Active Leads/Clients — Checklist
Appointments
Win the listing or buyer consultation with preparation, presence, and a clear value proposition.
- Build a buyer consultation agenda and slide deck
- Have a signed buyer representation agreement ready
- Confirm pre-approval before the first showing
- Build a digital and printed listing presentation
- Prepare a hyper-local CMA for every listing appointment
- Send a pre-listing package 24–48 hours before the appointment
- Include seller questionnaire and net sheet in the pre-listing package
- Walk the property before pricing whenever possible
- Practice the 10 most common seller objections out loud
- Practice the 10 most common buyer objections out loud
- Confirm every appointment by text the day before
- Bring pens, business cards, and printed agreements to every appointment
- Debrief every appointment in your CRM within 1 hour