Sales follow-up

Keep the next owner conversation moving.

Prepare for prospective management-client conversations and follow up with the right context after a call, meeting or proposal.

The familiar friction

A promising conversation needs more than a reminder.

An owner asks about management services. Their priorities are in call notes, a question is buried in an email, and a proposal needs a response. AI could assemble the relevant history and prepare a useful follow-up that reflects what was actually discussed.

Sales follow-up · Illustrative story

Make the next owner conversation useful.

An illustrative follow-up for a prospective management client, grounded in what they actually said.

MAIVEN / WORKING EXAMPLE01 / 04

01 / THE STARTING POINT

A prospective owner asks

“I have six units. Keeping up with maintenance takes too much of my time. Can we talk next week?”

Fictional details, shown to explain the approach.

02 / THE RELEVANT CONTEXT

What we know.
What we still need.

Portfolio: Six units.
Priority: Help keeping up with maintenance.
Requested: An introductory conversation next week.

03 / A PREPARED DRAFT

Following up on your six-unit portfolio

Hi Alex, You mentioned that maintenance across your six units has been taking more time than you’d like. What day next week would work for a call to talk through what you need from a property manager? Happy to work around your schedule.

Hi Alex, You mentioned maintenance across your six units is taking too much time. What day next week works for a call about what you need from a property manager?

DRAFT / FOR REVIEW

04 / THE HUMAN HANDOFF

Your judgment.
Your next move.

You decide fit, scope, pricing, and commitments. The draft supports the conversation; it does not close it.

Check the facts · Add context · Decide

The work arrives.

A question, a request, a document. Start with what someone actually needs to get done.

The context comes together.

Bring the right records, business instructions, and missing details into view.

A useful draft takes shape.

Turn the available information into something a person can act on.

Your team takes it from here.

Check the facts, add your judgment, and decide what happens next.

A focused workflow. A clear place for your team.

Built around your business

01 / THE FOUNDATION

Start with the
right information.

Your service descriptions, prospect records, conversation notes and follow-up preferences. We can begin with one stage, such as preparing follow-up after an introductory call.

02 / YOUR TEAM’S ROLE

Keep judgment
with your people.

You decide fit, scope, pricing and commitments. Your team reviews the proposed message and defines what any connected workflow is allowed to send or update.

A conversation comes first

What would your version look like?

Bring a task, a question, or a place where your team keeps getting stuck.

Talk with Shloimy