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
