Real estate involves juggling showings, meetings, and travel. Here's how to stay organized.
Initial meeting with potential buyers
Office, coffee shop, or virtual
Custom questions: pre-approval status, areas, budget, timeline
Pitch your services
Usually at the property
Buffer: 30 min before and after
Buffer: 30 min between (travel time)
Be generous with availability
Lead capture before open houses
Capture: working with agent?, pre-approved?, timeline?
Create different booking types by area:
"Showing - Downtown" (15 min buffer)
"Showing - Suburbs" (30 min buffer)
Block time for:
MLS research and property prep
Paperwork and contracts
Prospecting calls
Respond fast - Speed wins in hot markets
Confirm details - Always verify appointments
Plan routes - Group showings geographically
Block closings - Mark closing days unavailable