See it work for a business like yours.
Each example follows one customer from the first message to the request the owner receives.
Estate agency
- coming soon
A buyer asks about the Parede flat on the agency's website at 21:10
Morning. And I don't want to receive any advertising.
Summary for Ana
done: new contact, source: Instagram post (Parede two-bedroom). done: asked, answered from the listing. done: qualifying: family situation. done: I don't negotiate price, passing to Ana. done: viewing requested (not confirmed). done: consent recorded. now: handed to Ana with the summary - coming soon
A two-bedroom in Parede, a question at 21:10
Morning. And I don't want to receive any advertising.
Summary for Ana
done: new contact, source: Instagram post (Parede two-bedroom). done: asked, answered from the listing. done: qualifying: family situation. done: I don't negotiate price, passing to Ana. done: viewing requested (not confirmed). done: consent recorded. now: handed to Ana with the summary - coming soon
Someone asks to see a flat on the website while Teresa is elsewhere
By message, please.
Summary for Teresa
done: request from the website. done: flat identified. done: time requested. done: no terms beyond Teresa's · question to Teresa. done: move-in date noted. now: request complete
Renovation and trades
- coming soon
The phone rings while you are on the job
All right. My number is this one.
Summary for Rui
done: call received, 11:40. done: urgent. done: window proposed. done: I don't give a price, passing to Rui. done: request complete. now: handed to Rui with the request - coming soon
A customer asks for a quote on your website while you are out working
All right. Call me on the number I left in the form.
Summary for Nuno
done: request from the website. done: work described. done: inside the area. done: no price · request to Nuno. now: request complete
Restaurant
- coming soon
A couple asks about a date on the website while Inês is at an event
We need the venue and the catering. Please reply on WhatsApp.
Summary for Inês
done: request from the website. done: event described. done: date requested. done: no price the venue did not set · question to Inês. done: guests given. now: request complete - coming soon
A guest asks for a group table on your website during service
By phone, on the number I left in the form.
Summary for Rui
done: request from the website. done: party described. done: day requested. done: no dish vouched for · request to Rui. now: request complete
Accommodation
- coming soon
A guest writes in English at 23:05
Probably around 6 pm on the 12th.
Summary for Teresa
done: new contact, English. done: asked, answered. done: I don't confirm availability, passing to Teresa. done: asked, answered. done: request complete. now: handed to Teresa with the request - coming soon
A traveller asks for a car on the website while Rui is handing over a car
Only me. Please reply on WhatsApp.
Summary for Rui
done: request from the website. done: place requested. done: dates requested. done: no price beyond the company's · question to Rui. done: car requested. now: request complete - coming soon
A guest asks about a stay on your website at night, with the front desk closed
By email, please.
Summary for Inês
done: request from the website. done: stay requested. done: guests noted. done: no free room confirmed · question to Inês. done: arrival noted. now: request complete - coming soon
A guest asks for the door code on your website before arriving, while Rui is with other guests
No car, we'll take a taxi. WhatsApp, please.
Summary for Rui
done: message from the website. done: guest with a booking. done: arrival noted. done: no access code · request to Rui. done: guests noted. now: message complete - coming soon
A visitor asks for a place on a tour on your website while Nuno is out with a group
Shared is fine. WhatsApp, please.
Summary for Nuno
done: request from the website. done: activity requested. done: day requested. done: no refund promised · question to Nuno. done: group noted. now: request complete
Beauty and wellness
- coming soon
Someone asks for a trial class on the website while Rita is teaching
Another class is fine. Please reply by message.
Summary for Rita
done: request from the website. done: class requested. done: an adult, first time. done: no figures beyond what was published · question to Rita. done: time requested. now: request complete - coming soon
A new client asks for an appointment on the website while Carla is with another client
Whoever is free. Please confirm by message.
Summary for Carla
done: request from the website. done: service requested. done: new client. done: no price beyond the list · question to Carla. done: time requested. now: request complete
Local retail
- coming soon
Someone writes after the shop has closed
Here on WhatsApp.
Summary for Marta
done: new contact, outside hours. done: asked, answered. done: I don't confirm stock, passing to Marta. done: details collected. done: request complete. now: handed to Marta with the request - coming soon
A customer asks about an exchange on the website while Rui is serving in the shop
I can pick it up in the shop. Send me a message, please.
Summary for Rui
done: request from the website. done: request described. done: purchase identified. done: no stock confirmed · question to Rui. now: request complete - coming soon
A driver asks for a service on the website while Rui is under a car
I don't need one. Please reply on WhatsApp.
Summary for Rui
done: request from the website. done: job requested. done: car noted. done: no price the workshop did not set · question to Rui. done: day requested. now: request complete
6 Routes for estate agents
Each follows one buyer decision from the guide to the handoff.
- Before you view in Cascais: 7 decisions that shape the right neighbourhood for your familyFor an agent who wants British families to understand the school, work-pattern, area and budget trade-offs before the first call.Example
- Stay in Lisbon or move to the Linha? The family trade-offs before buyingFor an agent helping Lisbon families decide whether more room towards the Linha is worth changing their weekday, school run and routines.Example
- Rent first or buy in Lisbon? A decision path for US remote workersFor an agent who wants American relocators to make a better first Lisbon decision before requesting a long, unfocused property list.Example
- East, central or west Algarve? Choosing a second-home base from FranceAn illustrative starting point for an agent helping French second-home buyers define how and when they plan to use the property before comparing areas.Example
- Lisbon or Oeiras for family life? Schools, commute and the sell-before-buy choiceFor an agent helping a Lisbon family decide whether Oeiras gives them the room they need without breaking the daily journeys they already rely on.Example
- Moving to Lisbon with a family: choose the neighbourhood before the houseFor an agent helping a Portuguese family narrow a Lisbon search around the life they need the home to support, not an endless feed of listings.Example