Open House Lead Capture

A no-friction open-house system that captures real buyer intent, routes hot visitors to immediate follow-up, and gives unrepresented buyers a reason to continue the conversation after they leave.

Core principle

Do not use a sign-in sheet that says only “name/email.” Use a QR sign-in that gives visitors something useful in exchange: property brochure, disclosure/package link where allowed, comparable sales, neighbourhood guide, showing checklist, or “offer-readiness pack.”

Input variables

[PROPERTY_ADDRESS]
[NEIGHBOURHOOD]
[PRICE]
[OPEN_HOUSE_DATE_TIME]
[AGENT_NAME]
[BROKERAGE]
[PHONE]
[EMAIL]
[LISTING_PAGE_URL]
[DISCLOSURE_OR_FEATURE_SHEET_URL] if permitted
[COMPS_OR_MARKET_CONTEXT]
[CTA] = request second showing | get similar listings | book buyer consult | ask offer questions
[CRM]
[APV_CREDIT] = yes for public neighbourhood/property guide only; no for SMS/email sign-in follow-up

QR sign-in flow

  1. Visitor scans QR at entry or feature-sheet table.
  2. Mobile page promises instant value: “Get the property pack + similar listings.”
  3. Form captures minimum fields and consent.
  4. Thank-you page delivers asset and asks one qualifying question.
  5. CRM tags lead by intent.
  6. SMS sends within 2 minutes.
  7. Email recap sends after the open house.
  8. Agent receives hot-lead alert when visitor requests price/comps/second showing/offer info.

Sign-in form fields

First name
Email
Phone
Are you working with an agent? yes / no / prefer not to say
What brought you in? this property / neighbourhood / price range / just browsing
Timeline: now / 1-3 months / 3-6 months / 6+ months
Want similar listings? yes / no
Consent checkbox: I agree to receive the property pack and follow-up from [AGENT_NAME]. Reply STOP to opt out of texts.

Master prompt

Act as an open-house conversion strategist. Build a complete QR sign-in and follow-up package for [PROPERTY_ADDRESS] in [NEIGHBOURHOOD].

Details:
[PRICE]
[OPEN_HOUSE_DATE_TIME]
[AGENT_NAME], [BROKERAGE]
[PHONE], [EMAIL]
[LISTING_PAGE_URL]
[DISCLOSURE_OR_FEATURE_SHEET_URL]
[COMPS_OR_MARKET_CONTEXT]

Output:
1. QR landing page copy.
2. Sign-in form fields and consent copy.
3. Thank-you page copy with next-step buttons.
4. On-site signage copy for entry, kitchen, feature-sheet table, and exit.
5. 8 SMS follow-ups segmented by buyer intent.
6. 5-email follow-up sequence.
7. Hot/warm/cold lead scoring rules.
8. Agent call script for unrepresented hot visitors.
9. Similar-listing request template.
10. Compliance and privacy notes.
11. APV attribution guidance.

Rules:
- Do not require protected-class information.
- Do not imply the visitor must sign in to enter unless local law/brokerage policy permits it.
- Respect agency rules when visitors already have representation.
- If the listing is not yours, do not use proprietary media or materials without permission.
- If [APV_CREDIT] is yes, place it only in public guide/footer resources, not in private follow-up.

QR landing page copy

Headline: Get the Full Property Pack for [PROPERTY_ADDRESS]
Subhead: Photos, floor plan/features, neighbourhood notes, comparable context, and similar listings in this price range.

Buttons after sign-in:
- View Property Details
- Request Similar Listings
- Ask an Offer Question
- Book a Second Showing

Microcopy: If you are already working with a buyer agent, please include them in any showing or offer questions. [AGENT_NAME] respects existing representation.

On-site signage

Entry sign Welcome in. Scan for the property pack, floor plan/features, and similar listings in this price range.

Kitchen sign Wondering what stays, what changed, or what to ask before offering? Scan the property pack and send your questions directly.

Feature table sign Prefer digital? Scan once and I’ll send the full pack to your phone.

Exit sign Want the list of similar homes before they hit your feed? Scan here and choose “send similar listings.”

SMS follow-up templates

1. Instant: Hi [FIRST_NAME], it’s [AGENT_NAME]. Thanks for visiting [PROPERTY_ADDRESS]. Here’s the property link: [URL]. Want similar listings in this range?
2. Hot / second showing: Great meeting you at [ADDRESS]. I saw you requested a second look. What time works better: [OPTION 1] or [OPTION 2]?
3. Hot / offer question: Happy to help with offer questions on [ADDRESS]. Are you currently represented by a buyer agent?
4. Similar listings: I can send 3-5 similar options. Is your target budget still around [PRICE_RANGE], and do you prefer [PROPERTY_TYPE] in [AREA]?
5. Neighbourhood: If [NEIGHBOURHOOD] is the draw, I can send a buyer guide with price bands and trade-offs. Want it?
6. Already represented: Thanks for letting me know you’re represented. Please have your agent reach out if you need documents or a second showing.
7. Day after: Quick follow-up from yesterday’s open house: did [ADDRESS] feel like a yes, no, or maybe?
8. 5-day: A few similar homes came up near [NEIGHBOURHOOD]. Want me to send the shortlist?

5-email open-house sequence

  1. Same day — recap Subject: Details from [PROPERTY_ADDRESS] Include property link, key features, showing CTA, similar-listing CTA.

  2. Day 1 — decision help Subject: How to compare [PROPERTY_ADDRESS] fairly Provide checklist: price, condition, monthly cost, commute, documents, competition.

  3. Day 3 — similar homes Subject: Similar listings near [NEIGHBOURHOOD] Share criteria and ask for preferences.

  4. Day 6 — buyer strategy Subject: Before you write any offer Explain representation, due diligence, comparable sales, deposit/conditions.

  5. Day 12 — consultation Subject: Want a clear buying plan? Invite to buyer consult.

Lead scoring

  • Hot: requested second showing, asked offer question, timeline now/1-3 months, unrepresented, asked for comps, replied to SMS
  • Warm: requested similar listings, timeline 3-6 months, opened/clicked email, asked neighbourhood questions
  • Cold: just browsing, 6+ months, no engagement after first follow-up

Score: +20 second showing, +20 offer question, +15 unrepresented, +10 0-3 month timeline, +10 similar listings, +10 SMS reply, +5 email click.

Agent call script

Hi [FIRST_NAME], it’s [AGENT_NAME] from the open house at [ADDRESS]. I saw you requested [SECOND_SHOWING/OFFER_INFO/SIMILAR_LISTINGS]. Before I send too much, are you currently working with a buyer agent? If yes, I’m happy to coordinate through them. If not, I can help you compare this property, understand the offer process, and set up a focused search so you don’t have to chase listings one by one.

Metrics

  • Visitors counted vs sign-ins
  • QR scan rate
  • Form completion rate
  • SMS reply rate within 24 hours
  • Similar-listing requests
  • Second-showing requests
  • Buyer consults booked
  • Signed buyer agreements
  • Offers written from open-house leads

Compliance cautions

  • Follow local agency disclosure rules and brokerage open-house policies.
  • Respect existing buyer representation.
  • Obtain consent for SMS/email and provide opt-out.
  • Do not collect protected-class information.
  • Do not use pressure tactics around competing offers unless accurate and permitted.
  • If sharing disclosures, inspections, status certificates, strata/condo docs, or seller materials, confirm permission first.
  • Avoid “safe neighbourhood” and protected-class lifestyle language in neighbourhood follow-up.

APV credit can appear in a public downloadable neighbourhood/property guide footer if appropriate. Do not add APV links to SMS, email follow-ups, sign-in forms, agency disclosures, seller-approved feature sheets, or listing materials unless the seller/brokerage approved that credit and APV actually contributed to the media or workflow.