Stage One

Defining Success

Outline your objectives, Expectations, questions, and concerns

What recently happened in your life that makes you want to move?

What is your timeline to move?

Where are you moving too?

What is most important for you?

Understanding the Market

Market Dynamics: Macro v. Micro

Market Forces: Supply and Demand

The Numbers: Trends and Metrics

Analysis of active, pending, and sold transactions

Personal timing and seasonal considerations

Strategic Planning and First Impressions

Discuss Improvements and alterations

Outline features and benefits

Determine key differentiators based on active inventory

Establish target market and buyer profile

Create profile-based buyer attraction strategy

Stage Two

Listing Details

Finalize documentation and contractual agreements

Complete property improvements

Engage staging consultant

Engage photography and media professionals

Organize trusted advisor meeting

Define launch timeline

Marketing Preparations

Property launch collateral

Traditional advertising

Digital marketing plan

Social media strategy

Broker network exposure

Open house strategy

Direct mail and communication approach

International buyer strategy

Events and public relations

Stage ThreeLess

Introducing the Property

Launch the marketing plan

Create the perception of value

Attract and qualify potential buyers

Show the property

Monitor Buyers interest

Weekly reports, updates, and communication strategy

Respond to changes in the market place

Negotiating Strategies

Procure written offers

Qualify and analyze the merits of each offer

Negotiate to optimize price and terms

Multiple offer process and backup offer strategies

Stage Four

Escrow Process

Execute the contract

Complete disclosures

Meet deadlines and contingency periods

Fulfill duties and responsibilities


Transition from the property

Final documentations

Close and celebrate!

Working Together Again

Stay in touch and keep you informed

Second homes and investment properties

Provide resources

Feedback, testimonials, and referrals