Custom Home Builder Customer Lifecycle

This is a comprehensive customer lifecycle journey designed specifically for Custom Home Builders. It tracks the entire client experience—from initial marketing and lead generation, through each phase of project management, all the way to the final walk-through and project completion.

The system allows users to:

• Identify the original source of each customer

  , providing visibility into which marketing channels are most effective.

• Monitor the current stage

  of every project in the home-building pipeline, from initial consultation to design, construction, and closing.

• Assign and track project managers

  or team members responsible for each client, ensuring accountability and streamlined communication.

• View real-time project status updates

  , so teams can stay aligned and proactively manage timelines, tasks, and deliverables.

This lifecycle journey not only improves operational efficiency but also enhances customer experience by ensuring every client is guided through a structured and transparent process.