The Open House Checklist That Actually Converts
An open house is not a property tour — it is a lead-generation event. The agents who treat it that way consistently convert visitors into buyers and sellers; the agents who simply unlock the door and wait do not. This is the checklist that works.
1. Before the open: preparation
- Confirm the seller's written consent for the open house and any signage.
- Stage the property: lights on, blinds open, temperature comfortable, soft music, fresh scent (no strong air fresheners — many buyers are sensitive).
- Prepare printed feature sheets with the price, beds/baths, square footage, lot size, and key neighbourhood facts.
- Charge your phone, bring a sign-in method, and bring a lockbox if you will be showing the property alone.
- Review the comparable sales in the neighbourhood so you can answer pricing questions confidently.
2. Signage that complies
BC municipalities regulate real-estate signage. Confirm the local bylaw for open-house signs: where they may be placed, how many, and how long before they must be removed. Illegal sign placement generates complaints and fines, and it undermines your professionalism. Place directional signs from the nearest main intersection to the property, and remove every sign at the end of the open.
3. The sign-in that actually captures leads
A clipboard with a name and phone number captures almost no one. A sign-in that works offers something in return: a printed list of comparable sales, a neighbourhood report, or a downloadable school-rankings summary sent by email. Ask for name, email, and phone, and ask whether the visitor is working with an agent. Be transparent — do not collect contact information under a false pretense.
4. During the open: read the room
- Greet every visitor at the door and introduce yourself; do not follow them around the house.
- Let visitors explore, then engage with open questions: "What brings you to the area?" "What does your timeline look like?"
- Identify serious buyers (pre-approved, motivated, timeline-driven) versus browsers, and spend your time accordingly.
- Note the visitors who linger, ask detailed questions, or ask to see the property again — these are your hottest leads.
5. BCFSA-compliant marketing
Any marketing you do at or after the open house must comply with BCFSA rules: accurate representation of the property, no misleading claims, and proper disclosure of your representation. If you post about the open house on social media, ensure the property details are accurate and you are identified as a real estate professional representing the seller.
6. The follow-up that converts
The open house produces nothing without follow-up. Within 24 hours:
- Email every sign-in visitor the promised resource (comparables, neighbourhood report).
- Call the visitors who showed the most interest and offer a private viewing or a buyer consultation.
- Add every contact to your CRM with the source tagged "open house" and the property address.
- For visitors who are not ready, set a follow-up reminder for 30 days.
7. Measure what works
Track each open house: visitors, sign-ins, leads generated, and deals closed. Over time you will see which properties, neighbourhoods, and times produce the best return — and you will stop running opens that produce only foot traffic.
8. The single biggest mistake
The most common open-house mistake is no follow-up. A visitor who toured the property and left their contact is a warm lead; a warm lead that receives no follow-up within 48 hours goes cold. Build the follow-up into your open-house routine before you hold the first one.
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