Free PDF checklistThe broker checklist,
The broker checklist,
on one page
Fifteen habits that keep a quiet pipeline warm. Print it and keep it beside the phone, or try the app that does the remembering for you.
No email, no account, no sign-up. 15 points across five routines.
What’s insidePDF \u00b7 print-ready
- Monday — set the week(3)
- Before every call(3)
- After every contact(3)
- Keeping quiet deals warm(3)
- Friday — close the loop(3)
Prints cleanly on US Letter, black and white.
The full list
Five routines, one week at a time
1
Monday — set the week
- Clear the overdue follow-ups before you add anything new.
- Pick the three leads that could realistically close this quarter, and write down why each one is closeable.
- Confirm every active buyer and listing has a next follow-up date, not a promise to call sometime.
2
Before every call
- Re-read the last note so the client never has to repeat themselves.
- Know the property: beds and baths, square footage, list price, days on market and what has sold nearby.
- Bring one question that moves the deal forward — budget, timing, or who else signs off.
3
After every contact
- Log the summary the same day, in one or two lines, in the client’s own words.
- Write the next step and the date, then move the stage if it actually changed.
- Update the last-contact date so the overdue flags stay honest.
4
Keeping quiet deals warm
- Touch every lead that has gone thirty days silent with something useful: a new listing, a recent sale, a market note.
- Ask a small, specific question instead of “just checking in.”
- Let go of leads with no budget and no timeline — politely, and in writing.
5
Friday — close the loop
- Compare this week to last: contacts made, replies, showings booked.
- Review pipeline value by stage and drop anything you would not defend.
- Note the one thing that worked, so it becomes next week’s default.
Want it to run itself?
FollowUpz keeps the list, the dates and the weekly numbers, so the routine takes five minutes instead of an hour.
Take the checklist with you
A formatted PDF you can print, share with your team, or keep on the desk.
Something you would add to the list? Email followupzhq@gmail.com.