Five Reasons To Not Give Clients a Moving Checklist

When was the last time you saw your clients excited when you handed them your moving checklist after they signed the deal?

Almost every moving company, real estate agent and property manager has their own version of a “checklist” they hand to clients in hopes that it helps them deal with the hundreds of tasks that need to be done for their upcoming move.

Although you’re trying to be helpful, that checklist you’re handing out may actually be hurting your relationship with your clients.   How so?

#5 Moving Checklists Lack Context

It’s great that your moving checklist remind your client to transfer their utilities, but what’s next? Your client scrambles for hours to figure out how to get the task done because the checklist didn’t mention how to do it (like who to call, when to call them, what to ask).

#4 You’re Missing a HUGE Opportunity for Referrals

The time after a deal is signed till closing is when your clients need you most.  They may have questions, concerns or just need some reassurance that everything will turn out great!    This also happens to be the time when they get asked about their experience with you the most.   When you hand over a checklist, you’re effectively indicating they your job is now done and the rest is up to them.   Not only does it leave a negative impression, but you quite possibly just closed the door on the opportunity to strengthen your relationship and generate potential referrals.

#3 Checklists are So Generic

Every situation is different and requires a distinct workflow of tasks.   Some clients may be first-time buyers, some are downsizing and haven’t moved in 35 years.  Checklists were never designed to take into account that every move is different.

#2 Checklists are Overwhelming

Did you ever have someone hand you a list of 100+ items that you have to complete?  How did that make you feel?  For most busy people, looking at a moving checklist makes them feel so overwhelmed they start regretting going through buying or selling a home in the first place.

#1  Handing over a Checklist Makes You Look Bad

The time when your client gets ready to move is stressful and frustrating.   Handing out a checklist can leave them with an impression that you just collected your commission and the next time they might see you is in 5 years.   Lasting impressions count for more than a first impression.  Always put yourself in your clients’ shoes – is this how you would expect to be treated by a professional?

So before you toss out your checklist, we want to introduce you to a much better alternative.  Imagine a concierge service and technology that’s tailored to every single one of your clients, helping them make their moving experience pleasant and enjoyable.  It’s effortless and affordable, and most importantly, helps you take your client experience to a whole new level.  Click below to book your free demo.

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