Real Estate Conversations

Effective agent conversations build trust, reveal client needs, and turn leads into long-term relationships. Use the templates, scripts, and frameworks below to sharpen your buyer and seller conversations.

Templates & Questionnaires

Download these straight from KW Limpact and have them ready before your next listing or buyer appointment.

Buyer & Seller Questionnaires

Buyer Questionnaire

Pre-consultation questionnaire to capture motivation, criteria, financing, and timeframe before your first meeting.

Download PDF →

Seller Questionnaire

Discovery questionnaire to uncover seller goals, timeline, and concerns before the listing appointment.

Download PDF →

Letter Templates

Vacant Property Letter

Editable Word template for outreach to vacant property owners.

Download DOCX →

Golden Letter Template

A folder of high-converting "golden letter" templates and variations.

Open Folder →

Buyer Lead Conversations

How to handle the first call — from picking up the phone to qualifying the lead with the MCAT framework.

Common Source

Facebook Ads

Action Plan

Call and text daily; add to the Facebook SmartPlan if unresponsive.
Minimum 5 contact attempts over 10 days.
Classify as "Cultivate" opportunities for a 4–12 month timeline.

Opening Script

Hi this is [your name] — thanks for taking my call! I see you were looking at homes online; that's exciting! What has you thinking about making a move?

The MCAT Framework

Use these four questions to qualify any buyer lead in the first conversation.

Motivation

What has you thinking about making a move?

Criteria

What are you looking for when you do buy — and why?

Ability

How are you looking to pay for your new home? Will you need financing?

If financing: connect them with a lender immediately so they're pre-approved before you tour.

Timeframe

When do you want to be in your new house?