RealTorch / Field Guide / Sales

11 / 15   The 15 Functions of a Homebuilding Company

Sales for Home Builders

Sales helps the customer decide whether a home fits their life and budget.

“Sales is not a standalone function, it’s the result of interconnected cycles.”
Al Trellis, Mastering the 15 Critical Functions of Home Building, slide 23

At a glance.

What this function decides
Sales decides the next step for each customer and each standing home. It also owns offers, concessions, customer expectations, and the handoff after contract.
What you need to know
The team needs current facts about the home, lot, price, and monthly payment. It also needs traffic and funnel counts, customer questions, written offers, nearby alternatives, promised dates, and confirmation that the company can deliver.
What good work produces
A clear next step for each customer and each standing home, with the evidence behind it, the approved offer, the person responsible, and the review date.

A worked example.

The sales team gets a specific plan for each of its 17 standing homes.

RealTorch Atlas
Before Monday's sales meeting, look at our 17 standing homes alongside nearby competition, traffic, written offers, carrying cost, current financing programs, and the buyer questions in my connected email. For each home, tell me whether the main issue is exposure, the lot, the plan, presentation, price, monthly payment, trust, follow-up, or time. Show the evidence that supports that answer and the evidence that points elsewhere. Give us the smallest useful next test, and turn the result into a one-page meeting guide with approved talking points and clear promise limits.
  • Standing_Inventory_and_Carry.xlsx
  • Traffic_Offers_and_Feedback.xlsx
  • Current_Financing_Guardrails.pdf
  • Approved_Product_and_Pricing_Talking_Points.docx
Atlas

Tools and sources used

File Retrieval4
File Retrieval

Atlas reviewed the home, traffic, offer, carrying-cost, financing, and talking-point records.

Used
The review used four company files that cover all 17 standing homes.
Did
Atlas matched each home with its days on market, traffic, offers, carrying cost, and approved financing programs.
Supports
The plan for each home and the promises Sales can make.
Email Search
Email Search

Atlas searched recent buyer messages about the 17 standing homes.

Used
The search used the connected mailbox, home identifiers, buyer names, and review dates.
Did
Found 26 relevant messages containing objections, offers, follow-up, or unresolved questions.
Supports
This search identified the messages that Atlas read in full.
Email Reading26
Email Reading

Atlas read the 26 relevant buyer messages in full.

Used
The review used the 26 messages returned by the email search.
Did
Atlas grouped repeated buyer language and kept each message connected to its home and customer.
Supports
The messages show which homes need a payment, product, presentation, or follow-up test.
Listing Market Research
Listing Market Research

Atlas reviewed nearby new homes that were active, pending, or recently closed.

Used
The review used comparable new homes in the local market covered by Atlas.
Did
Atlas compared each standing home with nearby homes by price, size, age, plan, and sales status.
Supports
The comparison shows which homes need a price test and which already sit within an active price range.
Builder Knowledge Lookup
Builder Knowledge Lookup

Atlas used the builder methods for customer questions, value, funnel stages, standing homes, prices, and post-contract handoffs.

Used
The review used the Sales guide and the related Pricing guide.
Did
Atlas gave each home a likely reason for its performance. It kept other evidence visible and assigned one small test, an owner, and a review date.
Supports
The method shows when the team should test price and when it should test another part of the offer or sales process.
Running Analysis
Running Analysis

Atlas applied the same review steps to all 17 homes.

Used
The analysis used company records, buyer messages, and local market facts.
Did
Calculated the evidence behind each home plan and generated the XLSX decision matrix and one-page PDF guide.
Supports
The analysis supports a different plan for each home.
Saving File2
Saving File

Atlas saved the decision matrix and the one-page meeting guide.

Used
The saved files are the Monday Spec Decision Matrix workbook and the Sales Meeting Guide PDF.
Did
Atlas prepared both files for the team to review and use in Monday's meeting.
Supports
The files give each home a current plan and help the sales team follow it consistently.

Four homes need a price test. Six need a payment test. Three need a product or presentation test. Four need more time.

I matched each home to local new-home evidence, traffic, offers, carrying cost, financing terms, and 26 recent buyer messages. Four homes need a price test. Their prices sit above the range supported by nearby homes, and their traffic is weak. Six homes sit within active price ranges. Buyers mentioned the monthly payment in 14 of the 18 objections for those homes. Test the approved buydown before reducing the base price. Three homes attract visitors, but buyers repeatedly raise the same concern about the plan or homesite. Change how the home and homesite are presented and review the next ten tours. The remaining four are under 45 days old and tracking the community average. The Monday guide gives each home one likely problem, the evidence for and against it, one next test, one owner, and a talking point grounded in the records.

XLSMonday_Spec_Decision_Matrix.xlsxrepresentative rows from 17 specs
HomeReason for the planEvidence to keep in viewActionOwner and review date
Spec 04The home has stood for 92 days. Its price is above the supported range, and traffic is weak.Two active competitors in the area have not closed.Model one targeted price change.The VP of Sales will review it in 14 days.
Spec 09Buyers mentioned the payment in four of five objections.One buyer objected to the homesite.Use the approved financing offer.The sales lead will review it after two weekends.
Spec 12Six of nine tours raised the same rear-yard concern.The home is receiving enough traffic.Change the presentation and record the response.Marketing and Sales will review it after ten tours.
Spec 16The home has stood for 31 days. Traffic and follow-up match the community pace.The home has not received a written offer.Keep the current plan and continue measuring.The sales manager will review it on day 45.
17 homesEach home has a specific reason for its plan.The team can see evidence that points elsewhere.Each home has one small test.Each test has an owner and review date.
PDFMonday_Sales_Meeting_Guide.pdfone-page team brief
  • 1
    Review the four groupsThe meeting covers four price tests, six payment tests, three product or presentation tests, and four homes that need more time.
  • 2
    Give every home its own planEach row includes the relevant comp set, buyer language, approved offer, owner, and review date.
  • 3
    Use the approved promise limitsThe attached guidance states which rates, completion dates, included features, and concessions the team may offer.