Purpose
Manage Bloom Market vendor leads in SoTellUs for The Nest at Anderson Mill (Erica Harris) so inquiries are answered promptly, messaging stays on-brand, and opportunities move from first contact through registration and payment confirmation.
Prerequisites
• Sign in to SoTellUs with the client’s approved credentials via the organization’s password manager.
Confirm you are in The Nest at Anderson Mill account before any outreach.
Open the pipeline
Go to Opportunities.
Select pipeline The Nest Bloom Market.
Focus on Interested and Registration Form Submitted stages for follow-ups.
Message leads
Send messages in SoTellUs that match the last conversation and any updates from Ms. Erica. Edit samples before sending.
First-time inquiry (edit as needed): thank them for interest in The Nest Bloom Market (outdoor vendor market on Saturdays at The Nest at Anderson Mill, 11812 Millwright Parkway, Austin, TX 78750), point them to the current vendor sign-up link from Ms. Erica, and note that payment may not be required at initial sign-up. Mention current launch timing and paid-ad benefits only when those details are still accurate.
Registration submitted but unpaid: thank them for the form, share the current payment link provided by Ms. Erica, note holiday blackout dates and promos only if still active, and remind them of ad inclusion after payment.
Convert new inquiries to opportunities
Open the conversation → add an Opportunity from the person/arrows control.
Set the Stage to Interested, Contacted, Registration Form Submitted, or Paid as appropriate.
Set Owner to Geralyn or the current assignee. Optional followers are Ms. Erica Harris or Ms. Shavonda Lawson.
Set Opportunity Source to Bloom Market / The Nest Bloom Market, then choose Create.
Cadence
Treat as a weekly recurring task, but check the Nest SoTellUs account daily for new inquiries.
Quality Checklist
☐ Correct Nest account and Bloom Market pipeline
☐ Messages edited for current facts from Ms. Erica
☐ New inquiries converted to Opportunities
☐ Stages and owners set correctly