profile questions go in the notes. A confirmation text goes out the same hour.
- Day before
- A text confirming the time and your agent’s name.
- Morning of
- A reminder.
- The appointment
- Your agent runs it and closes the household on a discovery tour. Afterward your agent gets one text from us and replies with one word: held, no-show, or disqualified. We ask the household how it went. The outcome is set within 72 hours of the appointment.
- No-show
- One attempt to rebook the same week. Reported either way.
- Friday
- One page. Appointments booked this week, appointments held, and the tours your agents closed from them, each next to the appointment it came from. Recordings attached.
Pricing
Three plans. Quoted for your community.
The price depends on the size of your database, how many appointments your agents can take in a month, and your region, so every plan is quoted for your community after the fifteen-minute call. The quote is in writing, with the guarantee in it, before you pay a dollar.
Appointment Pilot
- Thirty days of calls to your existing database
- A booked-appointment number written into the quote, sized to your list and your agents' calendars
- Miss that number, and your first month on a monthly plan is free
- Credited toward the monthly plan setup fee if you continue within 30 days of your last booked appointment, so you decide after your agents have run them
- Your buyer profile, your calendar, your disclosure, your data
Appointment Desk
- A monthly booked-appointment number, written into the quote
- Your database first, then the markets you name
- One caller assigned to your community
- Every appointment confirmed and reminded
- Friday report with recordings and the tours your agents closed
- Come in short and the shortfall carries to next month free
Exclusive Community
- A larger monthly number, written into the quote
- We work for one community in your region, whoever signs first
- More than one caller assigned to your community
- When you release lots or open a model home, you get our callers first
- Everything in Appointment Desk
Monthly plans are billed as one amount for the first three months, in two halves: half when you sign, the other half the day calling starts. From month four it is the monthly rate and you can stop any month. Setup takes five days and starts the day your database export lands with a consent note on each record. Appointments happen within days of booking, so who showed up, and how many tours your agents closed, arrive while the decision is still fresh.
Your math, not ours.
Four numbers decide whether this is cheap or expensive: what it costs you today to get a qualified household in front of an agent, how many of those appointments your agents close on a tour, how many tours turn into a contract, and your average home or lot price. Put our quote against the first, then run it through the next three. We do this on the call with your numbers on the screen, and the quote is written from them.
What we do not do.
We do not book the tour. Your agent closes that on the appointment. We do not sell the visit package, arrange travel, or host anyone. We do not take a cut of a sale. We do not promise how many households will show up or how many will tour. And we do not sell or share a single record you give us.
How we call, in writing
The process, before the promise.
This is how every campaign runs. It is written into the agreement, and you can check it against the recordings any time.
- Do Not Call
- Every list is checked against the federal Do Not Call registry and every state registry before anyone dials. Your own do-not-call list is loaded first, and any new request is honored within ten business days.
- Consent decides the tool
- A number with written permission on file may be texted and dialed with automation. Every other number, old inquiries included, is dialed by a person and never texted.
- Hours and states
- Calls go out during the prospect’s local daytime hours, inside the federal window. Florida, Oklahoma, Maryland, and Washington send a lot of buyers and have stricter rules on hours, attempts, and consent. Records from those states follow those rules.
- Opt-outs
- Accepted any way a person gives one: a word on the call, a reply to a text, an email, a note through you. Logged the same day and never dialed again.
- Disclosure
- Every script tells the prospect that the appointment is with your sales team and that a visit includes a sales presentation. No script talks about investment, appreciation, or returns, on the call or in a text.
- Fair housing
- Nothing in the targeting or the scripts touches a protected class. We use an age range only for communities qualified under the Housing for Older Persons Act.
- Booking only
- Our callers book appointments. They do not sell the visit, pick lots, quote prices, discuss terms or financing, set tour dates, or negotiate. Your licensed sales agents do everything after the booking, the tour included.
Questions
Community discovery tours, specifically.
What is a discovery tour appointment?
A scheduled conversation, by phone or video, between a qualified household and the sales agent on your team who sells the discovery visit. Fifteen to thirty minutes, at a time the household agreed to. Your agent runs it and closes them on a tour: a stay on property with whatever experience package your community offers, and a guided look at the models and homesites. We find the household, check that they fit, put the appointment on your agent’s calendar, confirm it, and remind them. Your agent closes the tour.
Who books the tour?
Your sales agent, on the appointment. We do not book tours. We book the appointment that gets the tour booked. Our callers put a qualified household on your agent’s calendar with a date and time, tell them the call is with your sales team, and send the confirmation text. Your agent sells the visit, sets the dates, and later writes the contract. We report the tours your agents close from our appointments. We do not promise them.
Where do the households come from?
Your own aged database first: past inquiries that went quiet, discovery-visit requests that never booked, past guests who toured and did not buy, brochure requests, home-show sign-ups, and lot owners who never built. Then, on a monthly plan, lists we build in the markets your buyers come from, matched to the profile you wrote down and dialed by hand after every number is checked against the Do Not Call lists. We never buy leads and never share yours.
Can you work our old inquiry list?
It is where every campaign starts. A community that has been selling for years holds thousands of inquiries and hundreds of past discovery guests. You send us the export with a note on each record saying whether that person agreed to be contacted. We check every number against the Do Not Call lists and a person dials it by hand. Numbers with written permission can also be texted. Everyone else gets calls only.
What is a target-rich market?
A place where the households you want are already concentrated and already sold on the idea of a lifestyle community. The clearest example is a large established lifestyle community in another region: tens of thousands of residents who said yes once, and a share of them every year looking for a quieter place, more home for the money, a second home closer to family, or a way out of a rising insurance market. Coastal metros where second-home owners are rethinking exposure, the suburbs of big metros where remote workers and growing families are priced out, and the states that send seasonal buyers south work the same way. You name the markets. We build the list and call it.
How do you decide who is qualified?
Against a buyer profile you write down before the month starts: the markets they come from, a home-value or equity range, whether they own a second home or want one, when they plan to move, household size, the lifestyle interests you name, and an age range only if your community is legally set up for buyers 55 and older. A household outside that profile is disqualified and replaced free.
What is your Do Not Call and consent process?
Every list is checked against the federal Do Not Call registry and the state registries before anyone dials. Numbers without written permission are dialed by a person, never by an autodialer, and never texted. We call during the prospect’s local daytime hours and follow the stricter rules in states that have them. If someone asks not to be called again, we log it the same day and honor it within ten business days, however they tell us.
Can we lock our region?
On the Exclusive Community plan, yes. We work for one community per region, and a region is a list of counties we name in the agreement. Whoever signs first gets it. The markets buyers come from are shared, because communities in different regions pull from the same target-rich markets, and we say so up front.
What happens when an appointment no-shows?
A booked appointment that was confirmed, reminded the day before and the morning of, and still did not pick up counts as booked. We make one attempt to rebook it the same week. If the household asks to reschedule before the appointment, we rebook it free and do not count it until it holds a new time.
Do your callers sell the visit, lots, or homes?
No. Our callers book appointments. They do not sell the discovery package, pick lots, quote prices, discuss terms or financing, set tour dates, or say anything about the property going up in value. Every script tells the prospect that the appointment is with your sales team and that a visit includes a sales presentation. You approve every script before the first dial.
Who owns the data?
You do. We work inside your export, hand back the outcome of every call, and delete our copy when the engagement ends. We keep the call recordings for quality review, and you can listen to any of them on request.
What does it cost?
Every plan is quoted for your community after a fifteen-minute call, because the price depends on the size of your database, how many appointments your agents can take in a month, and your region. The Appointment Pilot is thirty days on your existing database with no setup fee, a booked-appointment number written into the quote, and a credit toward a monthly plan if you continue. Every quote is in writing, with the guarantee in it, before you pay a dollar.
Fifteen minutes.
We'll show you the board.
A screen share of our calling screen while it runs: real calls going out, real outcomes, real recordings. Bring the size of your database, how many appointments your agents can take a month, and how many tours become contracts. We will do your math on the call.
Watch us dial live