🏡 Buyer Client Care Plan (CCP)

J.R. Ramos
May 7
2 min read

Your Roadmap to Providing Exceptional Service at Kale Realty

📍 1. INITIAL CONSULTATION

Purpose: Understand goals, timeline & financial readiness. ✅ Ask lifestyle and motivation questions ✅ Review agency disclosure & representation options ✅ Recommend lenders if not pre-approved ✅ Explain the buying process start to finish

🔍 2. HOME SEARCH STRATEGY

Purpose: Customize the search experience. ✅ Set up MLS searches & alerts ✅ Educate on neighborhoods & market trends ✅ Discuss deal-breakers vs. must-haves ✅ Keep communication consistent & expectations clear

🗝️ 3. SHOWINGS & PROPERTY TOURS

Purpose: Provide a safe, respectful, and professional experience. ✅ Plan logical tours and confirm access ✅ Follow lockbox and property entry etiquette ✅ Provide honest insights without bias ✅ Keep client-focused—never give codes or keys

💬 4. FEEDBACK & STRATEGY CHECK-INS

Purpose: Keep the process collaborative and informed. ✅ Provide feedback to listing agents ✅ Ask for client impressions after each showing ✅ Adjust the search criteria based on evolving needs ✅ Keep clients looped in on market movement

🧾 5. WRITING THE OFFER

Purpose: Position the client competitively. ✅ Conduct CMA for pricing strategy ✅ Educate on terms, timelines, contingencies ✅ Discuss dual agency & referrals (if applicable) ✅ Obtain signed agency disclosures and offer documents

🔍 6. UNDER CONTRACT → CLOSING

Purpose: Navigate inspections, financing, and timelines smoothly. ✅ Coordinate with attorney, lender, and title ✅ Monitor deadlines and negotiate inspection issues ✅ Provide vendor recommendations ✅ Schedule final walk-through & prepare for closing

🎉 7. POST-CLOSING CARE

Purpose: Deliver lasting value beyond the transaction. ✅ Send a closing gift or card ✅ Check in 30/90/365 days ✅ Ask for reviews & referrals ✅ Invite to client events and stay in touch.

🌟 GOLDEN RULES FOR BUYER CARE

✔️ Educate early, don’t assume knowledge ✔️ Communicate often—even when there’s no update ✔️ Protect confidentiality at all times ✔️ Advocate without being adversarial ✔️ Be resourceful, respectful & relentless

💬 “Our job is not just to find the house—they could do that online. Our job is to protect, educate, and guide them home.” — Kale Realty