Property Coach Assignment Automation

🎯Context & Problem

After the Engagement Fee was paid, Property Coach assignment was manual. This created: Delays at a critical client moment Operational dependency on manual coordination between Property Coaches Inconsistent ownership definition Friction at the start of onboarding There was no system-triggered assignment when a deal progressed.

🛠️The Solution (How it works)

Automatic Property Coach assignment in HubSpot is now fully operational. When a deal moves to:

• Qualified to Buy
• Committed
• Closed Won

And the client has completed KYC, the system automatically assigns a Coach based on predefined allocation logic. If a specific Coach should be prioritized:

✅ Cross Team Collaboration = Yes

👤 Closing Support Coach = [Coach Name]

If not specified, the system assigns according to the general allocation rule. One trigger. Immediate ownership. No manual handoffs

🚀Expected Impact

Operational Efficiency → Elimination of manual Coach allocation and follow-ups.

Faster Onboarding Start→ Immediate ownership once conditions are met.

Execution Consistency → Structured and transparent assignment logic.