Listing Appointments SOP

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Scheduling:

  • Schedule Listing Appointments in BoldTrail

    • Add Associate Agent

  • Send contact listing appointment outline/what to expect email.

To 
Cc 
Bcc 
SubjectPreparing for Our Listing Appointment
Hi {client_name},
Thank you so much for taking the time to talk to me today about your moving plans and listing your home.I’m looking forward to our upcoming listing appointment and wanted to outline a few key topics we’ll cover to ensure we make the most of our time together.Property Overview:We’ll discuss the current condition of your home, any recent upgrades or renovations, and highlight unique features that could attract potential buyers.Market Analysis:I’ll present a Comparative Market Analysis (CMA) to show how your home compares to similar properties in the area and share insights on current market trends.Pricing Strategy:We’ll talk about your expectations for the listing price, and I’ll provide a recommended price based on my analysis. We’ll also discuss the importance of being flexible with pricing based on market feedback.Marketing Plan:I’ll outline my strategy for marketing your home, including online listings, social media, open houses, and more. We’ll also discuss the benefits of professional staging and high-quality photography.Timeline and Logistics:Understanding your desired timeline for selling is crucial. We’ll coordinate schedules for showings and open houses and discuss any preferences or restrictions you might have.Client Expectations:We’ll set expectations for communication, including how often and through which channels I’ll provide updates. I’ll also clarify what you can expect from me in terms of services and support.Legal and Financial Considerations:We’ll go over your obligations regarding property disclosures and discuss any costs associated with selling your home, including my commission.Next Steps:Finally, we’ll outline the immediate next steps after our appointment, such as signing the listing agreement and preparing your home for the market.I’m committed to making this process as smooth and successful as possible for you. If you have any questions or specific concerns you’d like to address during our meeting, please let me know.Looking forward to working with you!Best regards,

Preparation:

Appointment/Presentation:

  • Dress Code

    • Men:

      • Suit
      • Button-up shirt
      • Slacks
      • Dress Shoes
      • Coat (optional)
      • T-Shirt
      • Polo
      • Jeans
      • Shorts
      • Sandles
      • Tenis Shoes

    • Women:

      • Suit
      • Dress
      • Button-up shirt
      • Slacks
      • Dress shoes/heels
      • Coat (optional)
      • T-Shirt
      • Polo
      • Jeans
      • Shorts
      • Sandles
      • Tennis Shoes

  • Plan and show up 15 minutes early

Post Appointment Follow Up

  • Add and follow the Post Listing Appointment Follow Up campaign in BoldTrail

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