Buyer Consultation

Know exactly what to say before you sit down.

Add what you know about the buyer, then walk in with the read, the agenda, the questions, the words for every hard part of the conversation, and a guide to leave behind.

This works like a short worksheet, not a chat box. Fill in what you actually know about the buyer and how you like to run a meeting. Anything you leave blank is treated as something to find out, never something to guess. Nothing here invents a budget, a timeline, or a market fact you did not give it.

Who Are You Meeting

Their name required What kind of buyer optional

How far along are they? optional Where did this lead come from? optional

Paste anything you already have optional

This is the single most useful box on the page. Whatever they actually said, in their own words, is worth more than any dropdown here.

One thing to keep in mind. Describe the home, the money, and what they told you they want. Leave out anything about their family, background, religion, health, or who lives where. Fair housing applies to your notes just as much as to what you say out loud, and this tool will flag it if something crosses that line.

What They Are Looking For

Their budget optional Where they are looking optional

Write the budget the way they said it. If you do not know it yet, leave it blank. A guessed number is worse than an empty box, because it shows up in the guide you hand them.

Where they are with financing optional Their timeline optional Property type optional

What did they say they want? optional Their deal breakers optional What have they looked at so far? optional

What Is Actually Going On

Why are they moving? optional

The real reason changes how the whole meeting should go. Stick to what they told you about their situation, their work, or their money. Not their household.

What are they worried about? optional Anything else you know that matters? optional

The Meeting Itself

How are you meeting? How long do you have? When optional

The meeting length is used for real. The agenda is split across the actual minutes you have, so a 30 minute coffee gets a different meeting than a 90 minute sit down, not the same one with smaller numbers.

Where optional Who is coming optional

Did they ask for anything specific? optional

How You Run a Buyer

Fill this in once. It is what stops everything below reading like a generic script and makes it sound like your process instead.

What does your buyer process actually look like, start to finish? optional

Who do you usually work with? optional How do you run showings? optional

How do you communicate? optional How do you handle lenders? optional

What do you wish every buyer understood before you started? optional

Representation and the Agreement

This tool helps you explain your agreement. It will not tell you what your agreement should say. Wording, required forms, and clauses are a question for your broker or a lawyer, and it will say so if you ask.

How do you explain representation and your buyer agreement? optional How do you explain how you get paid? optional

Brokerage requirements to respect optional What trips buyers up here? optional

What objections do you hear most? optional

Your Market all optional

Whatever you put here is the only market information that gets used. Anything you leave blank comes back as a bracketed blank for you to fill in, rather than a number someone made up.

How fast do homes move here? Multiple offers

Deposit norms here Steps specific to your area

Anything else local worth saying

How It Should Sound

Pick a tone

Warm and direct Calm and reassuring Straight talking Friendly and casual Professional and polished Patient and educational

Would you like it to sound like you?

Yes, match my writing No, use the tone above

Choose What You Need

The recommended set is already ticked. Everything is written off the same plan, so it all stays consistent. Pieces marked for the buyer are the ones you can hand over. The rest are yours only.

Your Information all optional

Anything you leave out shows up as a marked blank in the pieces the buyer reads, so you can fill it in when you lay them out.

First name Full name Brokerage

Phone Email Website

Booking link Lender you refer to How you sign off

Anything you want included or avoided? optional

This takes about a minute. Your answers stay on the page.

Reading your buyer

Working out what this meeting is really about...

Your consultation

Everything for one meeting, built from the same read. Give each piece a look before you use it.