ActivityTracker

Free template for real estate and property agents

Open house sign in sheet: get a number you can call on Monday

A sign-in sheet with the three questions that tell you who to call first: are they working with an agent, when are they buying, and do they have a home to sell. Print it for the table, or download it for Word or Excel. Free, no sign-up.

Most sign-in sheets come back with a first name, a scrawled number and nothing else, and by Wednesday nobody has been called. This one asks for what you need to call someone back: a number you can read, whether they already have an agent, and when they're buying. The last column is the day you'll call. Fill it in before you leave the house, and Monday's list is done.

What goes on the sheet

Download for Word Download for Excel

Open house sign in: [property address]

Date: ______ Hours: ______ Agent: [your name and number]

Before the doors open

Clipboard, two pens and the sheet on the table by the door: yes / no

A line at the top telling visitors you'll send them the details and similar homes: yes / no

Visitors

Buying in: 0 to 3 months / 3 to 6 months / later / just looking

NamePhoneEmailWorking with an agent?Buying inHome to sell first?Call on

After the doors close

Visitors: __ With no agent: __ Buying in 3 months or less: __

Neighbours who came to look: __ (ask them about their own home)

Calls done by: ______

Turn the calls into listings with the real estate scripts

How to get a real number on the sheet

Greet them before they reach the clipboard, and ask for it yourself.

  • Put the sheet by the door, and say hello before anyone walks past it
  • Ask for the phone number out loud, and read it back
  • Ask the three questions in conversation, then write the answers in
  • Put the day you'll call in the last column before they leave
  • Count the sheet in the car, before the next open house

Who to call first on Monday, and what to say

Call in this order, and mention one thing they said about the house.

  • No agent, buying in 3 months or less: call first, and offer to show them two similar homes this week.
  • A home to sell first: call next, and ask what they think theirs is worth.
  • Neighbours: call them about their own home, not this one.
  • Just looking, or already with an agent: a short thank-you message, and nothing more.

A filled-in sheet from a Sunday open house

14 Maple Court, Sunday 2pm to 4pm, Dana Whitfield. The names and numbers are made up.
  • 11 visitors signed in. 5 had no agent, and 3 of those were buying in 3 months or less.
  • 2 had a home to sell first, and 2 were neighbours.
  • Dana called the 3 buyers on Monday morning and booked 2 viewings for that week.
  • She called the 2 sellers on Monday afternoon, and one booked a listing appointment for Thursday.
  • The other 4 got a thank-you message on Monday, with the details of the house.

3 buyers with no agent who are buying soon and 2 sellers make 5 calls on Monday. 5 calls became 2 viewings and 1 listing appointment.

See which visitors you haven't called back yet

The template is free. ActivityTracker, the app we make, is paid. It doesn't find you leads or list your properties. It keeps the people you've met from going cold.

  • Buyers and sellers you haven't spoken to lately, at the top
  • Bring your spreadsheet, and one tap undoes the import if it's wrong

See how property agents use it

Questions

Call your open house visitors back by Monday

The template is free to use. The app is paid and keeps every visitor you've met on your follow-up list.

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