ALTERLABS - REAL ESTATE LEAD FOLLOW-UP CHECKLIST

Lead reference:
Received date:
Source:
Assigned owner:
Contact preference:
Property/project interest:
Stated requirements:
Current status:
Last action and outcome:
Next action:
Next-action date:
Site visit: date, time, meeting point, owner, confirmation:
Visit outcome and agreed follow-up:

DAILY REVIEW
[ ] Every new enquiry has an owner.
[ ] Every active lead has a next action.
[ ] Overdue actions have been reviewed.
[ ] Site visits have a confirmation or recorded outcome.

Keep personal customer information in your approved business system.
Guide: https://alterlabs.in/insights/real-estate-follow-up-template/