The Journey – Next Steps Touchpoint helps your clients understand what comes next — without guesswork, confusion, or manual follow-ups.
BrokerBlocks continuously monitors your clients' activity and stage in the pipeline. When the platform detects the right moment, it automatically generates a Next Best Action (NBA) for this touchpoint — so you don't have to decide when or who to send it to. BrokerBlocks handles the timing while you focus on refining the message.
🧭 Getting Started
You'll typically open this presentation from a Next Best Action. To review or edit it ahead of time:
Go to Explore in the main app
Navigate to Client Phase → Journey - Next Steps
Click Explore to view the leads on your account
Note: When editing a touchpoint in Explore, select any contact to preview and make your edits, then save. Your changes will be ready the next time you send that touchpoint to any of your leads.
✨ How to Edit the Journey – Next Steps Touchpoint
Customize the content below to match your voice and brand. When BrokerBlocks surfaces this as a Next Best Action, you'll review and send it from there.
You can:
Write a warm, client-focused subheader
Customize the header title to match your tone and brand
Add, rename, or refine checklist steps to reflect your process
Update your headshot for a polished, professional feel
Save your version as the new default, or reset anytime
These edits apply automatically whenever the touchpoint is triggered as a Next Best Action.
Note: If you simply want to save your edits as the default template, click the home icon in the upper left corner and select "Save and Return to Dashboard"
✅ The 5 Key Steps (Client-Facing Content)
Each step is written in a warm, client-focused voice that blends confidence, clarity, and partnership:
Finding Your Perfect Match
We'll explore the market together to find homes that align with your goals and lifestyle. I'll curate listings, schedule showings, and help you identify the best fit.
Making a Competitive Offer
When the right home comes along, I'll guide you in crafting a strong offer supported by data and smart negotiation strategies.
Navigating the Paperwork
I'll walk you through every contract and document so you feel confident and informed before signing.
Inspections and Appraisals
Your investment matters. I'll help coordinate inspections and appraisals and address any findings along the way.
Closing with Confidence
We'll finalize the details together to ensure a smooth, stress-free closing — so you can celebrate with confidence.
💡 Why This Touchpoint Matters
The Journey – Next Steps isn't just a touchpoint — it's reassurance. By pairing thoughtful content with automated Next Best Actions, you stay consistent, timely, and client-focused without adding manual work to your plate.
📤 Ready to Send?
Once you've reviewed your edits:
Click Save to apply your changes for future use
Click Continue to review Sending Options and deliver the touchpoint now
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.