This list can be used in a variety of ways. You can include it (all or a portion) in the following ways:
- Your listing presentation to demonstrate the work involved in selling a home.
- Your seller’s section of your website.
- Your in-office client file to keep you and any team members on track
I’m sure you can think of other ways to use it, too; in fact, there are probably items that you can add/delete.
Bottom line: checklists keep you and your team on track. When you provide excellent client service and you follow your checklists each time, what’ll you get? EXCELLENT CLIENT SERVICE!
FIRST WEEK
Start networking with top cooperating agents and advertising
Gather information on home’s features and benefits
Create marketing flyer and web page
Complete Multiple Listing Form
Input listing into MLS computer and Internet sites
Place sign on property with explanatory sign riders
Check city tax rolls for square feet, lot size, and other verifications
Identify schools, recreation, shopping, public transportation
Put lock box on property
Coordinate showing instructions with tenant, if necessary
Add sellers to our database and follow up procedure
Find out if seller will need a REALTOR® and relocation package where relocating
Ask seller for buyer referrals and past showings, if any
Visit properties for sale in area – determine competition and develop alliances with agents
Follow up on all showings
Submit copies of listing to Sanford Systems team members
Check personal buyers in our database to see if this property fits their needs
SECOND WEEK
Distribute flyers at Board of REALTORS® events
Attend MLS marketing session and make oral presentation to REALTORS® about property
Network with more top agents, especially ones who have sold in the area
Deliver flyers to the property, including financing options
Install a flyer box on sign
Update seller with call or E-mail
Follow up on all showings
Add property to fax network and internet 360° photo view program
Arrange telemarketers to call homes around listing (500)
THIRD WEEK
Verify MLS listing detail (book, price, etc.)
Check seller motivation
Distribute flyers to neighborhood, where applicable
Visit any new or similar properties for sale in area
Do blast E-mail to all top agents
Follow up on any showings
Plan 15-minute open house
FOURTH WEEK
Distribute flyers to the area agents
Follow up on any showings
Contact top 100 agents in area by phone
Update seller with call or letter
Attend marketing session for top agents
Check value as compared to competing properties
Adjust price
FIFTH WEEK
Distribute flyers to neighboring county’s agents
Coordinate telemarketers calling prospective buyer lists provided by list company
Follow up on all showings
Review marketing activity
Review direct mail done to date
Check value
Take opinion poll of agents in my office
SIXTH WEEK
Mail flyer to buyers in Walter’s personal database
Follow up on all showings
Evaluate activity, price/terms with seller, and adjust accordingly (phone or meeting)
Overcome buyer objections with seller
Update seller with call, E-mail, or meeting
Ask broker for opinions
SEVENTH WEEK
Follow up on all showings
If applicable, send price reduction letter to all agents in the fax database
Update flyer Internet and MLS re: price reduction or changes
Update the financing flyer with new home mortgage rates
Check Internet search engine strategy
EIGHTH WEEK
Follow up on all showings
Update seller with call or letter
Update market analysis; complete new comparative market analysis
Complete list of solutions to objections or reduce price
Attend MLS marketing session and make oral presentations regarding any changes in price
Take new pictures to show different season, if applicable
NINTH WEEK
Review marketing activity
Review telemarketing done to date
Visit any new and similar properties that are for sale
Follow up on all showings
Network with the top agents for feedback
Review listing with human resources department of every major corporation in area
TENTH WEEK
Update seller with call or letter
Follow up on all showings
Obtain offers or objections
Start at week one and repeat all activities at the rate of two items per week
ELEVENTH WEEK
Direct telemarketers to call prospective buyer lists
Follow up on all showings
Obtain offers or objections
TWELFTH WEEK
Review marketing activity
Follow up on all showings
Update market analysis
Review direct mail to date
Evaluate activity, price, and terms with seller; adjust accordingly with calls, letters, and meetings
THIRTEENTH WEEK
Follow up on all showings
Make any price changes to flyer
Send price reduction letter to all agents in fax and Internet network
FOURTEENTH WEEK
Coordinate telemarketers calling prospective buyer lists
Follow up on all showings
Update seller with call or letter
Discuss repairs or property improvements
FIFTEENTH WEEK
Review marketing activity
Follow up on all showings
Call top agents in town
15-minute open house tour
SIXTEENTH WEEK
Send listing follow up letter to fax network database
Follow up on all showings
Update seller with call or letter
SEVENTEENTH WEEK
Review marketing done to date, and repeat items that created showings
Follow up on all showings
EIGHTEENTH WEEK
Evaluate activity, price and terms with seller, adjust/extend if listing lends itself to an extension (meeting, call, or letter). If listing is extended, marketing timetable starts over at week one.
Update market analysis
NINETEENTH WEEK
Direct telemarketers to call prospective buyer lists
Follow up on all showings
Review marketing activity
TWENTIETH WEEK
Follow up on all showings
Update seller with call or letter
Send inventory letter to fax database
TWENTY-FIRST WEEK
Review marketing activity
Follow up on all showings
TWENTY-SECOND WEEK
Networking session with area agents
Follow up on all showings
Update owner with call or letter
TWENTY-THIRD WEEK
Follow up on all showings
Review marketing done to date
Telemarketers call prospective buyer lists
TWENTY-FOURTH WEEK
Consider hiring appraiser to resolve pricing issues
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