Lead capture

Lead Sheets

Buyer and seller intake, on paper, filled in while they are still on the phone.

Five answers decide the rest. The sheet has around forty fields; five of them tell you whether the appointment is worth the drive.

Buyer and seller Both printable Saves your place

The call sheet

The printed sheet has around forty fields. These five decide whether the appointment is worth the drive, so type the answers straight in while they are talking, then copy the lot into your CRM before you do anything else. The rest gets filled in at the appointment.

Buyer call

0 of 8 answered

Name Phone Source

When do you need to be moved in by? Everything else is priced against this. A buyer with a lease ending in six weeks and a buyer who is idly looking need different calendars, not different scripts.
Are you pre-qualified, and with whom? The most useful answer on the sheet. If it is no, the next step is a lender introduction, not a showing — and saying so early is a service, not a brush-off.
What are the three things the house must have? Three, not ten. A list of ten is a wish; three is a search. Write them in their words and read them back.
Is there a home you need to sell first? This turns one transaction into two with a dependency between them. Finding out at offer stage is how a deal falls over.
What do you expect from me? The one on the sheet everybody skips because it feels soft. It is where you find out whether they want to be walked through every step or left alone until there is something to see, and that is most of what they will remember.

Seller call

0 of 8 answered

Name Phone Source

Why are you selling, and when do you need to be out? The reason sets the urgency and the price tolerance. Someone relocating for work in eight weeks is a different listing from someone testing the market.
What do you still owe on the property? Ask before the appointment, not at the kitchen table. A seller who is underwater needs a different conversation and you both want to know in advance.
Have you met with other agents, or do you plan to? You are either the only appointment or one of three, and those are different presentations. The answer is rarely volunteered and almost always given when asked.
Do you plan to list at the appointment? A direct question that costs nothing. It tells you whether to bring paperwork or a pre-listing pack, and sellers answer it more honestly than you would expect.
What do you expect from your agent? The one question people skip because it feels soft. It is where you find out whether they want weekly updates or to be left alone, and that is most of client satisfaction.

What you type stays in this browser and is still here if you come back. Nothing is sent to us, and there is nothing to sign in to.

Why it is still paper

Typing during a call sounds like typing during a call. A pen does not, and a printed sheet keeps your eyes off a screen and your attention on what they are saying. It also cannot lose the record because an app logged you out.

The trade is that paper does not sync, which is why the ten minutes after the call matter more than the sheet itself.

The ten minutes after the call

Put the contact into the CRM with a source tag before you do anything else. A lead sheet in a folder is not a database, and the source field is the one nobody backfills.

Set the next action with a date on it. Not “follow up” — a specific thing on a specific day.

Copy the three must-haves, or the reason for selling, into the contact record in their own words. That sentence is what makes the next conversation sound like you remember them.

Photograph or scan the sheet into the contact record, then keep the paper until the file closes. Two minutes now, and you never have to find the folder again.

The fields everyone skips

Source. Skipped on almost every sheet, and it is the field that tells you where next year’s marketing budget should go.

Date of birth. Feels intrusive to ask and is not. It is the cheapest reason to make contact you will ever have.

Best time and preferred contact method. Two seconds to ask, and it removes most of the reason people do not answer you later.

What they expect from you. The soft question that turns out to be the one that decides whether they refer you.

One sheet per person, not per household.

Both sheets have room for two names, because two people on one form is how one of them stops being contacted. Fill in both sets of details, including both emails, even when one of them does all the talking.