🏠 Seller Client Care Plan (CCP)

J.R. Ramos
May 7
2 min read

Your Step-by-Step Guide to a Smooth, Successful Sale with Kale Realty

🔍 1. INITIAL CONSULTATION

Purpose: Understand goals, expectations & timeline

✅ Ask about motivation and desired outcomes

✅ Review the property and any upgrades

✅ Explain agency, pricing strategy & marketing plan

✅ Walk through the full listing-to-closing process

📊 2. PRICING & LISTING PREP

Purpose: Set the stage for a successful launch

✅ Provide a Comparative Market Analysis (CMA)

✅ Discuss market conditions & pricing psychology

✅ Recommend staging, repairs & decluttering

✅ Schedule professional photography & measurements

📣 3. MARKETING STRATEGY

Purpose: Maximize exposure & attract qualified buyers

✅ MLS listing with compelling descriptions

✅ Syndication to major real estate websites

✅ Social media promotion & digital advertising

✅ Optional: flyers, open houses, agent-to-agent marketing

🔑 4. SHOWINGS & FEEDBACK

Purpose: Ensure showings are smooth, safe & respectful

✅ Use lockbox security best practices

✅ Never allow access without agent present

✅ Provide showing instructions clearly

✅ Share feedback promptly and adjust strategy if needed

🧾 5. RECEIVING & NEGOTIATING OFFERS

Purpose: Evaluate and respond strategically

✅ Review all offers in detail with seller

✅ Compare not just price—but terms, contingencies & strength

✅ Counsel on counteroffers or multiple-offer strategies

✅ Obtain signatures on agency & disclosure forms

📆 6. UNDER CONTRACT TO CLOSE

Purpose: Keep everything on track and reduce stress

✅ Monitor deadlines (inspection, appraisal, financing)

✅ Negotiate repair requests or credits

✅ Coordinate with attorney, buyer’s agent & title

✅ Prepare for final walk-through and closing

🥂 7. AFTER THE SALE

Purpose: Leave a lasting, positive impression

✅ Provide final settlement statement & moving resources

✅ Send a thank-you or closing gift

✅ Ask for a review or testimonial

✅ Stay in touch for future referrals or purchases

🌟 GOLDEN RULES FOR SELLER CARE

✔️ Communicate frequently—don’t leave them guessing

✔️ Manage expectations with honesty & clarity

✔️ Protect access & property at all times

✔️ Keep emotions in check, lead with professionalism

✔️ Be the calm, confident expert they hired you to be

💬 “Selling a home isn’t just a transaction—it’s a transition. Our job is to make it smooth, strategic, and successful.” — Kale Realty