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Run an open house sign-in

Visitors sign in on a tablet or their phone, and Em adds them and helps with thank-yous.

Agents
  1. Open Calendar, then Open houses, then New open house. Add the address and the time.
  2. On the day, open the sign-in screen on a tablet, or print the QR sign so visitors sign in on their own phones.
  3. Visitors leave their name, email, or phone, and answer a few quick questions: do they have an agent, their timeline, and whether they have a home to sell.

Em adds each visitor (or matches them to someone she already knows) and shows them live as they sign in. Afterward, Write thank-yous has her draft a note for each one, with an offer to price the home for anyone who has one to sell.

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