Client Input Sheet

Buyer / Seller Conversation Form

Capture only the details needed to qualify the lead, personalize follow-up, and route the contact into the right action plan.

Client Information

Contact and source

Agent

Date

Client Name

Phone

Best Time to Call

Email Address

Mailing Address

Lead Source

Lead type

Buyer prospectListing prospectExpired listingFSBOPast clientSOIInternet leadOpen house lead

Permissions & flags

Text OKEmail OKPhone OKNeeds relocation helpReferral opportunity

Appointment / Conversation

What happened today

Date

Time

Location / Channel

Motivation / Reason for move

Timeline

Priority Level

ABCLong term

Timeline check

Ready now30-60 days3-6 months6+ monthsJust researching

Current Home

Complete for sellers or homeowners

Property Address

Suggested List Price

Mortgage / Equity Notes

Property Type

Beds

Baths

Year Built

Stories

Sq. Ft.

Lot Size

Condition, upgrades, or special features

Desired Home

Complete for buyers

Desired Area / Neighborhood

Price Range

Target Move Date

Property Type

Beds

Baths

Stories

Sq. Ft.

Lot Size

Features

PoolWaterfrontViewFireplaceGarageSingle levelHome officeADU / guest space

Must-haves or deal breakers

Financing / Readiness

Quick qualification

Buyer readiness

CashLoanPre-approvedNeeds lender intro

Estimated down payment / budget

Home to sell first?

YesNoUnsure

Seller readiness

Needs valuationConsidering repairsNeeds staging adviceInterviewing agents

Occupancy

OwnerTenantVacant

Preferred sale timing

Follow-Up and Action Plan

Next step ownership

Next Follow-Up Date / Time

Follow-Up Reason

Action Plan / CRM Tag

Assigned To

Actions

Send buyer criteria emailSend seller valuationSchedule showingSchedule listing consultRefer to lenderSet CRM reminder

Additional Notes

Keep concise and action-oriented

Edit with