This page covers what you do for the seller after onboarding is complete and the listing is live. Your job is to keep the seller informed, the marketing fresh, and the deal moving forward.

When Seller Management Starts

Seller Management starts after:

1. Admin has completed onboarding and notified you
2. You've completed the listing review checklist (see Onboarding a New Toolkit Listing)
3. The CIM is live and ads are posted across business-for-sale sites
4. The first buyer profiles have started arriving (or are imminent)

Cadence — Three Recurring Touchpoints

Bi-Weekly: Buyer Screenshot Email

Every two weeks, send each active seller an update on their buyer pipeline.

What to include:

1. A screenshot of the buyer list in DealBuilder showing each buyer's current access level (no access / Level 1 / Level 1+2)
2. A short note summarizing recent activity since the last update
3. A clear ask: "Please reply if any of this needs to change — open Level 2 for anyone, revoke access, mark anyone lost, or re-open a previously-lost buyer."

This is the cornerstone of the seller's visibility into their listing. Don't skip it.

Why this matters in the new flow: Yvonne (Buyer Manager) handles the initial buyer profile forward and the seller's first decision (grant access at L1 or L1+2, or mark lost). After that, the bi-weekly check-in is your standing forum for ongoing access changes — it's the primary way you collect seller decisions on existing buyers.

Monthly: Listing Audit + Seller Check-In Call

Once a month, do two things together: an internal audit of the listing first, then a 15–30 minute call with the seller.