Re: Managing interest list, tour attendees and future buyers?
From: Mac Thomson (
Date: Tue, 25 Feb 2020 13:05:51 -0800 (PST)
At Heartwood, prospects sign up through our website to receive more information 
and emails. That automatically adds them to our MailChimp list, from which we 
send an automated response sequence (7 emails about cohousing and Heartwood 
spread over a month) and periodically send newsletters. When they get added to 
MailChimp, Zapier automatically adds them to a Google spreadsheet that acts as 
our database. The spreadsheet has lots of other fields (level of interest, 
visits, etc.) that we can fill in with info as appropriate.

Mac Thomson

Heartwood Cohousing
Southwest Colorado

"It is not doing the thing we like to do, but liking the thing we have to do, 
that makes life blessed.” 
           - Johann Wolfgang von Goethe

> On Feb 24, 2020, at 4:31 PM, Neil Planchon <neil [at]> wrote:
> Hello everyone
> I am doing some research for us. I would love to hear how your community is 
> managing your interest list, tour attendees and future buyers data.
> What single communications and event software are you using?
> What combo of tools are you using to track all this?
> I look forward to hearing from you.
> Cheers
> Neil
> Swan's Market Cohousing -
> Foundation for Intentional Community -
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