In commercial real estate agency, you can make things a lot easier for yourself with standard forms and procedures. One of those forms should be designed to capture inquiry and leads as you come across them every day. The simplicity of the form and its convenience of use will allow you to enter information into your database at the end of the day.
Many real estate agents write things into their diary when it comes to property inquiry. The process would be a lot more effective if a standard form of data capture was used. Something that is written into a diary needs to be transposed into something else at a later stage. The diary also fails to provide the necessary fields of questioning and information for the capturing of the inquiry.
As simple as this procedure looks, it is overlooked by many salespeople. If you can quite easily create a standard form in an excel spreadsheet. You can carry these blank forms with you everywhere for the purposes of client meeting and conversation.
Here are some rules to setting up the necessary standard forms for this procedure.
Most salespeople forget to ask the right questions comprehensively when the prospect makes the inquiry. A simple checklist or standard form can help you capture the information correctly for the matching of the person to the correct property.