Buyer Consultation
Step 4: Add Buyer to CRM & Thank You Note
Adding the buyer to your CRM ensures every interaction is tracked and organized. It creates consistency, enhances follow up, and strengthens client relationships.
Pro Tip
Aim for the first weekend your listing goes live and avoid major holiday weekends.
Training Box
- Always download a fresh Buyer Checklist at the start of every transaction.
- Review the Homebuyer Profile before calling the buyer so you are prepared.
- Use both documents to stay consistent and organized.
- Save both documents in the buyer file for the upcoming consultation.
- The buyer checklist for contracts can be found in Zipforms and Absorb. There’s a second buyer profile sheet that’s available in Absorb:
Daily Activity Plan
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