Browse Real Estate Professionals SECTION 3: Buyer & Seller Communication

The Buyer Consultation Framework

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The Buyer Consultation Framework

Build a first-meeting framework for a new buyer client.

Buyer type: [FIRST-TIME / MOVE-UP / RELOCATING / DOWNSIZING /
INVESTOR]
Market conditions in my area: [DESCRIBE USING MY DATA]
Their stated goal: [DESCRIBE]

Produce:
1. Questions to understand what they actually want, in the order
   to ask them
2. Questions that surface the constraint they have not mentioned
   (timeline, financing, a decision-maker who is not present)
3. How to explain the process step by step
4. What to set expectations about, given current conditions
5. The three things buyers in this market are most surprised by
6. What I need from them and by when
7. How to close the meeting with a clear next step

Rules:
- Frame everything around property criteria and process, never
  around neighbourhood character or community composition
- If they ask about "good neighbourhoods" or "the right area for
  us", give me a response that redirects to objective criteria —
  this is a fair housing steering risk and it comes up constantly
- No claims about schools, crime, or demographics; provide the
  language for pointing them to public data sources instead

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