As realtors, we’ve all been there—managing multiple buyers while trying to keep each process as smooth and efficient as possible. Today, I want to talk about building out the perfect buyer workflow. Now, this isn’t a one-size-fits-all approach, so feel free to adjust these tips to fit your personal style and business needs. Here's how I do it:

1. Lead Capture Page
   The first thing you need is a lead capture page. Whether it’s Google Forms (my go-to when I was on a budget) or a more advanced tool like Kajabi, Lead Pages, or even your CRM, you need a space where potential clients can register their info. Capture their first name, last name, and email address—that’s the basic trifecta. You can expand later, but start simple.

2. Book a Consultation
   Once you’ve captured a lead, it’s time to schedule that all-important 15-minute consultation. This is where you determine where they are in the buying process. Are they ready for pre-approval? If so, send them to the lender.

3. Pre-Approval Funnel
   If they’re pre-approved, you move them into the next stage of your funnel—a pre-approved buyer consultation. Here, you educate them on the market, have them sign a buyer agency agreement, and prepare them for showings.

4. Drip Campaign for Non-Pre-Approved Buyers
   If they’re not pre-approved, they go into a separate funnel where you stay in touch through a drip campaign. Consistently provide value for the next 1-2 years until they’re ready to buy.

5. The Closing Path
   Once they’re pre-approved and ready for showings, it’s time to start showing properties, writing offers, and moving through the inspection, appraisal, and closing process.

This is a streamlined buyer workflow that’s helped me succeed in real estate. Customize it, perfect it, and make it work for you!

Have questions or a different approach? Drop a comment below—I’d love to hear how you run your buyer workflow!