Managing Multiple Projects Without Losing Control

Agencies often sell 5-10 projects simultaneously. "Project A" (Luxury, downtown) requires different scripts and brochures than "Project B" (Suburban, affordable).

The Taxonomy Problem

If you dump all leads into one "bucket," the agent gets confused. "Hi, thanks for enquiring... uh... which condo was this again?"

Project-Based Segmentation

We structure the CRM hierarchy:

1. Project Level: Each project has its own "Knowledge Base" (Pricing, Floorplans, Location).
2. Tagging: Lead comes in -> Auto-tagged #ProjectA.
3. Contextual Routing:
   • Lead for #ProjectA goes to "Luxury Team".
   • Lead for #ProjectB goes to "General Team".

Context Windows for Agents

When the agent receives the alert, the header must read: "NEW LEAD: [PROJECT A] - $1.5M Budget"

The agent immediately switches mental context. They grab the right brochure. They use the right pitch.

Centralized Inventory

Never let agents manage "Available Units" on their own Excel sheets. There must be One Source of Truth for inventory. If Unit #05-01 is sold, it must instantly reflect across the system so no other agent tries to sell it.