CHOICE ACADEMY Module 1 of 8
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The CH Listing Process

The eight-stage appointment flow where every step sells the next one, run start to finish in under two hours.

1. Listing Series Kickoff (2026-02-19) 118 minOpen on Vimeo

The lesson

The 10,000-Foot View

  • Every listing appointment, whether it is a casual preview or a scheduled listing presentation, runs the same eight-stage flow: pre-frame, grand tour and build rapport, sit down and confirm details, pricing strategy, marketing, programs, net sheet, and paperwork.
  • Step one sells step two is the design principle behind the order: each stage is built to earn the next one, so skipping or reordering a stage costs you weight later. Lead with commission, for example, and the price becomes contingent on the split instead of the market.
  • Target the whole appointment for under two hours. Run long and the seller ends up mentally and emotionally drained right when you need them sharp enough to make a decision, instead of at the high point where you actually want to close.
  • A preview and a listing presentation run the identical flow. The only real difference is the nowhere-to-run question sequence, used in previews to surface why an owner is trying to sell solo. Master turning a for-sale-by-owner preview into a signed listing and every easier appointment gets simpler by comparison.
  • The Triple Threat question ends the nowhere-to-run sequence, and the name means only this. "Usually at this point, homeowners are thinking one of three things. One, you are genuinely curious what I think this house could sell for. Two, you would like me to gather my stuff and go because I have overstayed my welcome, and that is okay. Or three, you are curious what it could sell for with our marketing behind it, but it has to make financial sense or no dice. Which one best describes you right now?" They self-select: buckets one and three go straight into the pricing conversation; bucket two, give yourself homework and come back later.

Pre-Frame at the Door

  • The appointment starts the moment a seller can see or hear you, from the curb, not when you knock. Treat the walk from the car as already being on stage.
  • Must do: pre-frame every appointment, no exceptions, by telling the seller the three things about to happen (a tour while you take notes, sitting down to confirm details, then handling any questions), and anchor your spot early by asking permission to set your bag or notes down where you intend to eventually sit and present.
  • Must not: open with 'how are you.' It invites complaints and objections before any rapport exists. Use a simple 'nice to meet you' instead, the way a professional greets someone rather than thanking them for the meeting.
  • Must not: discuss price in the first 60 seconds, or at all before the pricing stage. The pre-frame plants the idea that questions are coming; it does not answer them yet.

Grand Tour and Build Rapport

  • This stage does two jobs at once: gather the details you will need later (what belongs on the input sheet and in the public remarks, the features buyers search for) and build rapport with the seller.
  • Must do: take notes on everything, digitally where possible. It signals you are taking the seller seriously, and you will need those exact details minutes later when you sit down to confirm them.
  • Must not: sit on the couch, let the tour run past 15 to 20 minutes, or answer a price or marketing question the seller raises mid-tour. On all three, defer and keep the tour moving; jot the question down and promise to cover it once everyone sits down.
  • Must not: break rapport by disagreeing with a design choice the seller is proud of, even a questionable one. Agree and move on rather than correcting them this early. Rapport, not being right, is what earns you the standing to be candid later.
  • Rapport plus certainty is the underlying principle: when two people are in rapport, whichever one carries more certainty about what they are saying tends to influence the other. Rapport has to be earned before the confident, persuasive part of the appointment begins.

Sit Down, Confirm Details, and Open Pricing

  • Walk back to the spot you anchored earlier and sit down there. Confirm the details you noted (upgrades, condition, why they are selling, where they are headed next, their timeline) so the information you eventually give a buyer is accurate.
  • Must do: circle back to any question the seller raised during the tour. This is the moment you promised them answers, so deliver them here instead of letting them go unaddressed.
  • Must not: skip ahead to commission or marketing once seated. Agents who never run the full flow are the ones who later hear a seller just wants to keep selling it themselves, because the conversation that would have changed their mind never happened.
  • Pricing opens here, and the order matters: price before commission or programs. Showing the price first keeps it anchored to the market; once a seller knows your commission, an unrelated price number starts to feel contingent on what you are charging instead of on what the home is worth.

Marketing Through Paperwork

  • Marketing must cover all of it, including the Guaranteed Sale option. The choice of program belongs to the seller, so do not quietly drop the option you assume they will not pick.
  • Must do: draw the marketing and timeline out by hand rather than only pointing at a printed piece. A freehand visual reads as expertise in the moment and lands better than a script.
  • Must do: use tie-downs throughout marketing ('does that make sense,' 'is that fair,' 'you with me'), and never ask 'do you have any questions for me' during this stretch. That question invites doubt right when you want commitment.
  • Once marketing starts, the appointment is committed through to a decision: get the seller to pick a program, then run a net sheet on it every time, no exceptions. A seller who never sees the bottom line in advance will assume the numbers mean something different once a real offer arrives.
  • Paperwork is the last stage and the fastest one once it is earned. The goal is to sign at the first appointment; close by asking when you can schedule photography, and the honest, checkbox-style pass through the input sheet only takes a few minutes once the seller trusts you enough to sit through it with you.
Full transcriptListing Presentation referenceListing Process and Programs reference

The rep

Recite the eight-stage flow cold, in order, with no notes: pre-frame, grand tour and build rapport, sit down and confirm details, pricing strategy, marketing, programs, net sheet, paperwork. Then deliver the door pre-frame out loud as if a seller just answered the door, including the three things you are about to do and your anchor-your-spot line.

Done when: A teammate has heard you say all eight stages in order from memory with no prompting, and has watched you deliver the door pre-frame and anchor line without reading from a script.

Module quiz

Practice is unlimited. The final exam pulls from this same bank.