SOP — Lead to site visit

Purpose: schedule, complete, and follow up on a buyer viewing appointment.

Field	Standard
Trigger	Qualified buyer requests or accepts a viewing.
Responsible role	Assigned sales staff.
Required information	Buyer, lot/project context, date/time, location, host, preparation notes.
Steps in platform	Create site visit from lead; set staff/date/location; confirm buyer; record final outcome and new follow-up.
Expected status changes	Lead site_visit_scheduled; visit scheduled → completed/no-show/cancelled/rescheduled.
Required documents	None unless company process requires a site-visit form.
Financial checks	None.
Follow-up deadline	Confirm before visit and record outcome the same business day.
Escalation conditions	Safety/location issue, unavailable lot, or buyer requests a hold/payment action.
Completion criteria	Visit outcome and subsequent buyer action are documented.
Audit/accountability evidence	Visit record, lead activity, follow-up task.
Common mistakes	Treating a visit as a reservation; failing to record no-show/reschedule.

Media: Screenshot, video, checklist.