The Method

Five sequences. Built from the marketer's chair.

Most buyers agencies have a CRM. Almost none have a system. The Haven Method maps every touchpoint from first click to lifetime referral — and then automates the boring 80%.

01

Welcome

Day 0 — 14

Convert curiosity into a booked discovery call.

Touchpoints

  1. 01Instant SMS confirmation + agent intro video
  2. 02Day 1: 'What to expect from a buyers agent' email
  3. 03Day 3: case study — recent client win
  4. 04Day 5: SMS nudge to book the call
  5. 05Day 7-14: educational drip until booked or paused
Stage 1
02

Nurture

Week 2 — 12

Stay top-of-mind with leads who aren't ready yet.

Touchpoints

  1. 01Weekly market-pulse email (suburb data, off-markets)
  2. 02Monthly long-form: macro property thesis
  3. 03Quarterly suburb-deep-dive PDF
  4. 04Behavioural triggers when they re-engage
Stage 2
03

Follow-Up

Post-discovery → Engagement

Close the engagement letter without chasing.

Touchpoints

  1. 01Same-day proposal + Loom recap
  2. 0248-hour 'questions?' check-in
  3. 03Day 5: social proof — 3 client outcomes
  4. 04Day 10: founder-to-founder voice note
  5. 05Day 14: graceful exit + nurture re-entry
Stage 3
04

Referral

Settlement + 30/60/90

Turn every settled buyer into 2 introductions.

Touchpoints

  1. 01Settlement-day handwritten card trigger
  2. 0230-day check-in + Google review ask
  3. 0360-day referral request with reward
  4. 04Anniversary touch + market valuation gift
Stage 4
05

Re-Activation

Stale 60+ days

Recover ghosted briefs without being annoying.

Touchpoints

  1. 01Pattern-interrupt SMS ('still looking?')
  2. 02Suburb-specific off-market teaser
  3. 03Founder voice note re-open
  4. 04Auto-archive after 3 ignored touches
Stage 5

The stack we deploy

Tool-agnostic, but here's what we typically wire together for an Australian buyers agency.

CRM
HubSpot, GoHighLevel or Pipedrive
Email & SMS
Klaviyo, Customer.io, ActiveCampaign
Ads
Meta, Google, LinkedIn
Calls & Loom
Aircall, Loom, Fathom AI
Forms & Pages
Typeform, Webflow, Framer
Automation
Zapier, Make, n8n
Reporting
Notion, Looker Studio
Hiring
Ashby, LinkedIn Recruiter

Want this built for your agency?

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