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Checklist for The Journey

1. Introducing the Process - Listing Presentation

  • Provide a dynamite Selling Process Package (print and digital)
  • Build trust with clear expectations and timelines
  • Deliver a personalized CMA prepared by the REALTOR®
  • Drop off a small thank-you gift after the listing presentation


2. Preparing the Listing

  • Deliver a full Staging Report with action items
  • Coordinate storage for extra furniture/clutter
  • Book staging rentals (if applicable)
  • Arrange professional cleaning
  • Schedule a final touch-up before photography
  • Send Access to Google Drive With all Documents and Reports 
  • Create Listing Checklist 


3. Marketing the Listing

  • Set up Spotlight Marketing (listing syndication & featured listings)
  • Coordinate professional Video Production
  • Launch Online Marketing (listing sites, brokerage pages)
  • Implement a custom Social Media Strategy
  • Activate Facebook Pay Per Click Ads
  • Send out Just Listed Postcards
  • Use Back At You for digital exposure and analytics
  • Host Open Houses as per your standard procedures 


4. Communication & Feedback

  • Make Daily Calls to report showing feedback
  • Send Weekly Stats Updates (views, engagement, market trends)
  • Enroll seller in Listing Alerts for new/competing listings


5. Negotiation

  •  Prepare seller for the Offer Process (visually mapped out)
  •  Explain negotiation strategies and timing expectations


6. The Move

  • Assist in arranging movers or moving company referrals
  • Help with setting up Utility Changes and address updates
  • Keep in touch with Weekly Check-in Calls to ensure progress


7. Closing Day

  • Deliver a fresh Pizza or Treat to celebrate
  • Drop by or call to congratulate and provide keys
  • Give a thoughtful Personal Gift to mark the occasion


8. Ongoing Client Care

  • Offer special perks like a Limo and Restaurant experience
  • Enroll them in our Exclusive Deals Program
  • Send personalized Special Occasion Emails (birthdays, home anniversaries, etc.)