Elevate Everything with Daniella Stonefield

Daniella Stonefield, a member from South Carolina and the Georgia low country, walked us through every step of her client process. Why? It all matters. In the ever-evolving world of real estate, some professionals stand out not just for their business acumen but for their dedication to creating seamless and memorable experiences for their clients. Daniella is one such individual.

August 20, 2024
Daniella Stonefield

In the soft wake of court settlements, how to elevate a client’s experience.

A meticulously designed process.
A personalized discovery call.
A comprehensive engagement package.
A detailed buyer book.

On both the buy side and the sell side, Daniella’s team begins with a discovery call. While the standalone terminology may be somewhat commonplace in business these days, their approach is far more personal.

Unlock desire with Discovery Calls.

On both the buy side and the sell side, Daniella’s team begins with a discovery call. While the standalone terminology may be somewhat commonplace in business these days, their approach is far more personal. It’s important to understand the nuance of intent. For buyers, what is their experience and sense of place? Did you vacation on Hilton Head? Go to Savannah for a bachelorette party? As Daniella puts it “all these things matter because it tells us, what have you seen? What is your vision of this place? And what is it that you’re trying to achieve?”

The discovery call helps to unlock the desire that’s driving a buyer or seller. Simply put, “If we’re a good fit, we’ll know it by the end of this call.”

It’s not sexy, it’s an Engagement Package.

While small, this packs a big bunch. Daniella’s team presents an engagement package when a discovery call moves forward with an ecstatic ‘yes’. The engagement package is essentially a formal promise.

The execution of this is the “green light” inducting a new client.

Officially engaged to new clients, an internal team form and questionnaire is completed to outline the desires of the client. On the buy side especially, this dives into the nuts and bolts of the desire driving the buyer. For example, if a client wants to be near water, what type of water?

The Buyer’s Book

Daniella’s team offer a range of post-purchase services, from organizing move-in packages to hosting neighborhood cocktail parties. If there’s a question about something that her team do for a client, the answer is probably yes.

And in Daniella’s words, “So that’s it. That’s the basics.”

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