This following checklist assures that the mundane activities of servicing a listing are being handled each day.
Make certain that the checklist is in a format that will impress the seller when they see it as part of your listing presentation. The major reason for this checklist is so an assistant or transaction coordinator will fulfill all of your client-pleasing and marketing activities.
Take a look at this checklist and utilize it as the base for your own marketing checklist, adding or deleting any activities that you do, do not include or cannot do.
This is an impressive activity form to include in your listing presentation to show that you are worthy of their trust and their assets, but it is also the basis for freeing your time with an assistant so you can do more lead generation or have a life!
Stellar Service Marketing Checklist
Address:___________________________ MLS#:_________________________
Sq.Ft. From: Tax:_________________ Owner:_________________________
Measure:_________________ Other:___________________________________
Seller: Name:_____________________________________________________
Address:_________________________________________________________
Home Ph:______________________ Work Ph:__________________________
Fax:_________________________ Cell Ph:_____________________________
E-mail:___________________________________________________________
Seller: Name:_____________________________________________________
Address:_________________________________________________________
Home Ph:______________________ Work Ph:__________________________
Fax:_________________________ Cell Ph:_____________________________
E-mail:___________________________________________________________
Attorney: Name:____________________________________________________
Address:___________________________________________________________
Work Ph:______________________ Alt. Work Ph: _________________________
Fax:_________________________ Cell Ph:_____________________________
E-mail:___________________________________________________________
LISTING CHANGES:
Date:__________________ Change:__________________________________
Date:__________________ Change:__________________________________
Date:__________________ Change:__________________________________
Need from Seller:_________________________________________________
_______________________________________________________________
How will I get it:__________________________________________________
OFFICE SYSTEMS:
- o Calendared database call two weeks before expiration date
- o Hot sheet (sheet with all your listings on it for brochure box and distribution)
- o Thank you for new listing letter
- o MLS information checked for accuracy
- o E-mail detailed MLS report to seller(s)
- o Send business reply envelope to the seller for needed information o Yes o No
- o Permit needed: o Yes o No
- o Order CCRs: o Yes o No
- o Order termite: o Now o Later
- o Brochure distribution (see checklist)
- o Garage inspection: o Now o Later
- o Follow-up letter: o 1 o 2
- o 100 expired letters around my listing:_____________________
- o 800 Number Set Up: o Y o N o Recording o Flyer
- o Order post-listing home inspection
BROCHURE SET UP:
Photo: Color_____ B/W_____ Taken By:_________________________
Virtual Tour Shot: o Yes o No
When:_______________________________________________________
Style: Regular_____ Heavy Paper/Color Photo____ Custom______
Paper: White________ Ivory_________
Price Include: o Yes o No
DISTRIBUTION:
- Make 100 copies for inside caddy tray
- Brochure Box o Yes o No
(500 copies delivered to seller so they can keep the box full)
- Put 20 in brochure file in office to agents to use
DATABASE:
Add to “Haves”: Area:_____________ Type:_____________________
Check “wants”: Area:_____________ Type:_____________________
Call “wanters”: Who:_____________ When:_____________________
Call “wanters”: Who:_____________ When:_____________________
Call “wanters”: Who:_____________ When:_____________________
Call “wanters”: Who:_____________ When:_____________________
Call “wanters”: Who:_____________ When:_____________________
TOURS:
Belmont: Order date:___ Tour date:___ Seller notice letter sent:___
Board: Order date:___ Tour date:___ Seller notice letter sent:___
Bixby/NLB: Order date:___ Tour date:___ Seller notice letter sent:___
Lakewood: Order date:___ Tour date:___ Seller notice letter sent:___
Los Altos: Order date:___ Tour date:___ Seller notice letter sent:___
Website Uploads:_____________________________________________
Virtual tours included on:_______________________________________
SIGNS:
Post:__ Stake:__ Free:__ Custom:__ Free Commercial:__ Solar Asstd:__
Number of above:_______ Location(s): _____________________________
Ordered:_____________ By: _____________________________________
FOR CONDOS:
CC&Rs ordered & received?__________ HOA phone:________________
Total # of units?:________ # occupied?:_________ # rentals?__________
# Currently for sale?:________ Approx. $ in reserves?:________________
Ordered financial statement/budget/bylaws from HOA on:__________________
- See additional condo checklist (this can be found in our Time-Saving Checklists book)
FIELD WORK:
Riders: 1._______________ 2._______________ 3.____________________
4._______________ 5._______________ 6. Special order____________
Brochure Box: o Yes o No Caddy-Tray: o Yes o No
Tent Card: o Yes o No Sign Type Check: oYes oNo
Make Keys: House____ Gate____ Mailbox____ Garage____
Other:__________________________________________________
Multacc: o Yes o No Where:_________________
Solar: o Yes o No
Custom Sizzle Sign: o Yes o No
When “available” date for sign?____________________________
OPEN HOUSE:
Promised: o Yes o No
Other homes that could go on a 15-minute open hour tour:______________
__________________________________________________________________
__________________________________________________________________
OPEN BUYER FILE FOR SELLER:
o Yes o No
(Have Walter do BA checklist for availability E-mails)
Source of business:________________________________________________
Referral fees:______________________________________________________
Referral thank you and agreement letter:___________________________
Address, E-mail address, and phone # of referring client or agent:___
_________________________________________________________________
__________________________________________________________________
Extra notes:_______________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
EXPIRED OR CANCELED CHECKLIST:
Conditional release form: mailed with SASE on:_____________________
Sent release letter:_________________________________________________
Received back on:________________________________________________
Copy to File:______________________________________________________
REGISTERED CLIENTS WITH PROPERTY OWNER:
1._________________________________________________________________
2._________________________________________________________________
3._________________________________________________________________
4._________________________________________________________________
5._________________________________________________________________
CHANGE WEBSITE AND UPBOOK:
o Yes o No Date__________ By whom:_______________________
CHANGE ORDER ON MLS:
o Yes o No Date__________ By whom:_______________________
SIGN ORDERED DOWN:
o Yes o No Date__________ By whom:_______________________
RIDERS (LOCKBOX/BROCHURE BOX CADDY TRAY) PICKED UP:
o Yes o No Date__________ By whom:_______________________
KEYS RETURNED:
o Yes o No Date__________ By whom:_______________________
THANK YOU TO CLIENT:
o Yes o No Date__________ By whom:_______________________
COPY OF LETTER IN FILE:
o Yes o No Date__________ By whom:_______________________
LLB DATABASE:
o Yes o No Date__________ By whom:_______________________
Calendared call for:_______________________________________________
Comments:_______________________________________________________
__________________________________________________________________
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