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Client Attraction Plan

Find more clients by giving the right people a reason to notice, trust and contact you

Not yet available

No exact accepted R1E result route is registered.

Value in customer terms

See the result, timing, confidence and shared effort.

These are exact, reviewed expressions of the four value levers for the selected problem path. They describe the intended value—not a result already achieved.

Result

Give the right clients a clear reason to notice, trust and contact you.

Desired outcome

When value starts

See one useful positioning observation before contact capture.

Why it should work

Start with one audience, existing proof and an approved source rather than a broad promise.

What we need from you and what TopStreet owns

Provide one audience, current proof and current offer; ROLLO structures the first path.

Bounded intake

The questions stay focused on business context.

Do not include client names, contact details, credentials or raw CRM records.

AI-assisted bounded context
  1. 01

    Who do you most want to be known for helping?

  2. 02

    What decision or problem usually brings them to an agent?

  3. 03

    What approved proof can you already show?

  4. 04

    What offer or service should a suitable enquiry understand?

  5. 05

    Which approved property or market source could help them decide?

Maximum inputs

Only the context the plan needs

  • One target audience
  • Current proof
  • Current offer or service

Editing and clarification

You remain in control of the brief

  • The summary remains editable.
  • At most one clarification is asked at a time.
  • Facts, assumptions and gaps stay visibly separate.

Before contact

One useful observation comes before any hand-off.

The visitor can correct facts, assumptions and gaps. At most one useful clarification is asked at a time.

First observation

A useful place to start

Your strongest starting point is one audience and one costly decision; any missing proof is shown as a gap.

Desired outcome

Worked example

Synthetic, not customer evidence

A synthetic agent chooses one investor decision, one approved market source and one invitation; missing proof remains a gap.

Synthetic example

Requested result · held preview

One useful result. One selected service channel. Separate marketing choice.

This is an honest preview of the requested-result handoff. It does not collect details or send through a provider.

fixture manual held

Editable summary before hand-off

One observation appears before capture. The summary stays editable and asks at most 1 clarification at a time.

  • fact
  • assumption
  • gap
Safe failure

Answers stay available; no result is invented

Your answers stay available. A named human response owner must be configured before any follow-up can be promised.

Chief readiness: unavailable. Named human owner: not configured.

Minimum capture

Only the fields needed for the selected result channel

held

Email

Common: name, role, market, route. Channel field: email.

Sender identity is not configured; sending remains held.

Use the same email conversation to ask TopStreet to stop the requested-result service.

held

SMS

Common: name, role, market, route. Channel field: mobile_number.

Sender identity is not configured; sending remains held.

Reply STOP on the same SMS channel to stop messages.

Australian branded SMS: held pending verified sender id.

held

WhatsApp

Common: name, role, market, route. Channel field: whatsapp_number.

Sender identity is not configured; sending remains held.

Reply STOP on the same WhatsApp conversation to stop messages.

WhatsApp outside the service window: held pending approved template.

Supported number prefixes at launch: +61 and +64.

Requested-result permission

  • Required only for the selected result channel
  • Does not authorise promotional nurture
  • A useful result does not require a booking

Marketing permission

  • Separate from the requested result
  • Unchecked by default
  • Unnecessary for the service conversation

Complete result

Know what the plan is meant to contain.

The complete result is designed to remain useful without a booking. The items below describe the held output; they are not a generated result.

Expected sections

A complete, editable answer

  • One audience
  • One reason to choose them
  • One data-led trust idea
  • One useful lead offer
  • One first path to enquiry

Same-day action

One practical next move

Write the first source-led invitation for the selected audience.

Trust boundary

Useful context does not become permission for another purpose.

No provider, message, outreach, legal judgement, investment judgement or commercial decision is activated by this static plan.

Contract boundary

Not yet available

No approved calendar provider or named human response owner is configured.

Client Attraction Plan | TopStreet