{"id":15307,"date":"2018-11-07T18:42:41","date_gmt":"2018-11-07T18:42:41","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-checklist-for-real-estate-sales\/"},"modified":"2026-02-16T19:15:08","modified_gmt":"2026-02-16T19:15:08","slug":"client-onboarding-checklist-for-real-estate-sales","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-checklist-for-real-estate-sales\/","title":{"rendered":"Client Onboarding Checklist for Real Estate Sales"},"content":{"rendered":"\n
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Introduction:<\/h2>\n
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In real estate, it can be tough to hold on to long-term customers. The truth is the average real estate client sells once every seven years<\/strong>, which means it's easy for working relationships to fade out and for retention to be poor in the long term.<\/p>\n

In light of the fact that it costs, on average, five times more<\/a> to obtain a new customer than it does to retain an old one<\/strong>, the importance of a good onboarding process for new real estate sales customers becomes clearer than ever.<\/p>\n

With a solid process for onboarding your new clients, you'll be able to automate and streamline the task of preparing new clients to work with you in full capacity<\/strong>; gathering their information, answering common questions, giving them \"homework\" to bring to your next meeting, and ultimately keep the momentum going from their initial decision to work with your real estate agency.<\/p>\n

Basically, if you\u2019ve ever had a client ask for a status update when they're not clear about what's going on, even when you're hard at work trying to solve their problems, then you need this checklist.<\/strong><\/p>\n

Ready to cement the long-term working relationship with your new real estate sales client by providing value and making them feel fully welcomed? Let's go.<\/strong><\/p>\n <\/div>\n<\/section>\n

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Client information:<\/h2>\n<\/section>\n
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Collect basic information<\/h2>\n
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First of all, fill out some basic details about your client<\/strong> using the form fields in this task.<\/p>\n

Automatically pull information from your CRM to fill out this task with one of our 1000+ app integrations<\/a><\/strong>.<\/p>\n <\/div>\n

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