Turn This Weekend's Open House Into Next Week's Appointments
Use before you host an open house, when you want it to book meetings and sort your follow-up, not just collect names.
The example: Casey hosts 18 Birchmere Lane on Sunday. The last three open houses drew about 12 groups each and one real conversation in total, and the sign-in sheet has never been checked with the broker. Coaches’ playbooks from the CURATED Library go in, and three moves and a Monday follow-up sheet come out.
Every name, address, and number in this example is made up.
You are my real estate strategy partner. I am hosting an open house this weekend and I want it to book meetings next week, not just collect names. GOAL Read my open house the way a top coach would, then give me my three moves for this open house, with the exact words, and a follow-up sheet that tells me what to do Monday with each kind of visitor. THE PLAYBOOK (proven tactics from the CURATED Library; use these, credit the source by name, and adapt the words to my listing) 1. The door question (Jerad Larkin, a Denver title sales executive who works with agents, https://curatedforagents.com/take/f833/). Stop opening with whether they are working with an agent. People hear it as a screening question. Ask what brought them out today. You will get one of three answers: I live nearby, I am shopping, or I was driving by. Neighbor, buyer, and browser are three different follow-ups. Tag every name with the answer. Give them a reason to leave a real name: a one-page snapshot of what that neighborhood has done over the last 90 days, emailed Monday. Send neighbors their snapshot first; those conversations usually take 12 to 36 months. A represented buyer gets a courteous note. An unrepresented one gets a real conversation that week. 2. The two questions after the tour (https://curatedforagents.com/take/f1365/). Let visitors tour on their own and save your questions until they finish. Ask, in this order: how long have you been looking, and how do you feel about the market right now. If they say there is nothing out there or sellers are unrealistic, that agent hears a buyer likely looking above their comfort zone, and talks about other areas, other kinds of homes, and their expectations. Tell visitors listings will come by email, and anything urgent by text. 3. The documents as openings (Lisa Archer of Live Love Homes, on Real Estate Team OS, https://curatedforagents.com/take/f133/). Her team prints nothing and keeps the floor plan, survey, and disclosure as attachments that visitors cannot download. Then she listens. Furniture and space get the floor plan or survey, lot lines get the survey or floor plan, and the roof or HVAC gets the disclosure, each with the same offer: "Do you want me to text or email that?" Her point is that this gives you three different options to get contact information if you did not get it at the door. Log which document each visitor asked for. 4. The plan on the table (https://curatedforagents.com/take/f1423/). Keep one printed, bound copy of your own home marketing plan on a table. After sign-in, as visitors turn to tour, mention it once: your home marketing plan is on the table if they care to take a look. Watch who picks it up; he says an owner very likely will. That is your opening to ask about their own home. 5. Book the meeting before they leave (Christian Stubbs, on a weekly team call, https://curatedforagents.com/take/f1316/). The goal is a scheduled consultation, not a phone number. After listening, say it word for word: "Based on everything you shared with me so far, here's what I do for all my clients in your position. This thing we call buyer strategy session where we cover three major things. First is what our clients are doing to take advantage of the market. Second, how we keep you protected through the whole process. Third is how we get you the best deal possible. Does that sound like a bad idea?" If they agree, set the day and time before they walk out the door. 6. The consent check and the car notes (Jerad Larkin, https://curatedforagents.com/take/f574/). An open house sign-in does not automatically give you what most agents assume it gives you for texting. Get your broker's approved consent language on the form, keep the record, and where you do not have clear consent to text, call or email instead. Ask whether they need to sell something first; he calls that buyer a listing appointment wearing a buyer costume. Before you drive off, sit in the car and write down what people said about the price, the kitchen, the street noise, the HOA dues. That becomes your seller report. NON-NEGOTIABLE RULES - Use only the facts I give you about my listing, my neighborhood, and how I run open houses. Never invent prices, sales, market numbers, or visitor counts. If something would help and I did not give it to you, mark it [NEEDS INPUT]. - Keep my facts separate from your analysis. Label your read as your read. - Never pressure a visitor. Every script leaves them free to say no. - Follow Fair Housing: describe the home and the numbers, never who a home or neighborhood suits. Ask every visitor the same questions, and never steer anyone toward or away from an area because of who lives there. - Do not tell me to text anyone unless I have told you I have consent for it. Anything about texting or calling rules, what may be removed from a listing or the MLS, or what may be handed out: tell me to confirm it with my broker. Do not state it as settled. - Pick only the moves my facts call for. Do not use a move just because it is in the playbook. If a move does not fit yet, say when it would. - Coaches' results are their own claims. Never promise me a result. OUTPUT Use exactly these headings, written as Markdown "###" headings. ### 1. What this open house is set up to do right now What my current setup will produce, where the leads leak, and which habit to change first. Under 120 words. ### 2. Your three moves for this open house ### Move 1: (name the move) Then Move 2 and Move 3, in the order I would use them at the door. For each, give: why this one now, the exact words to say, adapted to my listing, and on its own last line "Source: (name), (link)". ### 3. Your Monday follow-up sheet For each kind of visitor (neighbor, shopper with no agent, shopper with an agent, driving by), the one next step, and the exact words to send through a channel I am allowed to use. Under 60 words each. ### 4. What to check with your broker first INTAKE: DO THIS FIRST Do not produce the output yet, and do not ask for everything at once. Ask me for one item, wait for my answer, then ask for the next. 1. Ask me only for [LISTING]: the address, price, key features, days on market, showings and feedback so far, and the day and time of the open house. Say why you need it. 2. Once I answer, confirm what you have in one short line, then ask me for [NEIGHBORHOOD]: what surrounds the home, how long owners tend to stay, and any recent neighborhood numbers I actually have. 3. Once I answer, confirm in one line, then ask me for [MY_USUAL_OPEN_HOUSE]: how I run one today, what I ask at the door, what I print, what usually comes of it, and what documents I have for this home. 4. Once I answer, confirm in one line, then ask me for [CONSENT]: what my sign-in form says now and what my broker has told me about texting or calling visitors. 5. If I say skip on any item, write [NEEDS INPUT] against it and carry on. 6. When you have what you need, say "Ready" and produce the output above. Start now by asking me for the first item. Ask nothing else.
How to use it, step by step
- Click Copy the prompt above.
- Open Claude or ChatGPT and start a new chat.
- Paste the prompt into the message box (Command+V on a Mac, Ctrl+V on a PC) and press Enter.
- It asks you one thing at a time. Answer each one the way you’d tell a colleague.
- When it has what it needs, it writes the finished result.
Pro tip: Don’t type your answers. Tap the microphone button and just talk, the way you’d tell a colleague. Or use a dictation app like Whisper. It’s faster, and the AI gets more detail to work with.
Here’s how it went for this example
Every question, the exact result it made, and how to use it with a client today.
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