The salesperson remains the named relationship manager throughout, supported by a personal Shift AI workspace and monthly videos.
With permission, capture the presentation, identify explicit buying reasons and questions, flag possible compliance issues and draft a source-supported closing recommendation.
Ask the guest why they’re declining. Distinguish timing, upfront funds, total affordability, unresolved questions and product fit — without forcing every answer into money.
If the guest wants to proceed and qualifies, explain the written price protection and accumulation arrangement, the voluntary initial payment and the exact remaining schedule.
A 12-month personal video and service plan, approved incentives and optional extra contributions — keeping the original term unless the guest agrees to a change.
Talk tracks are drafted for each developer’s approved presentation and loaded only after approval.
“Today I’d like to learn how you travel, explain our ownership program, show you the relevant options and costs, and answer your questions. At the end, you can decide whether this fits your plans.”Salesperson · welcome
“You said two things matter most, and you want to understand one specific question. Have I captured that correctly?”Salesperson · confirm before presenting
“We’ve reviewed how the package works, its limitations and the full costs. What questions are still unanswered? If it fits your travel plans and budget, would you like to review the purchase documents today?”Salesperson · same-day invitation
“What’s the main reason you’d prefer not to move forward today? Is it the program itself, the timing, a question we haven’t answered, the initial payment, the ongoing costs — or something else?”Salesperson · establish the actual reason
With valid permission, AI listens throughout the presentation and fills a private panel only the salesperson sees. It doesn’t interrupt the guest, and it doesn’t make decisions.
Two-bedroom family accommodation · school-holiday travel 10:14 · 10:31
Annual fee increases — approved source ready not yet addressed
“We’re not sure we can book during school holidays.”
Availability phrasing at 10:37 — suggest clarifying booking limits. A flag is not a legal finding.
“Which school-holiday weeks matter most to you?”
Confirm holiday availability limits and fee answers before inviting a purchase. No financing approval or price exception documented.
Choose a reason to see how the program responds. Each answer is recorded in the guest’s own words.
If the guest says ownership isn’t for them, the salesperson acknowledges it and ends the sales effort, unless the guest asks for a specific follow-up.
A request for more time is not evidence the guest secretly agreed to buy. With permission, the assigned salesperson stays in touch through reviewed videos and the guest’s chosen channels.
The panel shows which approved document answers the question and whether it was actually addressed. Missing facts return “needs approved information” and route to a manager.
Where the developer approves it, the guest can review price protection and down-payment accumulation, with a voluntary initial amount and a complete written schedule before agreeing to anything.
A down-payment arrangement addresses the timing of funds — it does not solve total unaffordability. The salesperson reviews the full ongoing costs, and if they don’t fit, offers information without enrollment.
Example: a $2,500 down-payment target — 10% of a $25,000 package. The guest chooses $40 for each of the first two installments, so $80 today covers months 1 and 2.
The 12-month path is an alternative that needs the guest’s separate agreement. A charge never increases without authorization, and one-time extra payments are always the guest’s choice.
Enrollment, funds accumulated, financing approved, contracted, closed and ownership activated are tracked as separate milestones.
A relevant rescheduling invitation through an authorized channel. A no-show has no presentation history, and the CRM never invents one.
Follow-up built on the actual conversation and the guest’s real reason — kept in its own CRM group with its own permissions.
For existing owners reviewing additional time, products or benefits.
