Client prep

Client Discovery Brief

One page on a prospect's home before the first call: the house, its permits and sale history, and what the client told you.

One page to read before a discovery call: the house, its permit history, the last sale and assessed value, zoning with HOA and historic flags, the neighborhood, and what the client has told you they want. The Call Prep Notes connect the house to the client’s wishes, so you walk in with the right questions.