| A | B | C | D | E | |
|---|---|---|---|---|---|
1 | OPEN HOUSE CHECKLIST | ||||
2 | Open House Property Address | ||||
3 | |||||
4 | Task | Quantity/ | Assigned To | Completion | |
5 | Budget | Date | |||
6 | IMMEDIATELY AFTER SIGNED LISTING AGREEMENT | ||||
7 | If you don't have a listing, email agents who do so you can do an open house for them | ||||
8 | 1 | Have client make a copy of key | |||
9 | 2 | Visit client house to install lockbox with extra key | |||
10 | 3 | Order yard sign and flyer box to be placed in front yard | |||
11 | 4 | Find out from owner the avaibility for open house | |||
12 | 5 | Check out (inventory) open house directional signs | |||
13 | 6 | Find out from owner the avaibility for photography/videography | |||
14 | 7 | Schedule/order professional photography/videography | |||
15 | 8 | Ask client to declutter and tidy up in preparation for photography/videography | |||
16 | 9 | Get final photos/videos | |||
17 | 10 | Coming Soon mailers | |||
18 | 11 | Coming Soon flyer drop | |||
19 | 12 | Record just listed or open house voicemail broadcast to neighbors | |||
20 | 13 | Get neighborhood phone numbers from Cole Realty Resource, Vulcan 7, or title rep | |||
21 | 14 | Send voicemail recording, phone numbers, and date/time of broadcast to A-Team Marketing | |||
22 | 15 | Post video to YouTube | |||
23 | 16 | Post on Facebook page/profile | |||
24 | 17 | Write MLS description | |||
25 | 18 | Upload into MLS | |||
26 | 19 | Email all agents in office/brokerage to notify them of open house | |||
27 | 20 | Open House / Just Listed mailers | |||
28 | 21 | Do Open House / Just Listed flyer drop | |||
29 | 22 | Include open house in upcoming email newsletter to database | |||
30 | 23 | Confirm Loan Officer for open house | |||
31 | 24 | Confirm buyer's agent for open house | |||
32 | 25 | Agent and Loan Officer to coordinate on time and date for open house access/setup | |||
33 | 26 | Email agent and Loan Officer their respective contact info and logistics | |||
34 | 27 | Send out calendar invite for date and time of open house setup | |||
35 | 28 | Send out calendar invite for date and time of open house | |||
36 | 29 | Listing agent to put open house on MLS listing | |||
37 | 30 | Submit info for flyers relating to open house | |||
38 | 31 | Design door knocking flyer | |||
39 | 32 | Design open house flyer | |||
40 | 33 | Complete payment options spreadsheet | |||
41 | 34 | Design payment options chart flyer | |||
42 | 35 | Confirmation/approval for Facebook ad spend budget | |||
43 | 36 | Design Facebook ads | |||
44 | 37 | Run sponsored Facebook ad | |||
45 | 38 | Organize catering/food truck and other food and entertainment vendors | |||
46 | 2 DAYS PRIOR TO OPEN HOUSE | ||||
47 | 39 | Circle dial neighborhood to invite to open house | |||
48 | 40 | Print door knocking flyers | |||
49 | 41 | Print open house flyers | |||
50 | 42 | Print payment options chart flyers | |||
51 | 43 | Generate social media friendly version of flyer to share with Agent and LO | |||
52 | 44 | Get door knocking flyers to agent | |||
53 | 1 DAY PRIOR TO OPEN HOUSE | ||||
54 | 45 | Ask clients to put away valuables, declutter, and tidy up for open house tomorrow | |||
55 | 46 | Door knock neighborhood | |||
56 | 47 | Pick up (flyers) and check out open house setup - air dancer, banners, table, table cloth, etc. | |||
57 | 48 | Send voicemail broadcast to invite neighbors | |||
58 | 49 | Send group text to Loan Officer and agent confirming time and logisitics | |||
59 | 50 | Print sign in sheets | |||
60 | 51 | Print marketing materials | |||
61 | 52 | Pack materials for open house so ready to go in the morning tomorrow | |||
62 | DAY OF OPEN HOUSE | ||||
63 | 53 | BEFORE LEAVING THE HOUSE - take materials for open house | |||
64 | 54 | Confirm all vendors and deliveries | |||
65 | 55 | Check out (inventory) open house directional signs | |||
66 | 56 | Set up open house signs | |||
67 | 57 | Pick up snacks and refreshments | |||
68 | PREPARING/DOING THE OPEN HOUSE | ||||
69 | 58 | Set up materials for open house (Loan Officer) | |||
70 | 59 | Set up materials for open house (Agent) | |||
71 | 60 | Prepare house for open house | |||
72 | 61 | Interact with people who come through the open house | |||
73 | IMMEDIATELY AFTER OPEN HOUSE | ||||
74 | 62 | Return/check in open house setup - air dancer, banners, table, table cloth, etc. | |||
75 | 63 | Send out text message to Loan Officer to bring back equipment | |||
76 | 64 | Have open house signs taken down and returned/checked in (inventory) | |||
77 | 65 | Ensure open house sign-in's have been successfully entered/imported into CRM | |||
78 | 66 | Contact and follow up on all leads from open house | |||
79 | 67 | Set up all open house leads on followup campaign (emails, calls, texts, tasks, etc.) | |||
80 | 68 | Send seller update of open house activity report | |||
81 | |||||
82 | COLOR CODE | ||||
83 | Responsibility of The A-Team or Loan Officer to complete or follow up/through | ||||
84 | Responsibility of the real estate agent to complete or follow up/through | ||||
85 | Responsibility of both the agent and A-Team / Loan Officer | ||||
86 | Not applicable | ||||
87 | |||||
88 | 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! | ||||
89 | |||||
90 | |||||
91 | |||||
92 | |||||
93 | Cary Wan Marketing Director for The A-Team cary@ateamlending.com | M: (310) 722-6190 | ||||