Evolution of my buyer's questionnaire

Real Estate Agent with Rise Realty 3238238

When I meet a new buyer client I provide them with a list of buyer questions to obtain information about them and to qualify them to reduce the chance that I am wasting valuable time with someone who is not ready or able to buy.  

I used to write the questions in an email and then email the questions to the buyer who would then email their responses back to me.  When I wanted to use the buyer questions again for a new buyer I had to find the old email and copy and paste the questions into a new email for the new buyer.  This process was time consuming and if I could not easily locate the old email, I had to write the quesitons all over again.  

Then I got smart and saved the buyer questions in Evernote.  With the questions saved in Evernote I simply opened up the note containing the questions and copied and pasted the questions into a new email to my new buyer and then waited for the buyer to email their responses back to me.  

Then I got even smarter (or at least I'd like to think so) and created a Google form buyer's questionnaire (see below).  Now I explain to my buyer clients that in order to provide them with the highest level of service I need to know as much about them as possible; I tell them I will send them a simple questionnaire to fill out; and then I email the buyer's questionnaire form to them.  

When they are done filling out the Google form they click "Submit" and their responses are automatically saved into a Google spreadsheet linked to the form.  I can then either copy and paste their responses into a new document or leave the responses in the Google spreadsheet for viewing.  The form and the spreadsheet are both saved on Google Drive, so I can access them from my cell phone, Chromebook, or any other computer.  

My buyer's questionnaire form saves me time, keeps me organized, helps me to qualify buyers, and allows me to provide buyers with a higher level of service than I could without it.  


Buyer's Requirements Questionnaire


Comments (3)

Christopher Pagli
William Raveis Legends Realty Group - Tarrytown, NY
"I Stay Open Until You Close"

I like to sit in front of buyers and turn the questions into a conversation.  I've found I get more information and build a relationship faster.  Have a great day!

Sep 11, 2014 02:05 AM
Lee Davenport
Sandy Springs, GA
Learn With Lee: Real Estate Coaching & Consulting

Hi Andrew Garofalo , I love Google forms and I am glad you are able to streamline your intake form with it.  I am on the broker/coaching side of things now, but when I was selling Google forms was a lifesaver.  If you want to take your automation to the next level, create a Mailchimp template with the Google form embedded and track when your clients open the email, if they forward it, etc.


I am glad to see you are off to a great start! 

Sep 23, 2014 09:21 AM
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • GRI • HAFA • PSC Calabasas CA

Isn't it nice and extremely convenient for everyone? Do you still use the app?

Dec 11, 2017 05:49 PM