Adjust to your actual figures. Every number is calculated directly from your inputs — nothing is estimated or assumed.
Conversion rate24%
Monthly valuations20
Average fee£4,800
At your current rate of 24%, you are 14 points below the 38% benchmark for a systematised agency. That is 2.8 instructions per month — worth £13,440 — that Harrison & Co has already paid to acquire through the valuation appointment but never captures.
Annual gap value
£161,280
Calculated from your conversion rate, monthly valuations, and average fee.
Build timeline
What the build would look like.
Foundation would be installed and signed off first. All selected engines then build simultaneously. Harrison & Co would be live on Bazema within 72 hours of the build start date.
Setup call
This week
45 minutes. Scope confirmed.
Build starts
Days 1–3
Foundation installed first.
Engines live
72 hours
All systems active.
Stewardship
Month 1-12
Ongoing optimisation.
Your build
Three systems. Every gap addressed.
Click each system to explore the full specification. The detail below reflects exactly what gets built for Harrison & Co — nothing generic.
Foundation · Installed first
Bazema Foundation
Your Reapit CRM has a full automation layer that Harrison & Co is currently not using. Foundation configures that layer precisely for your workflow, connects it to the Bazema infrastructure, and establishes the data standards every subsequent engine depends on. The 72-hour build clock starts only after Foundation is signed off.
Fixes
Fragmented systems, manual processes, no single source of truth for pipeline data
Unlocks
Every subsequent engine, and the ability to measure Harrison & Co accurately from day one
Full build specification — click each to expand
01
CRM audit and configuration
Every contact, property, and instruction record in your Reapit account is reviewed, deduplicated, and restructured to the Bazema data standard. Fields that are empty, inconsistent, or unused are mapped and configured. Every lead that enters the system from this point forward carries a source tag — Rightmove, Zoopla, website form, referral, social DM, phone, walk-in — tracked through the entire pipeline from first contact to instruction to completion. This source attribution is the intelligence layer that makes performance reporting accurate rather than approximate.
02
Automation infrastructure
The trigger and action layer that every engine runs through. Built inside Reapit using its native API plus Bazema's Make.com automation middleware. This is the plumbing — every subsequent engine connects here. It handles webhook routing, scenario execution, API credential management, and data flow integrity monitoring. Without this layer nothing runs reliably. With it, every engine operates on the same infrastructure with continuous health monitoring built in from day one.
03
Workflow mapping and process rebuild
Your specific processes — how a new instruction is created, how a viewing is booked, how a vendor update is sent, how a portal enquiry is handled — documented and rebuilt as system triggers rather than manual tasks dependent on whoever is available. Knowledge that currently lives in your team's heads moves into the system. Every handoff between team members is explicit. No instruction ever sits with one person who is unavailable.
04
Team access, roles, and notification configuration
Every team member configured with the correct role, visibility, and notification settings for your 2-3 person team structure. Handoff protocols built so tasks move between team members with full context. The system knows who owns what and what the next action is. When someone is unavailable, their active pipeline is visible and covered — not invisible and stalled.
05
Baseline metrics capture
Before the build is signed off: your current conversion rate, average portal response time, and pipeline health are measured and recorded as the baseline. This is the before picture. Every improvement after the build is visible, specific, and attributable — not anecdotal. The baseline feeds your weekly business intelligence summary from month one and becomes the reference point for every monthly performance report throughout your stewardship year.
Engine 3 — Conversion · Primary gap
Valuation Engine
Your conversion rate of 24% sits 14 points below the 38% benchmark for a systematised agency. At 16-25 valuations per month, approximately 15 appointments every month do not instruct on the day — and around 9 of those go silent within two weeks. Each one is an instruction Harrison & Co has already paid to acquire through the appointment process. The Valuation Engine runs a structured sequence for every one of them, automatically, without negotiator input.
Fixes
Valuations going silent after one follow-up call, regardless of negotiator bandwidth or availability
Unlocks
Instructions from appointments Harrison & Co has already paid to conduct — the highest-leverage improvement available
Full build specification — click each to expand
01
Seller intent and psychology capture
The moment a vendor first enquires is the most information-rich moment in the entire conversion journey. A structured Tally form captures six critical data points on the valuation landing page: motivation, timeline, price expectation, comparison behaviour, anxiety level, and decision stage. For phone enquiries, the call transcript AI summary populates available fields automatically. This psychology profile updates throughout the journey whenever significant behavioural signals occur — the profile at the point of the appointment reflects current psychology, not initial intent from weeks earlier. Every subsequent implementation in the engine draws from this live profile.
Generated automatically 24 hours before every appointment: the vendor's full current psychology profile, their engagement behaviour since enquiring, a comparable market analysis, their predicted objection type, a psychology-calibrated suggested opening line, and a psychology-calibrated suggested closing line. For expectation-gap valuations — where the vendor's stated price is more than 10% above what comparable evidence supports — the brief also includes an auto-generated comparable evidence pack with three specific recent comparable sales formatted for easy reference during the appointment. No manual preparation required.
03
Golden Window protocol — Days 2, 4, and 7
The 24 to 48 hours after a valuation is the highest-probability conversion window. Within two hours of the appointment ending, a 90-minute personalisation window opens — the negotiator can add a specific note before the first email sends. At 24 hours, a personalised email sends with a one-click instruction link. Day 2: buyer demand message referencing specific registered buyers matching the vendor's property profile from Reapit. Day 4: market context email with a specific local comparable. Day 7: a direct, low-pressure close. Each message sends from the negotiator's address as if written manually. The sequence stops immediately when the vendor responds or instructs.
04
90-day decision compression flow
When a valuation does not immediately result in an instruction, a structured 90-day follow-up sequence begins. Nine touchpoints over 90 days — days 2, 5, 9, 14, 21, 30, 45, 60, and 90. Four behavioural signals determine what to send: vendor opened but did not reply (value-first content), replied once then went quiet (single direct question), opened nothing (professional close at day 14), visited the agency website (immediate accelerated call prompt to negotiator). At day 9 a vendor preference capture fires — space to think or a quick call? Responses adjust the subsequent cadence. After 90 days with no instruction the vendor transfers to the Revive Engine automatically with their full psychology profile attached.
05
Conversion tracking dashboard and dormant reactivation
Your exact conversion rate updated weekly — trend line against the 38% benchmark, breakdown by source. Mid-month alert fires when any funnel stage drops more than 20% below its current month baseline with the specific contact list attached. Additionally: every previous valuation in your Reapit account that never instructed is imported into a one-time reactivation campaign. Sent from your address, sequenced over 30 days. Agencies at your stage typically recover 3-8% of dormant contacts within 30 days of the reactivation campaign. At your average fee, each recovered instruction represents £4,800.
Engine 1 — Lead Capture · Secondary
Capture Engine
At 16-25 valuations per month, Harrison & Co is likely receiving around 83 portal enquiries each month — approximately 40 outside office hours. Based on your moderate lead handling rating, around 18 of those are significantly delayed or lost before your team sees them. At your average fee, that is an estimated £15,552 in annual instruction revenue leaving through a gap that the Capture Engine closes entirely.
Fixes
Leads going cold overnight and at weekends while the team is unavailable and the lead has enquired with someone else
Unlocks
Consistent pipeline regardless of office hours, team capacity, or day of the week
Full build specification — click each to expand
01
24/7 automated acknowledgement — under 5 minutes
Every portal enquiry — Rightmove, Zoopla, OnTheMarket, and direct — receives an automated acknowledgement within 5 minutes regardless of time of day. Leads contacted within five minutes are 100 times more likely to connect than those contacted after 30 minutes. Most agencies respond same-day. The acknowledgement is personalised to the property enquired about, confirms a response time, and captures the lead's viewing availability. The out-of-hours protocol triggers a specific response between 6pm and 8am that sets expectations, asks one qualifying question, and flags the lead as priority for the morning briefing. Average first meaningful contact time drops from 14 hours to under 30 minutes.
02
Lead briefing system — negotiator context on every enquiry
Every morning your team receives a structured briefing for each new enquiry that arrived overnight or at the weekend. The briefing includes the enquiry text, the property, the lead's contact history if they have enquired before, and a suggested opening message calibrated to the enquiry content. When a portal lead arrives, Make.com also searches Reapit for any previous contact from the same person — if found, the negotiator's task includes their prior history and a suggested opening referencing it. Your negotiator starts from context, not from scratch.
03
Personalised multi-touch nurture sequences
Every lead not immediately hot is enrolled in a structured sequence automatically. The sequence does not send generic content — it sends content specifically relevant to what the contact said they were looking for, based on property interest, area, and motivation captured at entry. A warm lead enquiring about a family home in a specific area receives content about family property in that area — relevant recent sales, school catchment context, market conditions for that type. The warm sequence runs four weeks with touchpoints at weeks 1, 2, 3, and 4. Engagement signals adapt the sequence throughout. Reply at any point: sequence exits immediately and a high-priority task fires to the negotiator.
04
Behavioural lead scoring with decay — daily priority calling list
Temperature classification at entry reflects what a contact said. This builds a dynamic scoring model that updates every contact's priority score daily based on actual behaviour — and adjusts scores downward over time when engagement is not sustained. Six signals tracked: email opens (low weight), email clicks (moderate), website visits (moderate-high), SMS replies (high), booking attempts (very high), and time-based engagement patterns. All signals decay: engagement loses half its weight after 7 days and becomes negligible after 21 days. Recent engagement always outweighs historical. When a contact crosses the hot threshold from behavioural signals, the negotiator receives an immediate alert: specifically what the contact has done this week and the recommended action — call today.
05
Lead source performance intelligence
Every lead source tracked through the entire pipeline — not just at arrival but through every stage from first contact to valuation booked, valuation to instruction, instruction to completion. The result is a live conversion funnel by source, updated weekly. The agency sees which sources produce leads and which produce instructions — these are frequently different things and the gap between them is where marketing budgets are wasted. When a source consistently converts below 50% of the average conversion rate, the system automatically increases touchpoint frequency and routes those leads into the more intensive nurture sequence. A monthly source performance report generates automatically on the first working day of each month.
The transformation
Harrison & Co — before and after a build.
Toggle between how your agency operates today and how it operates 72 hours after the build. Every scenario is specific to your inputs.
📥
Out-of-hours leads
Around 40 portal enquiries arrive outside office hours each month. Most sit in an inbox until Monday morning. Average response time is over 14 hours. By then the lead has often enquired with a competitor who responded in 5 minutes.
📋
After a valuation
Of your ~15 unconverted monthly valuations, around 9 go silent within two weeks. Each one was a paid appointment that produced nothing. One follow-up call, then quiet. The gap depends entirely on which negotiator has bandwidth this week.
⏰
Monday morning
Your team reconstructs context from emails, notes, and memory. An estimated 15 hours per person per week spent on administration that should not require a human. No single source of truth for what is happening across the pipeline.
📊
Your conversion rate
24%. You know it is below where it should be. There is no system closing the gap — performance depends on individual effort and bandwidth. The 38% benchmark for a systematised agency is 14 points away.
⚡
Out-of-hours leads
Every enquiry acknowledged automatically in under 5 minutes regardless of time. Monday morning: a briefed priority list of warm leads, each with context and a suggested opening. Not a cold inbox to reconstruct from scratch.
🎯
After a valuation
Every unconverted valuation enters a structured 90-day sequence automatically. Days 2, 4, and 7 — specific emails from the negotiator's address. 30, 60, 90-day nurture for non-responders. No manual input. No instruction left behind because someone forgot.
📬
Monday morning
Your team arrives to a prioritised task list generated overnight from live Reapit data. Vendor updates drafted. Fragility flags raised. Stuck leads identified by name with recommended action. Context built, not reconstructed.
📈
Your conversion rate
Every unconverted valuation in a system. Weekly dashboard against the 38% benchmark. The gap closes because the process runs regardless of who has bandwidth this week — not because a negotiator remembers to follow up.
Immediate action
Use this week.
The Golden Window sequence the Valuation Engine runs automatically after every unconverted valuation. Copy these into your current system and use them now — before the build starts.
Day 2 — The Specifics
Send 2 days after an unconverted valuation
Intent Open the conversation with something specific. Not a check-in — a piece of information genuinely relevant to their decision.
Subject line
Re: [Property address] — one thing worth knowing
Hi [Vendor name],
Thank you for having me round on [day of valuation]. I have been thinking about your property since.
One thing I wanted to share — we currently have [X] registered buyers looking specifically for properties in [area] in the [price bracket] range. I can send you a brief summary of the most relevant profiles if it would be useful.
No pressure at all — I just wanted to make sure you had the full picture before making your decision.
Best,
[Your name]
Day 4 — The Market
Send 4 days after an unconverted valuation
Intent Anchor the vendor in the current market using a real data point. Makes inaction feel riskier than a decision.
Subject line
[Property address] — what the market is showing right now
Hi [Vendor name],
I wanted to share something that might be relevant to your timing.
[One specific comparable — a nearby property that sold recently, went under offer, or came back to market. One sentence. A real address or street name if you can.]
This suggests [one-sentence implication for their specific property and price range].
Happy to talk through what this means for [address] if that would help.
[Your name]
Day 7 — The Close
Send 7 days after an unconverted valuation
Intent Force a decision. A no is more useful than silence. Give the vendor a low-friction way to either progress or close the loop.
Subject line
Quick question about [property address]
Hi [Vendor name],
I just wanted to check in before the end of the week.
Have you had a chance to consider your options? I am conscious I do not want to keep emailing if you have already made a decision — but equally I want to make sure you have everything you need from us.
If there is anything that would help you feel more confident about moving forward, I am happy to have a quick call this week.
[Your name]
Retention intelligence
How many of your instructions are at risk right now?
Enter your current active instruction count. The numbers below are calculated from your average fee and sector withdrawal data. The Decision and Loyalty Engine monitors all of this automatically.
Harrison & Co currently has
active instructions.
~4
showing fragility signals right now
£57,600
at-risk fee value this quarter
£23,040
estimated annual withdrawal cost without monitoring
Most instruction withdrawals are not sudden. They are preceded by a pattern of signals — vendor communication frequency drop, portal obsession, price defensiveness, competitor mention — that appear days or weeks before the withdrawal conversation. The Decision and Loyalty Engine monitors every active instruction across seven fragility signals weekly, with real-time alerts on competitor mentions and withdrawal language. Early warnings fire 10-14 days before the typical withdrawal — enough time to intervene.
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Bazema Implementation Roadmap
Harrison & Co
Prepared 11 March 2026 · Ref BZ-2026-0047
Bazema Foundation
Valuation Engine
Capture Engine
Primary gap: conversion — 24% vs 38% benchmark.
Annual fee value of the gap: £161,280.
Build delivered in 72 hours after the setup call.
Your build is ready
Harrison & Co on Bazema. The call is 45 minutes.
Review this roadmap. If anything needs adjusting — scope, sequence, priorities — reply before the call. We refine it together. Then we build.