✨ In this lesson we covered:
✅ The 5 stages of the Buyer workflow: We mapped out every stage from Lead to Close so you can see the full picture of what needs to happen for your Buyers... and who should actually be doing each step.
✅ How to use the Buyer Workflow worksheet: You got a walkthrough of the template so you can duplicate it, customize it, and start filling it in with your own current process right away.
✅ What your VA or TC can own: We walked through task by task to see which steps are yours to approve... and which ones your support person can draft, schedule, or handle entirely.
✅ Automations already in your Flodesk: The three lead nurture automations are already templated for you... and this lesson shows you where they fit inside the full workflow.
✅ How to delegate showings and consult follow-up: You saw exactly how to train a VA to schedule showings in the right order, draft your post-consult email, and update your CRM... so you are approving and sending, not starting from scratch.
✅ The "done, not perfect" mindset for setup: The goal this week is to get your workflow built in one to two 45-minute sessions... adding in what you are already doing and then deciding what does not need to be a "you task" anymore.