CB
Cherished Blossoms Group — Advisor Onboarding Pack
Estate Agents · Mortgage Advisors · Solicitors
Confidential — issued to new network advisors only
Section 1
Welcome & positioning
Welcome to the Cherished Blossoms Group Advisor Network. We partner with a small, carefully selected group of advisors who demonstrate excellence in our core standards. You are joining because your work reflects these values.
- Clear, jargon-free communication
- Fast, reliable response times
- High standard of client care
- Strong NW London market knowledge
- Ethical and transparent practice
Our buyers trust us to connect them only with advisors who meet these standards. This pack sets out what we expect, what you can expect from us, and how we work together.
Section 2
Our mission & buyer promise
We support motivated buyers across NW London by helping them navigate the buying process with clarity, avoid overwhelm and costly mistakes, and move confidently from search to completion.
NW6
Kilburn / W. Hampstead
NW10
Willesden / Harlesden
Your role is essential in delivering this promise to every buyer we introduce to you.
Section 3
Advisor expectations & standards
Response time
- Tier A advisors: within 2–4 hours
- Tier B advisors: within 24 hours
- Acknowledge receipt even if busy
Communication
- Clear, jargon-free explanations
- Transparent, honest guidance
- Respectful, supportive tone
- No pressure tactics — ever
Client care
- Patience with every buyer
- Realistic timelines and expectations
- Keep buyers informed at each step
Professionalism
- Treat every buyer with equal respect
- Maintain GDPR compliance at all times
- Represent your services honestly
Section 4
How we match buyers to advisors
Our matching system pairs each buyer with the most suitable advisor using the following criteria. You will only be matched with buyers who fit your strengths and coverage profile.
- Coverage areas (NW2, NW4, NW6, NW7, NW9, NW10)
- Buyer type (first-time buyer, investor, upsizer, relocator)
- Budget range
- Property type preferences
- Advisor tier level
- Performance score history
Section 5
What you can expect from us
- We send only qualified, motivated buyers — no cold or unvetted leads
- We provide buyer context before every introduction
- We support buyers through the early stages so you receive engaged clients
- We ensure smooth communication between all parties
- We review advisor performance fairly and transparently
- We will always inform you of any concerns before escalating
Section 6
How introductions work
When a buyer is ready, we send a warm introduction email copying you and the buyer in. Here is what happens next.
1
Respond promptly
Acknowledge the introduction within your tier's response window (2–4 hrs for Tier A, 24 hrs for Tier B).
2
Introduce yourself clearly
Send a warm, professional message directly to the buyer explaining who you are and next steps.
3
Arrange next steps
Book a call, viewing, or meeting with the buyer as appropriate to your advisor type.
4
Keep communication professional
CBG steps back once connected. Keep the buyer informed and supported throughout.
Section 7
Performance monitoring & tier movement
We maintain a fair, transparent performance system reviewed monthly and quarterly. Your tier reflects your consistency and buyer satisfaction.
Tier A
Consistently excellent. Score 4.5–5.0. Priority buyer assignments.
Tier B
Reliable and consistent. Score 3.5–4.4. Standard buyer assignments.
Tier C
Backup or under review. Score below 3.5. Low-urgency buyers only.
We track: response time, buyer satisfaction, progression rate, communication quality, and reliability. Tier movement is communicated in advance with clear reasoning.
Section 8
Advisor conduct & ethics
All advisors are expected to uphold the following at all times. Any breach results in immediate removal from the network.
✓ Transparency in fees and processes
✓ Honest representation of properties or services
✓ Respect for buyer timelines and budgets
✓ No aggressive or pressure sales tactics
✓ Full GDPR compliance at all times
✓ No sharing of buyer data outside agreed channels
Section 9
How to update your advisor profile
If your coverage areas, budget range, availability, team size, or specialisms change at any time, please let us know so we can update your profile and ensure correct matching.
Reply to any CBG email with the subject line: "Advisor Profile Update — [Your Name]"