Buyer consultation booking from first chat to a set time.

A first-time buyer in Ottawa has been sending you Westboro listings for two weeks but hasn't sat down with you yet. Buyer consultation booking turns those scattered messages into one 45-minute meeting where you agree on the plan together.

The goalBook a buyer consultation, in person or by video, within the week.

Today

Hi [First name], you've found some great places in [Neighbourhood]. Before we book showings, could we sit down for 45 minutes to map out budget, must-haves and timing? I have [Day] at [Time] or [Day] at [Time], in person or by video. [Your name], [Brokerage]

When to send what

  1. Text

    Suggest the meeting and offer two times.

  2. Call

    If they'd rather talk, book it on the phone.

  3. Email

    Confirm and say what to have handy.

  4. Text

    Offer a shorter phone call instead.

01The scripts

Pick the moment. Copy the words.

Client

Hi [First name], you've found some great places in [Neighbourhood]. Before we book showings, could we sit down for 45 minutes to map out budget, must-haves and timing? I have [Day] at [Time] or [Day] at [Time], in person or by video. [Your name], [Brokerage]

258 characters

02Variations

When the moment is a little different.

  • Couple with busy schedules

    Hi [First name] and [Partner name], I know weekdays are tough with two schedules. Would [Day] at [Time] or a weekend morning work for both of you? Video is fine too. [Your name], [Brokerage]

  • Buyer who wants to skip the meeting

    Totally fair, [First name]. Let's keep it to 15 minutes on the phone before the first showing, just so I don't spend your Saturday on homes that won't work. [Day] at [Time]? [Your name], [Brokerage]

Do

  • Explain what the buyer gets out of the meeting.
  • Offer video as well as in person.
  • Say it takes 45 minutes, and keep to it.
  • Send a short prep list once it's booked.

Avoid

  • Make the meeting sound like a hoop to jump through before you'll help.
  • Open with a stack of forms.
  • Offer open-ended times like 'whenever suits you'.
  • Let weeks of swapping listings replace a real conversation.

With Tanero

Or say it once. ORBIT sends it.

Tell ORBIT to set up the consultation and it texts the buyer two times from your Tanero number, books the one they pick inside your hours and booking rules, and emails the prep list from your own inbox. Buyers who would rather call can ring your number at any hour and book with ORBIT in any of 100+ languages. In Approval mode, the default, ORBIT's own replies to the buyer wait for your OK.

Text Chloe Tremblay to book a 45-minute buyer meeting this week, by video or at my office, and email her what to bring.

ORBIT is working on it

Questions

Before you send it.

What is a buyer consultation?

A 30 to 60 minute meeting before showings to agree on budget, areas, must-haves and how you'll work together. Buyer consultation booking gets easier when you explain that it saves them wasted weekends.

In person or by video?

Either works. Video is easier for busy couples and people moving from away; meeting in person builds trust faster with first-time buyers.

What if the buyer just wants to see homes?

Offer a short phone call instead of a full meeting. The goal is to know enough to pick the right homes, not to hold a formal session.

Can clients book a time with ORBIT on their own?

Your website has a Book a meeting page where a visitor picks a video call, phone call or in-person meeting and a time inside your hours, and each property page takes viewing requests at your open times. Clients can also call, text or email, and ORBIT books inside your hours and rules.

Related

Words are the easy part. Sending them on time is the job.

ORBIT sends the right message at the right moment, from your number and your inbox.

Watch the demo [email protected]