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Seller Onboarding Questionnaire Template

Seller Onboarding Questionnaire Template

Regular price $23.99 CAD
Regular price Sale price $23.99 CAD
Sale Sold out
Editable in Canva
Drag and drop
Instant access

Start Every Listing Appointment Fully Prepared

Clear. Organized. Professional.

What’s inside the template:

12 professionally designed pages, fully editable Seller Questionnaire that covers the most important areas of a listing conversation, including:

  • Detailed Contact Questions
  • Seller Background Questions
  • Property Information Questions
  • Financial/Budget Questions
  • Open & Closed Type Questions
  • Property Features Checklist
  • Call to action + contact info + social media info – and more!

Twelve fully editable Canva pages packed with questions that you can quickly update to fit your brand, then print, present, or send digitally.

Your purchase includes an instructional video to guide you through customization.

This Seller Questionnaire Template is designed for realtors who want to walk into listing appointments knowing exactly what matters to the seller — before the conversation even begins.

Instead of guessing motivations, timelines, or priorities during the meeting, you arrive informed, prepared, and ready to lead a focused, professional discussion.

Why Preparation Wins Listings

Sellers don’t just evaluate what you say.

They evaluate how prepared you are.

When you ask the right questions:

1. Sellers feel heard

2. Conversations stay focused

3. Objections surface early

4. Trust builds faster

This questionnaire helps you gather the information that turns a listing appointment into a confident, productive conversation — not a guessing game.

What This Seller Questionnaire Helps You Do

✔ Understand seller motivation, timing, and goals
✔ Identify potential red flags early
✔ Lead the appointment with clarity and direction
✔ Ask thoughtful, professional questions every time
✔ Create a better seller experience from the start

This isn’t a generic form.

It’s a conversation-prep tool designed to make you look organized and intentional.

Designed to Make You Look Prepared

Great agents don’t wing listing appointments.

They listen, ask smart questions, and guide the conversation.

This questionnaire helps you do all three — by giving you insight before you sit down at the table.

Use It Your Way

✔ Send to sellers before the listing appointment
✔ Review responses ahead of time
✔ Bring a printed copy to meetings
✔ Use digitally during Zoom consultations

Ideal for:

a. Listing appointments

b. FSBO conversations

c. Expired listings

d. Team intake processes

Who This Is For

This Seller Questionnaire Template is perfect for:

✔ Realtors who want to feel more prepared in listing appointments
✔ Agents who want better seller conversations
✔ Professionals who value organization and clarity
✔ Teams that want a consistent intake process

If you want to start every listing appointment informed and confident — this template helps you do exactly that.

Template Details

-> Size: A4 + US Letter

-> Format: Canva Template

-> Pages: Fully editable

-> Delivery: Instant download

-> Usage: Unlimited personal business use

Preparation Sets You Apart

Stop guessing what sellers want.

Start every listing appointment knowing:

You’re prepared. You’re professional. And you’re ready to lead.

👉 Download the Seller Questionnaire Template today.

Instant Access

Once purchased, you’ll receive immediate access to the Canva template.

Open it. Customize it. Use it today.

🛒 All products include tax. Upon purchase you will receive an email instantly to download, open and use the template. All templates come with a short how-to video.

📩 This product could most likely be a tax-deductible business expense, but we recommend you check with your accountant if you are unsure.  This is a digital product. All sales are final.

Instant Download

Once your purchase is complete, your digital files are available for immediate download—no waiting, no shipping fees. Simply click the download link provided on the confirmation page or in your email receipt.

Start using your new products right away to grow your business or personal projects. If you need help accessing your files, our support team is here to assist you anytime.

No Refund Policy

Due to the digital nature of our products, all sales are final. Once a product is downloaded or accessed, we do not offer refunds, exchanges, or cancellations.

Please read product descriptions carefully before purchasing.

If you have any issues, feel free to contact us for support.

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