Template · Real Estate

Property Seller Readiness Check

Five questions sort the 'listing this month' sellers from the 'just curious' — so your valuation slots go to owners who actually instruct.

Best for: Estate agents, brokers, and listing agents who value their valuation hour.

Question 2 of 5

What's driving the move — upsize, downsize, relocate, invest, other?

Rarely
Sometimes
Often
Almost always

The problem it solves

Half your valuation visits end with 'we're just curious for now' — and the ones who were actually ready booked with the agent who called back first.

Who it's for

Built for lead-driven businesses that want qualified leads, not just email addresses.

A short pre-valuation assessment that replaces the raw 'book a valuation' form. Real sellers get a same-week home visit; curious owners get a market report and a 90-day re-check.

What you learn as the owner or team

Every submission becomes a scored lead in your dashboard.

  • Owner name, address (or postcode), and contact.
  • Readiness band, timeline, and motivation.
  • Chain position and last-valuation flag for the negotiator.
  • Source tag: board · seller guide · AVM · social ad.
Example questions

Questions that surface real signal.

  1. 1How soon are you hoping to list?
  2. 2What's driving the move — upsize, downsize, relocate, invest, other?
  3. 3Where are you in the chain — offer accepted, looking, or free-standing?
  4. 4Have you had a recent valuation?
  5. 5What would make you choose an agent — fee, marketing, local sold prices, chemistry?
Example result bands

Every prospect gets a scored, useful outcome.

Listing this month

Motivated, in-chain or free-standing, and open to a home visit — book a full appraisal and send the pre-list marketing pack.

Listing this year

Real intent, timing 3–9 months out — send the seller guide, add to the quarterly re-check list, and offer a light-touch valuer call.

Just curious

No move planned — send an AVM number, subscribe to the market report, and re-check in 6 months.

What prospects see

A branded, personalized result — not another PDF.

Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.

  • Score + result band with a clear one-line summary
  • Recommended next steps tuned to the answers
  • A booking CTA that goes straight to your calendar
Your resultPreview
89
/ 100

Listing this month

Offer accepted on the onward move, want to list in 3 weeks, and open to a home visit this week — worth a valuer's afternoon.

Recommended next steps

  • Book a full market appraisal this week
  • Bring the recent-sold comparables for the street
  • Prepare the pre-list marketing pack for the visit
Best channels to share it

One link — share it everywhere it fits.

This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.

The 'Book a valuation' page CTA

The QR code on your for-sale and to-let boards

The seller-guide download landing page

Seller-targeted paid social and Google ads

Follow-up email after any online AVM run

The pinned post on your agency profile

FAQ

Questions about this template

Launch this assessment funnel today.

Customize the questions, wire it to your booking link, and start capturing scored leads.

This template scores seller readiness against the criteria you set. It is not a valuation, a market appraisal, or a guarantee of listing, sale, or price.