Seller Consultation
- Schedule listing consultation
- Pull CMA (Comparative Market Analysis)
- Research property tax history
- Review BRRETA agency disclosure
- Prepare listing presentation
- Research days on market for area
- Know their motivation & timeline
- Identify any liens or title issues
- Pre-consult confirmation email
- Day-of reminder text
- Post-consult follow-up email
- CRM: Add to Seller Pipeline
- Send listing agreement for review
- Refer stager / photographer
Subject: Getting Ready to Sell — A Few Things Before We Meet
Hi [First Name],
I'm so excited to help you sell your home! To make the most of our time together, I've done my homework — I'll be bringing a full market analysis and a customized plan just for your property.
To help me prepare, can you share:
· Approximately when you'd like to be out
· Any updates or improvements you've made
· Any concerns or questions on your mind
In our meeting we'll cover: what your home is worth in today's market · how we'll price, prep, and market it · what the selling process looks like start to finish · your net proceeds estimate.
See you [DATE] at [TIME]. Looking forward to it!
[Your Name] | [Phone] | [Website]
Subject: Great Meeting — Here's Your Seller Roadmap
Hi [First Name],
It was wonderful sitting down with you! I've attached your Seller Roadmap so you always know what's coming next.
Based on our conversation, here's what I recommend we do first:
① [Top prep item — paint, declutter, repair, etc.]
② Sign listing agreement by [DATE]
③ Schedule photos for [DATE]
I'll be in touch within 24 hours with next steps. Any questions — call or text me anytime at [Phone].
Let's get this home SOLD! [Your Name]
Pre-Listing Prep
- Sign listing agreement
- Complete seller's disclosure
- Order professional photos & video
- Schedule stager consultation
- Complete recommended repairs
- Deep clean & declutter walkthrough
- Confirm lockbox / showing instructions
- Install yard sign
- Order any pre-listing inspections
- Listing agreement signed confirmation
- "Getting Ready to List" email
- Photo day reminder text
- CRM: Update to "Pre-Listing"
- Share prep checklist with seller
- Staging tips handout
Subject: Your Home Is Almost Ready — Here's Our Prep Plan
Hi [First Name],
We are on our way! Here's your prep checklist before we go live:
This week:
☐ Declutter every room — less is more for photos and showings
☐ Deep clean including windows, baseboards, and appliances
☐ Complete repairs: [specific items from walkthrough]
☐ Curb appeal: mow, trim, fresh mulch if needed
Photo day is [DATE] at [TIME]. Please have the home show-ready by [TIME - 30 min before]. I'll be there too.
The better the photos, the faster the sale. This step is everything!
[Your Name]
Hi [First Name]! Just a reminder — photos are tomorrow at [TIME]. Make sure all lights are on, beds are made, and counters are clear. You've got this! Call me if you need anything. — [Your Name]
Active Listing
- Enter listing in FMLS & GAMLS
- Verify all data is accurate
- Launch marketing: social, email, video
- Send Just Listed postcards / emails
- Host broker open & public open house
- Review showing feedback weekly
- Weekly market update call to seller
- Adjust strategy if needed at Day 14
- "We're Live!" email to seller
- Weekly activity report call
- Showing feedback summaries
- CRM: Log all showing activity
- Price review conversation if needed
Subject: 🎉 Your Home Is Live — Here's What I've Launched
Hi [First Name],
Your home is officially on the market! Here's everything that went live today:
🏠 MLS: Listed on FMLS & GAMLS — visible to all agents and buyers
📱 Social Media: Posted on [platforms] — share it with your network!
📧 Email blast: Sent to my buyer database of [#] contacts
🎥 Video/Virtual Tour: [Link]
🌐 Your listing link: [Link] — share this everywhere
Showings are already being requested. I'll send you feedback after each one. Let's get you an offer!
[Your Name]
Subject: Your Weekly Home Selling Update
Hi [First Name],
Here's your update for the week of [DATE RANGE]:
👁 Online views: [#] views across all platforms
🏠 Showings this week: [#]
💬 Buyer feedback summary: [Brief summary — what they loved, what they noted]
📊 Market pulse: [# new listings / # sold comps this week]
My recommendation: [Stay the course / Consider price adjustment / Schedule open house]
I'll call you [DAY] at [TIME] to talk through this together. You're doing great — stay the course!
[Your Name]
Offers & Negotiation
- Present all offers promptly
- Review offer terms with seller
- Verify buyer pre-approval / proof of funds
- Compare net proceeds on each offer
- Counter, accept, or reject in writing
- Confirm Binding Agreement Date
- Notify other buyers if applicable
- Send BAD + deadlines to all parties
- Offer received — call seller immediately
- Net proceeds comparison email
- Binding Agreement congratulations call
- CRM: Update to "Under Contract"
- Notify backup buyers if applicable
Subject: 🎉 You Have an Offer — Let's Talk
Hi [First Name],
Great news — we received an offer on your home! I'm calling you now, but here are the highlights:
💰 Offer Price: $[AMOUNT]
📅 Proposed Closing Date: [DATE]
🏦 Financing: [Conventional / FHA / VA / Cash]
🔑 Earnest Money: $[AMOUNT]
📋 Key Contingencies: [Inspection / Appraisal / Sale of Home]
I'll walk you through everything on our call. We have [TIME FRAME] to respond. Let's make a plan together.
[Your Name]
Subject: You're Under Contract — Here's What Happens Next
[First Name], YOU DID IT! 🏠🎉
Your Binding Agreement Date is [DATE]. All deadlines run in calendar days from that date.
Key Upcoming Deadlines:
📅 Buyer's Inspection Period Ends: [DATE] (Day [#])
📅 Appraisal Contingency: [DATE] (Day [#])
📅 Buyer's Loan Approval: [DATE] (Day [#])
📅 Closing Date: [DATE]
What you need to do now:
☐ Continue keeping the home show-ready for appraisal
☐ Begin packing non-essentials
☐ Contact your utility companies about transfer dates
☐ Start planning your move!
I'm with you every step. Let's get to closing! [Your Name]
Under Contract
- Confirm earnest money received
- Coordinate buyer's inspection access
- Review repair request / amendment
- Negotiate repairs or credits
- Confirm appraisal scheduled
- Prepare for appraisal visit
- Monitor buyer's loan progress
- Keep seller updated weekly
- Confirm clear to close with lender
- Inspection coordination email
- Repair request response call
- Appraisal prep email
- Weekly milestone update
- CRM: Log all contract milestones
Subject: Buyer's Inspection — What Happens Now
Hi [First Name],
The buyer's inspection is scheduled for [DATE] at [TIME]. Here's what to expect:
What you should do:
☐ Leave the home during the inspection (plan for 2.5–4 hours)
☐ Leave utilities on and all areas accessible
☐ Leave out any appliance manuals, warranties, or permits you have
After the inspection: The buyer has until [DATE] to submit any repair requests. I will share their request with you immediately and we'll strategize together.
Remember: A repair request is normal — it's not a crisis. We have options. I've got you.
[Your Name]
Subject: Appraisal Coming Up — How to Prepare
Hi [First Name],
The appraisal is scheduled for [DATE]. Here's how to make the best impression:
✅ Home should be clean and show-ready
✅ Make a list of all upgrades & improvements with approximate costs and dates
✅ Leave out any permits or warranties
✅ Make sure all areas are accessible (attic, crawl space, garage)
I'm proactively preparing a comparable sales package to support our price. The appraiser's opinion matters — let's set the stage for success.
I'll call you as soon as results come in. [Your Name]
Closing
- Confirm closing date, time & location
- Review HUD / closing disclosure
- Confirm all repairs completed
- Coordinate final walkthrough access
- Remind seller what to bring
- Confirm utility transfer dates
- Leave keys, garage openers, manuals
- Attend closing with seller
- Closing week prep email
- Day-of "bring this" text
- Closing day celebration call / photo
- CRM: Move to "Sold / Past Client"
- Request review at or after closing
Subject: Closing Week — Your Final Seller Checklist
Hi [First Name],
The finish line is HERE! Here's your closing week game plan:
✅ Bring to closing: Government-issued photo ID · Bank account info for wire of proceeds
✅ Leave at the property: All keys & fobs · Garage door openers · Mailbox keys · Any appliance manuals or warranties
✅ Utilities: Cancel or transfer service effective [DATE]
✅ Final walkthrough: Buyer will walk through on [DATE] — home should be in agreed condition and broom-clean
✅ Personal items: Everything must be out by [DATE/TIME]
You've done an incredible job. See you at the closing table! [Your Name]
Post-Closing Care
- Day 1: Celebration call + social post
- Day 7: "How's the move going?" text
- Day 30: Check-in call — all settled?
- Day 60: Send neighborhood market update
- Day 90: Card — "Congrats on 3 months!"
- Month 6: Market update in their new area
- Month 11: "Selliversary" prep call
- Month 12: Selliversary card + call
- Ongoing: Birthday program
- Ongoing: Holiday touchpoint
Subject: Happy 1-Year Selliversary, [First Name]! 🏡
Can you believe it's been a whole year since we closed on your home?
I still remember handing over those keys and seeing the look on your face. That moment never gets old for me.
I hope your new chapter has been everything you hoped for. If you — or anyone you know — ever needs help buying, selling, or just has a real estate question, I'm always just a call or text away.
It truly was an honor to serve you. Here's to the next chapter!
[Your Name] | [Phone] | [Website]
Client Programs — Forever Clients
These programs apply to every seller with potential to refer business, buy again, or become a lifetime advocate. The sale closed — the relationship is just getting started. Build systems, set the reminders, and show up where no other agent does.
🎂 Birthday Program
Card mailed 2–3 days before birthday · Personal phone call on the day · Small gift for top-tier clients · CRM reminder set annually from the date in their contact record
🤝 Referral Program
Immediate thank-you call the moment a referral is given · Handwritten card + small gift sent within 48 hours · Update them on the referred client's journey (with permission) · Second gift when the referred deal closes
😔 I'm Sorry Program
When you drop the ball — own it fast. Call first. Don't text. Don't email first. Acknowledge specifically what happened without excuses. Offer a clear remedy. A fast, sincere apology turns a frustrated client into your biggest advocate. Silence turns them into a 1-star review.
🎄 Holiday Program
Thanksgiving: personal note of genuine gratitude · Christmas/Holiday: branded card or gift — mail by Dec 10 to arrive on time · New Year: "What are your real estate goals this year?" — opens a natural conversation · Pick one unexpected holiday (4th of July, Labor Day) to stand out when everyone else is silent
🏡 Selliversary Program
Card + call every year on their closing date anniversary · Share what their former home sold for vs. today's market (they always want to know!) · Natural referral ask: "Anyone in your world thinking about making a move?" · CRM: Annual recurring task set from closing date
📊 Market Update Program
Hyperlocal market update every 6 months for their current neighborhood · "Here's what homes are selling for near you right now" — they read it every time · Positions you as the expert for their next move before they even start thinking about it · CRM: 6-month drip from close date
Dear [Name],
Sending someone you care about my way is the highest compliment I can receive. Thank you from the bottom of my heart.
I will take great care of [Referral Name] — just like I took care of you.
With so much gratitude,
[Your Name]
P.S. A little something is on its way to say thank you properly. 🙏