La Citadel | Client Onboarding
La Citadel · Onboarding

Let’s build the launch system.

This onboarding page explains the immediate next steps for La Citadel: strategy finalization, content planning, website design, CRM setup, WhatsApp workflows, required credentials, and the asset collection process before execution begins.

16 May Strategy Presentation
18 May Social Calendar
21 May Website Draft
Project Direction

Premium. One of a kind. High appreciation.

La Citadel will be positioned as a landmark project in Vizag with strong visual storytelling around location, scale, hillside experience, lifestyle, and long-term property value.

Onboarding focus for this phase

Collect the right inputs, lock the strategy, set up lead systems, and create a clear content and website execution path.

Strategy16 May
Calendar18 May
Website Draft21 May
Onboarding Roadmap

What happens next.

Since the proposal has been approved, the focus now shifts to structured onboarding. We will first finalize the strategy and content pillars, then align shoots, website design, CRM setup, WhatsApp flow, and lead handling systems.

16 May

3-month strategy presentation

We will share the complete strategy direction for the next three months, including positioning, buyer psychology, campaign goals, content pillars, lead flow, and sales pipeline structure.

18 May

Social media calendar draft

The first social media calendar will be shared. Based on this, the shoot requirements, posting timelines, video topics, static post topics, and production schedule will be determined.

21 May

First website design draft

The first design draft of the premium La Citadel website will be shared, covering the visual direction, key page sections, content flow, and conversion CTAs.

After Approval

Shoots, content production, CRM, and campaign setup

Once strategy, content pillars, and posting topics are finalized, we will move into shoot planning, posting schedules, CRM setup, WhatsApp verification, workflow automation, and campaign preparation.

Content Direction

Create visibility and demand.

Phase 1 will focus on high-quality visual content that makes La Citadel known across Vizag and positions it as a project buyers cannot ignore.

Pillar 01

Project value

Show where the project is, the scale of the development, the going price, and why buyers should consider it now.

Pillar 02

Premium experience

Highlight the clubhouse, interiors, hillside setting, 3D renders, 360° views, and virtual walkthrough experience.

Pillar 03

Buyer education

Create expression notes and content that answer what potential customers need to know before purchasing the property.

Pillar 04

Trust building

Build authority through VPR Builders’ history, previous projects, developer credibility, testimonials, and project progress.

01

Local Vizag awareness

Everyone in Vizag should understand what La Citadel is, where it is, how much it is going for, and why it is a premium opportunity.

02

NRI and foreign pull

Content will also speak to NRIs and external buyers who need trust, clarity, virtual walkthroughs, and strong investment logic.

03

Missing-out narrative

Communication will show what buyers may miss if they delay: appreciation value, availability, lifestyle access, and early-mover opportunity.

Website Direction

A premium virtual experience website.

The website will be built as the central conversion platform for La Citadel. It will attract the visitor, explain the complete project, provide a premium virtual experience, and guide them toward a clear action.

01

Complete project storytelling

The website will explain the project from the beginning: location, vision, scale, amenities, interiors, construction, developer trust, and buyer value.

02

Virtual walkthrough lead magnet

Visitors who want a guided walkthrough can book a call where the sales coordinator takes them through the whole project virtually.

03

Easy-to-act CTAs

WhatsApp action buttons, enquiry forms, appointment booking, brochure downloads, and virtual walkthrough CTAs will be placed across the buyer journey.

Sales Onboarding System

What happens after a lead is captured.

We need a clear system for CRM, WhatsApp, lead qualification, sales team notifications, follow-ups, appointment booking, and conversation tracking.

01

CRM setup

Set up lead stages, source tracking, buyer interest level, follow-up status, sales coordinator assignment, and site visit or virtual walkthrough status.

02

WhatsApp verification

Verify and connect WhatsApp so that enquiries, confirmations, reminders, and sales follow-ups can move faster.

03

Workflow automations

Create automated responses, internal lead alerts, appointment reminders, follow-up prompts, and structured communication flows.

Lead Flow

From enquiry to appointment.

01

Lead enters from website, ads, WhatsApp, or social

Every enquiry source needs to be clearly tagged for analysis and follow-up quality.

02

Lead gets added into CRM

The sales team should see buyer name, phone number, source, requirement, interest level, and next action.

03

WhatsApp and call follow-up starts

The lead receives project details, walkthrough options, appointment confirmation, and follow-up communication.

04

Sales coordinator moves lead to next stage

Lead stages move from enquiry to qualified, call done, virtual walkthrough booked, site visit booked, negotiation, and closed.

Sales pipeline scope

This system will support ad management, analytics, workflow automations, and better lead handling for higher closing efficiency.

  • Lead source tracking
  • CRM pipeline stages
  • WhatsApp workflows
  • Appointment booking
  • Sales team alerts
  • Lead quality analytics
  • Follow-up reminders
  • NRI lead handling
Client Inputs

Required to start execution.

To move quickly, the following credentials, documents, project assets, and approvals are required. These inputs will help us set up the website, content calendar, CRM, WhatsApp system, and lead workflow correctly.

Credentials and access

Please share access to the platforms and systems required for onboarding and execution.

  • CRM access or CRM setup approval
  • WhatsApp verification details
  • Website credentials
  • Hosting credentials
  • Domain credentials
  • Instagram credentials
  • Facebook credentials
  • YouTube credentials
  • Google Business Profile access
  • Ad account access, if available

Project assets and information

Please upload the project assets needed for website design, content creation, strategy, and sales enablement.

  • Logo and brand files
  • Brochures and sales decks
  • Project videos and walkthrough footage
  • Floor plans and master plan
  • 3D renders and walkthrough files
  • 360° interior views
  • Clubhouse and amenity details
  • Pricing and payment plan details
  • VPR Builders profile and previous projects
  • Project approvals and certifications
  • Existing photos and videos
Add Assets & Credentials