Purpose
To ensure every new client relationship begins smoothly and consistently across the organization.

Checklist Steps

Initial Contact

Confirm how the client found Sotheby’s Realty (referral, website, event).

Capture full contact details in the CRM.

Send a personalized welcome email within 24 hours.

Needs Assessment

Schedule an introductory call or meeting.

Ask questions about property goals, budget, preferred areas, and timelines.

Record all preferences in the CRM for transparency.

Documentation

Collect required identification and any financial pre-approval documents.

Share necessary disclosure forms and explain them clearly.

Set Expectations

Outline Sotheby’s standard process (from search to closing).

Communicate average timelines, touchpoints, and next steps.

Establish the client’s preferred communication method (email, phone, text).

Follow-Up

Schedule first property viewing or valuation session.

Confirm client feels supported and understands the process.

Key Notes
A well-structured onboarding experience builds trust and sets the tone for a successful client relationship.