This document outlines the standards and best practices for hosting a successful public Open House. The goal is to present the home professionally, provide valuable information to visitors, and maximize opportunities for client engagement and lead generation.

1. Signage & Directionals

• Use 4–5 directional signs to guide traffic to the property.

• In lower-traffic or more condensed areas, 2–3 signs may be sufficient.

• Ensure signs are placed at key intersections and near the home for maximum visibility.

2. Marketing Materials Required at Every Open House:

• MLS Feature Sheet of the home

• Custom Feature Sheets (via Canva) with reader-friendly design, including:

  • Number of bedrooms & bathrooms

  • Price

  • Property taxes

  • Year of construction

  • Square footage

  • Heating/cooling systems

  • Key updates and notable features not listed on MLS

  • Your contact info

Additional Print Material:

• HOODQ Report

  • For detailed neighbourhood insights

• Agent “Resume” Page (Created in Canva)

  • Areas you typically serve

  • Years of experience

  • Types of properties you specialize in

  • Personal background or “story”

  • Contact details

• Team Overview Page

  • Team members

  • Combined years of experience

  • Mission and core values

• Business Cards

  • On display and available to visitors.

• Sign-In Sheet

  • A sheet where visitors sign-in and leave their contact information

    • Name

    • Email

    • Phone number

    • Area for them to indicate whether currently under a BRA

3. Social Media & Promotion

• Weekly Coordination

  • By Wednesday, Chelsea sends Hannah the list of open houses for the upcoming weekend and which agent is hosting.

  • Hannah to create and post content in advance on social media, ideally in collaboration with the agent.

• Online Ads

  • Modify digital ads to promote the upcoming open house (boost visibility Thursday–Sunday).

  • Take ads down on Monday following the open house.

4. Optional Additions

• Red Carpet may be used for “Grand Open House” events for a more elevated experience.

• Snacks and Beverages

  • Water

  • Champagne

  • Sparking juice

  • Cookies, chocolates, light refreshments

5. What to Track at the Open House

Record the following information at each open house:

• Number of visitors

• Level of interest (e.g., casual, serious, ready to write)

• Standout conversations or notes (specific comments, needs, or timelines)

6. Follow-Up and Lead Conversion

Initial Follow-Up – Within 24 Hours

• Thank the visitor for attending the open house.

• Input all leads into Follow Up Boss (FUB) with complete and accurate information.

  • Source: Note that the lead came from an open house.

  • Background Info: Include the address of the open house and name of the listing agent (if not a team listing).

  • Tags: Apply relevant tags (e.g., "First-Time Buyer", "Seller", "Hot Lead").

• If the open house was not hosted for a team listing, ensure the lead is also added to your personal database.

Second Follow-Up – By Wednesday

• All leads should receive a second follow-up touchpoint by the following Wednesday.

• Focus on delivering tailored value based on their needs:

  • First-time buyers → Share helpful guides or invite to our Buyer Crash Course.

  • Potential sellers → Offer a free home evaluation or share recent local sale stats.

  • Seasoned searchers → Ask if they’re currently working with a Realtor, and outline how our team stands apart (service, availability, strategies, etc.).

Ongoing Follow-Up Strategy

• Stay in touch regularly in order to nurture the lead and build trust.

• Use a multi-channel approach:

  • Call

  • Email

  • Text

• Add to the Weekly Email List so they continue receiving relevant content and updates as a passive touchpoint.

Lead Types to Expect

• New Buyers: Just starting their search and exploring neighbourhoods.

• Curious Neighbours: May be potential sellers scoping out the market.

• Committed Buyers: Possibly already working with an agent (confirm with sign-in sheet).

By following these open house standards, agents will present both the property and the team professionally, while maximizing potential lead generation and nurturing meaningful client connections.