DoorlarkWhy these columns, and what we left off
- Working with an agent? Tells you who to follow up with yourself and who to leave alone. If they say yes, be helpful at the open house and don't solicit them.
- Buying timeline and sell-first: the two answers that decide your follow-up. A "3 months, need to sell first" visitor is a listing lead too.
- Consent column: texting someone without consent can create TCPA risk. The initial plus the line under the table gives you a written record. Ask your broker whether your office requires specific wording.
- No questions about family, age, religion or where someone is from. Fair housing rules apply at open houses too. Ask about the home they want, not about who they are.
Follow-up texts for the next 7 days
Replace every bracket with something real. The details from the conversation are what make these work, so write one note next to each name before the visitor leaves the driveway.
Hi [Name], it's [Your name], we met at the open house on [Street] today. You mentioned [one detail they said, e.g. the yard or the commute]. Want me to send you two or three other homes with that, before this weekend?
Subject: [Street] – the numbers you asked about Hi [Name], Thanks for stopping by [Street] yesterday. Here's what I promised: [HOA amount / tax bill / disclosure / utility average]. If you want to see it again, I can open it up [day] at [time] or [day] at [time]. [Your name]
[Name], quick update on [Street]: [real update, e.g. 'there's an offer deadline Monday at 5' or 'the sellers just finished the deck repair']. Still on your list, or should I keep watching for something else?
Hi [Name], I put together a short list of homes near [area they mentioned] that fit what you described. Want me to send it, or is now not a good time?
[Name], you mentioned you'd need to sell your current place first. If it helps, I can run a quick estimate of what you'd walk away with after the sale. No obligation, takes me about 10 minutes. Want it?
Turn a photo of the sheet into CRM rows with AI
Take a clear photo of the filled-in sheet and paste it into ChatGPT or Claude with this prompt:
This is a photo of my open house sign-in sheet for [address] on [date]. Turn each row into a CSV line with these columns: first name, last name, phone, email, has agent (Y/N), timeline, needs to sell first (Y/N), consented to text/email (Y/N), source = "Open house [address]". If any handwriting is unclear, write UNCLEAR instead of guessing. Don't add anything that isn't on the sheet.
Check the UNCLEAR cells against the sheet, then import the CSV into your CRM. The prompt library has more open-house prompts, including one for notes you took by hand.
Related free tools and guides
- Qualified Lead Playbook, open house section: how to qualify visitors without pushing.
- Seller Net Sheet Calculator: estimate what a seller walks away with, line by line.
- Buyer Consultation Kit: the agenda for when a visitor agrees to meet.
FAQ
What should be on an open house sign-in sheet?
Name, phone, email, whether they're working with an agent, buying timeline, whether they need to sell first, and a consent line for texts and email. Skip anything about family, age, religion or background; fair housing rules apply.
Can I text people who signed in at my open house?
Only with their consent. The initial column and the line under the table on this sheet are there to record that consent. Ask your broker about your office's TCPA and texting policy.
When should I follow up after an open house?
The same day, ideally within a couple of hours, while they still remember you and the home. Then day 1, day 3 and day 7, each with something useful rather than just checking in.
Is a paper or digital sign-in better?
Digital sign-in apps save typing; paper is faster at the door and doesn't need Wi-Fi. If you use paper, the AI prompt on this page turns a photo of the sheet into CRM rows in a minute.
Can I put my logo on the sheet?
This version is plain on purpose so it prints cleanly. Print it, or copy the columns into Canva or your brokerage template.
By Doorlark Editorial Team. For planning only, not legal, tax or financial advice.