ChecklistSales
Real estate: Lead follow-up and sales process
46 checks from the first reply and CRM fields to follow-up rhythm, viewings, offers, and seller communication. It makes lost leads visible.
46 items6 groups17 minOctober 15, 2026
- lead follow-up
- crm
- sales process
- real estate
Check the process that tracks every inquiry from the portals, Instagram, WhatsApp, and the phone, from the first reply through to the deal. Go through the whole list monthly, and the follow-up and viewing sections weekly.
First reply
- The in-hours first-reply target is written down (for example, 5 minutes), and the whole team knows it.
- Leads from the portals, Instagram, WhatsApp, forms, and phone all land in a single CRM or inbox.
- The first reply gives the listing details (price, building fees, m²) and doesn't push the person to call.
5 items more in this group for members.
43 items more for members
This item has 46 items in total. With a membership you see all of it and copy any line in one click.
- 02CRM fields9 items
- 03Follow-up rhythm8 items
- 04Viewings and no-shows8 items
- 05Offers, negotiation, and handover7 items
- 06Communicating with sellers and landlords6 items
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