Free template for real estate and property agents
A one-page outline for the listing appointment: the questions to ask first, the price talk, the fee talk and how to ask for the listing, with the follow-up for the week after. Print it, copy it or download it for Word. Free, no sign-up.
Search for a listing presentation and you'll find slide decks. The seller at the kitchen table wants something else: to be asked about their move, to see sales they can check for themselves, and to know what you'll do each week. This outline runs about 50 minutes in that order and ends with you asking for the listing. When they say they'll think about it, the follow-up is on the same page, with the day you'll call.
Date: ______ Time: ______ Agent: [your name and number]
Why they're moving, and by when: ____________
Three recent sales nearby, with prices and dates: ____________
Who decides, and whether they'll all be at the table: ____________
1. Ask first (10 minutes). Why sell now? Where are you moving, and by when? What will you miss about this place? Who else have you spoken to?
2. Walk the home (10 minutes). Note what buyers will like and what they'll ask about. Ask what's been fixed or changed since they bought.
3. Price (10 minutes). Show the three sales and where this home sits against each. Give a range, not one number, and say when you'd look at it again.
4. How you'll sell it (10 minutes). Photos, the listing, the viewings: who does what, and by when. The day each week they'll hear from you.
5. Your fee and the agreement (5 minutes). What the fee pays for, how long the agreement runs, and the clauses you'll read through together.
6. Ask for the listing (5 minutes). "Is there anything stopping us from going ahead today?" If there is, write it down and answer it.
"Another agent said it's worth more.": "They might find that buyer. Here are the three sales we can both check. Which one is your home closest to?"
"Can you lower your fee?": "What would you like me to leave out of the plan to do that?"
"We'll think about it.": "Of course. What's the one thing you want to think over? I'll call you on [day] with an answer to it."
"We'd rather wait a few months.": "That's fine. What would need to change for you to list? I'll check in on [date]."
The same evening: a thank-you message with the three sales and your range
Day 2: call with the answer to the one thing they wanted to think over
Day 7: call and ask for a decision
The result and the next date: ____________
Work out what the listing pays you with the real estate commission calculator
Book more listing appointments with the real estate prospecting guide
Ask on the phone when you book it, so you walk in knowing.
Answer with something they can check, then ask a question back.
Ask once, plainly, at the end, then let them answer.
Three touches in seven days, each with something new.
The Council for Estate Agencies (CEA) tells sellers two things about the fee, in its page on engaging a property agent.
Source: CEA, What to take note of when engaging a property agent (last updated 13 May 2026, read 29 September 2026).
10 + 10 + 10 + 10 + 5 + 5 = 50 minutes at the table. Then one message and two calls in seven days, and one signed agreement.
The template is free. ActivityTracker, the app we make, is paid. It doesn't find sellers or list properties. It keeps the sellers you've met on your follow-up list.
The template is free to use. The app is paid and keeps every seller you've met on your follow-up list.