Seller Represented Sale Workflow

Seller Represented Sale Workflow


Seller Represented Sale Workflow

Referrals are earned during the sales transaction, so your client’s experience is everything. Anticipate your client’s hopes and fears, always stay a few steps ahead of the process and watch your referral rates soar. The days of the mad scramble just before the close are over.


Enjoy push button convenience for checklist and email templates immediately!

Capture all the essential data in one place and never miss a “to do” or deadline again. Email and text templates include merge fields – making your emails effortlessly unique and valuable.

Users will get installation instructions for their CRM as well as an interactive pdf version of the workflow and email/text templates. $349

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Anyone can use my workflows – no matter what CRM (or even no CRM at all).

My PDF version is an interactive document that gives push button convenience to the proper email and text templates. The checklist is an easy to follow roadmap of all the actions necessary in a seller represented transaction – each item is rich with all the details you (or your assistant) needs to complete a drama free transaction.

In addition, the interactive pdf contains links to each appropriate email or text template. Everyone in the transaction will be impressed with your expertise and professionalism. $249


A detailed, 75 item checklist includes:

  • Listing Transaction Basics
  • Surprise and Delight Touches
  • Processing Offers (Multiple)
  • Special Situations: Staging, Referrals, Back Up Offers
  • Get Reviews

59 email and text templates

  • Educate and Manage Client Expectations
  • Manage Service Providers
  • Manage Staff and Team Members

7 Customer Confidence Video Scripts

  • A just-in-time video message delivers confidence and peace of mind even when your schedule makes a personal call impossible.