The Client Experience Roadmap

This lesson provides an overview of the organization of upcoming modules in the course, detailing the buyer client experience and the seller side. It outlines the five stages of the client experience: lead generation and relationship building, client hiring, property search or listing marketing, offer negotiation, under contract to closing process, and post-closing relationship nurturing. The script emphasizes delivering an exceptional client experience and aims for raving reviews.

This lesson provides an overview of the resources available for the Client Experience Roadmap course, including downloadable materials, guides, templates, and task management tools to support both buyers and sellers in the real estate process.

The lesson is a motivational and instructive piece focusing on the importance of mindset in achieving success. It emphasizes the power of belief, confidence, and taking action to shape one's reality and ultimately achieve success.

This lesson introduces Module 2 of the client experience roadmap, focusing on lead generation and relationship building for real estate agents. It emphasizes the importance of a strong network of relationships leading to sales and referrals, and highlights the sales funnel concept.

This lesson discusses the importance of lead generation and relationship building in real estate, emphasizing the need to focus on building a strong network of relationships for sales and referrals. It covers strategies for lead generation, nurturing relationships, and providing an exceptional client experience to drive consistent business growth.

In this module, we dive into Stage 2 of the Buyer Experience Funnel, focusing on preparing for a buyer appointment, establishing a strong buyer agency relationship, signing agreements, and showing homes. By the end, you'll be ready to provide an exceptional client experience.

A comprehensive guide for real estate agents on preparing for an initial buyer consultation.

In this lesson we explain the Initial Buyer Consultation, step by step, with a focus on creating a welcoming greeting, asking past experience questions, reviewing the buyer guide, asking property search questions, and concluding with the hiring process.

This lesson introduces the new buyer client task checklist and demonstrates how to apply a template to the buyer's file using Zipforms. It also emphasizes the importance of staying organized and customizing the checklist according to state requirements.

This lesson explains the tasks on a buyer client onboarding checklist, including managing documents, under contract process tasks, updating client information in the CRM, setting up property alerts, sending thank you gifts, and scheduling weekly check-in calls with clients.

In this lesson, I'll guide you through a six-step process of scheduling showings for properties listed on the MLS. The process includes reviewing agent instructions, arranging showings in logical order, determining timeframes for each property visit, and ensuring communication and approval with sellers. I emphasize the importance of communication, respect for the seller's time, and preparation before showings.

This lesson discusses the responsibilities of agents when accessing homes and using lockboxes. It covers the importance of respecting the seller's property, methods of accessing homes, such as through lockboxes, and tips for ensuring a smooth showing experience for clients.

This lesson provides detailed guidelines on showing etiquette for real estate agents, emphasizing the importance of respecting the seller's property, staying together during showings, being mindful of shoes, leaving business cards, communicating with the listing agent, securing doors, managing lights, giving constructive feedback, and building relationships with other agents.

This lesson emphasizes the importance of previewing listings in real estate, providing tips on how to do so effectively and the benefits it brings to agents.

This lesson covers the detailed process of setting up showings on for sale by owner (FSBO) properties, including steps to research the property, identify owner's contact information, schedule showings, and provide feedback. It emphasizes professionalism, respect, and thorough preparation when working with FSBO properties.

This lesson discusses the process of setting up a showing on a property listed by your brokerage and explores various relationship options between the seller, buyer, and agents. It emphasizes the importance of understanding your brokerage's policies and procedures regarding different types of relationships in real estate transactions.

Welcome to Stage 3 of our Buyer Client Experience Funnel, Offers and Negotiations. In this module, we'll review the offer process from start to finish to equip you with the knowledge and skills needed to confidently prepare offer documents and guide clients to offer acceptance.

This lesson covers the offer process, detailing the steps from preparing contract documents to submitting offers to sellers. It emphasizes the importance of thorough preparation, communication with clients, and attention to detail to ensure a successful outcome in the real estate transaction process.

In this lesson, we cover writing an offer on a For Sale By Owner (FSBO) listing. The key points include considerations when the seller is not willing to pay commissions and the importance of clarifying compensation details in the offer. The lesson also emphasizes the need for due diligence when working both with the buyer and the seller in an FSBO transaction.

This lesson covers important aspects to consider when writing an offer on a double-sided deal, where the agent works with both the buyer and the seller. It discusses the different relationship options, the importance of understanding the agency agreements, duties during the transaction, and the tasks involved from preparing the offer to closing.

This lesson discusses multiple offer situations in real estate transactions, covering advice for both buyers and sellers. It includes tips on how to navigate multiple offers, considerations for making the best offer, and strategies for sellers to handle multiple offers effectively.

This lesson covers essential tips for effective negotiation strategies in real estate transactions, emphasizing understanding client needs, conducting thorough research, setting clear expectations, building rapport, maintaining professionalism, being prepared to compromise, and knowing when to walk away.

This lesson covers the steps to take when an offer is rejected or falls through before closing. It explains the process for closing out files in both scenarios, with guidance on documentation and involvement of brokers.

This lesson introduces Stage 4 of the buyer client experience funnel, focusing on guiding clients from offer acceptance to a successful closing through transaction management and utilizing various resources.

In this lesson Amanda introduces an exhaustive task checklist to ensure nothing falls through the cracks during the under contract process. The checklist is customizable and available in both digital and printable formats. She demonstrates how to use the checklist in Zipforms and Canva for efficient task management.

This lesson explains the tasks involved in the under contract process for buyer clients, from offer acceptance to closing. It covers document preparation, task tracking, communication with clients and stakeholders, deadlines, inspections, title commitments, appraisals, and closing preparations.

This lesson discusses property inspections, including when they occur and the types commonly done, as well as the importance of professional inspections and the variety of inspections for different property types. It also mentions the availability of a Canva template for noting different inspection types and local trade services.

This lesson provides a comprehensive overview of the appraisal process, including what an appraisal is, when it happens, who pays for it, and common appraisal issues. It covers topics such as the role of appraisers, the timing of appraisals, financing requirements, costs, appraisal completion process, potential outcomes of appraisals, and necessary repairs. The script emphasizes the importance of understanding appraisal clauses and handling low or high appraisal situations effectively.

This lesson discusses the importance of studying appraisals to become a better agent. It covers how to acquire, read, and use appraisals for market analysis. The script emphasizes the significance of understanding pricing, valuations, and making adjustments based on appraisal data. It provides insights on studying appraisals, making adjustments using a spreadsheet, and preparing market analyses effectively.

This lesson discusses the differences between title and escrow companies in real estate transactions, highlighting their services and roles as neutral third parties. It emphasizes the importance of understanding their functions and building relationships with them for successful transactions.

This lesson provides a comprehensive guide on understanding and reading a title commitment. It covers the various sections of a title commitment, what to look for, and how to explain it to others. The script explains the importance of reviewing the title commitment, understanding the details in Schedule A and Schedule B, and the significance of Schedule B Part 1 and Part 2 in protecting ownership rights during a property transaction.

The lesson follows a detailed narrative of what to expect on closing day for buyers. It covers aspects such as preparations before closing, the final walkthrough, the closing process at the title company, and post-closing tasks. Amanda guides you through the steps involved in a smooth closing process, highlighting the importance of creating an exceptional client experience for happy clients.

This lesson introduces Stage 5 of the Buyer Client Experience Funnel, focusing on the importance of maintaining strong relationships with clients post-closing to enhance repeat business and referrals. It emphasizes the significant impact of client referrals in real estate and highlights the key role agents play in providing exceptional client experiences to foster ongoing relationships.

In this video, Amanda explains the post-closing tasks for a buyer client in detail, emphasizing the importance of following up with clients and seeking reviews for business growth.

This lesson discusses the importance of building lifelong client relationships after providing an exceptional client experience, emphasizing the value of nurturing existing relationships for repeat business and referrals. Amanda provides examples of various ways to stay in contact with clients, host client events, offer exclusive benefits, and maintain a genuine and personal connection with past clients.

Module 7 transitions from the Buyer Client Experience to the Seller Client Experience Funnel. The upcoming modules will focus on the five stages of the Seller Experience Funnel, guiding through lead generation, client hiring, marketing, offer review, under contract to closing, and post-closing relationship nurturing. The goal is to provide an exceptional client experience and receive glowing reviews from clients.

We're halfway through the course- hows you're mindset? In this lesson I'm encouraging you to reflect on your mindset and self-belief, emphasizing the importance of staying positive, seeking support, and continuously learning and growing in their real estate journey.

Module 7 dives into lead generation and relationship building in the seller client experience funnel.

This lesson discusses the importance of lead generation and relationship building in real estate, emphasizing the need to focus on building a strong network of relationships for sales and referrals. It covers strategies for lead generation, nurturing relationships, and providing an exceptional client experience to drive consistent business growth.

Stage two of the seller client experience funnel focuses on the initial listing appointment, building a connection with the seller to sign a listing agreement, effective property marketing, and providing tools for an exceptional client experience.

This lesson provides a comprehensive guide to preparing for pre-listing appointments. It covers the essential steps involved in creating an exceptional client experience, from first consultations to preparing for property previews and obtaining signed listing agreements.

This lesson discusses the process of preparing a comparative market analysis (CMA), guiding new agents through the steps involved in analyzing property data and determining a price range for a subject property.

This lesson is a comprehensive guide to preparing for a new listing/seller consultation, covering steps from appointment reminders to preemptively entering the new listing into the MLS and prepping for the consultation itself. It emphasizes the importance of preparation, organization, and building rapport with clients to ensure a successful listing appointment.

This lesson delves into the process of meeting and consulting with potential seller client. Amanda shares insights on creating positive first impressions, setting expectations, asking discovery questions, reviewing guides and contracts, discussing market analysis, and finally, closing the deal to get hired as their agent. The lesson emphasizes the importance of professionalism, communication, and personalized service in successfully guiding clients through the selling process.

This lesson introduces the Task Checklist for a New Seller Client and explains the importance of using task lists throughout the selling process. It covers applying a task template to the seller file, updating task statuses, and customizing the checklist to fit individual needs and market.

In this video, Amanda explains each task on the seller client onboarding task checklist in detail, covering areas such as document management, listing tasks, CRM updates, setting up alerts, scheduling, marketing strategies, disclosures, showings, warrant deeds, lockbox management, property preparations, and client experience enhancements.

This lesson is on marketing your listings- focusing on essential tips to effectively market new listings and refresh stagnant ones. It covers various marketing strategies such as professional photography, video tours, compelling property descriptions, social media, online listings, open houses, email marketing, print advertising, networking, and communication. The lesson emphasizes the importance of adjusting strategies based on market conditions and property specifics to attract potential buyers effectively. Amanda delivers the lesson with detailed insights and practical suggestions for real estate agents looking to enhance their marketing efforts.

This lesson explains the process of scheduling showings for listings, obtaining feedback from showings, and handling offers. It emphasizes the importance of effective communication with sellers, preparation for showings, tracking showings, requesting and obtaining feedback, and managing multiple offers to secure the best outcome for the seller.

Module 9 overview: Stage 3 focuses on offers and negotiations after a property showing. Guides, checklists, and templates provided for advising clients towards offer acceptance.

This lesson guides you through the offer process step-by-step, from offer receipt to acceptance, emphasizing the importance of thorough review, timely responses, and proper handling of offers to protect clients' interests.

This lesson discusses multiple offer situations in real estate transactions, covering advice for both buyers and sellers. It includes tips on how to navigate multiple offers, considerations for making the best offer, and strategies for sellers to handle multiple offers effectively.

This lesson discusses the concept of a reverse offer, where the seller initiates the offer to the buyer. It explains the benefits and effectiveness of this strategy in certain market conditions and provides insights on how to proceed with a seller-initiated offer.

This lesson covers essential tips for effective negotiation strategies in real estate transactions, emphasizing understanding client needs, conducting thorough research, setting clear expectations, building rapport, maintaining professionalism, being prepared to compromise, and knowing when to walk away.

This lesson covers the steps to take when an offer is rejected or falls through before closing. It explains the process for closing out files in both scenarios, with guidance on documentation and involvement of brokers.

This lesson introduces Module 10, which focuses on the seller client experience funnel's fourth stage- from getting the listing under contract to guiding clients towards closing confidently through transaction management. 

This lesson provides an introduction to the task checklist for the under contract process- the seller side of a transaction.

In this video, Amanda explains the tasks involved in the seller under contract to post-closing process, providing detailed guidance on each step from receiving an offer to closing, including document preparation, tasks in Zipforms, transaction tracking, client communication, post-inspection tasks, and preparations for closing. The lesson covers essential actions, deadlines, communication tips, and best practices to successfully navigate the process.

This lesson explains what to expect on closing day in a real estate transaction from the perspective of the seller's agent. It covers the preparation leading up to the closing, the closing process itself, and emphasizes the importance of creating a smooth and exceptional client experience to thrive in business.

This lesson discusses the importance of maintaining strong relationships with clients after closing a deal to boost repeat business, referrals, and positive testimonials. It also emphasizes the significance of past clients as potential cheerleaders and highlights statistics related to client referrals and repeat business.

This lesson explains the post-closing process tasks for sellers. It covers updating listings, adding sales to Zillow, social media posts, data tracking, client communication, office file finalization, and client review requests.

This lesson discusses the importance of lead generation and relationship building in real estate, emphasizing the need to focus on building a strong network of relationships for sales and referrals. It covers strategies for lead generation, nurturing relationships, and providing an exceptional client experience to drive consistent business growth.

Congratulations on completing the client experience course! In this lesson we encourage you to continue learning and growing in your career, mention upcoming courses and emphasize the importance of mindset, networking, and continuous learning.