📅 2025-07-04 — Session: Structured Real Estate Visit and Lead Management

🕒 21:35–22:10
🏷️ Labels: Real Estate, Lead Management, Pdf Generation, Time Management
📂 Project: Business
⭐ Priority: MEDIUM

Session Goal: The session aimed to organize and execute tasks related to real estate property viewing and lead management, focusing on rental properties in Don Torcuato.

Key Activities:

  • Planned a sprint session focusing on time management and task prioritization, specifically for managing visits and reviewing finances.
  • Developed a structured document pack for property viewing, including economic conditions and visitor registration forms.
  • Detailed specifications for a rental property in Don Torcuato, including size, security, and accessibility.
  • Outlined economic conditions and contract requirements for rental agreements.
  • Reflected on lead tracking data using a CSV dataset, detailing contact information, stages, priorities, and next steps.
  • Logged confirmed and potential leads for scheduled visits, including necessary follow-up actions.
  • Executed a Python script using the FPDF library to generate a PDF document for rental property listings, detailing property features and economic conditions.

Achievements:

  • Successfully organized a visit pack for property viewing, ensuring all necessary documentation and economic conditions are clearly outlined.
  • Generated a PDF document for rental property listings, automating the documentation process.
  • Managed and logged leads effectively, preparing for upcoming visits.

Pending Tasks:

  • Follow up on leads scheduled for visits on July 5.
  • Review and adjust financial planning based on the outcomes of the property visits.