RISMedia
  • News
  • Premier
  • Reports
  • Events
  • Power Broker
  • Newsmakers
  • More
    • Publications
    • Education
No Result
View All Result
  • Agents
  • Brokers
  • Teams
  • Marketing
  • Coaching
  • Technology
  • More
    • Headliners New
    • Luxury
    • Best Practices
    • Consumer
    • National
    • Our Editors
Join Premier
Sign In
RISMedia
  • News
  • Premier
  • Reports
  • Events
  • Power Broker
  • Newsmakers
  • More
    • Publications
    • Education
No Result
View All Result
RISMedia
No Result
View All Result

Real Estate Team No More—Think Personal Shoppers

Home Best Practices
By Sarah Bernard
May 30, 2019
Reading Time: 3 mins read
Real Estate Team No More—Think Personal Shoppers

Portrait of financial adviser congratulating to a young couple for buying a new house.

I would love to have a personal shopper—someone at a department store or boutique keeping an eye out for me for a beautiful dress or blouse that might fit me perfectly and is in my budget. Occasionally I’d get a phone call like this: “Sarah, an amazing dress just came in and I think you should stop by and try it on. I think it would look great on you. There were a few others that came in that probably aren’t ‘you,’ but this one seems to check all your boxes. Do you think you could swing by on your way home from work to try it on? Ten minutes.”

Imagine if teams approached real estate in this same way. I’ll likely meet my personal shopper when I am out browsing the racks someday, and as real estate agents, we’ll meet someone when they’re browsing at an open house or surfing online and then they call us to ask about a home price. In any case, we don’t really know them—but by starting a non-salesy conversation and learning more about them, that lead becomes a prospect and eventually a customer. My dress shop manager may ask me if I’m shopping for a special occasion. Do I want a long or short dress? Sparkly or simple? Team members might ask a home shopper if they’re looking to make a move soon or in the future and what their dream house looks like.

While getting to know more about me and making sure that the clothes he or she selects for me are always exactly what fits my style (and occasionally a surprise “Just humor me” selection), we are building trust in our shopping relationship. With more home runs in the fitting room, I’m much more likely to answer when my personal shopper calls. As a real estate agent, knowing my buyer’s needs and previewing perfect selections for him or her, I’m building trust in that “lead to prospect to customer” relationship. Be a step ahead just like a personal shopper would be—be the first to preview the new models and be ready to call your prospect when something just might work.

At Workman Success Systems, we learn and teach a simple script that takes an anonymous lead to prospect to customer with just a few simple questions. From learning the motivation for a home search, a little about a lead’s desires in a new home, some initial thoughts about their budget and financing plans, a cold lead conversation turns into a chat with an old friend. Handled correctly, in the same phone call we’re booking an appointment, and with quite a bit of knowledge about the person on the other end of the phone. Plus, we’ll have a plan to not only show them one, but likely two or three homes that match their criteria. (You know that my personal shopper, when I show up to try on the dress, will always have a couple more hung up in the dressing room just to tempt me.)

From lead to prospect to customer, it’s about realizing that we are helping, assisting and saving our eventual customers so much time because we know what they want and are out on the hunt while they’re going about their busy work and family lives. We’re personal shoppers just for them—who could say no to that?

The next time you have a lead on the phone, just say you’re part of a team of personal shoppers for houses instead of clothes. Who wouldn’t love that?

Sarah Bernard came to real estate from a career in corporate marketing and property management. Licensed in 2014, Bernard sold $6 million in properties with 12 transactions in her first year and was Rookie of the Year. Five years later, she has grown a team that includes three buyer agents and support staff. She is committed to learning and improving her team management every day. For more information, please visit www.workmansuccesssystems.com.

Tags: Real Estate TeamsWorkman Success Systems
ShareTweetShare

Sarah Bernard

Related Posts

Agents Receive $5.2 Million Boost to Bottom Line through Financial Wellness Program
Industry News

Agents Receive $5.2 Million Boost to Bottom Line through Financial Wellness Program

October 24, 2025
Rayse and San Francisco Association of Realtors® Announce Partnership
Industry News

Rayse and San Francisco Association of Realtors® Announce Partnership

October 24, 2025
Don’t Coast Into Q4—Accelerate Into 2026
Industry News

Don’t Coast Into Q4—Accelerate Into 2026

October 24, 2025
consumer
Agents

Consumers Less Worried About Interest Rates in Connection to Homebuying

October 24, 2025
Mortgage
Economy

Mortgage Mix: loanDepot Sues West Capital Lending Over Trade Secrets and Contracts

October 24, 2025
sounds
Agents

Now Hear This! 7 House Sounds Buyer and Seller Clients Shouldn’t Ignore

October 24, 2025
Please login to join discussion
Tip of the Day

Create a Culture Agents Never Want to Leave

Learn how to define your value, set clear expectations and build accountability systems that grow profit and loyalty. Register early and save (use code EBSAB26 to save 25%)

Business Tip of the Day provided by

Recent Posts

  • Agents Receive $5.2 Million Boost to Bottom Line through Financial Wellness Program
  • Rayse and San Francisco Association of Realtors® Announce Partnership
  • Don’t Coast Into Q4—Accelerate Into 2026

Categories

  • Spotlights
  • Best Practices
  • Advice
  • Marketing
  • Technology
  • Social Media

The Most Important Real Estate News & Events

Click below to receive the latest real estate news and events directly to your inbox.

Sign Up
By signing up, you agree to our TOS and Privacy Policy.

About Blog Our Products Our Team Contact Advertise/Sponsor Media Kit Email Whitelist Terms & Policies ACE Marketing Technologies LLC

© 2025 RISMedia. All Rights Reserved. Design by Real Estate Webmasters.

No Result
View All Result
  • Home
  • Premier
  • Reports
  • News
    • Agents
    • Brokers
    • Teams
    • Consumer
    • Marketing
    • Coaching
    • Technology
    • Headliners New
    • Luxury
    • Best Practices
    • National
    • Our Editors
  • Publications
    • Real Estate Magazine
    • Past Issues
    • Custom Covers
  • Events
    • Upcoming Events
    • Podcasts
    • Event Coverage
  • Education
    • Get Licensed
    • REALTOR® Courses
    • Continuing Education
    • Luxury Designation
    • Real Estate Tools
  • Newsmakers
    • 2025 Newsmakers
    • 2024 Newsmakers
    • 2023 Newsmakers
    • 2022 Newsmakers
    • 2021 Newsmakers
    • 2020 Newsmakers
    • 2019 Newsmakers
  • Power Broker
    • 2025 Power Broker
    • 2024 Power Broker
    • 2023 Power Broker
    • 2022 Power Broker
    • 2021 Power Broker
    • 2020 Power Broker
    • 2019 Power Broker
  • Join Premier
  • Sign In

© 2025 RISMedia. All Rights Reserved. Design by Real Estate Webmasters.

X