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Real Estate Site Visit Checklist
Prepare, conduct and follow up property or plot site visits consistently.
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REAL ESTATE SITE VISIT CHECKLIST
Lead
Project
Visit date / time
Sales owner
Guests
BEFORE VISIT
Requirement reconfirmed
Budget reconfirmed
Location shared
Transport / meeting point confirmed
Relevant inventory shortlisted
Project approvals / facts ready
AT SITE
Entrance / master plan explained
Relevant plots / units shown
Road / infrastructure explained
Nearby landmarks explained accurately
Pricing / charges explained
Questions and objections captured
FOLLOW-UP
Interest level
Preferred option
Objection
Next action
Follow-up date
Owner
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