Haven for BA'sHaven for BA's
The Method

Five sequences.
Built from the C-Suite.

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 + intro video
  2. 02Day 1: 'What to expect from a buyers agent' email
  3. 03
  4. 04
  5. 05
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. 03
  4. 04
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. 03
  4. 04
  5. 05
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. 03
  4. 04
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. 03
  4. 04
Stage 5
Why agencies plateau

The quiet leaks you don't even know exist.

Here's where briefs, fees and referrals quietly slip through the cracks.

Leads ghost within 48 hours

78% of buyers engage the first agency that responds. If your follow-up isn't instant and personal, you've already lost the brief.

Fees get squeezed every quarter

Without a system that builds trust before the discovery call, you walk in as a vendor — not an advisor. Price becomes the only lever buyers can pull.

Your CRM is a graveyard, not an engine

Hundreds of warm leads sitting untouched. No nurture, no re-engagement, no referral asks. Every dormant contact is a deal you already paid for.

The founder is the bottleneck

You're still writing follow-up emails at 10pm. The business can't scale past you because nothing runs without you in the room.

Referrals happen by accident

Your best clients would refer you — if you asked. Without a settlement-to-referral system, you're leaving 2-3 deals per client on the table.

Hires don't stick or perform

BDMs and admins onboarded without scorecards, scripts or KPIs. Three months in, you're back to square one — and out $40K.

"If you're not growing, you're dying. Business is the ultimate sport and the moment you stop innovating, somebody else is taking your customers."

— Tony Robbins

Want this built for your buyers agency?

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