Open house marketing checklist: before, during, and after
Prepare an invitation, test browser sign-in, record visitor requests, and complete personal follow-up. Includes a fictional worked event and free downloadable materials.
Worked example: prepare one complete event
Imagine an agent preparing an open house at 24 Example Lane on Sunday, October 18, 2026, from 1–3 pm. The address, agent, and visitors are fictional. No attendance, time savings, or sales result is claimed.
The useful outputs are one accurate invitation, a tested sign-in page, a readable QR sign, and specific promised actions. Prepare those outputs before adding another channel.
| Record | Example entry | Check before use |
|---|---|---|
| Event | 24 Example Lane · October 18 · 1–3 pm | Replace with the approved listing and actual hours. |
| Invitation | Photo, event hours, agent contact | Verify claims and brokerage identification. |
| Next step | Visit and ask property questions | Check the event destination. |
Three to five days before: prepare the invitation
Confirm the address, hours, access instructions, and seller-approved photos. Check claims against the listing and use your brokerage’s required identification and disclosures.
Choose a campaign plan, name the working copy, and set the start date and property details. Launching the plan creates dated preparation tasks; it does not publish the invitation.
Customize the downloadable SVG invitation. It is a design file, not an event creator or posting tool. The CSV contains caption examples to read and adapt, not an automated sequence. Publish through your own channels.
- Create the event and preview its visitor form.
- Replace every invitation placeholder.
- Prepare a printable checklist and approved property information.
One day before: test the whole visitor path
Scan the event QR code on a phone using mobile data. Confirm it opens the correct sign-in form in a browser, submit clearly labeled test details, and check the resulting record. A visitor needs an internet connection but no app installation or REMC account.
The current form requires name, email, phone, and consent; it also asks about visit purpose, timeline, and buying process, with optional notes. Inspect the actual form before the event and explain its information use. Sign-in does not verify contact details.
Print a readable code, test the printed version, and prepare a fallback for visitors who cannot or prefer not to use a phone. Keep test records separate from genuine visitor information.
- Check event hours, links, and contact information again.
- Publish a reminder with verified access information.
- Flag property questions still awaiting confirmation.
During the event: record requests rather than assumptions
Explain: “This sign-in helps me share the property details you request. You can scan here, or I can help.” Respect the visitor’s choice. Attendance alone is not permission for unrelated marketing.
In this fictional example, Morgan requests a floor plan by email and agrees to Monday delivery. Record the request and preferred channel. Do not convert that request into an assumption that Morgan wants daily listing messages.
- Check submitted records appear in the workspace.
- Keep notes factual and relevant; avoid sensitive personal details.
- Keep visitor contact information out of public view.
- Record unanswered questions for checking before replying.
After the event: complete the promised action
For Morgan, set “Check and send the approved floor plan” with a due date of Monday, October 19. Verify the document, send it through your own email tool, and record the completed activity.
REMC organizes leads, notes, activity, and dated next actions. Saving a follow-up records your work; it does not send email or text messages. Prepare the seller update using relevant observations without unnecessary visitor details.
- Complete the specific action by the agreed time.
- Set another action only where there is a real next step.
- Honor contact preferences and your retention policy.