Home How to Invite a Client for a Site Visit Over the Phone

How to Invite a Client for a Site Visit Over the Phone

 

Most deals move forward when the client visits the site. But many agents either:

❌ Push too hard
❌ Talk too much
❌ Sound desperate

 

 

 

 

Let’s do it professionally.

Step 1️⃣ — Prepare Before Calling

Know:

✔ The client’s requirement
✔ Budget
✔ Purpose (investment or living)
✔ Family decision makers

Preparation = confidence.

Step 2️⃣ — Start With Connection, Not Sales

Example:

“Hi Mr. Sharma, hope your week is going well.
I was reviewing options that fit exactly what you shared last time…”

Friendly. Warm. Respectful.

Step 3️⃣ — Create Curiosity

“There’s a property that matches your requirements better than the earlier ones —
especially in price and location.”

Keep it short.
Let them want more.

Step 4️⃣ — Invite, Don’t Force

“Rather than discuss on phone, a 20–30 minute visit will give you 100% clarity.
When can we go — today evening or tomorrow morning?”

Give two choices.
Not an open question.

Step 5️⃣ — Confirm Clearly

“Great — I’ll meet you at the gate at 11:30.
I’ll also WhatsApp the location and entry pass.”

Clarity reduces cancellations.

Step 6️⃣ — Gentle Reminder Before Visit

Send a short message:

“Looking forward to seeing you today at 11:30.
Any change, just let me know.”

Professional. Polite. No pressure.

💡 KEY TAKEAWAY

A site visit invitation should be:

✔ Simple
✔ Respectful
✔ Focused on benefit
✔ Easy for the client to say YES

Your Dream – Our Commitment.
Endless Possibilities for Smart Investors to get Prospering Properties in Indore.

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