By Industry
Real Estate Client Follow-Up
Buying, selling or renting a home is a big, emotional decision, and clients remember how they were treated long after the keys change hands. This template follows the client's path, from the first contact to moving in, to learn what made them confident and what left them unsure.
15 questions
When to use this template
- A few days after the signing or the handover of keys, once the stress of the process has eased.
- After a viewing campaign that did not lead to a deal, to understand why the client did not go ahead.
- Some months after the move, when the client can judge how the advice held up in practice.
Questions to ask
First contact
- 01How did you first get in touch with us, and how quickly did we respond?
- 02Did we understand what you were looking for from the first conversation?
- 03Did the properties we suggested match your brief?
Viewings
- 04How were the viewings organised, in terms of dates and information beforehand?
- 05Did the agent answer your questions about the property and the area?
- 06Was there anything about a viewing that you wish had been different?
Advice and negotiation
- 07How clear was the advice you received on price and conditions?
- 08Did you feel the negotiation was handled in your interest?
- 09Were there moments when you were unsure what was happening next?
Paperwork and handover
- 10How well were you guided through the paperwork and the deadlines?
- 11How did the handover of the keys go?
- 12Was there anything we did not explain well enough?
After the move
- 13How satisfied are you today with the decision and with our support?
- 14Would you use us again, or recommend us to someone close to you?
- 15What is the one thing we should do differently for the next client?
Tips for a useful conversation
- Start by asking how the client is settling in or how the sale feels now: it shows you care before you ask for feedback.
- Ask buyers, sellers and tenants separately: their journeys and expectations differ.
- Listen for moments of uncertainty, because those are where trust is won or lost.
- Follow up with a short message saying what you will change, and then change it.
Mistakes to avoid
- Calling only clients who completed a deal and ignoring those who walked away.
- Asking for a referral in the same call, which turns feedback into a sales pitch.
- Using the same questions for a seller and a tenant.
Let Passisto Clients hold these conversations
The AI agent calls your clients, asks the right follow-up questions and gives your team a clear report with the actions to take.