You’ll need
a listing to host (ask your mentor or any listing agent in the office — most are glad of the help), signs, a sign-in method, water
An open house is the fastest way to meet ten buyers in two hours. The listing agent gets the exposure; you get the people who walk in without an agent. Everything below is about turning those people into contacts in Follow Up Boss.
The week before
Confirm date, hours and the seller's instructions with the listing agent. Get the lockbox code or arrange keys.
Post it: MLS open-house field (the listing agent does this), Zillow (it pulls from MLS), your Facebook page, Instagram story, and a post in the RE/MAX One agents group.
Order or borrow directional signs (at least four) and one open house sign for the front. They must show RE/MAX One, your name, the office number and your cell — compliant signs only.
Print the MLS sheet ×20, the seller's disclosures ×5, and a one-page neighbourhood sheet (schools, commute, taxes). Put your card on each.
Set up sign-in: a tablet with a form (Follow Up Boss has one — People → Open House), or a clipboard with name / cell / email / working with an agent? Y/N.
The day — before doors open
Arrive 45 minutes early. Signs out at every turn from the main road, arrows pointing the right way.
Lights on, blinds open, doors unlocked, music low, temperature comfortable. Walk every room once.
Valuables the seller left out: put them away and tell the seller. Never leave the house unattended.
Text the listing agent: set up and open.
During
Greet everyone at the door. Sign-in first, tour second — "Sign in for me so the seller knows who's been through."
Ask one question: "Are you working with an agent?" If yes, be helpful and let them tour. If no: "Then let me show you the house properly" — and walk with them.
Never let a visitor wander alone upstairs while another group is downstairs. Two agents is better than one; bring a colleague.
Last group out, doors locked, lights off, note anything moved or damaged.
Within 24 hours — this is the part that pays
Every sign-in goes into Follow Up Boss as a contact, source Open House – [address], stage Lead.
Text every unrepresented visitor the same evening: "Great meeting you at [address] today — did anything stand out? Happy to send similar homes if this one wasn't it."
Send the listing agent a short report: number of groups, any feedback, anyone asking for a second look.
Set a task on each contact: call in 2 days.
You’re done whenthe sign-ins are in Follow Up Boss with tasks set, and the listing agent has your report.
Now do thisTrello card → phase 5 → tick 5.7 and put the address and headcount in a comment.
Sources: Open Houses Part 1 class: https://vimeo.com/1180891215/6058ffa970 · Stepping Stones ch.10 and ch.20 (conducting open houses)