The short version
Record what the buyer thought, resolve the questions the visit raised, and agree the next step together.
Before the visit
Confirm the meeting point, the person who will accompany the buyer and which plots they want to see. Keep the arrangements in one shared note so a change does not depend on someone remembering to forward a message.
Check the latest availability with the person responsible for inventory. Distinguish a plot the buyer wants to view from a plot that has actually been held or booked.
Capture the buyer’s feedback
After the visit, ask what matched their expectations and what is still uncertain. Use their words where possible. “Needs to understand the access road” gives the team a task; “seems interested” does not.
Worked example · fictional visit
- What worked
- The buyer liked the location and plot size.
- Open question
- They want a family member to visit before deciding.
- Next action
- The owner will ask which day works for a second visit.
Agree the next step
The next step may be another visit, an answer from the project team or time for the buyer to think. Confirm what they want and when it is useful to speak again.
If they did not attend, record a no-show rather than completed feedback. Check whether they want to reschedule. Do not assume that an unanswered call means they have rejected the property.
Make the handover clear
Record who owns the next action and any promise made during the visit. If a manager needs to approve a price or clarify a fact, make that dependency explicit.
Keep the buyer’s interest separate from a confirmed hold or booking. Read the plot-inventory guide for a simple way to keep that distinction visible.
