How do you add a partner’s name to an agreement?
When creating an agreement, add the partner’s name in the Related Contacts field.
How to give full Attio email access
Hi Team,
To ensure I can view relevant client emails in Attio, please follow these steps:
- Go to Account Settings > Email and Calendar Accounts
- Connect your email account (Google or Microsoft), if you haven’t already
- Once connected, go to Individual Email Sharing
- Search for Lewis Capner and grant Full Access
- Save the changes
Important: If prompted for default sharing settings, select Full Access for the whole team if possible. At minimum, ensure you share full access with me individually.
This allows me to view conversations linked to contacts in Attio to better support and manage the pipeline. If you have any issues, please reach out.
Thanks,
Lewis
How do I cancel an agreement?
Go to the client’s profile in Attio. Navigate to Agreements & Briefs. Click into the relevant agreement. On the right-hand side, scroll down to Agreement Status. Set to:
- Cancelled if made in error
- Lost if the client is not proceeding
Why doesn’t the agreement include platform/app access or ongoing support?
The agreement focuses on the execution of a single property purchase. It does not cover services extending beyond settlement. Access to the platform/app is a new offering and will be included in future agreements. Clients will receive yearly portfolio reviews.
Can I make a change to an agreement?
No. Our agreements are issued as non-editable PDFs. If a client requests changes, understand their concerns and escalate to your manager if needed.
Do we present multiple properties at once to clients?
No. Each property is the result of tailored, pre-purchase due diligence and is presented individually.
What do I need to do to prepare for leave?
Prepare a pipeline handover. Set up nurture tasks during your absence. Update your manager on pipeline status. Handover any additional responsibilities to your team.
If a client only attends half the call, then reschedules, what outcome do I log?
Keep the call outcome as Scheduled until the full session is completed.
If a client wants to buy 4 properties quickly, can we do a deal for them?
Two options:
- Discount for ongoing property purchases
- Sign up for the initial double deal
For unique cases, speak with your manager for approval.
What do I do for a client referred by a financial planner?
Check with your manager. These clients usually don’t require a Strategy Session. Fee is $17,000 (incl. GST). Agreement setup:
- Service: Residential Buyer’s Agency (Without Portfolio Strategy)
- Retainer: $8,500
- Success Fee: $8,500
What if a client signs the wrong agreement (e.g., should be without portfolio mapping)?
Contact your manager immediately. Email Client Success with the details. Flag the error and request an updated agreement path.
What do I do if a client delays their first payment?
Update your manager with the reason for the delay. Continue follow-ups via Attio tasks. Log all notes in Attio. Provide your manager with weekly updates.
Process: When a sign-up refers a friend directly to the closer
- Thank the client for the referral
- Pass the referral’s details to the setter who signed up the original client
- The setter will qualify and book the appointment for you
This keeps the referral process fair and consistent for both setters and closers.
Process: Single Property sign-up upgrading to Double Post-Strategy
Clients who sign up for a Single Property Service can upgrade to Double Property within one week post-Strategy Session.
Terms:
- Total cost: $32,500
- Already paid: $10,000
- Balance due immediately: $22,500
Contract Handling:
- Void the original agreement
- Issue two new contracts at $16,250 each (no success fee)
Valid only within one week post-strategy.