FSBO Outreach Checklist
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Research & Identification
Finding and qualifying potential FSBO leads.
Radius of Search (Miles)
Search Keywords (e.g., 'For Sale By Owner', 'FSBO')
Target Geographic Area (City/County)
Listing Platforms to Search
Number of Listings to Review Daily
Date of Last Data Refresh
Initial Contact & Introduction
Making first contact and establishing rapport.
Contact Method Selection
Personalized Introduction Message (Draft)
Subject Line (If Email)
Tone of Communication
FSBO Name
Property Address
Brief Note on Property Observation (if applicable)
Date of First Contact
Needs Assessment & Value Proposition
Understanding the FSBO's goals and showcasing your value.
What are your primary motivations for selling 'as-is'?
What is your desired timeframe for selling the property?
What is your preferred method of communication (phone, email, text)?
What are your biggest concerns or worries about the selling process?
What is your target selling price?
Which of the following services are you *most* interested in (if you were to work with an agent)?
Describe your ideal buyer for this property.
Overcoming Objections
Addressing concerns and skepticism about using an agent.
Common Objection 1: 'I'm saving money by doing it myself.'
Craft a Response Script for 'I don't need an agent.'
Address 'I'm worried about losing control of the process.'
Prepare for 'I'm already in contact with a buyer/cash offer.'
Dealing with 'I’ve tried marketing, it’s not working.'
Estimate time saved (hours/week) by using an agent (to show value)
Follow-Up & Nurturing
Maintaining contact and building trust over time.
Initial Contact Date
Days Since Last Contact
Contact Method Used (Last)
Notes from Last Contact
Next Follow-Up Date
Follow-Up Type
Customized Message for Next Follow-Up
Legal & Compliance
Ensuring all outreach activities comply with relevant regulations.
State Licensing Verification
Do Not Call (DNC) Compliance Check
TCPA Compliance Acknowledgement
Last TCPA Training Date
Record Keeping of Consent (if applicable)
Disclosure of Agency Relationship
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