Establish the Buyer Relationship
Step 3: Schedule Buyer Consultation
The consultation is where clarity and professionalism begin. Setting a dedicated meeting demonstrates your value, creates structure, and prepares the buyer for what to expect. A scheduled consultation helps the buyer feel supported and guided.
Pro Tip
Aim for the first weekend your listing goes live and avoid major holiday weekends.
Recommended Tools & Resources
Send an appointment confirmation including time, date, and meeting format.
Use virtual formats when in-person meetings are not possible.
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:
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