‍Standard Operating Procedure (SOP) - A step-by-step guide to preparing for showings with your clients.

1. Early Preparation (Wednesday/Thursday)

• Wednesdays: Identify clients who may want to view homes over the weekend.
• Handpick 3 Homes: Out of the available listings, select 3 that meet their criteria.
• Send Email & Video: Craft an email with a personalized video explaining why you like these homes and ask if they’d like to see them.
• Text Notification: Send a text letting them know you sent an email.

2. Scheduling Follow-Up (Thursday/Friday)

• Call to Confirm Showings: Reach out to clients who haven't responded to your email and video.

• If you sent homes on Wednesday, call on Thursday.
• If you sent homes on Thursday, call on Friday.

• Book Weekend Showings: Aim to confirm showings ahead of time to secure favorable time slots.

3. Map Routing & Scheduling

• Google Maps Planning: Add all addresses to Google Maps and organize them in the most efficient route.
• Contact Listing Agents:

• Schedule showings in the order of your planned route (adjust if needed).
• Ask client-specific questions and general inquiries (e.g., offer review dates, seller motivation, HOA info, commission structure).
• Take detailed notes for each home.
• Build Rapport: Avoid multiple follow-ups; ask all questions in one conversation.

4. Client Confirmation

• Text Confirmation: Send a confirmation text outlining the starting location and time.
• Email Schedule:

• Send a detailed schedule of showings (e.g., "1:30 PM - 123 Homes St.")
• Include links to each listing and attach MLS sheets.
• Share the Google Maps route link for navigation.

5. Showing Documents Preparation

• Email Documents:

• List the showing schedule, links to the listings, and attach MLS sheets with detailed property info.
• Provide the Google Maps link for navigation.

• In Person:

• Bring printed MLS sheets and an iPad with digital copies.
• For first-time client meetings, bring your resume and team-branded buyer packet.

6. During Showings

• Have Notes & MLS Sheets Ready: Keep notes from conversations with listing agents accessible on paper or digitally.
• Client Rating System (1-7):

• 7: Dream home, writing an offer immediately.
• 6: Perfect home, writing an offer at home.
• 5: Great home, seriously considering an offer.
• 4: Meets criteria but not the right fit.
• 3: Missing some key features, could make it work but not ideal.
• 2: Missing too many features, wouldn't work.
• 1: Not suitable at all.

• Take Notes: Document client feedback for post-showing follow-up.

7. Post-Showings Follow-Up

• Review Client Feedback: Go over the 1-7 ratings.
• Offer Process: If writing an offer, gather more information from the listing agent about competitive offers and how to present a winning bid.
• Email Summary: Follow up via email, including ratings and any next steps.

8. Weekly Process

• Consistency: Repeat this process every week. As you get more comfortable, the process will become second nature and significantly reduce stress while improving client experience.

Planning Showings with Google Maps

(Desktop): Adding Multiple Addresses to Google Maps

1. Open Google Maps

• Navigate to Google Maps in your web browser.

2. Start by Entering the First Address

• In the search bar, type the first address and press Enter. The map will zoom in on that location.

3. Add More Destinations

• Click on the Directions button.
• The first address you searched will appear as the starting point (A).
• To add more addresses, click + Add destination below the first destination field.
• Continue adding additional addresses.

4. Adjust the Route

• Drag and reorder the addresses to create the most efficient route.

5. Share or Save the Route

• Click on the Share button to send the route via link or embed.
• You can also print the directions by clicking the printer icon.

(Android): Adding Multiple Addresses to Google Maps

1. Open Google Maps

• Launch the Google Maps app on your Android device.

2. Start by Entering the First Address

• Type the first address in the search bar and tap the result.

3. Tap Directions

• Once the first address is displayed, tap Directions.

4. Add More Destinations

• In the directions screen, tap the three-dot menu in the top right corner.
• Select Add stop to enter additional addresses.
• Continue adding addresses as needed.

5. Adjust the Route

• Drag and reorder the addresses to create the most efficient route.

6. Start Navigation

• Tap the Start button to begin navigation.

(iOS): Adding Multiple Addresses to Google Maps

1. Open Google Maps

• Launch the Google Maps app on your iOS device.

2. Start by Entering the First Address

• Enter the first address in the search bar and select it.

3. Tap Directions

• Once the first location is displayed, tap Directions.

4. Add More Destinations

• Tap the three-dot menu at the top right.
• Select Add stop and enter the next address.
• Repeat this for each additional address.

5. Adjust the Route

• Drag and reorder the stops for the most efficient route.

6. Start Navigation

• Tap Start to begin navigating your multi-stop route.

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