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PresentationReal estatePitch & sales

Buyer consultation presentation

45 minutes 12 slides, 4 livestudio Runs with Presentations Studio

A buyer consultation that starts with them: a must-haves ranking, timing poll, the buying process step by step, costs and how you'll work together.

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Free to open and edit. Running it live needs Presentations Studio, free for 14 days on every new account.

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Finding your next home

Buyer consultation for [buyer names] with [agent name]

🏡
Title

In short

A buyer consultation is the first sit-down between an agent and home buyers to agree goals, budget, the buying process and how they'll work together. This 12-slide template starts with the buyers: a word cloud, a must-haves ranking and a timing poll, then walks the process, costs and buyer agreement.
Time
45 minutes
Slides
12, 4 interactive
For
Agents meeting new buyers
Plan
Presentations Studio

Updated October 4, 2026

What's inside

  1. 1Finding your next home
  2. 2Describe your dream home in one word live
  3. 3Rank what matters most in your next homeLocation and commute · Schools · Space and layout · Outdoor space · Move-in ready · Price live
  4. 4When would you like to move?Within 3 months · 3 to 6 months · 6 to 12 months · Just exploring live
  5. 5How buying works
  6. 6Your team
  7. 7Costs to plan for
  8. 8Before we tour, we'll sign a written agreement that says what I'll do for you and how I'm paid. Ask me anything about it.
  9. 9Offer strategy depends on the market
  10. 10How we'll work together
  11. 11What worries you most about buying right now? live
  12. 12Let's find your home

How to run it

  1. 1Fill in your lender, inspector and title or escrow partners, and check the cost ranges against your market.
  2. 2Start with the word cloud and the ranking. Couples often find they rank things differently, which is far better to learn now than at an offer.
  3. 3Walk through the process timeline slowly with first-time buyers. Stop after each step for questions.
  4. 4Review the buyer agreement together before you tour, and leave with pre-approval and a first tour date booked.

Questions people ask

What should a buyer presentation include?
The buyers' must-haves and timing, the buying process step by step, the team involved, costs to plan for, the buyer agreement and how you'll work together, plus time for their questions.
Do buyers need to sign an agreement with an agent?
In the US, most agents now need a written agreement with a buyer before touring homes. It sets out what the agent will do and how they're paid, so go through it together at the consultation.
How long is a buyer consultation?
Usually 45 minutes to an hour. First-time buyers may need longer for the process and costs.

Run it with your group

studio
  • Everyone answers on their phone, no app or sign-up
  • Results, decisions and actions in the summary
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Free to open and edit. Running it live needs Presentations Studio, free for 14 days on every new account.

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