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Opportunity Finder: Difference between revisions

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= Opportunity Finder =
= Opportunity Finder =


'''Opportunity Finder''' is Standout's proactive prospecting workspace. It scans live CRM data for contacts and properties that may justify a sales or lettings follow-up and ranks the opportunities so staff can start with the strongest conversations.
Opportunity Finder is a working prospecting queue. It scans live CRM data for contacts worth speaking to and scores the opportunities so staff can concentrate on the strongest conversations first.


Opportunity Finder is accessed from the main Standout navigation under '''Contacts → Opportunity Finder'''.
It is not a report. The expectation is that staff work the list and record what they did.


== What Opportunity Finder identifies ==
== Opportunity types ==
The initial opportunity engines include:


The current opportunity types are:
* '''Property-to-sell buyers''' - buyers/applicants who indicate that they have a property to sell.
* '''Lapsed valuations''' - valuations still awaiting a decision after the configured ageing period.
* '''Withdrawn vendor win-backs''' - previously withdrawn properties that may be worth re-contacting.
* '''Dormant applicants''' - contacts still shown as Looking but with no recent activity.


=== Property to sell ===
The system excludes some false positives, for example a property-to-sell buyer whose property is already actively listed with your agency.


Applicants who are still marked '''Looking''' and whose position indicates that they have a property to sell.
== How to work the list ==
A practical sequence is:


The highest-priority example is a buyer who has told the agency that they have a property to sell but that property is not yet on the market. Standout excludes contacts whose property is already actively listed with the agency, reducing duplicate or misleading opportunities.
# sort/filter to the strongest scores;
# open the Contact/Property and understand the background;
# make the call/send the communication;
# record the outcome in Standout;
# use the Opportunity Finder workflow action.


=== Lapsed valuation ===
== Workflow actions ==
'''Create follow-up task'''
: Creates a real Standout diary/task follow-up linked to the opportunity context.


Properties that remain at '''Awaiting decision''' after the valuation and have had no relevant change for a period of time.
'''Mark contacted'''
: Records that the opportunity has been worked and hides it for the configured period so it does not immediately reappear.


These are potential instruction-recovery conversations.
'''Snooze'''
: Hide it for 7, 30 or 90 days when the opportunity is valid but the timing is wrong.


=== Win-back vendor ===
'''Dismiss'''
: Hide an opportunity that is not useful.


Properties that were withdrawn from the market and may now be worth revisiting. Opportunity Finder looks for withdrawn instructions after an initial cooling-off period and within the configured historical window.
'''Restore'''
: Re-activate a previously hidden opportunity.


=== Dormant applicant ===
== Property-to-sell buyers ==
These are usually the most valuable opportunities because the agency may gain a valuation/instruction as well as progressing the buyer.


Contacts still marked '''Looking''' who have had no recent recorded activity. These are useful for reconfirming requirements before the lead becomes stale.
Before calling, review their buying requirements and current property-to-sell status. A useful conversation is:


== Opportunity score ==
:''I can see you're still looking around £400,000 and you mentioned you have a property to sell. Have you had that valued yet?''


Each opportunity has a score. Higher scores indicate a stronger or more time-sensitive reason to contact the customer.
If they want a valuation, use the [[Telephone wizard]] or normal valuation workflow to create/book it.


The page highlights opportunities scoring 90 or above as '''Hot'''.
== Lapsed valuations ==
Review the valuation date, property, vendor notes and any previous follow-up before calling. Do not ask a generic ''are you ready to sell?'' if the CRM already records the vendor's objection or timing.


The score is a prioritisation aid, not a replacement for staff judgement. Review the reason shown on the opportunity card before making contact.
== Withdrawn vendors ==
Check why the property was withdrawn and whether circumstances may have changed. Record the new outcome rather than simply rescheduling the same generic call indefinitely.


== Filtering opportunities ==
== Dormant applicants ==
Use the call to verify whether they are still looking and whether their requirements are still correct. If not, update their status/requirements so the CRM stops treating them as active.


The Opportunity Finder screen can be filtered by:
== Data quality matters ==
Opportunity Finder is driven by live CRM data. It becomes more useful when staff accurately maintain:


* opportunity type;
* contact status;
* branch;
* requirements;
* minimum score;
* property-to-sell position;
* contact name, address or reference;
* valuation outcomes;
* whether hidden opportunities should also be shown.
* property statuses;
* meaningful notes and communications.


Use '''Reset''' to return to the full live list.
== Suggested routine ==
 
Review Opportunity Finder daily or during dedicated prospecting blocks. A smaller, accurately worked queue is more valuable than hundreds of permanently untouched opportunities.
== Working an opportunity ==
 
Each opportunity card can provide links to the related Contact and, where relevant, the Property.
 
Available workflow actions are:
 
=== Create follow-up task ===
 
Creates a real Standout diary task for follow-up, linked to the relevant contact/property where available. The task is due on the following day and can then be managed through the normal [[Task List]] and [[Diary Overview|Diary]] workflows.
 
=== Mark contacted ===
 
Records that the opportunity has been contacted and temporarily removes it from the active queue.
 
=== Snooze ===
 
Hide an opportunity for 7, 30 or 90 days when the conversation is valid but not appropriate today.
 
=== Dismiss ===
 
Remove the opportunity from the active queue when it is not useful or no longer relevant.
 
=== Restore ===
 
Enable '''Show hidden opportunities''' to review contacted, snoozed, dismissed or task-created items. Use '''Restore''' to put an opportunity back into the active queue.
 
== Recommended daily workflow ==
 
# Open Opportunity Finder at the start of the prospecting period.
# Work from the highest scores downward.
# Open the Contact before calling to review the customer's history and current position.
# Create a follow-up task if another action is required later.
# Mark contacted, snooze or dismiss every opportunity you have dealt with so the queue remains useful.
# Periodically review hidden opportunities for items that should be restored.
 
== How the list is generated ==
 
The opportunities themselves are calculated live from existing Standout CRM information. Standout does not maintain a separate duplicate prospecting database.
 
A small workflow-state record is used only to remember actions such as contacted, snoozed, dismissed and follow-up task creation.
 
== Good data improves Opportunity Finder ==
 
Opportunity Finder is most effective when staff keep the CRM current. In particular:
 
* keep applicant status and position accurate;
* record communications consistently;
* update valuation and property statuses promptly;
* record a buyer's property-to-sell position;
* close or update requirements when a customer's plans change.
 
[[Category:Contacts]]
[[Category:Prospecting]]

Latest revision as of 20:01, 29 August 2026

Opportunity Finder

Opportunity Finder is a working prospecting queue. It scans live CRM data for contacts worth speaking to and scores the opportunities so staff can concentrate on the strongest conversations first.

It is not a report. The expectation is that staff work the list and record what they did.

Opportunity types

The initial opportunity engines include:

  • Property-to-sell buyers - buyers/applicants who indicate that they have a property to sell.
  • Lapsed valuations - valuations still awaiting a decision after the configured ageing period.
  • Withdrawn vendor win-backs - previously withdrawn properties that may be worth re-contacting.
  • Dormant applicants - contacts still shown as Looking but with no recent activity.

The system excludes some false positives, for example a property-to-sell buyer whose property is already actively listed with your agency.

How to work the list

A practical sequence is:

  1. sort/filter to the strongest scores;
  2. open the Contact/Property and understand the background;
  3. make the call/send the communication;
  4. record the outcome in Standout;
  5. use the Opportunity Finder workflow action.

Workflow actions

Create follow-up task

Creates a real Standout diary/task follow-up linked to the opportunity context.

Mark contacted

Records that the opportunity has been worked and hides it for the configured period so it does not immediately reappear.

Snooze

Hide it for 7, 30 or 90 days when the opportunity is valid but the timing is wrong.

Dismiss

Hide an opportunity that is not useful.

Restore

Re-activate a previously hidden opportunity.

Property-to-sell buyers

These are usually the most valuable opportunities because the agency may gain a valuation/instruction as well as progressing the buyer.

Before calling, review their buying requirements and current property-to-sell status. A useful conversation is:

I can see you're still looking around £400,000 and you mentioned you have a property to sell. Have you had that valued yet?

If they want a valuation, use the Telephone wizard or normal valuation workflow to create/book it.

Lapsed valuations

Review the valuation date, property, vendor notes and any previous follow-up before calling. Do not ask a generic are you ready to sell? if the CRM already records the vendor's objection or timing.

Withdrawn vendors

Check why the property was withdrawn and whether circumstances may have changed. Record the new outcome rather than simply rescheduling the same generic call indefinitely.

Dormant applicants

Use the call to verify whether they are still looking and whether their requirements are still correct. If not, update their status/requirements so the CRM stops treating them as active.

Data quality matters

Opportunity Finder is driven by live CRM data. It becomes more useful when staff accurately maintain:

  • contact status;
  • requirements;
  • property-to-sell position;
  • valuation outcomes;
  • property statuses;
  • meaningful notes and communications.

Suggested routine

Review Opportunity Finder daily or during dedicated prospecting blocks. A smaller, accurately worked queue is more valuable than hundreds of permanently untouched opportunities.

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