// Pre-Sales Excellence Program

Close More Deals.
One Visit at a Time.

Your complete pre-sales toolkit — call scripts, lead frameworks, WhatsApp templates, and a skill-building roadmap to consistently convert.

Prepared by Satyajit Pradhan RealEstateWallah
▶ Start Learning 📊 Daily Tracker
70%
Close rate after site visit
40–60
Calls per day target
3–5
Site visits to book daily
// 01 — Standard Call Flow

Every Call. Same Structure.
Every Time.

STEP 01
👋

Opening

Introduce yourself clearly. Remind them of their interest. Keep it warm and natural — not scripted-sounding.

STEP 02
🎯

Qualify

Ask the Golden 5. Listen more than you talk. Capture type, location, budget, timeline, and purpose.

STEP 03
🏠

Suggest

Recommend 2–3 matching options with confidence. Use market knowledge. Position yourself as an expert.

STEP 04
📅

Close Visit

"Saturday or Sunday — what works better?" Always give a binary choice. Never ask open-ended timing.

// 02 — Lead Qualification

The Golden 5
Questions

These 5 questions must be captured on every single call. If any one is missing, the lead is unqualified — no matter how good the conversation felt.

The Rule: If you end a call without capturing all 5, you haven't done pre-sales. You've just had a chat. Log all 5 in CRM before moving to the next call.

1

Property Type

Plot / Flat / Duplex / Rental — what exactly are they looking for?

TYPE
2

Preferred Location

City zone, nearby landmark, or specific area preference.

LOCATION
3

Budget Range

Ask for a range, not an exact figure. Don't skip this.

BUDGET
4

Purchase Timeline

Immediate / 1–3 months / 6+ months? Sets follow-up intensity.

TIMELINE
5

Purpose of Buy

Investment or self-use? This changes everything you recommend.

PURPOSE
// 03 — Lead Categorization

Know Your Lead.
Pick Your Pace.

🔴 HOT Lead

// Timeline: 0–30 Days

Budget is confirmed and ready. Actively searching. High intent to purchase very soon. Every delay costs you this deal.

→ Call daily · Push site visit immediately

🟡 WARM Lead

// Timeline: 1–3 Months

Interested and engaged but not urgent. Budget exists, decision is pending external factors. Keep them warm with insights.

→ Follow up every 2–3 days · Share value

🔵 COLD Lead

// Timeline: 6+ Months

Just exploring or comparing. No firm budget or timeline yet. Needs nurturing — stay relevant without being pushy.

→ Weekly updates · Market news · Patience
// 04 — Ready-to-Use Scripts

Scripts That
Actually Work.

1

Confirm Identity

"Hi, am I speaking with [Name]?"
2

Introduce Yourself

"This is [Your Name] from RealEstateWallah."
3

State the Reason for Call

"You had shown interest in a property — I just wanted to understand your requirements better and see how I can help."
Q1

Type

"What type of property are you looking for — plot, flat, or duplex?"
Q2

Location

"Any preferred location or area in mind?"
Q3

Budget

"Roughly what budget range are you planning? Just a ballpark is fine."
Q4

Timeline

"When are you thinking of buying — this month, next quarter, or still exploring?"
Q5

Purpose

"Is this for your own use, or primarily as an investment?"
1

Summarise What You Found

"Based on what you've shared, I have 2–3 properties that match your requirement really well."
2

Sell the Visit

"Photos honestly don't do justice to the actual space and location. A 30-minute site visit will give you much better clarity."
3

Binary Close — Always

"Saturday or Sunday — which works better for you?"
MSG1

Post-Call Summary (Send within 30 min)

Hi [Name], sharing the details we discussed. ✔ Location: [X] ✔ Price: [Y] ✔ Size: [Z] ✔ Highlights: [2–3 points] Let me know a good time for a site visit 👍
MSG2

Follow-Up (If no reply after 48 hrs)

Hi [Name], just checking — did you get time to review the property details? We have limited availability in this budget range, so booking a visit early would be helpful. Any questions?
OB1

"I'll decide later"

"I understand — just a 30-minute visit, no pressure at all. It just gives you a real feel so when you are ready, you can decide with confidence."
OB2

"Send me photos first"

"I can share photos — but honestly they don't do justice. One visit is worth a hundred photos. How about this weekend?"
OB3

"Budget is tight"

"Totally understand. I have options starting from [X]. Let me know your range — I'll match the best fit."
OB4

"Not ready yet"

"No issue at all. A visit just helps you make a more informed decision when you are ready — no commitment needed."
// 05 — Pro Tips from the Field

What Separates Good
from Great.

01

Never Start with Price

Lead with understanding their need. Price is answered after trust is built — not before it.

02

Silence is Your Friend

After asking a question, stay quiet. The lead will fill the silence — and reveal more than you asked.

03

Mirror Their Language

If they say "peaceful area", say it back. Mirroring creates instant, subconscious rapport.

04

Always Confirm Understanding

End answers with "Does that make sense?" — keeps them engaged and surfaces objections early.

05

Use Their Name Often

Using the lead's name 2–3 times per call significantly increases recall and connection.

06

Be Honest About Fit

If a property doesn't match, say so — then suggest the closest match. Honesty builds lasting trust.

07

Don't Oversell on the Phone

Your job is to generate curiosity — not close on the call. Let the site visit do the heavy lifting.

08

Call at the Right Time

Best windows: 10–12 AM and 5–7 PM. Avoid lunch hours for first-time outreach.

09

Take Notes During the Call

Write their exact words down. Reference them on the next call — it shows you genuinely listened.

10

Follow Up on Follow-Ups

If they say "call Thursday", call Thursday. Reliability is your biggest competitive advantage.

// 06 — Daily KPI Targets

Non-Negotiable.
Every Single Day.

40–60
calls per day
Total Outbound Calls
10–15
quality conversations
Golden 5 Captured
3–5
visits booked
Site Visits Confirmed
// 07 — 90-Day Skill-Building Roadmap

Your Path from
Executive to Expert.

PHASE 1

Foundation

Days 1 – 30
Memorise the Golden 5 cold — no notes
10 roleplay calls with manager per week
Shadow 3 senior calls — listen only
Learn all active property listings deeply
Record and review 2 own calls per week
Milestone: Golden 5 on 100% of calls by Day 30
PHASE 2

Consistency

Days 31 – 60
Hit 40–60 calls daily without prompting
Daily 15-min objection handling drill with peer
Review 1 call recording per day — 1 improvement
Track own HOT/WARM/COLD pipeline weekly
Share 1 best-performing tip with team weekly
Milestone: 15+ site visits in the month · 25% conversion
PHASE 3

Mastery

Days 61 – 90
Maintain 3–5 site visits booked consistently
Mentor at least 1 new executive per month
Develop your own objection-handling phrases
Study local market trends — pricing, demand
Lead call debrief in weekly team meeting
Milestone: You are now setting the standard for others
// 08 — Daily Performance Tracker

Log Your Day.
Measure Progress.

End-of-Day Check-In

Fill this out before you close your system every day. Takes 60 seconds. Builds long-term awareness.