ABCDE
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OPEN HOUSE CHECKLIST
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Open House Property Address
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Task
Quantity/
Assigned To
Completion
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BudgetDate
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IMMEDIATELY AFTER SIGNED LISTING AGREEMENT
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If you don't have a listing, email agents who do so you can do an open house for them
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1Have client make a copy of key
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2 Visit client house to install lockbox with extra key
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3Order yard sign and flyer box to be placed in front yard
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4Find out from owner the avaibility for open house
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5Check out (inventory) open house directional signs
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6Find out from owner the avaibility for photography/videography
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7 Schedule/order professional photography/videography
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8 Ask client to declutter and tidy up in preparation for photography/videography
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9 Get final photos/videos
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10Coming Soon mailers
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11Coming Soon flyer drop
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12Record just listed or open house voicemail broadcast to neighbors
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13Get neighborhood phone numbers from Cole Realty Resource, Vulcan 7, or title rep
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Send voicemail recording, phone numbers, and date/time of broadcast to A-Team Marketing
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15Post video to YouTube
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16Post on Facebook page/profile
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17Write MLS description
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18Upload into MLS
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19Email all agents in office/brokerage to notify them of open house
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20Open House / Just Listed mailers
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21Do Open House / Just Listed flyer drop
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22Include open house in upcoming email newsletter to database
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23Confirm Loan Officer for open house
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24Confirm buyer's agent for open house
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25Agent and Loan Officer to coordinate on time and date for open house access/setup
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26Email agent and Loan Officer their respective contact info and logistics
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27Send out calendar invite for date and time of open house setup
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28Send out calendar invite for date and time of open house
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29Listing agent to put open house on MLS listing
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30Submit info for flyers relating to open house
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31Design door knocking flyer
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32Design open house flyer
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33Complete payment options spreadsheet
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34Design payment options chart flyer
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35Confirmation/approval for Facebook ad spend budget
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36Design Facebook ads
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37Run sponsored Facebook ad
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38Organize catering/food truck and other food and entertainment vendors
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2 DAYS PRIOR TO OPEN HOUSE
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39Circle dial neighborhood to invite to open house
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40Print door knocking flyers
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41Print open house flyers
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42Print payment options chart flyers
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43Generate social media friendly version of flyer to share with Agent and LO
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44Get door knocking flyers to agent
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1 DAY PRIOR TO OPEN HOUSE
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45Ask clients to put away valuables, declutter, and tidy up for open house tomorrow
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46Door knock neighborhood
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Pick up (flyers) and check out open house setup - air dancer, banners, table, table cloth, etc.
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48Send voicemail broadcast to invite neighbors
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49Send group text to Loan Officer and agent confirming time and logisitics
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50Print sign in sheets
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51Print marketing materials
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52Pack materials for open house so ready to go in the morning tomorrow
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DAY OF OPEN HOUSE
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53BEFORE LEAVING THE HOUSE - take materials for open house
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54Confirm all vendors and deliveries
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55Check out (inventory) open house directional signs
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56Set up open house signs
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57Pick up snacks and refreshments
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PREPARING/DOING THE OPEN HOUSE
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58Set up materials for open house (Loan Officer)
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59Set up materials for open house (Agent)
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60Prepare house for open house
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61Interact with people who come through the open house
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IMMEDIATELY AFTER OPEN HOUSE
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62Return/check in open house setup - air dancer, banners, table, table cloth, etc.
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63Send out text message to Loan Officer to bring back equipment
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64Have open house signs taken down and returned/checked in (inventory)
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65Ensure open house sign-in's have been successfully entered/imported into CRM
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66Contact and follow up on all leads from open house
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67Set up all open house leads on followup campaign (emails, calls, texts, tasks, etc.)
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68Send seller update of open house activity report
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COLOR CODE
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Responsibility of The A-Team or Loan Officer to complete or follow up/through
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Responsibility of the real estate agent to complete or follow up/through
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Responsibility of both the agent and A-Team / Loan Officer
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Not applicable
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If you'd like to edit or customize your own open house checklist, just copy and paste the info from this Master Template onto your own spreadsheet or contact me for help!
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Cary Wan
Marketing Director for The A-Team
cary@ateamlending.com | M: (310) 722-6190