Discover all our sales pipeline templates
Service Business
Sales Pipeline Template For Real Estate Agent
Real estate agents can benefit from this tailored template, which tracks client engagement from initial contact through property acquisition, to secure successful transactions and referrals.
Template FAQ
What are the use cases of the sales pipeline template for Real Estate Agent
The use cases of this sales pipeline template are as follow:
Tracking Lead Progression: A sales pipeline template helps real estate agents systematically follow the progression of leads from initial contact to closing the deal, ensuring no potential client is overlooked.
Managing Property Listings: It allows agents to effectively manage and monitor their property listings, including status updates, pricing adjustments, and client interest levels.
Performance Analysis: The template serves as a tool for analyzing sales performance, identifying trends in property sales, and optimizing strategies for target markets and demographics.
What should you do for each step of this sales pipeline template?
This is what you need to do for each step of this sales pipeline template:
Sales Pipeline Stage 1 - Buyers Identified: Identify potential buyers based on their preferences and budget.
Sales Pipeline Stage 2 - Initial Contact: Initiate contact with identified buyers to establish rapport and gather initial requirements.
Sales Pipeline Stage 3 - Property Seeking: Assist buyers in searching for suitable properties that match their criteria.
Sales Pipeline Stage 4 - Deal Shaping: Negotiate terms and conditions of the real estate deal, including price and closing dates.
Sales Pipeline Stage 5 - Offer Made: Present a formal offer to the seller on behalf of the buyer.
Sales Pipeline Stage 6 - Offer Rejected: Handle rejection professionally and determine if adjustments are needed or if the buyer wants to explore other properties.
Sales Pipeline Stage 7 - Property Won: Successfully close the deal, facilitating all necessary paperwork and inspections.
Sales Pipeline Stage 8 - Referral Asked: Request referrals from satisfied clients to expand the client base and grow the real estate business.
With which software can you use this sales pipeline template?
You can use this sales pipeline templates with the following softwares:
Breakcold
Excel
Google SpreadSheets
Airtable
Notion
Hubspot
Salesforce
This list is not exhaustive, if you're using another sales pipeline software, you'll be able to use it there too.
