I’ve never been one to follow blindly,  so I started creating my own process, Every time a buyer would ask me a question, I would write it down and add it to my checklist. Every time I made a mistake or something I didn’t expect popped up in the transaction, I would write it down pretty soon it became MY detailed 26 point INITIAL CLIENT DISCUSSION CHECKLIST that I use with EVERY CLIENT, INCLUDING FAMILY!  Same information, every time!

It’s funny how trust works, I learned that if I identified possible speed bumps up front and educated them on the process, when something came up along the way, they would say Oh yea Marguerite told me about that and I’d look like a SAINT.

But if I didn’t explain something, they would think, she never said that…what else is she not telling us…and THERE GOES ANOTHER BUYER!

Question for you:  What grade would you HONESTLY give yourself on the job you are doing when meeting with clients?  Are you winging it, hoping you cover everything?

Is that the level of service you want your doctor to give you on your next visit?

This PROCESS and SYSTEM is a 17 YEAR work in progress that I have FINALLY PERFECTED!  That’s not my words…take if from BRAND NEW AGENT, Bobby Graves,  who had been a bartender and DIDN’T KNOW A THING ABOUT REAL ESTATE.  He came to a class I was teaching on how to use the checklist and listened, he came up to me after class and asked if he could have a copy of the checklist, I handed it to him but chuckled to myself because you see I have shared this same checklist with hundreds of EXPERIENCED real estate agents and most NEVER USED IT!

About a month later, I ran into Bobby at another class I was holding and asked him if he had used the checklist. He said YES he loved it and had used it with FOUR CLIENTS! I asked him how many of the clients signed the PREFERRED BUYER AGREEMENT? And he said, “ALL FOUR OF COURSE, were they not supposed to?” I laughed out loud and said Yes, of course they were supposed to. You see Bobby never knew any different. He followed the process to a tee and ended up with:

I don’t know about you but I’m all for HAVING MORE TIME, MAKING MORE MONEY and HAVING HAPPY CLIENTS that will refer their friends and family!

What truly prompted me to create an ACTUAL “PRODUCT” was that I was sharing the information with some of the Agent’s in my office and they all came back with the same comment…WOW!

Agent’s that used it were saying their clients were THANKING THEM for educating them on the process and that they’d never had anyone sit down with them and take the time to inform them like they did.  CRAZINESS!!!

WHY WASN’T THIS AROUND WHEN I WAS STARTING? Would have saved A LOT of heartache, sleepless nights and a TON of MONEY!!  Oh well, it’s here now RIGHT…

I said it earlier and I wasn’t lying… I have a KNACK for SIMPLIFYING THINGS.  And by golly, I could not have made this more simple.  I’ve created a plug and play system that you can implement and benefit from today!  A process that you can use EVERY TIME and ensure that you’re giving your clients the service they deserve. 

To help you get started quickly,  I’ve included the following tools:

The COLD HARD FACT is that Most of you will spend more time OVER ANALYZING this instead of USING IT!

You’ll come up with all the reasons why it won’t work.