Team Thomas – Seller Opportunity SOP Framework

PHASE 1: CULTIVATE

Goal: Capture the lead, qualify it, and prep for consultation.

Capture lead in Command + WhatsApp group
Tag appropriately (e.g., Hot Seller, Golden Letter)
Thank referral source
Send “Tell Our Story” email
Set up iCloud listing folder
Add contact to SmartPlan (if appropriate)

Core Documents:

📎 Filing Systems SOP
📎 Appointments SOP

Looms:

PHASE 2: APPOINTMENT

Goal: Conduct consultation, deliver CMA, secure the listing.

Schedule + confirm consultation
Conduct walkthrough & capture teaser media
Create CMA + review with Albert
Update GCI tracker
Send seller pledge and CMA packet
Ask for testimonial/referral

Core Documents:

📎 Seller CMA Template
📎 GCI Tracker Spreadsheet
📎 Listing Presentation SOP

Looms:

PHASE 3: ACTIVE

Goal: Market the property and begin showings.

Book photographer
Write marketing copy
Upload to KW Control Panel + PropertySkipper
Schedule showings via Calendly
Confirm calendar invites
Post to social media
Collect showing feedback + co-broke follow-ups

Core Documents:

📎 Marketing Copy SOP
📎 Showings & Calendar SOP
📎 Social Media Strategy Document

Looms:

PHASE 4: UNDER CONTRACT

Goal: Guide client from signed offer through conditions and closing prep.

Confirm signed SPA
Start contract timeline
Coordinate with lawyer, lender, vendor
Schedule final walkthrough
Prepare key handover & vendor updates

Core Documents:

📎 Contract Timeline Tracker
📎 Docusign Formula Instructions
📎 Vendor Checklist

Looms:

PHASE 5: CLOSED

Goal: Deliver post-close service, archive deal, and build loyalty.

Send thank you + testimonial request
Add to SmartPlan for anniversary + referral follow-up
Deliver closing gift
Archive documents
Notify past client list

Core Documents:

📎 Post-Close Checklist
📎 SmartPlan Follow-Up Email Templates
📎 Client Thank You SOP

Looms: